HomeMy WebLinkAbout10-14-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
WILSON CAROLYN
20 N FRONT STREET
WORMLEYSBURG, PA 17043
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PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
N0. CCI 015063
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
ESTATE INFORMATION: ssN: iss-~2-as~o
FILE NUMBER: 211 1-1085
DECEDENT NAME: WILSON PHYLLIS C
DATE OF PAYMENT: 10/14/201 1
POSTMARK DATE: 1 0/ 1 3/201 1
couNTY: CUMBERLAND
DATE OF DEATH: 09/20/201 1
REMARKS:
CHECK# 8307
SEAL
11166255 ~ 5229.32
TOTAL AMOUNT PAID:
INITIALS: DB
5229.32
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
;-~, PENNSYLVANIA INHERITANCE
~ INFORMATION NOTICE
BUREAU OF INDIYIDUAL TAXES A N D
PD BDX 2B0601 ~^.' ,: r,,.~n~ _ ~Va is
HARRISBURG PA I~IZS-[fA~i~..,.-~'.'..oEPARtMe~tlFR~/~~e TAXPAYER RESPONSE
``~. .. 1 ,~
r•'~~i '~ REV-1543 ~% ~~RFP ~[05-11)
j ` P 1
TAX
FILE N0. 21 ~ ~ I - ~~ ~~
ACN 11166255
DATE 10-07-2011
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CAROLYN WILSON
20 N FRONT ST
WORMLEYSBURG PA 17043-1327
EST. OF PHYLLIS C WILSON
SSN 188-12-3670
DATE OF DEATH 09-20-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
FU LT ON BANK NA 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 is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return
it to the above address. Please call 717-787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1068-33244 Date 02-21-1966 To ensure proper credit to the account, two
Established copies of this notice must accompany
ACCOUnt Balance ~` 10,728.65 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $` 5, 364.33 months of the decedent's date of death,
Tax Rate ~( ~4j deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due $ 241 .39 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 aricl
0 N E 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
O N L Y filed by the estate representative.
C. ~ The above informs ion is incorrIe~-ct~ and/or debts and deductions were paid.
Complete PART 2~ and/or PART LJ below.
PART If indicating a different tax rate, please state OFFICIAL USE DNLY ^ AAE
relationship to decedent: PA DEPARTMENT DF REVENUE
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X T,a
4. Amount Subject to Tax 4 $ Cl
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
0
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 best of my knowledge and belief. HOME C`~~7 ) ~?j-~j~~~ 7,3~
___ WORK (7! 7 ~ 7~b'~/' y'~/O-~~ X20>/
TAXPAYER S G ATURE TELEPHONE NUMBER DATE
TOTAL (Enter on Line 5 of Tax Computation) S