HomeMy WebLinkAbout05-15-09 (3)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 01 1262
STEINER AMY
312 ALLENVIEW DRIVE
MECHANICSBURG, PA 17055
fold
ESTATE INFORMATION: ssN: 2oa.-is-osss
FILE NUMBER: 2109-0294
DECEDENT NAME: MITCHELL GERTRUDE I
DATE OF PAYMENT: 05/ 1 8/2009
POSTMARK DATE: 05/15/2009
CouNTY: CUMBERLAND
DATE OF DEATH: 02/ 1 7/2009
REMARKS:
CHECK# 4844
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
09503417 ~ 52,639.06
TOTAL AMOUNT PAID:
INITIALS: AJW
REV-1162 EX111-96)
52,639.06
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
*
REV-1543A AFP (7-O,W..1
*
INFORMATION NOTICE
TAXPAYERNRESPONSE
REVISED NOTICE * * *
FILE
ACN
DATE
N0. 21 09-0294
09503417
05-05-2009
TYPE OF ACCOUNT
~LQ~g ~~`! i EST" OF GERTRUDE I MITCHELL ^ SECURITY
S.S. N0. 204-18-0883 ~ SEC ACCT
DATE OF DEATH o2-17-2009 ^ sTOCK
~~~ CQUNTY CUMBERLAND ^ BONDS
u p
Q~~H~I
~
v~t~r:
~! REMIT PAYMENT AND FORMS T0:
AMY STEINER ...
~
_ REGISTER OF WI LLS
312 ALLENVIEW DRIVE CUMBERLAND CO COURT HOUSE
MECHANICSBURG PA 17055 CARLISLE, PA 17013
STIFEL NICOLAUS has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a beneficiary of this asset.
If you feel this information is incorrect, please obtain written correction from the transfer agent, attach a copy to this form and
return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania.
puestions may be ans.e(ed b"r calling :717) 737-832'..
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5385-3049 To insure proper credit to vour account, two
C2) copies of this notice roust accompany vour
payment to the Register of Wills. Make check
DOD Valuation 370,387.00 payable to: "Register of Wills, Agent".
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
X 16.667
61,732.40
X
.045
NOTE: If tax payments are made within three
the of the nt' date of death,
you may deduct ~ 5Y. discount f the tax due.
n~pp ny inheritance ax w1 1 become delinquent
.jl~ Q C nine (9) months after the date of death.
PART TAXPAYER RESPONSE
~ FAIL~I~E T~ ~P D~WIEL f~SULT IN AN FICIAL T~X A5S~T B~ISED ON THIS~NOTICE
a
A. ~ The above information and tax due is correct. ~
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
a discount ar avoid interest, ar you may check box "A" and return this notice to the Register of
C H E C K Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
B L 0 C K B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y to be filed by the decedent's representative.
C. ^ The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART 2^ and/or PART ~ below.
PART If you indicate a different tax rate, please state your tY FICIgrL USE Y ^ A AF
relationship to decedent: PA t)EPARTMENT qF REVENUE
TAX RE TURN - COMPUTATION OF TAX ON ABOVE ASSET(S) PAD
LINE 1. DOD Valuation 1 1
2. Percent Taxable 2 X 2
3. Amount Subject to Tax 3 3
4. Debts and Deductions 4 - 4
5. Amount Taxable 5 5
6. Tax Rate 6 v 6
7. Tax Due T 7 ~«
DEBTS AND DEDUCTIONS CLAIMED
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief. HOME C )
WORK C )
______.._.. ,._,....r,,,,~ TELEPHONE NUMBER DATE
PART
Herr oern PoVFF DESCRIPTION AMOUNT PAID
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