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HomeMy WebLinkAbout08-23-06 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, FA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WAREHAM GLENN L 107 OLD YORK ROAD LOT 117 NEW CUMBERLAND, PA 17070 nnn__ fold ESTATE INFORMATION: SSN: 203-20-7992 FILE NUMBER: 2106-0748 DECEDENT NAME: SHIELDS GLADYS F DA TE OF PAYMENT: 08/23/2006 POSTMARK DATE: 08/23/2006 COUNTY: CUMBERLAND DATE OF DEATH: 03/16/2006 NO. CD 007139 ACN ASSESSMENT CONTROL NUMBER AMOUNT 06120924 I $222.92 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: WAREHAM GLENN l CHECK# 394 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS $222.92 GLENDA FAIRNER STRASBAUGH 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 06120924 05-12-2006 REV-1543 EX AFP r09-00l EST. OF GLADYS F SHIELDS S.S. NO. 203-20-7992 DATE OF DEATH 03-16-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS [Xl CHECKING o TRUST o CERTIF. GLENN L WAREHAM 107 OLD YORK RD LOT 117 NEW CUMBERLAND PA 17070 I~EMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 FUL TON BANK has provided the Department with the information listed bEllow 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 UT PennsYlvania. wuesrions may be answered by calling l717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 3622-23390 Date 10-01-2003 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 2,972.27 50.000 1,486.14 .15 222.92 TAXPAYER RESPONSE To insure proper credit to your accountl 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 inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART IT] A. S The ,1. I above information and tax due is correct~ You may choose to remit payment to the Register of Wills with blo copies of this notice to obtain a discount or avoid interest, or you may check box nAn and retur'n 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. D 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. D The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationship to decedent: PART @J 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 OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties of perjury, I declare that the facts I have reported abelve are true, correct and complete to the best of, my knowl~dge and belief. HOME ( !; i ) . , '--;, .'- _. -1 '. < _, WORK ( ) T^VD^\"~~ ~~~"'I^TIID~ "Tr'"II""'",'I_"'_ uln....._.... ------ ,'; ~N ',.-\ ~ 4 7;, 0.- \~ 9 ,...) .,., N :Jo to ,_ 'II -~ ~ "4., lhi to ~A ,r; ..... .,l... ~ Ii: ---- --- o y- ~ t:J ~ '\:-" 0 lv- <-.) {) ry::. ()..l \--- I \.('1 - I..U -f\ oS ~ '::!: <t, - () ~~ "'<. - ~ ~ C)- c) /'1) '2. It ~ r;(. ~ (:J y ~ :S .-- \..Y '\;C o '0 t- ..- - d:. a 0-, ~s\ ~"5~ <5:;l E. \3 6 ..- 3- % ~ ~ Q <;:; ~ ~ - ~ ~ - - - ~ - ~ r'\ ^' ~ ~ Jl r ~ ~ <t c) o ~ C"> () ~ % .... i> ~ - ~ :. - ~ :. - ~ - ~ ::: ~ - ., ~ I.U := ~ 0- <( C) z S2 <( := I.U a: <( ::l o >- ~ I.U 0- o ...J I.U > Z I.U (/) ~ I- I.U (/) ::l I- o Z o o :;) o >- ~ z ::> <t o :I: >- l- ll- - .- UJ'(r 0-<( So- UJ - . >C:o z-:::e: UJo (/)0 --1 ::CCO 1-- UJO (/)UJ ::>-:::e: ~8 ;z, ::c ;0,0 /\ @~~ o~ ," u~ :t" , --< ~-