HomeMy WebLinkAbout12-05-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
BROWN KRISTIN A
228 NORHT RACE STREET
MIDDLETOWN, PA 17057
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PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: ssN: 204-30-7433
FILE NUMBER: 211 1-0083
DECEDENT NAME: POGUE JUDITH E
DATE OF PAYMENT: 12/05/201 1
POSTMARK DATE: 1 2/03/201 1
couNTY: CUMBERLAND
DATE OF DEATH: 01 / 1 1 / 201 1
AMOUNT
ACN
ASSESSMENT
CONTROL
NUMBER
11003599 ~ 5969.65
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 474
SEAL
5969.65
INITIALS: DMB
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REV-1162 EX111-961
N0. CD 015287
REGISTER OF WILLS
`~ PENNSYLVANIA INHERITANCE
BUREAU OF INDIVIDUAL T ~ INFORMATION NOTICE
Po eox 280601 ~~ '.. ~pn.hg~{ij jja AND
HARRISBURG PA 171za osg ~. oeaARTMENi,dE, NuE TAXP AY E R R E S P O N S E
~,. , ~.•
REV-1543 E% AFP (05-11)
TAX'
;FILE N0. 21 11-0083
ACN 11003599
jDATE 11-08-2011
EST. OF JUDITH E POGl1E
CL~~~ {~~ SSN 204-30-7~i33
ORP~'h.~!'u f~,0,i~T DATE OF DEATH O 1 - 11.2011
G~~~j'~~" fi,yn ~ `~ ~~ COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
KRISTIN A BROWN REGISTER OF WILLS
228 N RACE ST 1 COURTHOUSE SQUARE
MIDDLETOWN PA 17057-2242 CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
LINCOLN FINANCIAL ANNUITY 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. 924473096 Date O 1 - 11 - 2011 7o ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 86, 191 .33 payment to the Register of Wills. Make check
~` payable to "Register of Wills, Agent".
Percent Taxable X 25.000
NOTE: If tax payments are made within three
Amount Subject to Tax ~` 21,547.83 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 $ 969.65 nine months after the date of death.
PART TAXPAYER RESPONSE
AIL E N LL SUi. N A~ FI SRSM T
A. The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or return this notice to the Register of Wills and
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 ~ below.
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS EGAD
LINE 1. Date Established
2. Account Balance
~. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
1
2
3 X
G
5
6 $
7 X
a $
PART
DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the 'f acts I reported above are true, correct an/d/
c mplete to the best of my knowledge and belief . HOME C ~ ) ~~~' a~ Jy
PAYER SIGNATURE TELEPHONE NUMBER D~
ICI~~ U~ t~LY\~~
PA DEPARTMENT OF REVENUE
1
2
3 _ -- 4
4
5
6
7
IUTAL ctnter on L1ne 5 of Tax Computation) S