HomeMy WebLinkAbout02-24-10COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EXI11-961
NO. CD 012380
PERRY JAY K
132 PIN OAK LANE
SHIPPENSBURG, PA 17257
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
foW
ESTATE INFORMATION: SSN: 179-~0-3819
FILE NUMBER: 2110-0181
DECEDENT NAME: FINKEY DOROTHY L
DATE OF PAYMENT: 02/24/2010
POSTMARK DATE: 02/23/2010
COUNTY: CUMBERLAND
DATE OF DEATH: 10/29/2009
REMARKS:
SEAL
CHECK# 1475
101 ~ 53,418.06
TOTAL AMOUNT PAID:
INITIALS: DM
RECEIVED BY:
53,418.06
GLENDA EARNER STR,ASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE N0. 21 - ~ (~- ~~,
BUREAU OF INDIVIDUAL TAXES
Pa BOX 280601 TAXPAYER RESPONSE ACN 09173136
FYIRRISBURG PA 1712 8-0601
DATE
11-12-2009
REV-1543 EX AFP (OB-OB)
U'3 TYPE OF ACCOUNT
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~
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EST. OF DOROTHY L FINKEY
~ SAVINGS
SSN 179-10-3819 ® CHECKING
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`_ DATE OF DEATH 10-24-2004 ^ TRUSr
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COTINTY CUMBERLAND
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' ':`3 l~ REMIT PAYMENT AND FORMS T0:
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REGISTER OF WILLS
=i~32 IAN OAK CUMBERLAND CO COURT HOUSE
- SHIP~NSBUR ~ PA 17257-94 32 CARLISLE, PA 17013
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FARMERS 8 MERCHANTS TRUST CO provided the Department with the inforration below, which has been used ih calculative the
potential tax due. Records indicate that at the death of the above-maned decedent, you were a joint owner/beneficiary of this account.
If you feel the inforration 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 Corronwealth of
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 32-30554 Date 10-26-2006 To ensure proper credit to the account, two
Established copies of this notice rust accorpaw
Account Balance ~ 45, 574.10 payrent to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable x 50.000
NOTE1 If tax payments are made within three
Amount Subject to TaX $ 22, 787 • 05 months of the decedent's date of death,
Tax Rate )( . 045 deduct a 5 percent discount on the tax dua.
Potential Tax Due ~ 1 ~ 025 • 42 Any Inheritance Tax due will becore delinpuent
nine months after the date of death.
PART TAXPAYER RESPONSE
.:
O ~ ~ ~~~x
A. ~ Tha above inforration and tax due is correct.
Rerit payrent to the Resister 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 assassrent will be issued by the PA Department of Revenue.
C ONE
BLOCK B. ~ The above asset has bean or will be reported and tax Daid with the Pennsylvania Inheritance Tax return
0 N L Y to be filed by the estate representative.
C. ~ The above inform ion is incorr(e~ct and/or debts and deductions were Daid.
Corplete PART 2~ and/or PART 3U below.
PART If indicating a different tax rate, please state
relationship to decedent: 5~+~ ~ ti `L/Yw "~+t.~4Ri'f•~
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 to .. L1.- 2006
3 X ~o. ~
4 S 2Z 7~1. a~
5 -
6 $ zZ 7~7, or
x o.tr
e s ~y~g.o6
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 true, correct and
complete to th est of my knowledge and belief. HOME C 1~"t ) s'3.z=riE~~'
WORK ( )
PA ER SIGNATU E TELEPHONE NUMBER DATE