HomeMy WebLinkAbout01-26-10COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2S0601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
NO. CD 012280
SOLIDER JEANNE
619 W MAIN ST
MECHANICSBURG, PA
fold
17055-3246
ESTATE INFORMATION: SSN: ~0~-24-4375
FILE NUMBER: 2109-1 183
DECEDENT NAME: FERNBAUGH ANNA M
DATE OF PAYMENT: 01 /26/2010
POSTMARK DATE:
COUNTY: 01 /26/2010
CUMBERLAND
DATE OF DEATH: 1 2/ 10/2009
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 3773
INITIALS: CJ
SEAL
RECEIVED BY:
REV-1162 EX111-96)
$147.28
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
PD BDX 280601
HARRISBURG PA 17128-0601
m:Y-1543 IX AFP (00-00)
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
r,,,._,_.;,,~ ~ AND
' • . ' ~-~ -.f..~~~~ RESPONSE
~ ~ku ~....1 i of ~ ~. ..
FILE N0. 21 09-1183
ACN 10102329
DATE 01-18-2010
ZO1O ~A~ 2f~ ~~ i2.~~. OF ANNA FERNBAUGH
SSN 101-24-4375
C~~R~ r'~ DATE OF DEATH 12-10-2009
(~{ tORPNf'd4~~S v~URTCOUNTY CUMBERLAND
~v~~~?`~4~' t~;~l~ ~~~, MIT PAYMENT AND FORMS T0:
JEANNE SOUDERS REGISTER OF WILLS
619 WEST MAIN STREET 1 COURTHOUSE SgUARE
MECHANICSBURG PA 17055 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
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 3950-00 Date 10-09-1956
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 3, 901.26 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax ~ 1 , 950.63 NOTE: 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.
Potential Tax Due ~ 87 78 Any Inheritance Tax due will become delinquent
nine months after the date of death.
PART TAXPAYER RESPONSE
a ,,,,,
A. ~ j/The
A above information 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 this notice to the Register of
0 N E
~ Wills and an official assessment will be issued by the PA Department of Revenue.
BLOCK
0 N L Y B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheri
tance Tax
t
to be filed by the estate representative. re
urn
C. ~ The above informs ion is incorrect and/or debts and deductions were paid
Complete PART 2~ and/or PART ~ below. .
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION
LINE I. 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 $
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION aun,,.,r .,. _..
--- --- -- - - ..umpu~a [10n/ ~
Under penalties of perjury, I declare that the facts I have reported ab~fo/ve are~ru , correc
complete t/o~ the be of my nowledge and belief. HOME C // ) 7
~~-~/ (.~E!~/ WORK C ) ~lI
TAXPAYER SIGN TORE Tr) rnunur .,,,..n~„ _ _ __
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ,^~r -~ AND FILE N0. 21 09-1183
PO BOX 280601 ~^,r t.
HARRISBURG PA nlzB-0601 - .,~ ~ ;'~7~PAYER RESPONSE ACN 10102330
REV-1543 IX AFP (Od OB) ~~ ~ ~~/~ ~ ~~ DATE 01-18 - 2010
ZO~Q JAIL 26 ~ i2~ QO
oRpe~~~. J,~.
~~}'t~,r"",="~~ ~C',! !~i
~'_
JEANNE SOUDERS
619 WEST MAIN STREET
MECHANICSBURG PA 17055
EST. OF ANNA FERNBAUGH
SSN 101-24-4375
DATE OF DEATH 12-10-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
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-pawed 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 fop
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 C717) 787-8327 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 3950-05 Date 06-05-2003
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 2, 988.93 Payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax $ 1,494.47 NOTE: If tax payments are made within three
months of the decedent's date of death,
Tax Rate )( .0[15 deduct a 5 percent discount on the tax duo.
Potential Tax Due $ 67.25 Any Inheritance Tax due will become delinquent
nine months after the date of death.
P~r TAXPAYER RESPONSE
~ ..~.~;
CHECK
C ONE
BLOCK
ONLY
ine 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 Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
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 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
DATE PAID PAYEE
OF TAX ON JOINT/TRUST ACCOUNTS
1
2 ~
3 X
4
5
6
7 X
8
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) ~
Under penalties of per ry, I declare that the facts I have reported abAove are tru , correct nd
~`~ ///complete to the ,best my knowledge and belief. HOME ( %~"1 ) ~r ~~ ~0~~
~C..~. '~ ~~ (\
TAXPAYER SIGNAT RF WORK__C_ ) ~~G ~~