HomeMy WebLinkAbout09-05-112REV-1162 EXI11-96)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1]128-0601
RECEIVED FROM:
JUMPER RONALD N JR
247 NORTH MIDDLESEX RD
CARLISLE, PA 17013
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
INO. CD 016467
ACN
ASSESSMENT
CONTROL
NUMBER
"----- - ioltl
ESTATE INFORMATION: ssN: 1s2-as-assl
FILE NUMBER: 2112-0881
DECEDENT NAME: JUMPER PATRICIA ANN
DATE OF PAYMENT: 09/05/2012
POSTMARK DATE: 09/05/201 2
COUNTY: CUMBERLAND
DATE OF DEATH: 08/01/2012
AMOUNT
12144590 ~ 5215.41
12144589 ~ 555.37
5270.78
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 322
SEAL
INITIALS: HEA
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
~ PENNSYLVANIA INHERITANCE
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND
PD BOX 280601 Pennsylvania
HARRISBURG PA v12B-owl ofena.meNTOfaevfnuf TAXPAYE R RE S PON S E
PEV -15U EZ I.GP (OS-Ill
a. ~~ ~
FILE N0. 21
ACN 12144589
DATE 08-10-2012
RONALD N JUMPER
247 N MIDDLESEX R^
CARLISLE PA 17013-8490
EST. OF PATRICI/1 JUMPER
SSN
DATE OF DEATH 118-01-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND FDRMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQIJARE
CARLISLE PA 1'7013
i YPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provided the de0a rtment with the information below, which was used in calculating the inheritance tax due.
Records intlicate that at the death of the above-nametl tlecedent, you were a joint owner/beneficiary of thi ;; account. If you are the SDODSe 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 de~a rtment of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2.
If you believe he information is incorrect. Dl ease obtain written correction from the finan ct al ins ti to Yi on, attach a copy to this form and return
it to the above atldress. Please call 717-787-8327 with Questions.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Acceunt Ne. 408110-00 Data 01-25'2011 To ensure sroser credit to the account, two
Established coo ies of khis notice Host acconsanv
savme nt to the Register of Wills. Make check
Account Balance $ 2.590.26 savable to "Register of Wills, Agent".
Percent Taxable .s
X. 50.000 °"''
NOTE: IF tax Paynen ~r wade w~n three ~
Amount Subject to Tax $ 1.295.13 nonths of the decetl 'j[?la to of depth, '~};-.'>
th ax dJ
T?
t
Rate
T on
A
X. . 045 deduct a !i sercenY
n
ax AnY inhe eitance kax i"11 becoll~tlelagUuk ~
~
Potential Tax Due $ 5B • 2B nine nonths after ttq-. • of tleakh
7
'
~
PART i!
i7
OT-r.
TAXPAYER RESPONSE p ,
0
S ''
A. Tha above inf ornation and tax due is correct. 'C7 "~~, ~." ;7=~
Remit oavnent to the Reei star of Wills with too conies of this notice t~bbtain N i,~
a tlisc nook or avoid iota rest, or return this notice to the Register of Wills and ~ 1
C NECK an official assessment will be issued by the PA Desartmenk of Revenue.
ONE
~
BLOC K B. ~ The above assek has been or will be resorted antl tax saitl with the Pennsvlvania inheritance tax return
ONL Y filed by the estate resresentative.
L. ~ The above inf orna ton is incorrect and/or tlebts and tletluctions were said.
Conslete PART ~ and/or PART ~ below.
PART If Indicating a tlitferent tax rake, please state
relatSOnship to decedent:
TAX RETURN - CALCULATION
LINE 1. Date Establishetl
2. Account Balance
3. Percent Taxable
4. Amount Subject tm Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
2 $
3 X
4 $
5
6 $
7 X
8 $
Untler~enalk' of perjury, I declare that the facts I reported above are true,
comes/te~ th SbFit of my knowledge and belief. HnMF (r/<17 1
WORK (/// ~')
:o rreet and
S~-L~3 Z
~776g~ fr
R DA E
PART ~~
^3
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
Pennsylvania
DEPARTMENT OF REVENUE
PENNSYLVANIA INHERITANCE TAX +a _ g $~
INFORMATION NOTICE FILE N0. 21 I
AND ACN 12144590
TAXPAYER RESPONSE DATE D8-1o-2012
RONALD N JUMPER
247 N MIDDLESEX RD
CARLISLE PA 17013-8490
EST. OF PATRICIA. JUMPER
SSN
DATE OF DEATH 08-01-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND FDRMS TD:
REGISTER OF WILLS
1 COURTHOUSE SQLIARE
CARLISLE PA 17'013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provided the tlepa rtment with the information below. which was used in cal culatinq the inheritance tax due.
Records intlica to that at the death of the above-nametl tlecedent, you were a 7of nt owner/beneft c7ary of this account. If you are the spOUSe of the
deceased and any amount other than zero is reflected below on the Potential lax Due line, note no tax may be due, but you must
notify the deoa rtment 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 roDY to this form and return
it to the above address. Please call 717-787-8327 with Questi Dns.
GOMPJ-ETE--PAR7 L-BELOW.x SEE REVERSE SIDE FOR FILING ANO P-AYMENT INSTRUCTIONS _
AceounY No. 408110-I1 Date 01-25-2011 To ensure vrover credit to the account, two
Established conies of this notice must acconpanv
pavnenk ko 4ha Register of Wills. Make check
Account Balance v{` 10,030.48 payable to "Register of Wills. Agent".
Percent Taxable X 50 .000
NOTE: If tax vaymenks are natle within three
Amount Subdect to Tax $ 5.015 .24 nonths of the tlecedent's aate of deathf
X 045 tleduct a 5 percent dis nt on the 277n due.
Tax Rate . Are inheritance kax du ~ beeone Aml inque
Potential Tax Due $ 225 .69 nine nonths after the mZ~Df deathN
0 CIl r.. ~. ~-'
~~~
A. ~ The above info reation and 4ax tlue is correct.
Rewit pavwent to the Register of Wills with
two copies of this notice
ko o Zm,
?,
~~
a tli scouni or av oitl iota rest or return this notice to the Reg islet of Wi11s $ttl
--~ .i_
CHECK an official assessment will ba issued by the PA Davartnent of lievenue. D ~ T
~ ,
ONE ~ "' O
BLOCK e. ~ The above asset has been or will be report ad antl tax paitl with the Pen nsvl vania inherita nce~x r eturn 'rt
ONLY filed by 4ha estate represenkative.
C. ~ The above info rna ton is incorrect end/or debts antl deductions were vaitl.
Conv late PART ~ and/or PART ~ below.
PART If intlicating a differenT ~j~y
tax rata, please state
}+y ~~~ I s' '~'~li I i~l~l~6yf
~
h
relationship to tlecedent: ~
~
q
~ 11~ ~ ~
TAX RE TURN - CALCULATION OF
.
TAX ON JOINT/TRUST ACCOUNTS
i~
LINE 1. Date Established 1
2. Account colones 2 +S
3. Percent Taxable 3 X
4. Amount Sub]ect to Tax 4 $
5. Debts antl Deductions 5
6. Amount Taxaole 6
7. Tax Rate 7 X
8. Tax Due 8 $
PART
DEBTS AND DEDUCTIONS CLAIMED
Under Pena s f perjury, I de<laro that thw facts I reported above are true.r_-coo rroct and
wmple yt 0 2 est of my knowletlge and belief. NOMF (~17 ) SIJ '~e~7 '
WORK (~r'I ) 7~ l'`I6b~ r /L
TELEPHONE NUMBER D E
DATE PAID PAYEE DESCRIPTION AMOUNT PAID