HomeMy WebLinkAbout08-20-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280801
HARRISBURG, PA 1 ] 128-0801
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
JONES JOHN G
4450 PANZA DRIVE
MECHANICSBURG, PA 17050
,oH
ESTATE INFORMATION: ssN: 191-2a-6178
FILE NUMBER: 2109-0782
DECEDENT NAME: JONES BONNIE M
DATE OF PAYMENT: 08/20/2009
POSTMARK DATE: 08/19/2009
couNTY: CUMBERLAND
DATE OF DEATH: 04/04/2009
REV-1182 EX111-981
NO. CD 011649
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
09152168 ~ 555.96
TOTAL AMOUNT PAID:
REMARKS:
CHECK#1547
SEAL
INITIALS: CJ
555.96
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU BF INDIVIDUAL TAXES
Po BDx zeacal
HARR158URG PA 77128-0681
uvasas a ,rv :oe-ae:
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
. - ~ „ AND FILE NO
-"~FTdXPAYER RESPONSE ACN
rr, / <-
:iCt1 v~ DATE
21-oR-U78a.
09152168
08-12-2009
aUG 20 ~~
CLEF 0,
wl
ORPHA^!,° ,,.
~UMEE'~'_' ._
JACpUELIN HOLLAR
136 WOODS DRIVE
MECHANICSBURG PA 17050
EST. OF BONNIE M JONES
SSN 191-24-6178
DATE OF DEATH 04-04-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKI N6
TRUST
CERTIF.
MEMBERS 1ST FCU provitled the Dapa rtment with the inforaatian bales. which has boon used in ealculatinp the
potential kex due. Records intlicate that at the death of the above-naa ad docetlant, you we ro a joint owner/bonef iciarv of this aeeoun t.
If vpu foal the inf oraation is incorroei, please obtain written correction frog the financial institution, attach a eopv to this fare
and return it to the above address. This account is taxable in aeca rtlaneo with the Inheritance Tax laws of the Commonwealth of
Penn sYlvania. Please call (717) 787-8827 with Questions.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 230293-00
Account Belanee
Percent TaxaDla
Amount Subject to Tax
Tax Rata
Potential Tax Dua
PART
Data 05-20-2003
Estab llshed
$ 7,461.26
X 16.667
S 1,243.57
Te ensure proper credit to the account, two
copies of this naf ice oust accomparry
payment to the Register of Nill s. Mak1 check
payable ie "Re pister of Wills. Apani".
NOTE: If tax payments are matlo within three
months of 4he de odent's tlaL of tleath,
deduct a 5 pveent tliseeunt an tM tax due.
Aro Inheritance Tex due will become delinauen4
nine menthe after the data of tleath.
A. ~ The above information and tax due is correct.
Remit payment to ih• Register of Wills with two copies of this notice to obtain
r CHECK a discount or avoid interest, or chock box "A" and return this notiea to the Register of
1 ONE ~ Wills and an official assessment will bo issued by the PA Daoartment of Ravanua.
L BLOCK B. ~ Tha above sasak has bean or will ba reported and 4ax paid with the Pennsylvania Inheritance Tra return
ONLY to be filed by the estate repro sentat ive.
C. ~ The above inf or~ajion is in co rrpet antl/ar tlebks end deductions ware paid.
Compl eta PART u2 and/or PART 5 bal ow.
PART If intlleatinp a different tax rate, elm ms• state
ralatlonshlp to decadent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Esta611shad 1
2. Account Balance 2
3. Pare ant Taxable 3 X
4. Amount Subject to Tax 4 ~
5. Debts and Deductions 5
6. Amount Taxable 6 S
7. lax Rate 7 X
e. Tax Due e $
PART ucn,.~ nnu
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Untlar penalties of perjury, I declare that the facts I have rope rted a~bfov p~Ie ra trw, c'~o-r7re~t and
^eomplat• to ~a best of_my knpe(~edpe and bell •f. HOME ( I ~ 1) ~ I
~~//1~ eT . J n //J'1 d 1 WORK C ) (jg
AXP R SIGNATURE TELEPHONE NUMBER DATE
PENNSYLVANIA INHERITANCE
_ `INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES 'l 'L I AND
PD eoX zaosol - ;~;','.'-`TAXPAYER RESPONSE
HARRISBURG PA 17128-0601 -
esv-uw sx afv ,oe-ou
;LERK OF
°=RLA`d~
JACpUELIN HOLLAR
136 WOODS DRIVE
MECHANICSBURG PA 17050
FILE NO. 21-~"~ 1D~
ACN 09152168
DATE OB-12-2009
EST. OF BONNIE M JONES
SSN 191-24-6178
DATE OF DEATH 04-04-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKI N6
TRUST
CERTIF.
MEMBERS 1ST FCU provitlatl the Oepartwan4 rlth the inforaation bales, which has been used in calculakine the
Potential 4ex due. Race rtls intlicata that at the death of the above-nawatl tlecetlent, you ware a ioint was r/banal ieiarv of this account.
If you feel khe inf orwatien is incorrect, Please obtain written correction frow the financi el institution, attach a copy to this fora
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Cowwowealth of
Pennsy lvsnie. Please call (]17) 787-832] with question s.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 230293-00
Account Balance
Percent Taxable
Amount Subjoet to Tax
Tax Rate
Potential Tax Du•
Date 05-20-2003
Established
g 7,461.26
X 16.667
$ 1,243.57
X .045
$ 55.96
To ansu re Proper cratlit to the account, two
copies of this notice wust aeeowparo
pavwant to the Register of Wills. Make chock
pavabl• to "Register of Wills, Agent".
NOTE. If to paywents era wade rithin th rea
wonths of the decetlant's tlata of tlaath.
tlatluet s 5 portent discoun[ on the tax due.
A,ry Inhsrltancs Tv[ tlua rill baewa delinquent
nine wonths of tar the tlate of tlaath.
P
T TAXPAYER RESPONSE
~
1
A. ~ Tha above inforaation one tax due is eorract.
Rewit paywent to the Rapiatar of Wills rith tro copies of this notiea to obtain
CHECK a discount or avoid intareat, or chock box "A" and ra to rn this na tiea to the Register of
r Wills antl an official assesswent will be issued by the PA Oepa rtwent of Revenue.
I ONE ~
L BLOCK B. ~ Tha above asset has boon or will ba raportatl antl tax Paitl with the Pann sylvan is Inheritance Tax return
ONL Y to be filed by Ohs estate rep rasentetive.
C. ~ The above inf orwa ion is inea rract antl/or tlabts and tladuetions rare paid.
Cowplata PART 2~ and/or PART 3~ bales.
PART If indleatinp a difforont tax rato, pia aso stato
Q relationship to docetlent:
TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Oata Establlshetl 1
2. Account Balance 2 S
3. Percent Taxable 3 X
4. Amount Subiect to Tax 4
5. Debts antl Deductions 5
6. Amount Taxable 6
7. Tax Rat• 7 X
8. Tax Dua B
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Untler penalties of p•r3ury, I tloclara that the facts I have reported a-~blav-1 era t/r~u/e,-e7o rra-~It and
complete to the bast of my kn ledge and belief. HDME ( I ~ I ) ~e`I(' !~ [
WORK ( )
AXP R SIGNATURE TELEPHONE NUMBER D TE
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