HomeMy WebLinkAbout05-05-11COMMONWEALTH OF PENNSYLVANIA REV-1162 EXI11-96~
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280801
HARRISBURG, PA 1 71 26-0 601
RECEIVED FROM:
OTTO NORA K
815 CHESTNUT STREET
PO BOX 91
HEGINS, PA 17938
foltl
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 01442
ESTATE INFORMATION: ssN: i78-a2-aa63
FILE NUMBER: 2111-0545
DECEDENT NAME: OTTO PETER S
DATE OF PAYMENT: 05/05/2011
POSTMARK DATE: 05/04/201 1
COUNTY: CUMBERLAND
DATE OF DEATH: 07/ 1 1 / 2010
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
11127411 ~ 5223.01
TOTAL AMOUNT PAID:
REMARKS: NORA OTTO
CHECK# 3953
5223.01
INITIALS: WZ
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
PO 60X 280601
HARRISBURG PA 17128-0601
MEY-1343 E[ AFP <13-1e)
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
~~~~ND FILE N0. 21 ~ (~ ~ ~~~~
^~~.~('i".~T~~~l`IC~R RESPONSE ACN 11127411
"`" ~ ^"I ~ ~ DATE 04-25-2011
` ;,1,_~~
p TYPE OF AQCOUNT
~~~~ ~A`f ~'~ r ~ ~~-E~~. OF PETER S OTTO SAVINGS
SSN 178-42-8463 CHECKING
CLERK CF DATE OF DEATH 07 -11- 2010 TRUST
CRpP}r~1~gtnCOURTcouNT~r CUMBERLAND CERTIF.
NORA K OTTO C~~'~L}r~~dv`J ~~ ~ ~IT PAYMENT AND FORMS T0:
REGISTER OF WILLS
815 CHESTNUT STREET 1 COURTHOUSE SQUARE
PO BOX 91 CARLISLE PA 17013
HEGINS PA 17938
GRATZ NATIONAL BANK provided the Department with the infonation below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-nametl daeetlent, you ware a joint owner/beneficiary of this account.
If you foal the information is incorrect, please obtain written correction from the financial institution, ettsch 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. Pleas• cal_1 <717) 787-8327 with questions. _
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 22000135 Date 07-17-1996 7o ensure proper credit to the account, two
Established copies of this notice must accompany
9 1 1 .3 3 payment to the Resister of Wills. Make cna¢k
Account Balance ~ 9 , oavable to "Resister of Wills, Agent".
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
X 50.000
g 4,955.67
X .045
$ 223.01
NOTE, If tax paywants are wade within th re
months of the decedent's date of tleath,
deduct a 5 percent discount on the tax due.
Aro Inheritance lax due will beeou delinqu
nine wonths after the date of death.
'~T TAXPAYER RESPONSE
1
A. Ixl Ths above information and tax due is correct.
/~ Remit payment to thaReai star of Wills with two copies of this notice to obtain
VA GI.R Wills and an off ieial assesswent will be issued by the PA Departwent of Revenue.
ONE
8L OC K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax retu n
ONLY to be filed by the estate representetiye.
C. ~ The above info a ion is incorrect and/or debts and deductions wore osid.
Cowplet• PART ~ ancVOr PART ~ below.
PART If indicating a different tax rata, please state
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Establisbed - 1 --
2. Account Balance 2 s
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 ~
5. Debts and Deductions 5
6. Amount Taxable 6
7. Taz Rate 7 X
8. Tax Due 8 S
PART DEBTS AND DEDUCTIONS CLAIMED
a ~,
DATE PAID PAYEE DESCRIPTION AMOUNT P AID
IUTAL IGnL@r on Llne 7 or lax LOmpUL8L10n7 s
Under penalties of perjury, I declare that the facts I have reportod albro~vj era tprue, corre~cyt anq^J
/~~complete to~jt~he best of y knowledge and belief. HOME C•.J /Q)~pOp~ ~ 9 / ~ J
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