HomeMy WebLinkAbout07-18-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 014725
PRICE MARGUERITE R
175 E HILL CREST DR
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: Ss-v: ~ 54-~ 2-7625
FILE NUMBER: 211 1-0793
DECEDENT NAME: ROCHE ALICE B
DATE OF PAYMENT: 07/ 1 8/201 1
POSTMARK DATE: 07/ 18/201 1
COUNTY: CUMBERLAND
DATE OF DEATH: 05/05/201 1
REMARKS:
SEAL
CHECK#1150
AMOUNT
ACN
ASSESSMENT
CONTROL
NUMBER
1 1501489 ~ $ 910.61
d
TOTAL AMOUNT PAID:
$910.61
INITIALS: DB
RECEIVED BY: GLENDA EARNER ~TRn~Rni ~rN
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE ~~Zr~r-,~-L r r_"tn INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAX,: ~r~~..-~;-. `_ ` ,,
Po Box z8o6o1 -~~'~~~ AND
HARRISBURG PA 171zs-o6o1 ~~-,v`, ` `~ '_t s ~, ~,'j TAXPAYER RESPONSE
REV-1543A AFP (7-00)
FILE N0. 21 - ~ l~~-~~
ACN 11501489
DATE 07-13-2011
CLERK ~E
ORPHAN'S U~URT
CUt~RFfi(A~~ C;t~ , P,q
MARGUERIT R PRICE
175 E HILLCREST DRIVE
CARLISLE PA 17013
TYPE OF ACCOUNT
EST. OF ALICE B ROCHE ^ SECURITY
S . S . NO . 154 - 12 - 7625 X^ sEC ACCT
DATE OF DEATH 05-05-2011 ^ STOCK
COUNTY CUMBERLAND ^ BONDS
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
MERRILL L YNCH has provided the Department with the information listed below which has been used in
calculating the potential tax clue. Their records indicate that at the death of the above decedent, you were a beneficiary of this asset.
If you feel this information is incorrect, please obtain written correction from the transfer agent, 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.
Questions may be answered by calling C717) 787-8327.
COMPLETE PART 1_BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 2AS-93331 To insure proper credit to your account, two
(2) copies of this notice must accompany your
42, 601. $5 payment to the Register of Wills. Make check
DOD Valuation payable to: "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax 21 , 300.93 (3) months of the decedent's date of death,
Tax Rate X . 045 you may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due 958.54 nine (9) months after the date of death.
PART TAXPAYER RESPONSE
a
FAItU~~ TO RESPOND "WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
A. ^ The above information and tax due is correct.
1. You may choose to 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 you may 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 decedent's representative.
C. ^ The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ^3 below.
PART If you indicate a different tax rate, Please state your QF~ICIAL USE a~L~C \..^ AAF
relationship to decedent: ~~~ ~ ~~~~~~~
PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON ABOVE ASSET(S) PAD
LINE 1. .DOD Valuation 1 1
2. Percent Taxable 2 X 2
3. Amount Subject to Tax 3 3
4. Debts and Deductions 4 - 4
5. Amount Taxable 5 5
6. Tax Rate 6 X ~
7. Tax Due 7 7
8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT Porn
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the be,~cs~t of/~my knowledge and belief. HOME C ~/~ ) ~ i.1~9
Q~.l.d~/J_11L1'~ ,E~ . ~~J.L..~L~ W O R K t
TAXPk'YEI~SIGNATURE
TELEPHONE NUMBER
DATE
i ~ t rat_ •~nt.er on Llne 5 Ot I aX Computation) $