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Home My WebLink About07-09-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: MORRISON WILLIAM J 34 SEBASTIAN DRIVE NEWARK, DE 19711 fold REMARKS: CHECK# 2933 SEAL PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT AMOUNT CONTROL NUMBER NO. CD 01 1467 TOTAL AMOUNT PAID: INITIALS: AJW RECEIVED BY: REGISTER OF WILLS REV-1162 EX111-96) 5712.33 GLENDA EARNER STRASBAUGH REGISTER OF WILLS i PENNSYLVANIA INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES I N F O R MA T I O N N O T I C E PD BOX 280601 HARRISBURG PA 1 7128-060 1 AND FILE NO ,.~a._2~~4~-387 TAXPAYER RESPONSE REV-1543 EX AFP (OB-08) ACN 09127274 DATE 05-01-2009 TYP WILLIAM J MORRISON 34 SEBASTIAN DRIVE NEWgRK DE 19711 EST. OF E J E OF ACCOUNT MORRISON SSN 201-1b-3111SAVINGS DATE OF DEATH o4-18-2009 ~t~~_ COUNTY DAUPHIN REMIT PAYMENT AND FORMS T0: ^ CERTIF. REGISTER OF WILLS ~, C~~''gf,21,r},.rp Cou~J CouQr~.,puS£~ onJ~ CauQT/fe,~s E S~ trar2,~e MEMBERS 1ST FCU C~}QL/~SLF/ P~ 7~C/~ po ential tax due. Records indicate that at the provided the Department with the information below, If you feel the information is incorrect, death of the and return it to the above please obtain writtenbcorrectiondfromethe financial instituti peen used in calculatin Pennsylvania. Please call (7 a 1 s o~7_This account YOU were a joint owner/beneficiary of g the is taxable in accordance with the Inheritance lax laws of the this account. COMPLETE p B327 with questions. attach a copy to this form ART 1 BELOW * SEE REVERSE SIDE FOR FILING Commonwealth of Account No. 161242-00 AND PAYMENT INSTRUCTIONS Date 11-15-1995 Account Established To ensure proper credit Balance copies of this notice to the account, two Percent Taxable $ 2$, 065, bQ payment to must accompany X the Register of Wills. Make check Amount Subject to Tax 50, QQ~ payable to "Register of Wills, Agent". Tax Rate $ 14, 032, $0 N07E: If tax payments are made Potential Tax Due X months of the decedent's within three .045 deduct a 5 date of death, percent di nt on the PART 631.4$ ~' 4f Any Inheritance Tax d will become ~lidn quent. TAXPAYER '-- nine months after the;ae~le of death`a FAILURE TO RESPOND RESPONSE WILL ~'~ _ _ RESULT IN AN OFFTCI C,:,- At TAX ASSESS~'A~ r- ~~ A• ~ The above information and t l Remit payment to ax due is correct. ~ i CHECK the Register of Wills with two co _ ' C a discount or avoid interest, or check box ~ ONE ~ pies of this notice to ! ' Wills and an official assessment will be issued by the PA Department of obyagj ~ ~ ~, 'A" and return this notice to t'h~(~gister o _ BLOCK 0 N L Y B' ~ The above asset has been or will be reported and tax Revert, to be filed b b'- '"" '7 Y the estate representative. paid with the Penns ~~ '1 vlvania Inheritancep'Tax ret~rri ~ C• ~ The above information is incorrect and/or debts and deductions were Complete PART 2^ and/or PART ~ ~ PART If indicatin u below. paid. 9 a different tax rate, please state relationship to decedent: TAX RETURN - COMPUTATION OF TAX OFFICIAL USE ONLY LINE 1. Date Established ON JOINT/TRUST PA DEPARTMENT ^ AAF 1 ACCOUNTS pAD OF REVENUE 2. Account Balance z $ I 3. Percent Taxable 3 X 2 4• Amount Subject to Tax G 5. Debts and Deductions 5 _ 3 6• Amount Taxable 4 6 $ r~ 7• Tax Rate ~ X 8• Tax Due 6 a $ 7 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line Under penalties of 5 of Tax Computation) complete to perjury, I declare that 8 the best of my knowled a the facts I have re 9 and belief. Ported above are true G ~ra'1""' HOME ~ correct and -v+...o.+..~ c3oz ~ Z3Y -~OG~~ XPAYER SIGNAT RE WORK c _ \ °L ~ 6fD - 0700 ~/. /_., TCi r.,.. _.._ PENNSYLVANIA INHERITANCE TAX EST. OF E J MORRISON SSN 201-16-3111 DATE OF DEATH 04-18-2009 COUNTY DAUPHIN REMIT PAYMENT AND FORMS T0: WILLIAM J MORRISON 34 SEBASTIAN DRIVE NEWARK DE 19711 No.~-Zoo9-b3~ 09127276 05-01-2009 TYPE OF ACCOUNT ^ SAVINGS ,~ CHECKING rnr ^ CERTIF. REGISTER OF WILLS - TIA IIpLTU rn rn„DT n~~n CumQERt,4~l D CouNry Co ~,Qr~oa.r.5 ~ D~rE Co u R 7-c1o v S F .S~Q uA! C~/zcistE~ PA /7013 MEMBERS 1ST FCU 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 point 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 tali :Ti7i 7B7-B327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 161242-11 Date 07-01-2005 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance payment to the Register of Wills. Make check $ 5, 259.40 payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to TaX $ 2, 629.70 NOTE: If tax payments are made within three Tax Rate X months of the decedent's date of death, . 0 4 5 deduct a 5 perceit discount on the tax due. Potential Tax Due $ 11$.34 ~ t/Z Any Inheritance Tax due will become delinquent PART ~~2.-- nine months after the date of death. TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSES ENT ('.~..` A. The above f C C HECK 0 N E ~ B L 0 C K 0 N L Y . ^ The to in ormation and tax due is correct. Remit payment to the Register of Wills with two copies of a discount or avoid interest, or check box "A" and return Wills and an official assessment will be issued by the PA above asset has been or will be reported and tax paid with be filed by the estate representative. this notice to oB this notice to t'ku Department of Rev the Pennsylvani-ei , C. ^ The above informs ion is incorrect and/or debts and deductions Complete PART 2 and/or PART 3LJ below. were l paid. Y rAKi •r inaicating a different tax rate, please state relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established P AD 1 2. Account Balance 2 $ 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART 0 DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) Under ~ penalties of perjury, I declare that the facts I have reported above are true, correct and compl to to the best of my knowledge and belief. G~l~~~ ~~~ HOME (3D2) ~3 y- 66~q TAXPAYER SIGNATU E WORK C3oZ ) ~j,SQ _ p/pv 7 ~ a ,~~ INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AN D Po Box 2ao6al FILE HARRISBURG PA I71za-o6o1 TAXPAYER RESPONSE A C N REV-1543 EX qFP (OB-OB7 DAT E 3 X 4 $ 5 - 6 +fi 7 X 8 $ 1 2 3 4 5 6 7 8 ..,p _ (..... ter ~ '' ~.,~ ~. ,. tance Tax r~turry .: ~ 't •• ~ { i OFFICIAL USE Of(LY ^ AAF PA DEPARTMENT OF REVENUE 6 ~ o .. r F- ~r- ~ ~"~ c Zr OO N~...W~ 0"tLN~o ~ !' V '~~, ~'co 6-W J2 cn u ?~ o c~ r, C"7 `~ C ~ ~, ` .. ~ .~ ~„~ y...- ,' ~ Li~r ~ L'" t~ ~~ ~_ W ti vi~~ 70 A V ~ ~ O ~~ d1 ~ ~~ ~ C '~ ~ ~ ~ *. i ~ ~ 1 ~~ _ ~ - ~ , ~ ~- d ~ ~ ~ ~ a ~ , ~ c~ _ ~. ~, o •L 0 .~ a a a a p 6DED ,~Dpp OEE ® Zg92 ~EQZ V ~~ W ~~ W ~~~~ ~ N o~ Z N ~ ^~a W aI~H~~ Aa~N ~ N~~j~ ~e}sod saes pa~!ut- ®a~! '