HomeMy WebLinkAbout07-28-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDU~^-.L TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BROOKS CHERYL E
540 LEE WILLIAMS ROAD
CARROLLTON, GA 30117-4902
ACN
ASSESSMENT
CONTROL
NUMBER
-- fold
ESTATE INFORMATION: ssN: 175-34-s2g4
FILE NUMBER: 21 1 1 -0393
DECEDENT NAME: BROOKS THEODORE S
DATE OF PAYMENT: 07/28/201 1
POSTMARK DATE: 07/18/201 1
couNTY: CUMBERLAND
DATE OF DEATH: 01 /31 /201 1
AMOUNT
11145195 ~ 583.30
TOTAL AMOUNT PAID:
REMARKS:
SEAL
CHECK# 1018
INITIALS: CJ
RECEIVED BY:
583.30
i.~ rw~r~ n r n nwlrn C`Tf'] A C`~ A I Ir'_LJ
REGISTER OF WILLS
REV-1162 EX111-961
NO. CD 014772
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
REV
PENNSYLVANIA INHERITANCE
INFORMATION NOTICE
f~~Mdt71d A N D
~kTOF:u~YE~J~, ~"~CE /O~~ TAXPAYER RESPONSE
TAX
FILE N0. 21 11-0393
ACN 11145195
DATE 07-06-2011
~'~':I I JUL 2$ Eli I?~ 2 l
CLERK OE
4RPHl;,N`S COJRT
CHERYL E BROOK
4440 VALLEY ST
ENOLA PA 17025
EST. OF THEODORE S BROOKS
SSN 175-34-8294
DATE OF DEATH 01-31-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
SOVEREIG N BANK provided the department with the information below, which was used in calculating the inheritance tax due.
Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If you are the Spouse Of the
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must
notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2.
If you believe the information ~s incorrect. please obtain written correction from the financial inctituti0^, attach a ccpy to th~,s `~~~ aid r~t4 ri
~~t to the above adtlress. Nlease call 717-787-8327 with Questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0921710712 Date 04-19-1997 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 1 ~ 110 • 65 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 555.33 months of the decedent's date of death,
Tax Rate X 15 deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due $ 83 • 30 nine months after the date of death.
PART 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
a discount or avoid interest, or return this notice to the Register of Wills and
C H E C K an official assessment will be issued by the PA Department of Revenue.
C ONE
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 filed by the estate representative.
C. ~ The above information is incorrect and/or debts and deductions were paid.
Complete PART ~ and/or PART ~ below.
PART If indicating a different tax rate, Please state
relationship to decedent:
TAX RETURN - CALCULATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS EPAD
1 I
2
3 X
4
5 -
6 `~
7 X
8 $
OFFICIAL USE ONLY ~]AAF
PA DEPARTMENT OF REVENUE
1 _
2
3
4
5
U
7
B
PART DEBTS AND DEDUCTIONS CLAIMED
neTF Pern PAYEE DESCRIPTION AMOUNT PAID
IUTAL ~tncer on L1fIC ~ ui u,r ..~ ~~ -
Under penalties of perjury, I declare that the facts I reported above are true, correct a
~) ' _ ~ Jn
cgmplete to the best of my ttk''nowledge and belief. HOME (~~v ) ~ ~ / 7
~~,' ~~ `,~9'(~S'1~~ W O R K C ~
TAXPAYER SIGNATU E TELEPHONE NUMBER DATE
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