HomeMy WebLinkAbout12-13-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RE\/-1162 EX(11-96)
N0. CD 015323
MCMICHAEL JEREMY J
2194 CANTERBURY DR
MECHANICSBURG, PA 17055
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ESTATE INFORMATION: ssN: is~-2s-a2ss
FILE NUMBER: 211 1-1329
DECEDENT NAME: ZOLTEWICZ LEO
DATE OF PAYMENT: 1 2/ 1 3/201 1
POSTMARK DATE: 1 2/12/201 1
couNTY: CUMBERLAND
DATE OF DEATH: 1 1 / 1 8/201 1
REMARKS:
CHECK# 4959
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
11179759 ~ 52.65
TOTAL AMOUNT PAID:
INITIALS: DMB
52.65
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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~ PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE N0. 21 1
BUREAU OF INDIVIDUAL TAXES ~ ~` ,~.~ 1
PD BDx 266601 Pennsylvania AND ACN 11179759
HARRISBURG PA 17126-0601 DEPARTMENT OF REVENUE TAXP AY E R R E S P O N S E
DATE 12-06-2011
REV-1543 EX AFP f05 -11>
TYPE OF ACCOUNT
EST. OF LEO ZOLTEWICZ ® SAVINGS
SSN 161-26-8236 ^ CHECKING
DATE OF DEATH 11-18-201 ^ TRUST
COUNTY CUMBERLAND ' yQ "-"` ^-EE~F.
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REMIT PAYMENT AND FORMS T0: I-n
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JEREMY J MCMICHAEL REGISTER OF WILLS -''~.:' __
2194 CANTERBURY DR 1 COURTHOUSE SQUARE `~~~? G
MECHANICSBURG PA 17055-5767 CARLISLE PA 17013 ;"~`.~'``
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MEMBERS 1ST FCU 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 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. 214407-0 0 Date 02-20-2002 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 352.82 payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject to Tax $` 58.80 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 T0X DUe $ 2.65 nine months after the date of death.
PART TAXPAYER RESPONSE
~OIiI~ i~iL OF L T SMENT
A. ~Fhe above information and tax due is correct.
LuJ 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
CHECK an official assessment will be issued by the PA Department of Revenue.
C 0 N E ~
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 inforna 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 OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 $
3. Percent Taxable 3 X
4. Amount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7 X
8. lax Due 8
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PA DE3'AitTMEN3. OF REVENUE ~
AD
i
2
5 \~
6
7
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PART DEBTS AND DEDUCTIONS CLAIMED
3^
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I reported above are true, cor`r1ect and
ca plete to the best of my knowledge and belief. HOME C 7~7 ) 7%--i0~5
~~~/~°~iG~~~ WORK C ?~? ) ~~- Dlc:~,S 6Z-6l-~'
TA AVER S GNATURE TELEPHONE NUMBER DATE
TOTAL (Enter on Line 5 of Tax Computation) 8