HomeMy WebLinkAbout12-05-11 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
BROWN KRISTIN A
228 NORTH RACE STREET
MIDDLETOWN, PA 17057
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-961
NO. CD 015286
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION: SSN: zoo-3o-433
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
11003592 ~ 52,200.35
TOTAL AMOUNT PAID:
REMARKS:
SEAL
CHECK# 475
INITIALS: DMB
RECEIVED BY:
52,200.35
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
o~, PENNSYLVANIA INHERITANCE TAX
(fir INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES 'r-St~~~ ~ ~k~+r ~,lr FILE N0. 21 11-QO$3
PO BOX 280601 ~/ ~
HARRISBURG PA 17128-0601 ~nS+.~Van~a ~ AND ACN 11003592
,~a6sTrleNroFnEVEnrue- - ~ TAXPAYER RESPONSE
DATE 11-08-2011
kEV-1543 EX RFP (05-11)
CLERf r
ORFH~;~1'~ COURT
i.;l:
EST. OF JUDITH E POGUE
SSN 204-30-7433
DATE OF DEATH 01-11-2011
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.
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 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, 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 BELOYI * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 12125017180b Date O1 - 11 -2011
ro ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 195,586
46 payment to the Register of Wills. Make check
. payable to "Register of Wills, Agent".
Percent Taxable X 25.000
Amount Subject t0 $
Tax 48,896
62 NOTE: If tax payments are made within three
. months of the decedent's date of death,
Tax Rate )( . 0 4 5 deduct a 5 percent discount on the tax due.
Potential Tax Due
$ 2,200.35 Any inheritance tax due will become delinquent
nine months after the date of death.
P
T TAXPAYER RESPONSE
~
1
\
U O SP D LL SU I N F SCI T
AS\ SNT
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
0 N E 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 L 0 C K ~ g. ~ 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 ~ and/or PART ~ below.
PART If indicating a different tax rate, please state
relationship to decedent: ~ ,~ ~iCA~ ~£„~ ONLY~° ~~A,z
2 ~ 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 $ \u 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $
b
7. Tax Rate 7 X 7
8. Tax Due g $ ~~ $ ~~
PART DEBTS AND DEDUCTIONS CLAIMED
^3
DATE PAID PAYEE DESCRIPTION AMOUNT Parn
IVINL fencer on Line 5 of fax Computation) S
Under penalties of perjury, I declare that the facts I reported above'a7re true, correct and
complete to the best of my knowledge and belief. HOME C l~ ) ~~ -
WORK ( ~( ) _
T PAYER SIGNATURE TELEPHONE NUMBER D T
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