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HomeMy WebLinkAbout06-03-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX�11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAI TAXES DEPT.280601 HARRISBURG,PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 019239 JONES JACQUELINE 20 CHERISH DR CAMP HILL, PA 1701 1 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold 14119233 � 5128.49 ESTATE INFORMATION: sstv: � � FILE NUMBER: 2114-0246 � DECEDENT NAME: JONES AGNES T I DATE OF PAYMENT: 06/03/2014 I POSTMARK DATE: 06/02/2014 I CoUNTY: CUMBERLAND � DATE OF DEATH: 03/05/2014 � � TOTAL AMOUNT PAID: 5128.49 REMARKS: CHECK# 1317 INITIALS: CJ SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES Pennsylvania lnheritance Tax � (�eI111S�/(,Va111d PO BOX 280601 HARRISBURG PA 17128-0601 IllfOffTlat1011 NOtIC@ ° DEPARTMENT OF REVENUE And Taxpayer Response RE°-15�3 Ex°°`ExEC coe-iz� FILE NO.2114-0246 ft�G���� ���j�� Q� ACN14119233 „ DATE 04-11-2014 ;�:_ �'�, , w�,. �< <, 2�'�� �[�� 3 P(� 3 23. Type of Account Estate of AGNES T JONES , Savings C"6'-�;, ��= SSN 2014 Trust AGNES T JONES County CUMBERLAND 20 CHERISH DR �+1�kA � n �y� Certificate CAMP HILL PA 17O11-LO1t�V+�JC��'4"3 �`�., RIVERFRONT Fcu provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No.56609 Remit Payment and Forms to: Date Established 07-01-1978 REGISTER OF WILLS Account Balance $6,011.00 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $3,005.50 Tax Rate X 0.045 Potential Tax Due $135.25 NOTE': If tax payments are made within three months of the With 5%Discount(Tax x 0.95) $(see NOTE*) ? �Z , decedent's date of death, deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent nine months after the date of death. PART Ste 1 : Please check the a p � p ppro riate boxes below. A �No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. B �fhe information is The above information is correct, no deductions are being taken,and paymsnt will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. � �The tax rate is incorrect. � 4.5% I am a lineal beneficiary(parent, child, grandchild, etc.)of the deceased. (Select correct tax rate at right,and complete Part � 12qo I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships (including none). p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Complete Part 2 and part 3 as appropriate on the back of this form. E �Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax inheritance tax form Return filed by the estate representative. REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished.