HomeMy WebLinkAbout02-24-10COMMONVC EALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280h01
NARRISBUFG, PA ~ 71 28-OG01
RECEIVED FROM:
SHAMBAUGH DIXIE D
430 ROLLING ROAD
YORK SPRINGS, PA 17372
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 012383
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
------- fold
ESTATE INFORMATION: Ssty: ~ 95-i 6-4672
FILE NUMBER: 2110-0045
DECEDENT NAME: SLAYBAUGH FAYE L
DATE OF PAYMENT: 02/24/2010
POSTMARK DATE: 02/24/2010
couNTY: CUMBERLAND
DATE OF DEATH: 12/04/2009
101 ~ S 1 5,000.00
TOTAL AMOUNT PAID:
REMARKS:
SEAL
CHECK#114
S 15,000.00
INITIALS: CJ
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
:~
_ .. r, ~,jir~~ a
-~w~v-'ism ¢x~_>~ to'e`-8§i
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE N0. 21 -~(~"~),Z~~~,
~~~~ TAXPAYER RESPONSE ACN 10109083
~ DATE 02-17-2010
2010 MAR -2 AN 8= 37
CLE'~K a~
aa~s couRz
JUDY K SOULERET
313 W GREEN ST
SHIREMANSTOWN PA 17011-6522
EST. OF EDNA L SOULERET
SSN 182-12-3912
DATE OF DEATH 01-22-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FDRMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
PSECU 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. r'lease tali t7I7) 767-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 8312932679-S4 Date 03-02-2007 To ensure prover credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 2 ~ 201.95 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax ~{` 1 ~ 100.9$ 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 $ 49.54 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE TO RESPQND WILL RESULT IN AN aFEICIAL TAX'ASSE55MENT
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K 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.
C 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 information is incorrect and/or debts and deductions were paid.
Complete PART ~Z and/or PART ~ below.
PART If indicating a different tax rate, please state OFF=-ICIAL-USE_ONLY- ~ AAF
relationship to decedent:
PA DEPARTMENT OF 'REVENUE
TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 +fi 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ 6
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Und r penaltie of perjury, I declare that the facts I hav
com~lete to est f my wledge and belief.
e reported above are true, correc and / ~
HOME C ~~ 7 ) Z ~~ - j3 ~_
WORK C ) S ! I ~
TOTAL (Enter on Line 5 of Tax Computation) 5
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 ~-IU~ ~U`~
PD Box 280601 ,~ r^TAXPAYER RESPONSE ACN 10109084
HARRISBURG PA 17128-0601 -~-' :1, ...;~
-.- !I + ;,
_ DATE 02-17-2010
REV 1543 6N.~'AFb..E b9-,dej I fr'.. •J
?Oi0 PEAR -2 AM 8:37
Of~PH NS ~Ot.lRT
CUM~FR! ~tvC? ~4.: PA
JUDY K SOULERET
313 W GREEN ST
SHIREMANSTOWN PA 17011-6522
EST. OF EDNA L SOULERET
SSN 182-12-3912
DATE OF DEATH 01-22-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
PSECU 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 ioint 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
Pennsvlva~~ia. Pleasa call (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 8312932679-S7 Date 10-11-2007 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 ~` 16, 059.58 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to TaX $ 8, 029.79 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 $ 361 .34 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE TO RESPONQ WILL'°RCSULT IN AN OFFICIAL TAX ASSESSMENT
A. ^ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K 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.
C 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 information is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART
TAX
LINE
If indicating a different tax rate, please state
relationship to decedent:
RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
i
1. Date Established 1 ',
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
2 +fi
3 X
4
5
6 '~
7 X
8
DFFICIAL USE'pNLY' ~AAF
PA DEPARTMENT OE REVENUE
1
2
3
4
5
6
7
8
PART DEBTS AND DEDUCTIONS CLAIMED
TOTAL (Enter on Line 5 of Tax Computation) s
U er penal i ~ perjury, I declare that the facts I have reported above7are>true, correct/and
-'co plete t' he est f my k ledge and belief. °/'N-IOME C 7~ / ) L •~ ~ ~ ~ L(
i~
.~_ ~f ~ c WORK ( ) - ~ (•p
______ .-~... ~.. ..~ TCI CDLI l1\IC -IIIWOCD T TC
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17126-0601
' ~,:.
i
±, '..
'~... ~'.~.j' J L, - V
REV-1543 E% AFP C08-087
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE NO
' TAXPAYER RESPONSE ACN
DATE
201 LIAR °2 AM 8~ 3~
CLERK C~
QRPHAN'S ART
CUi~P,L,A~~~ G4., FA
JUDY K SOULERET
313 W GREEN ST
SHIREMANSTOWN PA 17011-6522
21 _~Cl_.~C
1010908
02-17-2010
EST. OF EDNA L SOULERET
SSN 182-12-3912
DATE OF DEATH 01-22-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
PSECU 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 caii C717) 767-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 8312932679-C50 Date 03-01-2007
Account Balance
Percent Taxable
Established
$ 45,472.81
X 50.000
To ensure proper credit to the account, two
copies of this notice must accompany
payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
NOTE: If tax payments are made within three
Amount Subject to Tax ~` 22, 736.41 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,U23.14 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE TO RESPDNLI WILL R=SULT-IN AN t?FFTCIAL TAX ASSESSMENT
A. ^ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K 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
C /
O N E ~
~,~(
B L 0 C K B. ~/~ The above asset has been or will be repor ted and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y /}4\~ to be filed by the estate representative.
C. ~ The above information 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 OFFICIAL.' USE ONLY ~ AAF
relationship to decedent:
PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 +~` 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 +~ 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ 6
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
DAT E PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties o perjury, I declare that the facts I have reported above are true, correct ~ryd
do`pl to to t st o~~my know edge and belief. ~ HOME C ~~ ~ ) ~ -~ l - 33 17/ (Tn
--1~/C ~ 2<.~C~G~~~ WORK C ) ( ~ b
TOTAL CEnter on Line 5 of Tax Computation) S