Loading...
HomeMy WebLinkAbout11-16-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: MCSHEERY WILLIAM R JR 32 FALLINF SPRING RD LANDISBURG, PA 17040 fold REV-1162 EX111-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 015210 ESTATE INFORMATION: ssN: iss-2o-4027 FILE NUMBER: 211 1-1 185 DECEDENT NAME: MCSHERRY WILLIAM R DATE OF PAYMENT: 1 1 / 1 6/201 1 POSTMARK DATE: 1 1 /1 5/201 1 couNTY: CUMBERLAND DATE OF DEATH: 09/23/201 1 ACN ASSESSMENT AMOUNT CONTROL NUMBER 11166427 ~ 575.28 11166428 ~ 5348.16 11166429 ~ 589.94 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK#178 5513.38 INITIALS: DMB RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~ ~ PENNSYLVANIA INHERITANCE TAX ~/_ _ INFORMATION NOTICE FILE NO. 21 - I ~-(~ D~ BUREAU OF INDIVIDUAL TAXES rr1 _' 1 i`- PD Box zao6ol I- A N D HARRISBURG PA 17126-0601 p~ins~/lva~~~ ~`~ ACN 11166427 oEVn~IMeN7oFaEvel+ue ~~ ~ C TAXPAYER RESPONSE _`_~~ DATE 10-07-2011 REV-1543 EX AFP (OS -11) . , ~ t, ; ,- C „ ~ , ~ .',i ( Ise i !1 (• 1: TYPE OF ACCOUNT EST. OF WILLIAM R MCSHERRY ® SAVINGS SSN 166-20-4027 ~ CHECKING „ DATE OF DEATH 09-23-2011 ~ TRUST ~~ ~~~' ~` S ~'~~`"~T COUNTY CUMBERLAND ~ CERTIF. npp I Cl1Pti~'~ 1~ Prt ~`` r ~ ~l - ~ - REMIT PAYM ENT AND FORMS T0: WILLIAM R MCSHERRY JR REGISTER OF WILLS 32 FALLING SPRINGS RD 1 COURTHOUSE SQUARE LANDISBURG PA 17040-9201 CARLISLE PA 17013 MEMBERS 1ST F CU 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 5poU5e 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, Dlease 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. 7388-00 Date 08-03-1964 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance ~` 3, 345.84 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax $ 1 , 672.92 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate )( . 045 deduct a 5 percent discount on the tax due. Potential Tax DUe $ 75.28 Any inheritance tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE FAIL _ T ESQ WILL ~ ES U, AN ~ CIAL TAX ASSESSMENT A. {a The above information and tax due is correct. ~1 Renit 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 BLOC K ~ 6. ~ 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 ~ OFFICIAI. U~ OY m~ AAF relationship to decedent: PA DEPARTMENT OF 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 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 DATE PAID PAYEE DESCRIPTION AMOUNT PAID IUTAL tEnter 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 be `of my knowledge and be ief. HOME C ~~~) 707 "~~~ • ~ WORK ( ~ TAXPAYER SIGNATURE TELEPHONE NUMBER DATE BUREAU OF INDIVIDUAL TAXES PO BOX 260601 r ~~: ~ HARRISBURG PA 17128-0601 ~ ~'~_-DEPAgTMENTOFa - _REVS1543 EX AFP PENNSYLVANIA INHERITANCE TAX `~-_ INFORMATION NOTICE FILE N0. 21 " I ~-11 0../ AND ACN 11166428 TAXPAYER RESPONSE DATE 10-07-2011 r ~ ~~ ['~. i ~~;~, _ ~. ~~ ^c ~;'~ '~ ~ ~ ~'J~`s r Claw' ~_ :~ ~ ~ ~ ~::~ pa, WILLIAM R MCSHERRY JR 32 FALLING SPRINGS RD LANDISBURG PA 17040-9201 EST. OF WILLIAM R MCSHERRY SSN 166-20-4027 DATE OF DEATH 09-23-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS TD: 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 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 BELOIr-~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 7388-05 Date 01-19-1993 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 $` 16, 674.85 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 8,337.43 months of the decedent's date of death, Tax Rate X . 045 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 375.18 nine months after the date of death. P~T TAXPAYER RESPONSE ~ FAIL E TO RESPOND , FFIGIAL TAX~SS>sSSME 7 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 C 0 N E ~ an official assessment will be issued by the PA Department of Revenue. BLOC 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 O . A Qk~,~< AF relationship to decedent: PA DEPARTMENT OF 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 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 $ g PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID GNAT RE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) 8 Under enalties of perjury, I declare that the facts I reported above are true, correct and co/mplet to the best/~of my%fkn~ow~~dge and elief. HOME C ~L~/ ~'y'~~ /~I /~~i,.,, ' iC'~ i~~% \~2!d'/C/).1~r9 ~ W O R K ( ) BUREAU OF INDIVIDUAL TAXE .f_' ~ ~ ' !•- `yl~~'M;(7~ PO BOX 280601 -,._~pE11t1Sj/~Vldc~~"f1n~ HARRISBURG PA 17128-0601 _ D~P~HTMEmr oF.Ryv ENag REV-1543 EX AFP (OS-11) PENNSYLVANIA INHERITANCE TAX I V~j INFORMATION NOTICE .FILE N0. 21 ~ ~`' ~~ °" AND ACN 11166429 TAXPAYER RESPONSE DATE 10-07-2011 EST. OF WILLIAM R MCSHERRY (', ~p~ ~~~ SSN 166-20-4027 C`t~~; ~~~ ` ~,,~J~T DATE OF DEATH 0 9 - 23 - 2 011 C(~p~i~r<, _.~ y~y~ ~l J ~~ COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: WILLIAM R MCSHERRY JR REGISTER OF WILLS 32 FALLING SPRINGS RD 1 COURTHOUSE SQUARE LANDISBURG PA 17040-9201 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST F CU 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 yoD 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 relatioes'?'ap 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. 7388-42 Date 12-28-2004 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 39 972.69 payment to the Register of Wills. Make check ~ payable to "Register of Wills, Agent". Percent Taxable X 5.000 NOTE: If tax payments are made within three Amount Subject to Tax ~` 1,998.63 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 $ 89.94 nine months after the date of death. PART TAXPAYER RESPONSE FAIL' ~ TO RESPON~WILL'~t2E~1LT ~l~kJ~OFF'ICIAL TAX ASSESSI4ENT 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 C 0 N E ~ an official assessment will be issued by the PA Department of Revenue. BLOCK 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 ~~~~~ r_ (?~FFICIA~ USES O~.Y [AAF 2 ^ relationship to decedent: PA DEPARTMENT OF REVENUE TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ r 2 ~~ 3. Percent Taxable 3 X 3' 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 rj 6. Amount Taxable 6 $ (, 7. Tax Rate 7 X 7 8. Tax Due 8 $ 8 ~ ~~~ ' PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are true, correct and complet to the best of my knowledge d belief. HOME C ~~ ~ ) 7~9' y/ ~~ ~ca- ' L ~ C WORK ( ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) S ~~s ~. { ~. ~: "~. ?w :,~ ~; ~, ~;: ~::' :f ~.- -~< ~~ ~ J ~~ v ~ ~ c ~ ~ ~ f k ~ S ~ t~; ,~ t ~. ~ i'? y ~ O ~ ~_ ~,~- i ~t -~.