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Home My WebLink About06-10-10COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 012885 YORK JANICE C 23 N PIN OAK DR BOILING SPRINGS, PA 17007-940 fold ESTATE INFORMATION: SSN: 327-24-3784 FILE NUMBER: 2110-0597 DECEDENT NAME: DAVIS MARY A DATE OF PAYMENT: 06/ 10/2010 POSTMARK DATE: 06/08/2010 COUNTY: CUMBERLAND DATE OF DEATH: 03/ 14/2010 REMARKS: CHECK# 2674 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 10121188 ~ $72.35 TOTAL AMOUNT PAID: INITIALS: SAP REV-1162 EX(11-961 $72.35 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ,~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES F ;~~~`"~~`~"'- (~;`r 'h"' ' FILE N0. 21 t ~, '"',' PD BOX 280601 ,- .-~/Z~'~ ,~ ' RESPONSE ACN 10121188 HARRISBURG PA 17128-0601 ~~. "` ~tEV~ LD NOTICE DATE 04-28-2010 REV-1543 EX AFP COB-OB) ~Q~Q ~~~ _g P~ ~ ~ ~~ TYPE OF ACCOUNT EST. OF MARY A DAVIS ~ SAVINGS ~~~~~ ~,~ SSN 327 - 24 - 3784 ® CHECKING ~~~~~~~-~ ~~~~ATE OF DEATH 0 3 -14 - 2010 ~ TRUST ~L~I.~~~~~~ jl,~,j; ~1NTY CUMBERLAND ~ CERTIF. ~~ ~~._, ~~ r~~~'R~M''IT PAYMENT AND FORMS T0: JANICE C YORK REGISTER OF WILLS 23 N PIN OAK DR 1 COURTHOUSE SgUARE BOILING SPRINGS PA 17007-9402 CARLISLE PA 17013 FARMERS &~ MERCHANTS TRUST CO 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. 33-77857 Date 12-21-1999 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 8, 849.13 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 4,424.57 NOTE: If tax payments are made within three Amount Subject to Tax $ months of the decedent s date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. $ 1 9 9. 1 1 Any Inheritance Tax due will become delinquent Potential Tax Due nine months after the date of death. PART TAXPAYER RESPONSE ^ 4 ::... 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 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. B L 0 C 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 informs ion is i~" ' ~ 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: :-f• .. , . 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 12-~-~` ~q 3 X s n ~ D ~~ 4 $ ~ $~ 5 _ ~; i 7 X 8 $ ~ i~ ~~ DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PATD Under penalties of perjury, I declare that the facts I have reported above are true, correct and complet to the best of my knowle ge and belief. HOME (`"7l1 ) ~l-l C~ -Q ~~ ~~~ ~- _ WORK C , ~ n ter. ` ~ PAYER S NATURE TELEPHONE NUMBER DA E IUTAL ctnLer on Line 5 of Tax Computation) S June 7, 2010 Janice C. York 23 IV. Pin Oak Drive Boiling Springs, PA 17007 Register of Wills 1 Courthouse Square Cazlisle, PA 17013 Dear Sir/Ma'am: -:-n.0 _. ~, ~,~~, ~ ~.~~., c~~ ~ `=~' ~ -o ~ `-= -. M ~ y ,,,,,, ~4r C. .,,, .,. Reference enclosed Inheritance Tax form sent to me regazding the death of my mother, Mary A. Davis, on March 14, 2010. I have done the best i can in figuring this estate out. Although I am mom's Executor, I am neither a lawyer nor knowledgeable in matters as this. PLEASE let me know if I have made any error or if you need further information. I have enclosed a spreadsheet showing the bills paid from mom's checking account since her death and a description of each. I included interest earned. The balance was then divided between my sister and I (even though I was co-owner of the account, this was the easiest way to settle mom's estate). Out of the remaining balance, I have kept $200.35 in mom's "estate" to pay her 2010 Federal Income Taxes. That leaves my personal inheritance as shown on the form and spreadsheet of $1,607.86 (after deducting 5% for the pay early discount) as the taxable amount. If I have done this all correctly, I owe $72.35. Check is attached. I also attached 3 bank statements with copies of all checks issued since mom's death from our joint account. If I made a real mess of all of this please give me a call and hopefully I can come into your office and sort through it. Sincerely, ~ c ~` ~ JANICE C. YORK, Daughter and Executor 717-249-0176 ~~~ '(~ G l ~~,~~,! ....ti l..l~ L } ~ ~`` ... ~ '...,..../~J t ~ ~.:_: ~.; ~ _:~ ~ :; r 'i .. ~ ~~ ~~ t i i I ~...~. ....... .~' «~w.1 ww~. C~ Q- W o ~ C7 c~ ~~ ~ ~ ~ OOCCO •i. .~ a.~-+C~oo~_) ¢C~f~oC~ ^'~o .a s= cn c~ ~cc_ '~}o° Fy _J Fy ~~ C6 ~~ ~~ ~~~ ~~~ ~~ M ~ ~~~~ ~~ p n ~~~~ ~ ~'~.~~ ~~ r~~ i~ 1 ~• ] O h~ ~ O Lj ~ O g ~~ ~ ~ 1 =~~ ~ „ ~ ~ ~ 11 iii 4 . - ~ ~ ~~~A h r t jj ~a 1 I { ~ ~x: ^i V, ~! i. T f ~' yytt If F~' 1 ~. Il~ii } ~ 4. w t' 1.., } ~ pp 1 ~ 111 ~ ]] ~I I' 111 fl , I ~ ~ ,I ` r` ~ 1 T .~ ~- " ` 1 J /4~+^~ ~..J `~' W ~ ~ ~ ~ ~ ii. „ 1. ~ s 1 ~ - Z ~~ .~ '' ~ ~ ' ~ ~ ~ ~~, I ' c ~~ , , ~ ~ d~ ",'' ,~~ ,. ~' ~ l r..•~ i~ J ~ 1 ~ ~~ ~ ~ i''~ I ~ ~r ' ~I i . ~ .. ~~ ~ i~'. A 1 1j, y ~. ~ i4' ,~ `' ~ ~ . ~ ~ • ~ s .F r ~i 1~ ~ ~. ~, ~~ ~ ~..~ ~ k _ ~ I~ ,~' I r J,. 1 I ~ ~, ~{ ~~ III ~f 1' r~ l 1 pp ~~' ~ 1'a~. ~ 11 9 _ ~ g f ~1I 1jl 1~~ l~ ~ , ' ,.~: ~ i !t i 5 ~y .f ~ ~l r I I i~ i ~ Ili. 1~' ~ I+ 7j i ~~ ~ i 8 i~ t ~. 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