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HomeMy WebLinkAbout05-12-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 014459 TREESE LINDA SUE 785 ERFORD ROAD CAMP HILL, PA 1701 1 -------- falE ESTATE INFORMATION: SSN: 185-26-2823 FILE NUMBER: 2110-1261 DECEDENT NAME: OAKES VELMA E DATE OF PAYMENT: 05/12/2011 POSTMARK DATE: 05/11/2011 COUNTY: CUMBERLAND DATE OF DEATH: 09/25/2010 REMARKS: LINDA TREESE CHECK# 7 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 11110565 ~ 527.36 REV-1162 EXI11-981 TOTAL AMOUNT PAID: INITIALS: WZ RECEIVED BY: REGISTER OF WILLS 527.36 GLENDA EARNER STRASBAUGH REGISTER OF WILLS PENNSYLVANIA INHERITANCE TAX BIMEAU DF INDIVIDUAL TAXES _ AND FILE N0. 21 10-1261 Po BDx zeo6gl TAXPAYER RESPONSE ACN 11110565 HARRISBURG PA 17128-0601 r~ _ * * * REVISED NOTICE * * * DATE 04-19-2011 aEY-1543 EY 1EP (10-~1 IV 11„( 1 v, ~~I! ~'',4:d ~~ 12~ I C~ FE!< OF Ori ;- ~ S COURT CUP,- ~-' _AND CO F: j~ST. OF VELMA E OAKES SSN 185-26-2823 DATE OF DEATH 09-25-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: LINDA S TREESE ~ REGISTER OF WILLS 785 ERFORD RD 1 COURTHOUSE SgUARE CAMP HILL PA 17011-1126 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. PNC BANK NA provided the Departwent with the inforwation below, which has Deen used in calculating the potential tax due. Records indicate that at the death of the above-pawed decadent, You wawa a ioint owner/benaf ieiary of this account If you feel the inforwation is incorrect, please obtain written correction frow the financial institution, attach a copy to this forty and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Cowwonrealth of Pennsylvania. Ploesa cell (717) 7B7-eS27.rith euastlons.. _. _ COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 7063856 Date 05-01-2008 7o ensure proper cretlit to the account, two Established copies of this notice wust accowpany Account Balance S 1,215.99 oavwent to the Register of Wills. Make chock " payable to Register of Wills, Agent", Portent Taxable X 50.000 Amount Subject to Tax S 608.00 NOTE: If tax pay^ents era wade within three months of the decedent's data of death, Tax Rat• X . 0 4 5 dedueL a 5 percent discount on the tax due. Potential Tax Dua $ 2 7 . 3 6 AM Inheritance Tax due will becowe delinquent nine wonths •tter the date of death. P T TAXPAYER RESPONSE ~ 1 A. ^ The above inforwation and tax due is correct. Rewit paywant to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or cheek box "A" and return this notice to the Register of 0 N E Wills and an official assesswent will be issued by the PA Departwent of Revenue. BLOCK B. ~ Tha above asset has been or will be reported and tax Deid with the Pennsylvania Inheritance Tax return 0 NL Y to be filed by the estate representative. C. ~ The above infona ion is incorrect and/or debts and deductions were Daid. Cowplete PART 2~ and/or PART ~ below. PART If indicating a different tax rate, please state O relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 ~ 5. Debts and Deductions 5 6. Amount Taxable 6 S 7. Tax Rste 7 X 8. Tax Due B S` PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TD7AL CEnter on Line 5 of Tax ComputatiorU i Under penalties of perjury, I doelare that the facts I have reported -a1bo-1vo aro-l true, correct and complete cto the boat of my knowledge and belief. HOME C 1` ` ) 1~-~a $a ~~~ V~ Onm \Q,~~pap WORK C11'1 ) ~~ _I_ 111 t(]4 INFORMATION NOTICE