HomeMy WebLinkAbout11-07-06
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVEHUE
BUREAU OF IMDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
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INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21
ACN 06154055
DATE 10-25-2006
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npp.
JURT
CO, PA
EST. OF SHIRLEY M SHUGHART
S.S. NO. 194-28-9755
DATE OF DEATH 09-25-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
!iJ SAVINGS
o CHECKING
o TRUST
o CERTIF.
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PH 3: 18
CODY SHUGHART
119 STONEHOUSE RD
CARLISLE PA 17013
REHIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
MEtfBERS 1ST FCU has provided the ll8parbent IIlth the infa,...Uon listed below lIhich h.. been used in
calcul.ting the potential tax due. Their records indicate that .t the death of the lIbova decadent, you lIare a joint _ar/lNmllfic1ary of
this .ccount. If YOU fael this Info....tion is incorrect, please obtain written correction frOll the finll/lc1al institution, ettach . copy
to this fa,.. and return it to the above eddress. This account is taxabla in BCCordance with the Inheritance T.x LBllS of the C__Ith
of PennsYlvani.. QUestions..y be .n....red by c.lling (117) 787-85Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 156101-00 o-t. 01-11-1996
Established
x
768.13
50.000
384.07
.045
17.28
TAXPAYER RESPONSE
To insure proper cradl t to your lICCO\SIt, tIIo
(2) copies of this notice Mist BCCcalpany your
PIlYll8nt to the Register of lUlls. ltlIke chllCk
payable to: "Register of lUlls,
PART
l!l
Account 8e1~
P.rC*\t T-.bl.
AIIount Sub:t-ct to TIIX
TIIX Rat.
Potentl.l Tax au.
x
[CHECK ]
ONE
BLOCK
ONLY
A. aThe above infarntion and tax due is correct.
....1. You ny chaose to r_it pa~nt to the Register of Wills lIith tllO copies of this notice to obtain
e discount or avoid interest, or you _y check box "A" lI/ld return this notice to the Register of
Wills and .n officl.l assas..ent will be Issued by the PA Dapart.ant of Revenue.
B. 0 The above .ssat has b..n or will be reported and tax p.ld with the Pennsylvania InhllritMca T.x return
to be filed by the decadent's representative.
C. 0 The above inforntion is incorrllCt and/or debts .nd deductions dre p.id by you.
You Mist COIIpleta PART 0 and/or PART [!] below.
If you IndlC8t. a dlff.rant tax rat.1 pl..s. stat. your
ralat10nshlp to dacaclent:
PART
~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Dat. Established 1
2, Account a.1ane. 2
3. PerC*\t Taxabl. 3 X
4. AIIowtt Subjact to TIIX 4
5. Debts and Deductions 5-
6. Awount Taxable 6
7. Tax Rat. 7 X
8. Tax~ 8
PART
[!J
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
.
I
TOTAL (Ent.r on Line 5 of Tax eo.putatlon)
Un_r penaltl.s of perjury, I daclar. that tha facts
;:"fl.t. to tha bast of IIY knowllKl8e and ball.f.
Ax~t~
I have MIPOrt.d abov. arf trual corract and
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WORK ( ) _
TELEPHONE NUMB R DATE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TA~"('=:~TT: (
DEPT. 280601 ' <'_',/j '_h,.'_
HARRISBURG, PA l7128-0601,::~,
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IfV-1S4S EX AF, 11'-001
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21
ACN 06154055
DATE 10-25-2006
TYPE OF ACCOUNT
EST. OF SHIRLEY tot SHUGHART [ijsAvINSS
5.5. NO. 194-28-9755 o CHECKING
DATE OF DEATH 09-25-2006 0 TRUST
COUNTY CUMBERLAND 0 CERTIF.
REHIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ZOG5 rWV - 7
F:-1 3: 19
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CODY SHUGHART
119 STONEHOUSE RD
CARLISLE PA 17013
MEMBERS 1ST FCU hils provided the llepartMnt ..ith the inforeaUon listed below which has been used in
calculating the potential tax due. Thair ,.ecords indicate that at the death of the above decadent, YOU ..ere a joint owne..lbtlnllficla..y of
this account. If YOU f..l this info....tion is incorrect, please obtain ....itten co....ection fro. the financial institution, attach a copy
to this fore and ..etu..n it to the above add..ess. This account is taxable In acco..dance ..ith the Inhe..itance Tax Laws of the CllIIIIDnIHIalth
of Pennsylvania. Quest!ons'''y bIl an_..lId by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 156101-00 Dat. 01-11-1996
Estllbllshad
PART
[!]
Account Bellll\Ce
P.rcent Taxllbl.
AIIount Subjact to T.x
T.x Rat.
Potential Tax Due
To insure prope.. c..edit to YOU" account, two
(2) copies of this notice ..st accDllPany your
pal/llent to the RlIlIistar of lUlls. HIIk. check
payable s .. 0
x
x
NOTE: If tax PBl/II8nts .... II8de ..ithin th....
(3) IIOnths of the decedent's date of death,
YOU RY deduct a SX discount of the tax due.
Any inhe..itance tax due ..ill becOlHl delinquent
nine (9) .onths afte.. the data of death.
[CHECK ]
ONE
BLOCK
ONLY
The above Info....tlon and tax dUll is co....ect.
. You aay choose to r_it pay..nt to the Registe.. of lUlls ..ith two copies of this notic. to obtain
a dlscolA'lt 0" avoid Inter.st, 0.. YOU RY check box nAn and ..eturn this notice to the Registe.. of
Wills and an official assessaent ..ill be issued by the PA Depa..taant of R.venue.
B. 0 The above asset has b_n 0.. ..ill bIl ..epo..ted and tax paid ..ith the P.nnsylvania Inh...ltance Tax ..eturn
to be fllad by the decadent's ..ep...sentative.
C. 0 The above info....tion is incor..ect anello.. debts and deductions ...... paid by YOU.
Vou llUat coeplete PART 0 and/o.. PART @J b.low.
If you lndlcat. a dlffarant tax rat., pl.as. stat. your
ralatlonshlp to dacadent:
PART
[!I
TAX RETURN - COMPUTATION OF TAXON JOINT/TRUST ACCOUNTS
LINE 1. Dat. E.tabllshad 1
2. Accowat Belenca 2
3. P.rcent Taxllbl. 3 X
ft. AIIowtt Subjac't to Tax ft
.5 . Dllbts end Dacluctlon. .5-
6. ~t Taxabl. 6
7. Tax Rat. 7 X
8. Tax Due 8
PART
~
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I I
TOTAL (Ent.r on Line .5 of Tax Cu.putatlon) .
Undar p_ltl.. of perjury, I daclara that tha facts I have raportad IIbov. ar. trua, corract and
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