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HomeMy WebLinkAbout06-03-10 (2)COMMONWEALTH 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 012843 KUPCHIK CAROL A 1003 ALDEN WAY LEBANON, PA 17042 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ESTATE INFORMATION: SSN: 065-16-0992 FILE NUMBER: 2110-0557 DECEDENT NAME: ERIKSON MARY T DATE OF PAYMENT: 06/03/ 2010 POSTMARK DATE: 06/02/2010 COUNTY: CUMBERLAND DATE OF DEATH : 03/ 28/ 2010 REMARKS: CAROL KUPCHIK SEAL CHECK# 849 10126682 ~ $318.80 TOTAL AMOUNT PAID: REV-1162 EX(11-96) ;318.80 INITIALS: WZ RECEIVED BY: GLENDA EARNER STRASRAl1C;H REGISTER OF WILLS REGISTER OF WILLS PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D PO BOX 280601 HARRISBURG PA 1712E-o6o1 TAX P A Y E R R E S P O N S E CAROL A KUPCHIK 1003 ALDEN WAY REV-1543 EX AFPCOB-OB) C~.E f-Y,~. ~.~ ...i 1_' ,. ,._ _. LEBANON PA 17042 FILE N0. 21 lv ~~~`~ ACN 10126683 DATE 05-13-2010 EST. OF MARY T ERIKSON SSN 065-16-0992 DATE OF DEATH 03-28-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. SOVEREIGN BANK provided the Department with the information below, which has been used tin 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 ei 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 Fennsvivana. Please cai3 (illi %87-ri3[7 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 3531060694 Date 03-26-2009 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $- 1 ~ 500.36 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 16.667 Amount Subject to Tax $- 250.07 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate ~( ~ 1 Cj deduct a 5 percent discount on the tax due. Potential Tax Due $ 37.51 Anv Inheritance Tax due will become delinquent PART nine months after the date of death. ~ TAXPAYER RESPONSE ..... :..I.~..L.....:: :.::.:::: < :: ::.:::::.::..::::::::::::::..;::<::..;....:..... <.::.:.:.::.: :.::::::.:.::.:::.::.:~:.::.::.:.:::.:::.::.::.::::.:::.::.::::..:.:.:.::..:..:.:.::::.::.:....:...:.:::..............:: R.E..D.L.........:...:..:. ..................::::.:..::.::.::.::.:..::::.:::..::.::::::.:::::::.:::::..:.::.:..:..::::::.:.:::.::.:.~.~:.:.:.:.:.:::..::.:::::.F.P.:~.:I.,A .::.::..::.:::..............::.:. 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 information is incorr~ect and/or debts and deductions were paid. Complete PART 2~ and/or PART I~ I below. PART I f i n d i c a t i n g a d i f f e r e n t t a x rat a ~--~ ;:::<:>::>::;>:;::::<::;:>;::;::>;:::;:>::><;:<::<:;:<::<:;::>:< ::::::::::::.::,::.;;::;:.::.:..:.:::..:................... ....:.......... :....: . lea e e ...:....... re 1 at' io ns h' i t 0 d P ec ed 2 e nt• .. :: :;tL;:.;.;;'~: ^ "~_ : . :: A_ TAX RETURN - COMPUTATION OF T AX ON JOINT/TRUST ACCOUNT " LINE 1. Date Established `'``'' 2. Account Balance 2 $ ~(~~ ' >`[>`> <' 3. Percent Taxable 3 X °j ~ ~ 0~ 4. Amount Subject to Tax _ 4_ $ 0 ,.,~ 5'd, ~`~ ?` >; 5. Debts and Deductions 5 - >'~~~#>! 6. Amount Taxable 6 $ ~,~ }~,~'` 7. Tax Rate 7 X t ~" €```' 8. Tax Due 8 $ jf, ,~ ~ b >`<'<'': ' V `~< PART 0 DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) $ Under n lties of perju , I de lace that the facts I have reported above are true, correct: a compl to o the be of Howl d.g and belief. HOME ( L717 ~ ~~_L~yS? WORK ( ~ .~~~ TAXPAYER SIGNATURE TELEPHONE NUMBER AT