HomeMy WebLinkAbout06-21-10 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SCHMITT DAVID R
1332 SCENERY DR
MECHANICSBURG, PA 17050
REV-1162 EX111-96)
NO. CD 012957
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION: ssN: ~ i 8-i 2-2532
FILE NUMBER: 2110-0628
DECEDENT NAME: CALVER HOWARD W
DATE OF PAYMENT: 06/21 /201 0
POSTMARK DATE: 06/1 9/2010
COUNTY: CUMBERLAND
DATE OF DEATH: 05/08/2010
10129623 ~ 532.00
TOTAL AMOUNT PAID:
REMARKS:
SEAL
CHECK#168
INITIALS: CJ
RECEIVED BY:
532.00
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INCIIV IDUAL TAXES _ _ AND F I L E NO. 21 ° ~ ~ - ~'~
Po eox zaosoi TAXR~kY,,~R RESPONSE ACN 10129623
HARRISBURG PA 17128-0601
`` DATE 05-24-2010
REV-1543'EX APP (OB-O87 -' -~ ~ %~~-.~ '~JI
TYPE OF ACCOUNT
:.J~Q J~~ C: I Pfd ~' ~,FI,~'1'. OF HOWARD W CALVER ® SAVINGS
SSN 118-12-2532 ^ CHECKING
~pnLC~L~EARK 1~ pT DATE OF DEATH 05-08-2010 ^ TRUST
} ~,~ tJl1f 11YJti~~v {`,~~a"11 COUNT AYMENT AND rFORMSL,TOD ^ CERTIF.
DAVID ~^SCHMITT REGISTER OF WILLS
6 E GREENHOUSE ROAD 1 COURTHOUSE SQUARE
DILLSBURG PA 17019 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 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. 5518-00 Date 04-13-1961 To ensure proper credit to the account two
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
Established
$ 8,981.21
X 8.333
$ 748.40
X .045
33.68
copies of this notice must accompany
payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
NDTE: If tax payments are made within three
months of the decedent's date of death,
deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE TO RESPaND WILL RESULT IN AN OFFICIAL 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
CHECK 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
O N L Y 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 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 S
6. Amount Taxable 6 $ 6
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalt~}es of~per? ry, I dec
ca,mplete to/khe b,esit o my lines
re that the facts I have reported a'~fove are t ue, corrGect a
e and belief. HOME C / ~ ) ~~ -O 7
WORK C )
TOTAL CEnter on Line 5 of Tax ComputatlonJ s
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