HomeMy WebLinkAbout06-07-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TA%E8
DEPT. 280601
HARRISBURG, PA 1 ]128-0601
RECEIVED FROM:
COULSON DELORES J
616 HIGHLAND AVE
CARLISLE, PA 17013
mle
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: ssN: 173-of-55a~
FILE NUMBER: 2112-0393
DECEDENT NAME: COULSON GEORGETTA J
DATE OF PAYMENT: 06/07/2012
POSTMARK DATE: 06/06/201 2
COUNTY: CUMBERLAND
DATE OF DEATH: 03/19/2012
ACN
ASSESSMENT
CONTROL
NUMBER
REV-1162 EX111-961
NO. CD 016073
AMOUNT
12122515 ~ 5135.92
12122516 ~ 5135.93
TOTAL AMOUNT PAID:
REMARKS:
5271.85
CHECK# 7738
INITIALS: HEA
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
~ PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE N0. 21 12-0393
BUREAU OF INDIVIDUAL TAXES
Po BOX 280601 P ~ ~~~' -•,~ AND ACN 12122515
HARRISBURG PA 17128-0601 YpAY~D
oerA bk'~Bkxp .'~t~'!4~ * ~A"R E~1I SF'D f~~IS~~N$~ * w DATE 04-20-2012
XEV -]56] E,tJJ,.FP [~IlS -1~
2Q12 Jl1N -7 PM 1155
ORPHAN'S t~OURj
CUM~RLAND CO., PA
DELORES COULSON
616 HIGHLAND AVE
CARLISLE PA 17013-4107
EST. OF GEORGET'iA J COULSON
SSN 173-01-5587
DATE OF DEATH D3-19-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILILS
1 COURTHOUSE S4UARE
CARLISLE PA 11013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provided the department with the information below. which was usetl in calculating the inheritance tax due.
Records intli cate {hat at the tlea th of the above-named decedent, you were~a joint owner/beneficiary of thi ;; 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 depDartment of your relationship to the tleceasetl by checking Box C in PART 1 below antl writing "spouse" in PART 2.
If you believe th9 information is incorrect, please obtain written correction from the Financial ins ti tut'on, attach a coDY to this form and return
tt to the above address. Please c.i4a,ij?-.787-8327 with cues ti ons.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE: FOR FILING AND PAYMENT INSTRUCTIONS
Account Ho. 157273-00
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
Date 03-08-1996
Established
$ 2,836.16
X 50.000
$ 1,418.08
X '.045
$ 6 .81
To ensure proper credit to the account, two
copies of this notice must acconDanv
Dayaent to the Reei star of Wills. Make check
payable fa "Repisker of Will s, Agent^.
NOTE: If tax payments are natle within three
months of the tlec ed ant's tlate of death.
tleduct a 5 De rcant discount on the tax due.
Any inherit ante tax tlua will become delinmuent
nine nonthis after the tlate of tleath.
P
T TAXPAYER RESPON SE
~
1
A. ^ The above inf ornation and tax tlua is correct.
Resit pays ant to the Reei stet of Wills with two copies of This notice to obtain
CHECK a tli seount or avoid interest, or return this notice to the RaB:ister of Wills antl
en official assessment will be i ssuetl by the PA Oepa rtnenY of Revenue.
C ONE ~
BLOCK B. ~ The above asset has been or will be reDOrtetl and tax Paid with the Pennsylvania inheritance tax return
ONL Y filatl by the estate representative."
C. ® The above inf orna eon is inrorrect ntl/or tlebts and deductions were paitl.
Conolete PART ~ antl/or PART ~ b elow.
PART If indicating a tlifferent rate, ea a st e
relationship to tloeetlent:
TAX RETURN - CALCULATION
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
OF TAX ON JOINT/TR
7
Untler penalties of perjury, I declare that the fasts I reported above ~ajre true,~rr.e ct'anq ~Q
po ate o the bas o my k wledge//and belief. HOME C(~~) ~7L9 CrS/
~~~ ~l~Il~f'/.1./~Iif WORK C ) I ~ - ~ ^~~
PAYER $IGNATUR TELEPHONE NUMBER DATE
PART DEBTS AND+. DEDUCTIONS CLAIMED
DATE PAID PAYEE ~ DESCRIPTION t AMOUNT PAID
~ PENNSTTYNL~VANIA INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES COP~EG~"~~ ~/A~~TION NOTICE FILE N0. 21 12-0393
PD BOX 280607 pennsylvani ~eJ(~f(-~I~C. 11 i ~/IAND ACN 12122516
HARRISBURG PA 1]128-0601 pEFAximexT OF Revexue REGic T._ A~,IfeJ'~' ~ ~E)S~~~I'IS~
~~"z~ u * • DATE 04-20-2012
REV-1563 E% RFr f05 -I1) C
1011 JUM -7 PM ~: 59 TYPE OF ACCOUNT
EST. OF GEORGETTA J COULSON ® saviNGs
. .r SSN 173-01-5587 ^cNEDZiNG
l-L~_~i,
~~~~5 vI~URT DATE OF DEATN 03-19-2012 ^ rausT
~~~~D ~R ~aCOUNTY CUMBERLAND p/'T ^ CERTIF.
EMIT PAYMENT AND FORMS T0: ~ / 3
DELORES COULSON REGISTER OF WILLS 11 ~1
616 HIGHLAND AVE 1 COURTHOUSE SQUARE V~
CARLISLE PA 17013-4107 CARLISLE PA 17013
MEMBERS 1ST FCU provitled the department with the information below. which was used in calculating the inheritance tax due.
Records intli cote that at the death of the above-named decedent. you were a joint owner/beneficiary of this a¢ount. If you are the Spouse of the
deceased and any amount other than zero is reflected below On the Potential Taz Bue line, note no tax may be due, but you must
notify the de artment of your relationship to the deceased by checking Box C to 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 atltlress. Please call 717-787-8327 with questions.
COMPLETE PART 1 BELOW ~`S EE ~R EVERSE SIDE FOR FILING AND PAYMENT INSTRUC TIDNS
A<count No. 157273-05
A<count Halan<e
Per<ent Taxable
Amount Subject to Tax
Tax Rata
Potential Tax Due
PART
Date 03-OS-1996
Established
$ 16,049.32
X 50.000
$ 8,024.66
X .045
361.11
To ensure proper credit to the account, two
copies of this notice Husk acconpanY
pavnent to the Re9ist er of Wills. Make check
vavable to "Rapt star of Wills. Agent".
NOTE: If tax vavnents are made within three
•onths of the tlecedank's date of death,
deduct a 5~ pe rcenY tli sc oust on the tax tlue.
Arty inheritance taz tlue will becone tlelinauent
nine months of ker the date of tleath.
A. ^ Tha above info rnation and tax due is correct.
Resit paynenY fo the Re pi star of Wills with two copies of this notice to obtain
CHECK a tliscount or avoid interest, or return this notice ko the Rep:ister of Wills and
ONE ~ an official assessment will be issued by the PA Devarinank of Revenue.
BLOCK B. ^ The above asset has been or will be reported and tax void with the Pennsylvania inheritance tax return
ONL Y filed by the estate rev resankative.
C. ~ The above inf or__n~~a~~tyeon is incorrect antl/or debts antl deductions were void.
Complete PART ~ antl/or PART ~ below.
PART If indicating a different fix rate, ease state ~~l
relationship to decedent: `.~t~J'~ ~1~/N~ ~ w
TAX RETURN - CALCULATION OF ,TdAX ON JO NT/TRUST ACCOUNTS
LINE 1. Date Established 1 ,% - o - /99~
2. Account Balance z ~/~, b ~9. _3~
e
3. Percent Taxahla i ~-_ ^ 6
4. Amount Subject to Tax 4 $ d lv
5. Debts antl Deductions 5 - .~,.~~Jj~.~. ~~~
6. Amount Taxable 6 $ ~ 9 ~~•~ ?J
7. Tax Rate 7 X .~a v B~5 ~'r
8. Tax Oue 8 S ~S.L~cK. -~-ri
PART
DATE PAID PAYEE
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
- / e 3,
- nd
' I
/. a r/
~uiAl ttnter on use s ot'Tax Compu t'a tioN e.,"~j Of53.5-~
Untlar penalties of perjury, I tle<lare that the facts I reported above are true, cqo rre cGt an~tl'/ //
c/of/'plat to the b t of my knowledge antl belief. HOME C y~7 ) /J/ ~/.- jj T~
~YiB I'~O ~ ~ /~_ /7il WORK ( ) _
TTTT AYER SIGNA RE TELEPHONE NUMBER DAT~
,.
~~ ~ ~~
~\ ~ ~
~~ ~~~
:~ ~~
~~
~~
~ ~~
~j
~
~ S
~
Z` r; ,
"al ,::~?I"!j
i 7 ~'~
~ ``~~
N I Y"
~
::
C `'~ ~i
.
.
ffi
~~
p~~} f~
~.
~ "t] rr
~R ~.4
~~~ ~ Yx