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HomeMy WebLinkAbout08-05-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.2B0601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MCCARTHY JANET B 1806 THERESA WAY LANSDALE, PA 19446 ACN ASSESSMENT CONTROL NUMBER ------- fold ESTATE INFORMATION: ssN: 204-of-~s5~ FILE NUMBER: 21 1 1 -0856 DECEDENT NAME: WEYANT ALTHEA DATE OF PAYMENT: 08/05/201 1 POSTMARK DATE: 08/03/201 1 CouNTY: CUMBERLAND DATE OF DEATH: 02/14/2011 REMARKS: SEAL CHECK# 6630 TOTAL AMOUNT PAID: INITIALS: DB RECEIVED BY: REGISTER OF WILLS RI:V-1162 EX(11-96) NO. CD 01481 1 AMOUNT X55.09 GLENDA EARNER STI~ASBAUGH REGISTER OF WILLS ~'~' PENNSYLVANIA INHERITANCE TAXI INFORMATION NOTICE FILE N0. 21 --' ~ -' ~`/~/~ BUREAU OF INDIVIDUAL TAXES Po eox zao6Bl r.,-,,,„ anla AND ACN 11145366 HARRISBURG PA vl~a_m~pi PQ TAXPAYER RESPONSE DEPAdTfhEN REVENUE DATE 0 7- 0 7- 2 01 1 REV-19G 3: E~l.AFP (05-11) - ~ r, ~ ~ C; C~_`R 0~~~'~~~. ~ ~'CtURT JANET B MCCARTHY 1806 THERESA WAY LANSDALE PA 19446 EST. OF ALTHEA WEYANT SSN 204-01-1957 DATE OF DEATH 02-14-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU 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 Sp0U5e 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 is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above atldress. Please call 717-787-83'L7 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 239164-00 Date 12-27-2003 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 1 , 303.02 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 NDTE: If tax payments are made within three Amount Subject to Tax $ 651.51 months of the decedent's date of death, Tax Rate )( .045 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 29.32 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 C H E C K a discount or avoid interest, or return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. 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 informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART ~ below. PART If indicating a different tax rate, please state OFFICIAL USE DNLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS pqD LINE 1. Date Established 1 1 2. Account Balance 2 +fi 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 5 $ 6. Amount Taxable 6 6 7. Tax Rate 7 X 7 8. Tax Due 8 $ 8 PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the hest of my knowledge and belief. HOME ( ~~~ ) ([.~~ ~e% Z~ ~ r L ~~~ ~• ~ ~ (~ WORK C (O !U ) ~'ZZ-`( ~ `~~ ~ '3 Zcl TAX Y R SIGNATURE TELEPHONE NUMBER D TE TOTAL (Enter on Line 5 of Tax Computation) 5 1 ~ PENNSYLVANIA INHERITANCE TAX ',~„7 INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES N ,~j{,~,, AND PO BOX 280601 ~~ I~~V~D]~, '~ ~ 4 l~ HARRISBURG PA 1712E-0601 oEPneTMfltyroF.e~eNU~.' '" 1.! TAXPAYER RESPONSE REV-154y.EX pFQ_.(U5 -'llp ,'~I ~, FILE N0. 21 ACN 11145367 DATE 07-07-2011 ~,~iJ .~ r ~. ~` t. , \ ~,~~r JANET B MCCARTHY 1806 THERESA WAY LANSDALE PA 19446 EST. OF ALTHEA WEYAN'f SSN 204-01-1'.)57 DATE OF DEATH 02-14~-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU 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 y0U are the sp0U5e 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 is incorrect, please obtain written correction from the financia institution, attach a copy to this form and return it to the aDOVe aadress. Flease tail 717-767-832/ with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 239164-11 Date 12-27-2003 To ensure prover credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $` 1,145.40 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 572.70 months of the decedent's date of death, Tax Rate )( .045 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 25.77 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX A5$ESSM£NT' 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 return this notice to the Register of Wills and 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 informs ion is incorrect and/or debts and deductions were paid. Complete PART ~2 and/or PART 3~ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF relationship to decedent: ~ PA DEPARTMENT OF REVENUE TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS i PAD LINE 1 Date Established I I 1 . 2. Account Balance 2 $ 2 3 Percent Taxable 3 X 3 . 4. Amount Subject to Tax 4 $ 4 5 Debts and Deductions 5 5 . 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X 7 8 Tax Due 8 $ $ . PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. HOME C 2~'~ ) ?~~Ow ~C`. -Z~~~ ~.- ~ - ~~- ~ WORK C (n10 ~ °1Z2 - <<~~~ ~ ~ Zoll jA PAYER SIGNATURE TELEPHONE NUMBER DAT ~. . ~ ~ .,~ 1 +. `t ~~ :. 1t,•~a } q I ,-CLASS ~, `a :# *~ _ ~', _ f~ , ~ r s ~ ; ~; yt '',. ~d, ~: ''; r. ~r: -g ~~ ;~. ';~ „, . :. . -; . '_« ~. t;' ;-r. ; :j T 7~ d' ~ 7 ~ ~ ~ Q U N n' ~ N ~ ~ (6 'O ~ ~ N ~ O ~ ~ ~ J ~ M 7 ~ N QO . ~ 7 N Q Qy L N ~ N ~ U ca ~~U r G (6 T 7~ 7 C6 ~_ Q O N W W ~tii it ~ ~} ;' i :+~ ;~; .r•~ ~~ .r3