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HomeMy WebLinkAbout11-23-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-96) NO. CD 015247 POGUE DAVID J 1201 SCENERY DR MECHANICSBURG, PA 17050 toa ACN ASSESSMENT AMOUNT CONTROL NUMBER 11003593 ( 52,200.35 ESTATE INFORMATION: SSN: 204-30-7433 FILE NUMBER: 2111-0083 DECEDENT NAME: POGUE JUDITH E DATE OF PAYMENT: 11 / 23/ 2011 POSTMARK DATE: 11 /22/2011 COUNTY: CUMBERLAND DATE OF DEATH: 01 / 11 / 2011 REMARKS: TOTAL AMOUNT PAID: 52,200.35 CHECK# 3464 INITIALS: HMW sEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES PO BOX 280601 penns~ HARRISBURG PA 17128-0601 DEPxnn4ENS. E~(ENUE REV-1543 E% ,Ljy`j {?,. ~, DAVID J POGUE 1201 SCENERY DR 'ENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 11-0083 (~L _~-, AND . ACN 11003593 ~ ~ `~'~ ~~(XPAYER RESPONSE °.Jfi i C DATE 11-08-2011 i'(1i! ~~ ~3 F I~~ CL~~K C~ GRPNF;~`S C~JUr~T CUN~~~=~L,n~D C~) PA MECHANICSB.UR.6 PA 17050-1942 EST. OF JUDITH E POGUE SSN 204-30-7433 DATE OF DEATH o1-11-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SUN LIFE FINANCIAL IRA provided the department with the informatign below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, you were a ,point o-iner/beneficiary of this account. It you are-the SpoYSe of the deceased aotl Bny'aarount other than zero is reflected below on the Potehttel Tax Due line, note no tax may be due: but- ou must notify the dapartment of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" 1n 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 IN3TRUCTION3 Account- No. 121250171806 Date 01-11-2011 To ensure proper credit to the account, two Established copies of this notice oust accoapsny Account Balance 195 586 46 pavaent to thr Reeistsr of Wills. Nake check " . ~ payable to Rapistsr of Wills, Apent". Percent Taxable X 25.000 Amount Subject to Tax $ 48 896 62 NOTE: If tax paYaents era aada within three . , aonths of the decedent's date of death, Tax Rat• ~( , Olaf deduct a 5 percent discount on the tax due. Potential Tax Duo ~ 2 200 35 Ary inheritance tax dw will beeoas delinquent . , nine aonths after the Bete of death... A. '1~1 The-above inforaation and tax due is correct. °' ~y Resit Dayaant to th• Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or return this notice to the Register b# Wills and an official assessaent will be issued by the PA Departaent of Revenue. 0 N E BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return D NL Y filed by the estate representative. C. ~ The above inforaa ion is incorrect and/or debts and deductions were paid. Coaplete PART 2~ and/or PART 3~ below. PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN. - CALCULATION LINE 1. Data Established 2. Account Balance 3, Percent Tixahle_ _ 4. Aaount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rat• e. Tax Dua OF TAX ON JOINT/TRUST ACCOUNTS i 2 ~ 3 X 4 ~ 5 6 7 X 8 S PART DEBTS AND DEDUCTIONS CLAIMED a DATE PAID PAYEE DESCRIPTION AMOUNT PAID UndAir pprX#x#ies of perjury, I declare that #ha-facts I reporti'd `above arp true^',~ cpo/rr•ac'7t and coa~-li'C1i'" a st of a:y 'knowledge and belief. HOME C~ r~ ) ! ` V ( ~ Q~ WORK C ): ~1i-1~-~~ TA L ATU TELEPHONE NUMBER DATE -; ~~ ~ ~' t r~ri ~: ~ ~ ~. ~~~ C j ~~ ~" ~~~ r.ar r-, ~ Y iL _ ~~ .~ yr t ~r C~ \~~ ,..V ~ L. -. s.. . ~ 1I. :L !- i" f C 1 IC-' x G' L i. C e I ... _a._ 1;~..