HomeMy WebLinkAbout05-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BORDNER MARY A
3124 HARVARDSTON LOOP
HOLIDAY, FL 34691-1028
REV-1162 EX(11-96)
N0. CD 011261
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- told
ESTATE INFORMATION: ssN: i s$-4s-3448
FILE NUMBER: 2109-0462
DECEDENT NAME: ANDERSON HILDA M
DATE OF PAYMENT: 05/18/2009
POSTMARK DATE: 05/14/2009
couNTY: CUMBERLAND
DATE OF DEATH: 01 / 1 5/2009
REMARKS:
SEAL
CHECK# 3437092656
091 19563 ~ S 18.85
TOTAL AMOUNT PAID:
INITIALS: CJ
RECEIVED BY:
S 18.85
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE T,AX ~(2~'/
SOVEREIGN BANK provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, You were a ioint owner/beneficiary of this account.
If you feel the information is incorrect, please obtain written correction from the financial institution, 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. Please call (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
INFORMATION NOTICE:
AND FILE N0. 21''~"~/
~
BUREAU OF INDIVIDUAL TAXES p
PD Box 2BO6B1 TAXPAYER RESPONSE ACN 09119563
HARRISBURG PA 17128-0601
* *
;*C;REVISED NOTICE ~ * *
DATE
04-20-2009
REV-1543 EX AFP CQa-98 T' '- • '~ ---'
TYPE OF ACCOUNT
~~~ ~~`~ '' ~ `~ /'~!
EST. OF HILDA M ANDERSON ^ SAVINGS
SSN 168-48-3448 ® CHECKING
•"'t Cr- DATE OF DEATH 01-15-2009 ^ TRUST
s`; --~_
~:I~~j COl!
~- COUNTY CUMBERLAND
^ CERTIF.
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-- REMIT PAYMENT AND FORMS T0:
MARY A BORDNER REGISTER OF WILLS
3124 HARVARDSTON LOOP CUMBERLAND CO COURT HOUSE
HOLIDAY FL 34691-1028 CARLISLE, PA 17013
Account No. 1681708221 Date 04-28-1999 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 2,513.05 payable to "Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax $ 418. $5 N07E: If tax payments are made within three
months of the decedent's date of death,
Tax Rate X .045 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 18.85 nine months after the date of death.
P~T TAXPAYER RESPONSE
~ FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT
A. ^ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K a discount or avoid interest, or check box "A" and return this notice to the Register of
C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue.
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 estate representative.
C. ^ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART ~ and/or PART ~ below.
PART If indicating a different tax rate, please state
relationship to d'cedent:
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF ,TAX ON JOINT/TRUST ACCOUNTS
1 - - -
2
3 X
4
5
6
7 X
8
PAD
OFFICIAL U5E ONLY ^ AAF
PA DEPARTMENT OF REVENUE
1
2
3
4
5
6
7
8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I
complete to the b st of m
knowl
ed
e a
d b
li
f have reported above are true, correc and
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TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
TOTAL CEnter on Line 5 of Tax Computation) S
PENNSYLVANIA INHERITANCE TAX Il2(~U
INFORMATION NOTICE
•AND FILE N0. 21-i~~"~~~~
BUREAU OF INDIVIDUAL TAXES -
Po sox zso6ol TAXPAYER RESPONSE ACN 09119564
HARRISBURG PA lnza-ocol ~ - -*~- * "* 'REVISED NOTICE * * * DATE 04-20-2009
REV-1543 EX AFP (OB-OBJ
~~,~~ ~~.g•~ ~ G~ rr`~ ~: O ~ TYPE OF ACCOUNT
EST. OF HILDA M ANDERSON ^ SAVINGS
~i -''',! ~',~ $$N 168-48-3448 ® CHECKING
'~,~~:
-';'~1+~'~ DATE OF DEATH O1 •• 15-2009 ^ TRUST
~J sly ' ~ _~ ~ ~ i
''1 ~;I.COUNTY CUMBERLAND ^ CERTIF.
ni - ,
REMIT PAYMENT AND FORMS T0:
ANDREW G ANDERSON REGISTER OF WILLS
3124 HARVARDSTON LOOP CUMBERLAND CO COURT HOUSE
HOLIDAY FL 34691 CARLISLE, PA 17013
SOVEREIGN BANK provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account.
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form
and return it to the above address. This account is taxable in accordance with the Inheritance Tax Yaws of the Commonwealth of
Penn syivania. Please call c71%) i87-e327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1681708221 Date 04-28-1999 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance ,~` 2, 513. U5 payable to "Register of Wills> Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject to Tax $ 418 • 85 months of the decedent's date of death,
Tax Rate )( .045 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 18 • 85 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT
A. ^ The above information and tax due is correct.
Remit Dayment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or 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
D N L Y to be filed by the estate representative.
C. ^ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART ~ and/or PART ~ below.
PART If indicating a different tax rate, please state OFFICIAL US E ONLY U AAF
relationship to decedent: PA DEPARTMENT OF RE1iENllE
TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 I
2. Account Balance Z `~ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 - 5
~ 6
6. Amount Taxable 6 `
X 7
7. Tax Rate 7
8. Tax Due 8 '~ $
PART DEBTS AND DEDUCTIONS CLAIMED
0
neTF Pain PAYEE DESCRIPTION AMOUNT PAID
Under penalties af_„.perjury, I declare that the facts I have reported above are true, .co~rr/ect a d
comet to the est of knowledge and belief. HOME c~1 7 ~ ~ LIS / S~/
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T AYER SIG A RE TELEPHONE NUMBER DATE
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