HomeMy WebLinkAbout12-14-06
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
STONE DAVID HEAN
STONE LAFAVER & SHEKLETSKI
414 BRIDGE ST PO BOX E
NEW CUMBERLAND, PA 17070
nh_n_ fold
ESTATE INFORMATION: SSN: 128-20-6360
FILE NUMBER: 2106-0968
DECEDENT NAME: BURKE JOSEPHINE A
DA TE OF PAYMENT: 12/14/2006
POSTMARK DATE: 12/13/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 10/18/2006
NO. CD 007560
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
06161284 I $ 48.46
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK#1275
SEAL
INITIALS: CJ
RECEIVED BY:
REGISTER OF WILLS
$48.46
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
R.r-*, .--1 E "',;!-, NFORMATION NOTICE
'i- h, \f AND
':, ' ,"" ',' (~TAXPAYER RESPONSE
r~:,_~\J-.J : l. :--'i '~,/: ~' .._.
REV-1545 EX AFP 109-001
FILE
ACN
DATE
NO. 21 06-0968
06161284
12-07-2006
2006 DEe I 4 AM II: 42
CLERK OF
ORPHNTS COURT
CLl" 1r,'--' ," 1'"\ (','1 P,\
,v i' :. -~ i '.'.,,-, :,",
EST. OF JOSEPHINE BURKE
S.S. NO. 128-20-6360
DATE OF DEATH 10-18-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
[i] SAVINGS
o CHECKING
o TRUST
o CERTIF.
KATHLEEN GALLACHER
719 BARBARA ST
NEW CUMBERLAND PA 17070
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
HEHBERS 1ST FCU has provided the Department with the infor.ation 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 ioint 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. QUQsticns ~ay be answBrB~ by ~411in9 (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 263033-00 Date 04-12-2005
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
2.153.97
50.000
1.076.99
.045
48.46
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".
x
NOTE: If tax payments are made within three
(3) months of the decedent.s date of death,
you may deduct a SiC discount of the tax due.
Any inheritance 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. D The abo~e asset has been or will :,,, r<'''~~t'oj and tax paid with the PennsYlvania Inheritance Tax return
to be flied by the decedent's representatlva.
C. [] The above information is incorrect and/or debts and deductions were paid by y~u.
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
I
TOTAL (Enter on Line 5 of Tax Computation)
I
$
Under penalties of perjury. I declare that the facts I
complete to the best of my knowledge and belief.
~~
URE
have reported above are true. correct and
HOME (..., 17) ;7 C{ - 1?3 (
WORK (, ( ) 7 )4 - S2 I?' ({/r.:L/O(:.
TELEPHON N MBER DATE f
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
_ ~_~rN~~R~TION NOTICE
" !, t ih lTiif:: ,1=", .I- AND
~~;~':I' ..'~ tA~lfAVER RESPONSE
iY~,l.}. ; 1,,_,;;- <,i:: L. ~
REY-1543 EX AFP CD'-..,
FILE NO. 21 06-0968
ACN 06161285
DATE 12-07-2006
~~ KATHLEE GALLACHER
719 BARBARA ST
NEW CUMBERLAND PA 17070
2006 DEe I 4 AM": 4 3
EST. OF JOSEPHINE BURKE
CLEfii< OF S.S. NO. 128-20-6360
a...R. p. H. i.Ar\!'S COt IM.T T.E OF DEATH 10-18-2006
CU\/[':!-":"::'1~~TY CUMBERLAND
REMIT PAYMENT AND
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE, PA 17013
TYPE OF
ACCOUNT
o SAVINGS
IXJ CHECKING
o TRUST
o CERTIF.
FORMS TO:
HOUSE
MEMBERS 1ST FCU has provided the Depart.ent with the infor.ation 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 inforBation is incorrect, please obtain written correction fro. 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 COB.onwealth
of PennsYlvania. Questions Bay be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 263033-11 Date 10-26-2005
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
.00
100.00
.00
.045
.00
TAXPAYER RESPONSE
To insure proper credit to your account, two
[Z) copies of this notice BUSt aCCoBpany your
pay.ent to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
Tax
x
NOTE: If tax paYllants are Bade within three
(3) Bonths of the decedent's date of death,
you bY deduct a 5;( discount of the tax due.
Any inheritance tax due will becoae delinquent
nine (9) Bonths after the date of death.
PART
[!]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
[J The above inforBation and tax due is correct.
1. You say choose to reBit pay.ent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you Bay check box "A" and return this notice to the Register of
Wills and an official assessBent will be issued by the PA DepartBent 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.
[J The 2bove inforBation is incorrect and/or debts and deductions were paid by You.
You BUSt coaplete PART ~ and/or PART ~ below.
If you indicate a different tax rate, please state your
relationship to decedent:
PART
(!J
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4. A.ount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7 X
8. Tax Due 8
PART
f!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
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 above are true, correct and
complete to the best of my knowledge and belief.
HOME (
WORK (
TElEPHONE
)
)
NUMBER
DATE
TAXPAYER SIGNATURE
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