HomeMy WebLinkAbout12-02-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPi.260801
HARRISBURG, PA 77128-0601
RECEIVED FROM:
MCCOY BETH ANN
5 CLEMSON DR
CAMP HILL, PA 17011
NO. CD 015301
fold
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
ESTATE INFORMATION: SSN: 158-28-1569
FILE NUMBER: 2111-1310
DECEDENT NAME: MATKOVICH KATHLEEN P
DATE OF PAYMENT: 12/07/201 1
POSTMARK DATE: 12/01 /2011
COUNTY: CUMBERLAND
DATE OF DEATH: 10/24/2011
11174009 ( 555.33
11174010 ~ 555.33
REV-1182 EXI11-98)
TOTAL AMOUNT PAID:
REMARKS:
SEAL
CHECK# 3147
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
INITIALS: HMW
RECEIVED BY:
5110.66
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE TAX ~~~/O
INFORMATION NOTICE FILE No. 21'`~_
BUREAU OF INDIVIDUAL TAXES ~ r
PO BOX 2B0601 ~ r'! r
Pennsylvania -~~C~~~ ~, ~- D acN 1 ~ 74oa9
HARRISDUR6,PA .17128-0601 DEPAHTMEwT#flEVENUE ~C'1 ! fiA~t'~-~i. RESPONSE
~.~ ~ DATE 11-10=2D;11
REY-1565 EX 11FP (t5-11) '. ~~~aJ
'~ TYPE.OF ACCOUNT
a.~ll ~~~ ^~ ~~ E5~'~i OF KATHLEEN P MATKOVICH sAvlllss
SSN 156-28-1569 GNE.CKING
":
~~ DATE OF DEATH 10-24-2011 ~ "'[~ TRUST
~~~~5 ~~OUHTY CUM$ERLAND ~ CERTIF.
a~'Rt,~D ~,~,. ~IIT PAYMENT AND FORMS T0;
BETH A MCCOY REGISTER OF WIi.LS , ,
5 CLEMSOW DR I COURTHOUSE. SQUARE ,r ..
CAMP HILL ~ PA 17011-7619, CARLI&LE PA 17013
.MEMBERS 't ST FCU provided the department with the inforwation below, which was used in calculating the inhlrltance..itax due.
RecprA3~lsdiC,ete that et the death of the above-named decedent, you were a point owner/beneficiary of this dtcount. It y0y, pre the. SF01~$e.Ot the
decepssEsi pnd:aAy aawupt.other than zero is reflected belol1~~ on the Potential Tax Due line, note no tqx aay be due but ou iust
notify thA deppart~ient of your relatlohship to the dbceased by checking Box C in PART 1 below and Writing "sp~buseA in P~RT 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..
- _ _
COhP'LE~E PART 1 BELOW lE SEE ifEVE1~E SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 116947-00 Date 09-29-199.0 To ensure prpper credit to'the account, two
Established copies of this notice dust accawosty; ~,
Account Balance 7,377.29 Daywegt tp the Reeistpr of Wills: Nako chock
payable to "Register of Wills. Aesnt".
Percent Taxable X ~ 16:66'7 -
NOTE: If tax payaents.are made within three
Amount Subject to Tax g 1,229.57 wonths of tlw decedent's data of dasth,
Tax Rata X , QYfrj deduct a 5 oirdent'diseount `en" th~'tax duf: '
55.33' Arpr inheritance taz due wili bteome dRiliPiqusnt
Potential Tax Due ~ nine wonths`aftar tl16 date of death.
~.
1
A. The above inforwatioo and tax due is correct: ~ ,
' = - ~ Rgit paywent to the ReQiste~ of Wills with two copies of this notice to obtain
CHECK' a discount or avoid ;nterest, or returh" thistinetieo to the Register' of Wills and'
ONE an official assn;sent will-be issued by the PA Departwent of Rwenue.
[ BLOCK ] ,,
B. ~ Tha above asset has bean or will be reported and too( paid with the Pennsylvania inheritance tax return
ONLY filed by the estate.",reDresentative.
C. ~ The above inforR~ion is ieesrrzct and/or debts and deductions ware Daid.
- Cowplate PART 2 and/or FA[#T. 3 below.
,.
'~ ., ;' a
,.~ 2. ,•
,. ~_....
pA it indicat~tr-0 a different fix rage, please state" '
~rslatlvnaYlilp tb "doce8on#.
.TAX RETURN ~ CI~L,CUkATION OF' TAX ON JOINT/TRUST ACCOUNTS:
~l~~E, 1. Dsto ElsYib'its,bad;. _° ~ -w'1 , ,~, ''
2. AcCOUn~ Balance 2 ~ c ,` "i
4. Amount Subfsct to Tax 4
5. Debts and'Deduetions 5
6..Aaount Taxable 6 $
7. -.Tax Rats 7 X
8.. Tax, Duo" 8 ~
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT-PAID
Under penalties of par~ury, 1< d~csr• that the facts I reported abaVe arp true, oprra¢t"a d
cdi.~lste-to the bast of uiY kho-iledge and belief. HONE C'~{~ 1= ~3~1
`~i~. WORE C, ..~ ~ ._..
TA AY S3 NATUR TELEPHONE NUMBER A
PENNSYLVANIA INHERITANCE TAX I
6uREAU OF INDIVIDWL TAXES n ~ Y INFORMATAINODN NOTICE FILE N0. 21 "''"` ~ ~-J~IO
NARRIS8ZUR66F'A .17128-0601 P~~SY ~' ~1~~~' A ACN 11174010
oEPANTMENT OF u~,'. ~~ ~, inn L;~PAYER RESPONSE
REV-1511 E% RF~~'v ••, ~^ ~ Pf~•. DATE l I-10-2011
TYPE OF ACCOUNT
~~~j ~~~ _~ PR ~~ ~ ~ EST. OF KATHLEEN P MATKOVICH ~ $AVIN6S
SSN ' 156-28-1569 ^ CNECKING
Ci~.ERK (~ DATE OF DEATH 10 - 24 - 2011 0 TRUST
//~~OF~HAN~S~~CURT COUNTY _ ,CUMBERLAND. ^ CERTIF.
1a1~~_~1j ~„ ~ REMIT PAYMENT AND FORNS TOc
DONALD..... S MCCOY REGISTER OF WILLS
5 CLEMSON DR. 1 COURTHOUSE SQUARE
CAMP HILL PA 17011-7619 _ CARLISLE PA 17013 _ ;
MEMBERS 1ST FCL- provided the department with the information below, which was used in calculating the inheritance. tax due.
Records indicate,thalR-at ,the-de8th of..the above-named decedent, you werea point owner/beneficiary of this account. If you are Lhe Sp~u~e .Of the
decea;ed an9 any aarount other than zero is reflected below on the Potential lax Due line, note no tax say be due: but yyou Must
notify the e~tartsent of youF relationship to the deceased by checking Box C in PART l below and rrtting "spouse" in PA12T'2.
If you believe the information 1s incorrect, please obtain written correction from the Yinancial 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 R`E TERSE SIDE FOR FI~IN6-~PAYI~~1~ INST~tUC~IO~iS~
Account No. 116947-00 Data 09-29-199D To ensure propor~credit to the aeeouot, two
.Established copies of this notice Riust aceo*parar
Account Balance 7, 377.29 vavment to the Resister of Wills. ` Make check
payable to ^Register of Ylills, Ayent^.
Percent Taxable X 16 . d67
NOTE: If tax payments are made: within three
A~gount Sub9ect to Tax ~ 1 ~ 229.57 months of the decadent'; date of death,:''
Tax Rata )( , 8[+5 deduct a 'S percent discount on tM tsx' due:
Aro inheritance 4ax dw dill beeou delifia4ent -
POtential 7ax.Due ~' 55.33 nine months after'thi'~date of death. '
PAar _ ;~ ~ AX YE-R ~ SE •.
~, .
0°
A; ~)( The above infonstion and tax due is correct.
~G~` Remit psymsn! to tM Ro03sl~.er of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, oF.`'roturn this ngtice'to the Register of Wills end
ONE an official assessment will be issued by the PA Department of Revenue..
[ BLOCK
B. ~ The above asset has bean or will ba roported and tax paid with tM. Pennsylvania inheritance tax return
0„NLY, filed. by the estate representative.
C. ~ The abovq infornation is i~eorr~e and/or debts and deductions were paid. ,
Complete PART 2 and/or PART 3 below.- "
p~~ If'indicatin>a a different tax rata, please state <,5
ra~.aflonsh`!p to deeettahte
T~1X't~ilf1~1 - CALCUL~ITION OF TAX: ON JOINT/TRUST ACCOUNTS
>.
lrINE'"1. Data Established'- ~ „ .1::. _ .. .. _,~ . _ .. ~`,
2. Account Balance.. 2 ~
_~_. __-3..:... ~..
4. Amount Sublect to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6 ~
7. Tax Rata 7 X
$. Tax Due 8 ~
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOt1NT PATD
UndeC_pehd;tins,o<f perjury, I dsclarr• that the facts I reported above are true, correct and
e e to "th st ^y knowiodpe and belief. HOME C'~t'~' )_'+~~1-~,58~1
~ ~ =. WORK t ; ) tl ~o ~io~t
T R SI NAT RE TELEPHONE NUMBER D~~~.
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