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HomeMy WebLinkAbout12-14-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128A601 RECEIVED FROM: BENNETT BETTY 7006 SUNDAYS LANE FREDERICK, MD 21702 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EXI11-96! NO. CD 012100 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold ESTATE INFORMATION: SSN: 171-12-9125 FILE NUMBER: 2109-1149 DECEDENT NAME: LEE ELLEN K DATE OF PAYMENT: 12j14/2009 POSTMARK DATE: 12/12/2009 COUNTY: CUMBERLAND DATE OF DEATH: 10 j09 j 2009 09169958 ~ $218.98 09169964 ~ $104.35 09169961 ~ $155.70 09169954 ~ 55.90 TOTAL AMOUNT PAID: REMARKS: BETTY BENNETT SEAL CHECK# 3340 INITIALS: WZ RECEIVED BY: $484.93 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES PD BDX 280601 HARRISBURG PA 17128-0601 _ _+ ~.,, eti-:~OK~~Fr, k~e-"~~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND FILE N0. 21 - ~~ " ~1~~ "'~`~= i~`'=TAXPAYER RESPONSE ACN 09169954 e~~3 ~ DATE 10-30-2009 b 1 ; •~ TYPE OF ACCOUNT ZQ~9 SEC ~ ~+ AM IZ~ 23 E5T. OF ELLEN K LEE ® SAVINGS SSN 171-12-9125 ^ CHECKING C~~~K (1c DATE OF DEATH 10-09-2009 ^ TRUST ~RPf~,~`S G~U~T COUNTY CUMBERLAND ^ CERTIF. C1 t~~rt~,'~~ ~ ^,1(^3 ~'~; Z REMIT PAYMENT AND FORMS T0: BETTY BENNETT REGISTER OF WILLS 7006 SUNDAYS LANE CUMBERLAND CO COURT HOUSE FREDERICK MD 21702 CARLISLE, PA 17013 PLEASE NOTE: DUE TO AN EI.I?CTRONIC MALFUNCTION WITH TIMECLOCK -'TI-IE CLOCK DA'I'S ON THIS DOCUMENT IS 12 HOURS BEHIND MEMBERS 1ST FCU THE ACTUAL TIME. •eation below, which has bean used fn calculating the potential tax due. Records ins ent, you were a point owner/benoficiarv of this account. If you feel the inforwation is --REGISTER OF WILL/CLERK OF ORPHANS' , the financial institution, attach a copy to this fore and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Co~sanwealth of Pennsylvania. Please Bail C7i73 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 156575-00 Date 02-06-1996 To ensure prover credit tp the account, two Established copies of this notice wust~ accoepany Account Balance 529.35 payment to the Register of Wills. Make chock payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payaents are cede within three Amount Subject to Tax ~` 135.23 aonths of the decedent's date of death, TeX Rate /~~ X .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will becowo delinquent Potential Tax Due ,~~ $ 6.22 nine months after the date' of death. PART TAXPAYER RESPONSE A. ^ The above inforaation and tax due is correct. Resit pay~ent to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of Wills and an official assessaent will be issued by the PA Departaent of Revenue. ONE BLOC 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 inforea ion is incorrect and/or debts and deductions were paid. Coapleta PART ~2 and/or PART 3^ 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 DEBTS AND DEDUCTIONS CLAIMED TOTAL CEnter on Line 5 of Tax Computation) i Under penalties of perjury, I declare that the facts I have reported above are tr ue, correct and complete to the s of my knowledge and belief. // // HOME C3o~ ) (p/p~ l _ ~'~,7 OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 - 6 7 X 8 AYEK S DATE PAID PAYEE DESCRIPTION AMOUNT PAID PENNSYLVANIA INHERITANCE TAX -, INFORMATION NOTICE /L BUREAU OF INOIYIDUaL TAXES ~ " ~ r~l~.,~ I AND FILE N0. 21e" 6~' ~l~q PO BOX 280601 ~ ' ' ;`,T~~PAYER RESPONSE ACN 09169961 HARRISBURG PA 17128-0601 ~. c ~ ~ ' ~ DATE 10-30-2009 ~i Ji , .._ REY-1543 IX /iiP (OB-08) PLEASE NOTE?: DUE. TO AN ELECTRONIC MALFUNCTION WITH f~~?9 D~~ 14 A 12~ 23 TIMECLOCK - `1'HF. CLOCK DATE ON THIS DOCUMENT IS t2 HOURS BEHIND THE ACTUAL TI'~JI. GL~R~~ C`F ,;-{t i.rn --RECUISTER OF WILLjCLERK OF ORPHANS' li; ~ E ``' (^ R ~~~ r~"~~ `~t3 BETTY BENNETT 7006 SUNDAYS LANE FREDERICK MD 21702 EST. OF ELLEN K LEE SSN 171-12-9125 DATE OF DEATH 10-09-2009 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 bean used fn calculating the potential tax due. Records indicate that at the death of the above-maned 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 fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Plessa call C717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 50195'41 Date 09-26-2001 7o ensure proper credit to the account, two Established copies of this notice wust accompany payment to the Register of Wills. Make check Account Balance $ 43, 707.40 payable to "Register of Wills, Agent". Percent Taxable X 8.333 N07E: If tax payments are made within three ~ Amount Subject to Tax g 3, 642.14 months of the decedent's dlata of death, ~ TeX Rate /~~ X .045 deduct a 5 percent discount on the tax due. r ` Any Inheritance Tax due will become delinquent a Potential Tax Due ` ~` 163.90 nine months after the date' of death. PART TAXPAYER RESPONSE ; ~ D IL -'~ L A. ~ The above infdrmation and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain. CHECK a discount or avoid interest, or check box "A" and return Wills and an official assesssent will be issued by the PA this notice to the Register of Department of Revenue. C ONE BLOCK B. ~ The above asset has been or will ba reported and tax paid with the Pennsylvania Inheritance Tax return ONLY 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 ~ below. PART If indicating 2 relationship a different tax rate, Please state 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 OF TAX ON JOINT/TRUST ACCOUNTS 1 2 $ 3 X 4 ~ 5 6 $ 7 X 8 $ DEBTS AND DEDUCTIONS CLAIMED Under penalties of perjury, I declare that the facts I have reported above are t//rue, correc~t/ amid C,c~omplete to the est of my knowledge and belief. HOME C~Sd/ ) W (03 ~ ~' y~ / DATE PAID PAYEE DESCRIPTION AMOUNT PAID PENNSYLVANIA INHERITANCE TAX ~• '• INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES !~^.~ ~•.".- AND FILE N0. 21 -C7~"~~~~ PO BOX 280601 ~ ' - `TAXPAYER RESPONSE ACN 09169964 HARRISBURG PA 17128-0601 ~ y ` } ~ " ~, ~ ~ ~-'" "~" •- •- DATE 10-30-2009 REV-1543 IX 11FP C38-3B) PLEr1SE NOTE: DUE TO AN ELECTRONIC MALFUNCTION WITH TIMECLOCK -THE CLOCK DATE ON THIS DOCUMENT IS ]2 HOURS BEHIND THE ACTUAL TIME. --REGISTER OF' WILL/CLERIC OF ORPHANS' ~~C ! 4 ~~ 12~ 23 v~.~~Y rr OinPi-~,~'S ~~OURT w ; ~',, BETTY BENNETT 7006 SUNDAYS LANE FREDERICK MD 21702 EST. OF ELLEN K LEE SSN 171-12-9125 DATE OF DEATH 10-09-2009 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 decadent, you were a ioint owner/beneficiary of this account. If you foal 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 Cgmmonwealth of Pennsylvania. Please call C717) 7B7-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 50195-42 Date 07-02-2000 7o ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 29,290 99 payment to the Register of Wills. Make check . payable to "Register of Wills, Agent". Percent Taxable X 8.333 ' Amount Subject to Tax ~- ` 2,440 82 NOTE: If tax payments are ^ade within three . ~ months of the decedent's date of death, Tax Rate y~, X .045 deduct a 5 percent discount on the-tax due. ~ Potential Tax Due O $ 109.84 Any Inheritance Tax due will become delinquent nine months after the date of death. P T TAXPAYER RESPONSE ~ 1 A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain CHECK 0 N E a discount or avoid interest, or check box "A" and Wills and an official assessment will be issued by return this notice to the Register of the PA Department of Revenue. 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 ba 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 3~ below. PART If indicating a different tax rate, please state ~~ .. ~:,. ~ relationship to decedent: ." ~ " .~~: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS D LINE 1. Date Established 1 f Y S ~~ ~~,'~~{' 1 S( j',~, :V ~.~J"- - 2. Account Balance 2 $ .r~ ; . ~ a s§ ~~ ~~! j#i. ~ arwwrwwwwwwrfi 3. Percent Taxable 3 X ~` 3' ;y ~wwiwwwrw~ rs~ f £ ~`; ~~ " ~l~Y 3~i 4. Amount Subject to Tax 4 $ ~ ~~ €'~&? _ ~~$ ~~~ 5. Debts and Deductions 5 - 6. Amount Taxable 6 ~` `' ~. >i 7. Tax Rate 7 X 8. Tax Due B $ _' PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are tru e, correct an d complete to the es of my knowledge and belief. HOME C ~ / ) 6 ~... ~r / / - !~,(~ wee c p ! ) d - 6 .~ ~ A PAY SIGNATURE TELEPHONE NUMBER DATE IUTAL ctnter on Line 5 of Tax Computation) $ ,I PENNSYLVANIA INHERITANCE TAX a ~ ', ~-'. INFORMATION NOTICE .AND BUREAU OF INDIVIDUAL TAXES ~ ~" C, ~, ~t~ FILE N0. 21 "-'~ ~ I /~°1 PO BDX 280681 ~ `- ~ '-~AV~R RESPONSE ACN 09169958 HARRISBURG PA 17128-0681 I c~a 1 M,"~ ~i -~ DATE 10-30-2009 ti ~~ mtv-1543 E7t APP C38-ae) PLEASE NOTE: DUE TO AN ELECTRONIC MALFUNCTION WITH TI~IECI,OCK -THE CLOCK Dr1'fE ON 'PHIS DOCUMENT IS 12 HOURS BEIIIND THE ACTUAL TIME. --REGIti'TER OF WILL/CLERK OF ORPHANS' BETTY BENNETT 7606 SUNDAYS LANE FREDERICK MD 2170 TYPE OF ACCOUNT ~~~4 ~~~ ~ 4 ~~ ~~• ~ST. OF ELLEN K LEE ^ SAVINGS ~ ~('~~ SSN 171-12-9125 ^ CHECKING CLLI'~ ~rF DATE OF DEATH 10-09-2009 ^ TRUST ~~_~~` t v ~V~ «~ CERTIF. A , ~ ~ ~ COUNTY CUMBERLAND C~}~'"~` '~~'~'~ ` '~'~~~ ~~'REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE 2 CARLISLE, PA 17013 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 inforeation is incorrect, please obtain written correction from the financial institution, attach a copy to this fore 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 C7171 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 50195-40 Date 01-29-2000 To ensure proper crodit toy the account, two Established copies of this notice must. accompany ' ' Wills. Make check payment to the Register of Account Balance g 61, 467.86 payable to "Register of Wills, Agent". Percent Taxable X 8.333 NOTE) If tax payments are wade within three ~ Amount Subject to Tax ~ 5, 122.12 months of the decedent's drte of death, ~ Tax Rate ~~ X .045 deduct a 5 percent discounlt on the tax due. 1 ~ Any Inheritance Tax due will become delinquent Potential Tax Due ~}` 230.50 nine months after the date of death. PART TAXPAYER RESPONSE 0 ` . , ns ~ i A. The above information and tax due is correct. 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 Ragiatar 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. Ceeplete PART 2~ and/or PART 3^ below. PART If indicating a different tax rate, please state ~~' a relationship to decedent: ~~„' TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS AT?,',,' LINE 1. Date Established 1 ,, ~,, 2. Account Balance 2 ~ 3. Percent Taxable 3 X ,~', 4. Amount Subiect to Tax 4 ~ ~' 5. Debts and Deductions 5 6. Amount Taxable 6 $ ~~i`~ 7. Tax Rate 7 X 8. Tax Due 8 ~ PART DEBTS AND DEDUCTIONS CLAIMED TOTAL CEnter on Lina 5 of lax Computation? s Under penalties of perjury, I declare that the facts I have reported above are true, corrACt and complete to the eat of my knowledge and belief. HOME C..3~'a~ ) ~ ~~~ ~ y3/ (~[ W~I?K ( ~D /) '1710/-' 4 ~ /~Q1r A PAY R SIGNATURE TELEPHONE NUMBER DATE DATE PAID PAYEE DESCRIPTION AMOUNT PAID D~. ~I~ 11 December 2009 7006 Sundays Lane Frederick, MD 21702 Register of Wills Cumberland County Court House Carlisle, PA 17013 To Whom It May Concern: Enclosed please find a check for $484.93 to cover the Inheritance Tax on the foNowing accounts from Members 1~ Federal Credit Union, after the 5 percent discount for paying within 3 months of the decedent's date of death: Account No. 50195-40 $218.98 (ACN 09169958) Account No. 50195-42 $104.35 (ACN 09169964) Account No. 50195-41 $155.70 (ACN 09169961) Account No. 156575-00 $5.91 (CAN 09169954) Sincerely, ~ ~ ,~~~,~ ~~~ Betty E. Bennett 301-663-6431- Nome 301-401-6905 -Cell C ~' v :~:'i _ _ ...t :_.,_:j ~y --~. ---- -_.._ ~ i. 1 ~, F +. .: .... X1.7 ~ , .': ` -.. :. . V ~ t PLEASE NOTE: DUF, TO AN ELECTRONIC MALFUNCTION WITH TIMECLOCK - T'IiE CLOCK DATE ON 1"HIS DOCUMEN"1' IS 12 I-IOURS BF,HIND THE ACTUAL TIME. --REGISTER OF' WILL/CLERK OF ORPHANS' ~.~~ ~~ r~ ~~ ~~~~ r U 1 ~ ~ (D O h N O W F Z Q ~ S P. ~~ '~~~