HomeMy WebLinkAbout06-07-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1]128-0601
RECEIVED FROM:
PEARCEJOHN W
617E 73RD ST
KANSAS CITY, MO 64131
rom
ESTATE INFORMATION: ssN: aoz-la-loal
FILE NUMBER: 2112-0642
DECEDENT NAME: PEARCE CATHRYN
DATE OF PAYMENT: 06/11/2012
POSTMARK DATE: 06/07/2012
COUNTY: CUMBERLAND
DATE OF DEATH: 02/ 1 8/201 2
REV-1162 EX111-961
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 016085
AMOUNT
ACN
ASSESSMENT
CONTROL
NUMBER
12118620 ~ 520.11
12118622 ~ 53.19
523.30
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 2308
SEAL
INITIALS: HEA
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 1]128-0601
REV-1543
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE ND. 21
~~~~~~ AND ACN 12118620
1_M ~XPAYER RESPONSE DATE 03-16-2012
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2012 JUN -7 PM 21 I 0
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~BERlq jD C~'0., Pq
JOHN PEARCE
617 E 73RD ST
KANSAS CITY MO 64131-1624
EST. OF CATHRYN PEARCE
SSN 302-14-1041
DATE OF DEATH 02-18-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND FfIR MS TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA li'013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provitle0 the tlepartment with the information below, which was used in calculating the inheritance tax tlue.
Recortls intlicate that at the death of the above -nametl tlecedent, you were a 7of nt owner/beneficiary of this account. If you ere 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 deua rtment 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 antl return
it to the above address. Please call 717-787-8327 with Hues ti on s.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 205129-0 0 Date 08-06-2081 To ensure Drooer credit to the account, two
Established cosies of this notice Host acconoanY
pavnant to the Register of Wills. Make check
Account Balance ~` 2.680.95 Datable tD "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax Daynents are natle within three
Amount Subject to Tax $ 446.83 months of the decedent's date of death,
Tax Rate X , 045 deduct a 5 D¢rcent tli scount on the tax due.
Aro inheritance tax tlue will b¢eone delinauant
Potential THX Due ~ 28.11 nine months after Sha date of death.
PART TAXPAYER RESPONSE
1^
A. IAA The above information antl tax due is correct.
W Remit oaYnent to the Register of Wills with two conies of this notice ko obtain
a tliscou n4 or avoid interest, or return this notice !o the Register of Wills and
r CHECK an official assessment will be issuetl by the PA DeDartnent of lievenue.
I ONE ~
L BLOC K B. ~ The above asset has been or will be reoo rtetl and tax Daid with the Pennsylvania inheritance !ax return
ONL Y filetl by the estate reorasantative.
L. ~ The above inforna ion is incorrect and/or debts and deductions wer~a Daid.
Loaglete PART ~ and/or PART ~ below.
p AR7 If intlicating a tlifferent tax rate, please
relationship to decetlent:
TAX RETURN - CALCULATION
LINE 1. Data Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
S. Debts and Detluctions
6. Amount Taxable
7. Tax Rake
8. Tax Due
PART
DATE PAID PAYEE
OF TAX ON JOINT/TRUST ACCOUNTS
DESCRIPTION
AMOUNT PAID
Under penalties of perjury, I tleelare thak the facts I reported above pa re true22nn~or~ex<,~t and
<omple to' 1t he t of my knowledge and belief. HOME IFS~lP ) .JI/5 V107
/~'~,,. W ~ ~•Q4an-C~~- WORK ( )
ra a co cT r_uATIICF TELEPHONE NUMBER DATE
BUREAU OF INDIYIDUAL TAXES
PD BOX 280601 P~~m~/t
HARRISBURG PA 17128-Bf BI DEVAXTMENT dF'REVEAU
PEV-1543 EX .4FP <YS-I1
~ PENNSYLVANIA INHERITANCE TAX
~C i~r~ ~ ~ INFORMATION NOTICE FILE No. 21
AND ACN 12118622
$,Il1S TAXPAYER RESPONSE DATE 03-16-2012
!~UI9 =T PM 2~ !
',a_C:~n
~ Opl~~p~H~A~N~'~S~I~C(O~JR rpA
Wm~Clll,ry YlJ VV.. f•/S
JOHN PEARCE
617 E 73RD ST
KANSAS CITY MO 64131-1624
EST. OF CATHRYN PEARCE
SSN 302-14-1041
DATE OF DEATH 02-18-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND FCIRMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17'013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
MEMBERS 1ST FLU provitletl the department with the information below, uhi ch was usetl in calculating the inheritance tax due.
Recortls indicate that at the death of the above-nametl decedent. you were a joint owner/beneficiary of this account. If y0U ere the BDOUSe Of the
deceased and any amount other than zero is reflected below on the Potential Tax Due itne, 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" 1n PART 2.
If you believe the information is incorrect. please obtain written correction from the financial institution, attach a copy to this farm antl return
it to the above adtlress. Please call 717-787-8327 with euesti ons.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 208129-11 Date 08-06-2001 To ensure groper credit to the account, two
Established copies of This notice nu st accomganv
Daynent to the Register of Wills. Make check
Account Balen<a $ 425.00 oavable to ''Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If Yax paYnents are matle within three
Amount Subj act to Tax $ 70.83 nonths of the decedent's tlate of death,
t X , D 4 5 deduct a 5 percent discount on the tax due.
Tax Ra
e AnY inheritance Yax due will become tlelinauent
PatenYial Tax Due $ 3.19 nine months after The date of death.
PART TAXPAYER RESPONSE
A. The above information and Tax due is co rreck.
~
Renit payment to the Register of Wills with two copies of Yhis notice to obtain
a discount or avoitl interest, or return this notice ko the Rae inter of Wills antl
r CHEC K an official assessment will be issuetl by the PA Departnent of Revenue.
ONE ~
L BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pen nsYlvania inhe rikance tax reku rn
ONL Y tiled by the estate representative.
C. ~ The above info rna ton is incorrect and/or debts and detlu ctions were said.
Congleke PART ~2 and/or PART ~ below.
PART If indicating a different tax rate, please stale
relationship to tleeedent:
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 Subiect to Tax 4 $
5. Debts antl Deductions 5
6. Amount Taxable 6 $
7. Tax Rate 7 X
e. Tax Dua 8 $
PART
DEBTS AND DEDUCTIONS CLAIMED
Untler penalties of pa rjury, I declare that The facts I reported above ~~a//r//e~~Yruep, cor~r4~QQ~t and
compl e~t~best of my knowledge antl belief. HOME CQIlO 1 3o s V (~ 7
~~,(R/ WORK ( )
~vm wro crr_uw Tlloc TFI FPHONE NDMBER DATE
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
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