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HomeMy WebLinkAbout12-22-05 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 006140 GATES RONALD L 2409 RYE CIRCLE MECHANICSBURG, PA 17055 ACN ASSESSMENT CONTROL NUMBER AMOUNT n_nn_ fold 05154491 $337.50 ESTATE INFORMATION: SSN: 185-03-1249 FILE NUMBER: 2105-0211 DECEDENT NAME: GA TES LLOYD C DATE OF PAYMENT: 12/22/2005 POSTMARK DATE: 12/21/2005 COUNTY: CUMBERLAND DATE OF DEATH: 02/04/2005 TOTAL AMOUNT PAID: $337.50 REMARKS: RONALD L GATES CHECK#1327 SEAL INITIALS: RSK RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 05-0211 05154491 12-16-2005 REY-1545 EX AFP (09-00) EST. OF LLOYD C GATES S.S. NO. 185-03-1249 DATE OF DEATH 02-04-2005 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST IX] CERTIF. RONALD L GATES 2409 RYE CIR MECHANICSBURG PA 17055 REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 H & T BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 31003913914296 Date 07-15-2000 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 15.000.00 50.000 7.500.00 .045 337.50 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inheritence tax due will become delinquent nine (9) months after the date of death. Tax PART [!] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY B. [J The above asset has been or will be reported and tax paid with the PennSYlvania Inheritance Tax return to be filed by the decedent's representative. C. [J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different tax rate. please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION 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 PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID Under penalties te to the best V I TOTAL (Enter on Line 5 of Tax Computation) declare that the facts I belief. I $ have reported HOME V/;; ) WORK ( ) TElEPHONE NUMBER above are true. correct and '';7hC f?)?) / z. ~ < / - OS DATE ,--- ~, YO,,_. ~.;..i: " . ..... to; ~ CL J ~; ~: . -. "~Ji. €lj}j 'I""i }- !"" 1"1 ,..j <t :! Cl.. a.. (j ~fJ ex: 0 ..... 0 .) !'J to l,/) t) l-l W ~ CJ <( 1"1 :!: f~ .,., .,., o ..... ~ cD :1.1 ~ !:: .;u~ o <lJ.S:! s~, ; ~ C\'..c ....0 \l ........ :; C'-t~~ .rI \] ~ ~ ~ ~ ,'1 ~ '" \3 ~ f\ ~, ~ ' ~~ \) ~ ~ V ~ ~ '-J ~ ~ ~ ~ '---J ''"'' '" ~ '\ ~ ~ '''J ~~~ ~00 ..- .'- *-::: ..- '- - ..- .- ,- '\I) ---.J --.J "'" ~ '- .- ..- -- ..- '- - '- .,- ::::: ~ \J ..- '- '- "'.' 1'.,., 1:') ,...., ~..:. f') "..I () r.,. .:..J