HomeMy WebLinkAbout11-22-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 015241
BROWN EMILY
124 1 /2 E HIGH STREET
HUMMELSTOWN, PA 17036
foltl
ESTATE INFORMATION: ssN: 204-30-7433
FILE NUMBER: 211 1-0083
DECEDENT NAME: POGUE JUDITH E
DATE OF PAYMENT: 1 1 /22/201 1
POSTMARK DATE: 1 1 /21 /201 1
couNTY: CUMBERLAND
DATE OF DEATH: 01 / 1 1 /201 1
REMARKS:
ACN
ASSESSMENT
CONTROL
NUMBER
REV-1162 EXI11-961
AMOUNT
11003604 ~ 5193.93
TOTAL AMOUNT PAID:
5193.93
CHECK# 496
INITIALS: DMB
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
PO BOX 280b01
HARRISBURG PA 17128-0601
i
Pennsylvania
DEPARTMENT OF REVENUE
REV-1543 EX RFP (05-11)
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE N0. 21 11-0083
AND ACN 11003604
TAXPAYER RESPONSE DATE 11-08-2011
EST. OF JUDITH E POGUE
SSN 204-30-7433
DATE OF DEATH 01-11-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
NOAH A BROWN REGISTER OF WILLS
124 1/2 E HIGH ST 1 COURTHOUSE SQUARE
HUMMELSTOWN PA 17036-2303 CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
LINCOLN 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 ownerfbeneficiary 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 farm 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. 924473096 Date 01'11-2011 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register ofi Wills. Make check
Account Balance 4,309.57 payable to "Register of Wills, Agent".
Percent Taxable )( 100.00
NOTE: If tax payments are made within three
Amount Subject t0 TaX ~` 4,309.57 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 $ 193.93 nine months after the date of death.
PARr TAXPAYER RESPONSE
r ~ . Ytl+ FCi~[1N~1 1 1" at` Its(' T-1 11 <~T~7,A1 TAX SS1+fEt'lY
CHECK
C ONE
BLOCK
ONLY
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
an official assessment will be issued by the PA Department of Revenue.
B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
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
a relationship to decedent:
TAX RETURN
~~~.. ~~ O~F I~AL ~S£~~ ONLY' [~~AF
PA DEPARTMENT ~OF REYEt~UE
- CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
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
1
2 $
3 X
4
5 -
6 $
7 X
8 $
1
2
3 `
4 ,~
6
7
6
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
compl to t the best of my knowledge and belief. HOME C ~
~ i WORK ( ) 2 -rJ' I
PA R SIGNATURE TELEPHONE NUMB R AT
TOTAL CEnter on Line 5 of Tax Computation) 8
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BROWN EMILY
124 1 /2 E HIGH STREET
HUMMELSTOWN, PA 17036
fold
ESTATE INFORMATION: sSN: 204-30-7433
FILE NUMBER: 211 1-0083
DECEDENT NAME: POGUE JUDITH E
DATE OF PAYMENT: 1 1 /22/201 1
POSTMARK DATE: 1 1 /21 /201 1
COUNTY: CUMBERLAND
DATE OF DEATH: 01 / 1 1 /201 1
REMARKS:
SEAL
CHECK# 495
REV-1162EX(11-961
NO. CD 015242
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
11003597 ~ 5440.07
1
TOTAL AMOUNT PAID:
5440.07
INITIALS: DMB
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ~ FILE N0. 21 11-00$3
PD eox zso6ol pennsylvanla AND ACN 11003597
HARRISBURG PA 17128-0601 DEPARTMENTOFREVENUE TAXPAYER RESPONSE DATE 11-08-2011
REV-1543 EX AFP (05-11)
TYPE OF ACCOUNT
EST. OF JUDITH E POGUE ^ snvINGs
SSN 204-30-7433 ^ CHECKING
DATE OF DEATH 01-11-2011 ^ TRUST
COUNTY CUMBERLAND ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
NOAH A BROWN REGISTER OF WILLS
124 1/2 E HIGH ST 1 COURTHOUSE SgUARE
HUMMELSTOWN PA 17036-2303 CARLISLE PA 17013
SUN LIFE FINANCIAL IRA 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 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. 121250171806 Date 01 - 11 -2011 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 9,779.32 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 100.00
NOTE: If tax payments are made within three
Amount Subject to Tax $ 9, 779.32 months of the decedent's date of death,
Taz Rate )( .045 deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due $ 440.07 nine months after the date of death.
P~T TAXPAYER RESPONSE
~ ~TO; ~ LL . IN FI S SM T
,,,aaa___... _
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 zind
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
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
relationship to decedent:
TAX RETURN - CALCULATION
LINE 1. Date Established
2. Account Balance
3. Porcant Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
~O\° FI LASE ~NL
PA DEPARTI4ENT OF REVENUE ~~
OF TAX ON JOINT/TRUST ACCOUNTS PAD
1
2 $
3 X
4 +fi
5
6
7 X
B $
1
2
~.
3
4
5
6
7
g ~~~ ~~~ ~ ~ ~~o
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, ~ctorrect and
comp to the best of my knowledge and belief. HOME C ~ ) U
lj: WORK C ~~ ) ~ ~
AX ER SIGNATURE TELEPHONE NUMBER ~ D T
IUTAL cEnter on Line 5 of Tax Computation) S
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