The URL can be used to link to this page

Home My WebLink About08-08-06 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171Z8-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 - 0 Lt: ~ tltl 06137400 07-26-2006 REY-154S EX AFP [D9-DDl I EST. OF JOYCE L COFFEY S.S. NO. 206-32-1264 DATE OF DEATH 05-08-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST IXJ CERTIF. STEPHANIE L ~OFFEY 105 ~ED SHERRD SHIPPENSBURG PA 17257-9418 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ORRSTOWN 8ANK, has provided the Department with the inforllation listed below which has been used in calculatingCthe 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) 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5030069847 Date 04-04-2002 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 2,856.30 50.000 1,428.15 .15 214.22 TAXPAYER RESPONSE To insure proper credit to your account, two (Z) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Tax 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 inheritance tax due will become delinquent nine (9) months after the date of death. PART ill A. [ CHECK ] ONE BLOCK B. ONLY c. [] 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. [] 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. ~ The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART If you indicate a different tax rAte, please state your ~ relationship to decedent: rirLu.;J~r" ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Establl~ha~ 1 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 S. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 .Q8 5(0.30 X ~&Jo JIl.9. g. I 5 PART !!J DATE /l1.;l.i-. IS X Y. s C?~ (o~. .;).7 - S " ~ ~/. OC? DEBTS AND DEDUCTIONS CLAIMED PAID PAYEE DESCRIPTION AMOUNT PAID I TOTAL CEnter on line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I complete to the best of my knowledge and belief. I $ have reported above are true, correct and HOME (II' ) 1,(., -30(()(P WORK (,II) 411- l,qQ. TelEPHONE NUMBER ~ I /O~ DATE .'\) ~ 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 - t\e ,- (ill 06137398 07-26-2006 REV-15.! EX AFP (09-00) EST. OF JOYCE L COFFEY S.S. NO. 206-32-1264 DATE OF DEATH 05-08-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT [i] SAVINGS o CHECKING o TRUST o CERTIF. t.', .~.. - STEPHANIE L COFFEY 105 RED SHED RD SHIPPENSBURG PA 17257-9418 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ORRSTOWN 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. 786802 Date 03-14-2003 Established x 6,734.17 16.667 L 122 .38 .15 168.36 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". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x Tax 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 inheritance tax due will become delinquent nine (9) months after the date of death. PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [J 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. [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. r=J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART ~f you indicate a differen~x rate, please state your ~ relationship to decedent: _L~J1 -7 1M TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Uate Estab11shea 1 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5, Debts and Deductions 5 6. Amount Taxable 6 II a.. 8".. ?:> 6- 7. Tax Rate 7 X 4. 5 C] c 8. Tax Due 850. 51 - 5?() :: Lj,. q g' (11'1 34 . 11 X /(..D' (oep 1 /IACl ,38' PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I complete to the best of my knowledge and belief. (t,t have reported above are true, correct and HOME ( -, n ) 11(;,- 3<.Jt.vl; WORK ('1/1) L111- IY1 ~ 5<' / dOl" TELEPHON NUMBER ~ COMMONWEAc -H OF PENNSYLVANIA DEPARTMENT OF RI,VENUE BUREAU OF INDIVIC UAL TAXES DEPT 280601 HARRISBURG, FA 1'; 1 28-0601 REV-111l2 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MCCULLOUGH STEPHANIE L COFFEY 105 RED SHED ROAD SHIPPENSBURG, PA 17257 ___u___ j,Jld ESTATE INFORMATION: SSN: 000-00-0000 FILE NUMBER: 2106-0697 DECEDENT NAME: COFFEY JOYCE L DA TE OF PAYMENT: 08/08/2006 POSTMARK DATE: 08/03/2006 COUNTY: CUMBERLAND DA TE OF DEATH: 00/00/0000 NO. CD 007067 ACN ASSESSMENT CONTROL NUMBER AMOUNT 06137400 I $61.06 06137398 I $48.00 I I I I I I I .... -04 TOTAL AMOUNT PAID: REMARKS: STEPHANIE L MCCULLOUGH CHECK#131 SEAL INITIALS: WZ RECEIVED BY: REGISTER OF WILLS $109.06 GLENDA FARNER STRASBAUGH REGISTER OF WILLS r- ----~ I":' ...\ (i ,.,t. (..,i + t..:. () '.i! o C'j () j\,.O. ..1. T" f: j~ :t.... ::t.... ~.- ~_.. -'... :::: ::~ .. ::: ~.. :;.1.. ~t t.... !~_. ...-.. ;,r, ""' ~ I ( r""'_1 ~If?~ 2-g \..P. -. U (,'l ~nrr 0> ~) --090- ba-t; :JD<' o 0 -' - . vJOV1 o (" ;- ~ 4- ~ ~ (/) ~ r ~,o N -6" o o Q. (I) . 1;1 ~~ 1lT::r co It .aD. ~~3: ... n ~ p ..... - .0 0- ..... c ~ lD :r ~-< \ ~ 0 :r: w )) ) iJ ;X) C I-! Gl fJ': ~J CD C ~ " Gl .'ti i " 3: lh I-ol r- ......, "'*