HomeMy WebLinkAbout07-16-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 01 1496
MURRAY MARSHA SIMPSON
855 ORBS BRIDGE ROAD
MECHANICSBURG, PA 17050
fold
ESTATE INFORMATION: ssN: isa-22-7695
FILE NUMBER: 2109-0656
DECEDENT NAME: SIMPSON JACQUELYN
DATE OF PAYMENT: 07/ 1 6/2009
POSTMARK DATE: 07/15/2009
couNTY: CUMBERLAND
DATE OF DEATH: 06/27/2009
REMARKS:
CHECK#1119
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
09142496 ~ $3.79
09142494 ~ $3.79
REV-1162 EX111-961
TOTAL AMOUNT PAID:
INITIALS: CJ
RECEIVED BY:
57.58
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE NO. 21 -C'~-~(prjfp
PO BOX 280601 ,i.{ `~ r-~ r,..«-
HARRISBURG PA 17128-0601 _~ ~. ~.~ ~"A~CRy4YER RESPONSE ACN 09142496
"_ ,'.; DATE 06-12-2009
REV-1543 IX aFP (08-OBI ~' f .'~ti i L.i '/' ~ ....
X009 JUL 16 A~ ~) ~ l~ST. OF JACQUELYN SIMPSON
SSN 188-22-7695
C~E~i~ CF DATE OF DEATH o6-27-2009
ORFH~~';~ t~}URT COUNTY CUMBERLAND
C~~~~~.`»~i ,~-` ~~ (J:~ ~A, REMIT PAYMENT AND FORMS T0:
MARSHA MURRAY REGISTER OF WILLS
855 ORRS BRIDGE ROAD CUMBERLAND CD COURT HOUSE
MECHANICSBURG PA 17050-2137 CARLISLEr PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
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 call C7i7) 787-4327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1 72645-1 1 Date 12-15-1947 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 $ 504.77 payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NDTE: If tax payments are made within three
Amount Subject to Tax ~` 84.13 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 $ 3 • 79 nine months after the date of death.
PART TAXPAYER RESPONSE
IIIL(.D~Far'Ta R~^.P. ULT I €~fF ICIAL TIC ASSEeSSMENT
A. F~'The above information and tax due is correct.
~L1 Remit payment 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
CHECK Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
BLOCK 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 2~ and/or PART 3L1 below.
PART If indicating a different tax rate, please state
relationship to decedent:
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 JDINT/TRUST ACCOUNTS PAD
1
2
3 X
4
5
6 $
7 X
8
OFFICIAL USE ~7NLY ~ AAF
PA DEPARTMENT DP' REVENUE
1
2
3
4
5
6
7 - -
8
PART DEBTS AND DEDUCTIONS CLAIMED
a
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
1
~~ PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ~'i"} n~ ~.-~ x _ AND FILE N0. 21-(~-d~PS~
PD aox 2ao6B1 ``-' ~-'..i..r ~ TAXPAYER RESPONSE ACN 09142494
HARRISBURG PA 17128-0601 \~;i ~~., ti °! DATE 06-12-2009
REV-1543 EX AFP (08-08) "
Z0~9 JUL 16 AM ! f ~ 1 b
GLER~t OF
ORPHA,(i±'S COiIRT
MARSHA MURRAY
855 ORRS BRIDGE ROAD
MECHANICSBURG PA 17050-2137
EST. OF JACQUELYN SIMPSON
SSN 188-22-7695
DATE OF DEATH 06-27-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
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 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 laws of the Commonwealth of
Pe~~nsylvania. Please call (717) 787-8327 with vuestions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 172645-0 0 Date 12-15-1997 To ensure proper credit to the account, two
Establ ished copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance 1 731 .81
~ payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax Davments are made within three
Amount Subject to Tax $ 288.64 months of the decedent's date of death,
Tax Rate )( . 0 4 5 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due 1 2.9 9 nine months after the date of death.
P
r TAXPAYER RESPONSE
~
~
'FAILt~i~iTO RESPOND WALL RESULT IN AN 0 ICIAL TAX A55E5SMENT
A. WT The above information and tax due is correct.
~J Remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid i nterest, or check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE ~
BLOCK 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 2~ and/or PART 3LJ below.
PART If indicating a different tax rate, please state
relationship to decedent:
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
PART
OFFICIAL U5~E ONLY [~
PA DEPARTMENT OF REVENUE
OF TAX ON JOINT/TRUST ACCOUNTS ,PAD
2 $ ~ 2
3 X 3
4 $ 4
5 5
6 $ 6
7 X 7
B '~ 8
DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
- y.ym lete to a be t of,~~m knowledge and belief. HOME C ~
WORK C )
AXPAYER SIGNATURE TELEPHONE NUMBER DATE