HomeMy WebLinkAbout05-31-12COMMONWEALTH 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
NO. CD 016055
TETTIE JANICE R
1330 N WEST ST
CARLISLE, PA 17013
fold
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
12132250 ~ 513.10
12132251 ~ 513.10
ESTATE INFORMATION:
FILE NUMBER: 2112-0618
DECEDENT NAME: MORAN EDNA M
DATE OF PAYMENT: 06/01 /201 2
POSTMARK DATE: 05/30/2012
couNTY: CUMBERLAND
DATE OF DEATH: 05/03/2007
REMARKS:
CHECK#1955
SEAL
TOTAL AMOUNT PAID:
INITIALS: HMW
REV-1162 EX(11-96)
526.20
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
~~ PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE pe', n
BUREAU OF INDIVIDUAL TAXES FILE NU. 21 ~~_~`C~
PD Box ZBB6U1 Pennsylvania AND ACN 12132249
HARRISBURG PA 17128-0601 oEanarnENTOFaEVENUE TAXPAYER RESPONSE DATE 05-21-2012
r .: ",
JOHN F MOI~Q~',~! a FL I - .~ v.J`S ~.
1330 N WEST ST (.~~11~QF~~~°~) ~0., PA,
CARLISLE PA 17013-1449
EST. OF EDNA M MORAN
DATE OF DEATH 05-03-2007
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
PNC BANK NA 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, please obtain written correction from the financial institution, attach a copy to this farm 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. 9000288076
Account Balance
Percent Taxable
Date 01-04-1996
Established
$ 3,493.00
X 8.333
To ensure proper credit to the account, two
copies of this notice must accompany
payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Amount Subject to Tax 291.07 NOTE: If tax payments are made within three
months of the decedent's date of death,
Tax Rate ~( ~~. deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due ~` . 0~ nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT
A. The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K 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 3~ below.
PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF
relationship to decedent: 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
x. Percent Tax?hlc z X ~ __ ,~ .~
4. Amount Subject to Tax 4 +fi C}
5. Debts and Deductions 5 S
6. Amount Taxable 6 $
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TELEPHONE NUMBER
DATE
TOTAL (Enter on Line 5 of Tax Computation) S
Under penalties of perjury, I declare that the facts I reported above are true, correct and
co plete to the bestof/~my knowledge and belie HOME C )
O~~ ~,/~ ! V~d~GCv 1. ~ ,2_~ ~ ~ ~~ `-~c~ WORK C ~
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
J~~
~.~7
DE PARTMEN7
REV-1543 EX
JANICE R TEETIE
1330 N WEST ST
PENNSYLVANIA INHERITANCE TAX q
INFORMATION NOTICE FILE N0. 21 - ~- ~ p
~ ]~r
AND ACN 12132250
~~~/4XPAYER RESPONSE DATE 05-21-2012
_ _ -;
ORPr~; , ~ ~;~;~ ~-
Cl1MPP~ 'tif~[) CC? . Pr1
CARLISLE PA 17013-1449
EST. OF EDNA M MORAN
DATE OF DEATH 05-03-2007
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
O CHECKING
TRUST
CERTIF.
PNC BANK NA 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, 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.
CGNPLETE PART 1 BELOW * SEE REL'ERSE SIDE FOR FILING ANL PAYMcr.T INSTRUCTI^v NS
Account No. 9000288076
Account Balance
Percent Taxable
Date O 1 - 04 - 1996
Established
$ 3,493.00
X 8.333
To ensure proper credit to the account, two
copies of this notice must accompany
payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
2 9 1 . 0 7 NOTE: If tax payments are made within three
Amount Subject to Tax $ 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 $ 13. IO nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT
A. The above information and tax due is correct.
/'j' Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K ` a discount or avoid interest, or return this notice to the Register of Wills and
O N E an official assessment will be issued by the PA Department of Revenue.
BLOC 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 information is incorr1e-ct~ and/or debts and deductions were paid.
Complete PART 2~ and/or PART IJ below.
PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF'
relationship to decedent: 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 $ (+
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ 6
7. Tax Rate 7 X 7
8. Tax Due 8 $ g
PART DEBTS AND DEDUCTIONS CLAIMED
TOTAL CEnter on Line 5 of Tax Computation) $
Under penalties of perjury, I declare that the facts I reported above are true, `c/o~c~C~n/d/
complete to the best of my knowledge and belief. HOME C ' ~~ rJ) ~~ 7 -S ~ CU
' c~ c f'_ - ~,.~ -~t.- ~. W O R K C ~ ~ ~ L -1
T PAYER SIGNATURE TELEPHONE NUMBER DATE
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE ~ ~ _~ ~+
BUREAU OF INDIVIDUAL TAXES _ F I L E NU . 21 - ~ , ,~ ~",,
Po Box zaocol @nn~ ~~~nia i I .~- ~~= AND
HARRISBURG PA 17128-0601 ~ ~ ~ ~- ACN 12132251
DEPARTMEN REVENUE." ~.., cTAXPAYER RESPONSE DATE 05-21-2012
REV-1543 ^FP (Q5 -11) "''~
~ ~ ,rill ~ ~ ~ `' T~ •C TYPE OF ACCOUNT
ST. OF EDNA M MORAN ^ SAVINGS
' DATE OF DEATH 05-03-2007 ~ TRUST
~ O
T r
LA ^ CERTIF.
App[-t~ pip
} (~ q
C~ 1~
C)[=lei `"tiV~J 1~~.y ~/'1 RE
MIN
PAYMENT AND
FORMS
TO D
DEAN MORAN REGISTER OF WILLS
1330 N WEST ST 1 COURTHOUSE SQUARE
CARLISLE PA 17013-1449 CARLISLE PA 17013
PNC BANK NA 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, 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 I BELOW. ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 9000288076
Account Balance
Percent Taxable
Date 01-04-1996
Established
To ensure proper credit to the account, two
copies of this notice must accompany
payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
$ 3,493.00
X 8.333
2 9 1 . 0 7 NOTE: If tax payments are made within three
Amount Subject to Tax $ 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 $ 13.10 nine months after the date of death.
PART TAXPAYER RESPONSE
0
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K a discount or avoid interest, or return this notice to the Register of Wills and
O N E an official assessment will be issued by the PA Department of Revenue.
BLOC K ~ B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
O N L Y filed by the estate representative.
C. ~ The above information 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 OFFICIAL USE ONLY ^ AAF
relationship to decedent: 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 $ 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 +fi 6
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
^3
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) S
Under penalties of perjury, I declare that the facts I reported above are_true, correct_an¢,,
complete to the best of my knowledge and belief. HOME C ~ / ~ ) ~ 7'~ ~ ( O
WORK C ) _S ~y -'1 Z
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
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