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Home My WebLink About04-19-11BUREAU OF INDIVIDUAL TAXES PO BOX 280601 __ HARRISBURG PA 1712-0~a1 - ~ ~ /'1 -.~-.~~ _ jr REV-154'~~Ek AFP (08-08) ~-p , ~.~_~R~ ~ r'~ ii i , '.' a ~_! t.; _.'~.'~{'; i LARRY CtPD ~o{N~ES'~' `~`;~ , ~'A, 508 E COVER ST MECHANICSBURG PA 17055 EST. OF DOROTHY M JONES SSN 198-22-8157 DATE OF DEATH 12-15-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SpUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MRT B ANK 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 INSTRUCT:[ONS Account No. 15004200935011 Date 11 - 03- 1995 To ensure proper credit to the account, two Establ ished copies of this notice must accompany Account Balance $ 2 ~ 677.91 Payment to the Register oi' Walls. Make check Percent Taxable X 50.000 payable to "Register of Wills, Agent". Amount Subject to Tax $ 1 , 338.96 NOTE: If tax payments are made within three Tax Rat months of the decedent's date of death, e X . 045 deduct a 5 percent discount on the tax due. Potential Tax Due $ 60 ' 25 Any Inheritance Tax due will become delinquent nine months after the date oi= death. PART TAXPAYER RESPONSE FAILURE Tfl ~~~#tESP~ND WILL RESULT 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 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 Inheriitance Tax return 0 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 L.__I below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY relationship to decedent: ~ AA F PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 ~r~~ `~S 1 2. Account Balance 2 $ :~ ~"'.7~ ~f 2 3. Percent Taxable 3 X p~pp ~ 3 4. Amount Subject to Tax 4 $ ~ `j 4 5. Debts and Deductions 5 ~ ,t~(? 5 6. Amount Taxable 6 $ ~ 6 7. Tax Rate 7 X A 7 8. Tax Due g $ b 8 PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION ~.~~~~.~~- n.r„ TAXPAYER SIGNA PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND TAXPAYER RESPONSE FILE N0. 21 - ~~-(~(-~~-~'°~ ACN 11121666 DATE 04-01-2011 TELEPHONE NUMBER ~-/7-%/ DATE --•-•- ~-••~~• ~~ ~i~ic ~ vi iax l.OmpULaLlOn) $ Under penaltie of perjury, I declare that the facts I have reported above are tr1u,,[e, correct and complete to ey~be~t~J of my knowledge and belief . HOME ( ~~ 7 ~ ~OG~ "~~J' ~'~ ~v / 1 (// BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 ~ n~ ~~. r, ~~~' a~Y-1543' QX ~AFP (08~Q'8~ PENNSYL~/ANIA INHERITANCE INFORMATION NOTICE AND TAXP~IYER RESPONSE TAXI F I L E N 0. 21 -- R, ~ - ~-~ ~ `-1~ ACN 11121667 DATE 04-01-2011 TYPE OF ACCOUNT '~~` f~ ~ ~ ~ ~; '~ {,~ ; `~ EST. OF DOROTHY M JONES ~ SAVINGS SSN 198-22-8157 ~ ~ ~ !"",i; DATE OF DEATH 12-15-2010 ~ CHECKING ~~°`~'~~~ `°~'~ ~ TRUST ~' ~°, ~,'~~ ~~~ ~ COUNTY ~~~-C, ~, , ~,-,!,~~J'~~' CUMBERLAND ~ CERTIF. dl^r-~ „" ~ ^~~~ -+ REMIT PAYMENT AND FORMS T0: LARRYI D ~ ~ '~~ `.. ~~.. ~. F'A. ~S REGISTER OF WILLS 508 E COOVER ST 1 COURTHOUSE SQUARE MECHANICSBURG PA 17055 CARLISLE PA 17013 M ~ T BANK potential tax due. Records indicate that pat the de th of the aboveltnamed decedent lyou eore'a hich has been used in calculating the joint owner/benefir_iary of this account. If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this 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 (717) 787-8327 with questions. form COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCT][ON Account N~. 10a74E7 S Date 04-23-1991 To ensure proper credit toy the account, two Established copies of this notice must accompany Account Balance $ payment to the Register of Wills. Makca Percent Taxable 918.93 check X payable to "Register of Wills;, Agent". Amount Subject to Tax 50.000 $ 4 5 9 .4 7 NOTE: If tax payments are made within three Tax Rate X months of the decedent's date of death, Potential Tax Due • 045 deduct a 5 percent discount on the tax due. $ 2 0 . 6 8 Any Inheritance Tax due will become delinquent PART nine months after the date of death. 1^ TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT 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 Re 0 N E Wills and an official assessment will be issued by the PA Department of Revenue9ister of B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania 0 N L Y to be filed by the estate representative. Inheritance Tax return C• .The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2^ and/or PART L___I below. PART If indicating a different tax rate, please state relationship to decedent: OFFICIAL llSE ONLY TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACC ^ AAF PA DEPARTMENT OF REVENUE LINE 1. Date Established OUNTS PAD 1 K-~''~~ 2. Account Balance 2 $ ~~. ~, ~ '-~- 1 3. Percent Taxable 3 )( 2 ~i C~ csc~c.~ 3 4. Amount Subject to Tax q $ y~~fy~ 4 5. Debts and Deductions 5 - ~1~1 ~ ~ 6. Amount Taxable 6 $ O 5 7. Tax Rate 7 X O 6 8. Tax Due 8 $ 7 pear 8 3 DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE _ _ ~n DESCRIPTION AMOUNT PAID C"1 r I ~' ~lM~ ~~ r ~~ ~,.1.C-C) TOTAL (Enter on Line 5 of Tax Computation) Under penalties of $ perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME ( 71.7 ~ 76~ ~~7~T TAXPAYER SI AT WORK ( 7i7 ~ ,S~-~yb~~;y - ~ y TELEPHONE NUMBER - i ~~ 7C DATE r S i. ~:., ~.: ~~: FpREV{R ' USA ~•FIRS!1_C~.A5 . ~!•, i `~, -~ , 4 ~. St t w ~ .: ~ •~`~ ~•# Vr~ .# . $ ` a 7 _~ S' ~ ~ F _. ~ F ~ ' , ~ ~. ' ' ,i. ~' ~ ~5 ~x, r _ ~ ':; C. ;t_; ~t' d ~, ., . :, ;r~.,; .1 t,... _~ ' r.; . ~. n ~~ _..a, .~~.:: 'M ~~ ~~ a, - _ ,~` -.. J ' i ~+ +~~~ ! ' ': ~ , ~4 f 1 ~ t -~~ ,' N -. N mot' ~ O ~ ~ ~ ~ ' d ; c!~ P- ~ ~ ~ a ~ o ~ o v ~ ... ~ ~ p ~ ~ L ~ ~ co ~ 'L- ~ ~ ~ ~ ;~ N ~ 5 d ~ ~ C- ~ v~ ~ ~ ~ V c~a ~~~..~ ~•~ `_ LZ ii! ;'i i t.t•1 ~=i ,_..} t~.i ~.