HomeMy WebLinkAbout08-06-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRIS8URG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
KITZMILLER MARY E
320 MESSIAH CIR
MECHANICSBURG, PA 17055
-----~-- fold
ESTATE INFORMATION: SSN: 203-10-1839
FILE NUMBER: 2107-0738
DECEDENT NAME: KITZMILLER ELWOOD C
DATE OF PAYMENT: 08/06/2007
POSTMARK DATE: 08/03/2007
COUNTY: CUMBERLAND
DATE OF DEATH: OS/21/2007
NO. CD 008501
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
07129227 I $213.05
I
I
I
I
I
I
.
I
I
TOTAL AMOUNT PAID:
$213.05
REMARKS: MARY E KITZMILLER
CHECK# 95
SEAL
INITIALS: DM
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEAL TH OF PENNSYLVANIA ,..
DEPARTMENT OF REVENUE n"r. .."'. '.'-' r-\F:""\ "'--'.'."'. .
BUREAU OF INDIVIDUAL TAXElf.t,J',' j ::,j i,j\T,:
DEPT. 280601 , ' ,
HARRISBURG. PA 17128-0601 ,'J,_, :"'; .
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
21 - cl- lv~
07129226
06-28-2007
FILE
ACN
DATE
NO.
REV-lse EX MP (09-0n
2007 AUG -6 PH 12: 59
TYPE OF
ACCOUNT
o SAVINGS
Ii] CHECKING
o TRUST
o CERTIF.
CLERI< OF
ORD!-Jf,r..,j.C'.... r'\("I.IDT
I i I. I" I,.." \~vj.)! I
CU!~, li\
j, I !\
EST. OF ELWOOD C KITZMILLER
5.5. NO. 203-10-1839
DATE OF DEATH 05-21-2007
COUNTY CUMBERLAND
MARY E KITZMILLER
320 MESSIAH CIR
MECHANICSBURG PA 17055
REMIT PAYMENT AND FDRMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS 1ST FCU h.s provided the Dep.rt-ent with the info....Uon listed below which h.s been used in
c.lcul.ting the potenti.l tax due. Their records indicate th.t at the death of the .bove decedent. YOU were . joint owner/benefici.ry of
this .ccount. If you feel this info....tion is .incorrect. ple.se obt.in written correction fro. the fin.ncial institution. .tt.ch . copy
to this fo... .nd return it to the .bove .ddress. This account is taxable in .ccord.nce with the Inherit.nce Tax Laws of the C~.onwe.lth
of Pennsylv.ni.. Questions.~ be .nswered by c.lling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 266073-11
Account Balance
Pe..cent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
PART
[!]
Date
Established
06-10-2005
To insure proper credit to your .ccount. two
(2) copies of this notice .ust .ccO.P.ny your
p.y.ent to the Register of Wills. M.ke check
p.y.ble to. "Register of Wills. Agent".
x
29,902.32
8.333
2,491.76
.00
.00
TAXPAYER RESPONSE
NOTE I If tax pay.ents are ..de within three
(3) .onths of the decedent's d.te of de.th.
you .ay deduct . 5X discount of the tax due.
Any inherit.nce tax due will beco.e delinquent
nine (9) .onths .fter the d.te of de.th.
x
A. ~ The .bove infor..tion .nd tax due is correct.
1. You.ay choose to re.it pay.ent to the Register of Wills with two copies of this notice to obt.in
. discount or avoid interest. or you ..y check box "A" .nd return this notice to the Register of
Wills .nd .n official .ssess.ent will be issued by the PA Dep.rt.ent of Revenue.
[CHECK ]
ONE
BLOCK
ONLY
B. [] The .bove .sset h.s been or will be ..eported and tax p.id with the PennSYlvania Inherit.nce Tax return
to be filed by the decedent's represent.tive.
C. [] The .bove info....tion is incorrect .nd/or debts .nd deductions were p.id by you.
You .ust co.plate PART 0 .nd/or PART ~ below.
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
8
PART
[!J
TAX RETURN - COMPUTATION
If you indicate. diff....nt tax ..ate. pl.ase state you..
...lationship to dec.d.nt:
LINE 1. Date Est.blished
2. Account Balance
3. Pe..cent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxabl.
7. Tax Rate
8. Tax Due
PART
[!]
DATE PAID PAYEE
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TOTAL CEnte.. on Line 5 of Tax Comput.tion)
.
Unde.. pen.lties of pe..ju..y. I decl.... that the f.cts
compl.te to the best of my knowl.dge and beli.f.
TAXPAYER
have ...po..ted above a... t..ue, co.....ct and
HOME (I']/"() 1 b 6, #'/'3 ~
WORK () t;j"l /~2
TELEPHONE NUMBER DATf
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
(\n.~*..
,-):-:- " .
(~' 't ,J, : :-.
~'i m~15~s Ex AFP (09.UO>
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 - <::)1- T615
07129227
06-28-2007
2007 AUG -6 Pl112: 59
TYPE OF
ACCOUNT
o SAVINGS
iii CHECKING
o TRUST
o CERTIF.
CLERK OF
ORPHil,t'i'C: ('('\1 I"T
I.' ,'. v \....-..1,-11
CUlln~'-,! I. r,n n~
1',,':,,:--.') , I"..J",:, r--,'-\
EST. OF ELWOOD C KITZMILLER
S.S. NO. 203-10-1839
DATE OF DEATH 05-21-2007
COUNTY CUMBERLAND
PENELOPE ERNEY
918 CONLEY DR
MECHANICSBURG PA 17055
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS 1ST FCU has provided the Depart..nt with the infoNlation 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 infoNlation is incorrect. please obtain written correction fr~ the financiel institution. attach a cOPY
to this fONl and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth
of Pennsylvania. Questions.ay be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 266073-11
Date 06-10-2005
Established
To insure proper credit to your account. two
(2) copies of this notice .ust acco.pany your
pay.ent to the Register of Wills. Make check
payable to. "Register of Wills, Agent".
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
29,902.32
X 8.333
2,491.76
X .045
112.13
TAXPAYER RESPONSE
NOTE. If tax pay.ents are .ade within three
(3) .onths of the decedent's date of death.
you .ay deduct a 5X discount of the tax due.
Any inheritance tax due will beco.e delinquent
nine (9) .onths after the date of death.
PART
[!]
[CHECK ]
ONE
BLOCK
ONLY
A. ~ The above infoNlation and tax due is correct.
1. You.ay choose to re.it pay.ent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest. or you .ay check box "A" and return this notice to the Register of
Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue.
8. c=l 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. c=l The above infoNlation is incorrect andlor debts and deductions were paid by you.
You .ust co.plate PART I!J andlor PART [!] below.
OF TAX ON JOINT/TRUST ACCOUNTS
PART
~
TAX RETURN - COMPUTATION
If you indicate a different tax rate, please state your
relationship to decedent:
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4. AMount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7 X
8. Tax Due 8
PART
I!I
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
.
Under penalties of perjury, I declare that the
~lete to the best of my knowledge and belief.
TAXP~U~
facts I have reported above are true, correct
HOME ( 7 17) 7 {. b - .5 0 ?
WORK ( )
TELEPHONE NUMBER
DATE
.
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENU~':~'1.'r""'.
BUREAU OF INDIVIDUAL :l"':''i''''inI },-L:
DEPT. 2B0601 ':.i. : .' . _.
HARRISBURG, PA 17128-P1'C'~i!':.
('\~~,r.~
\..j;'.'-','~j::
c*
FILE
ACN
DATE
NO.
21 _o/-l~(5
07129228
06-28-2007
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
REV~15U EX AFP (0'.00>
2007 AUG -6 PH 12: 59
TYPE OF
ACCOUNT
o SAVINGS
[i] CHECKING
o TRUST
D CERTIF.
CLERK OF
ORPHl\,~JS COURT
ClY/D--~i ri P,b.,
EST. OF ELWOOD C KITZMILLER
S.S. NO. 203-10-1839
DATE OF DEATH 05-21-2007
COUNTY CUMBERLAND
ELWOOD KITZMILLER JR
18 BOLD RULER CIR
DILLSBURG PA 17019
REMIT PAYMENT AND FDRMS TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS 1ST FCU hu provided the Depal't.ent with the infol'llation lishd below which has been used in
calculating the potential tax due. Theil' records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this infol'llation is incorrect, please obtain written correction fro. the financial institution, attach a copy
to this fol'll and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onNealth
of Pennsylvania. Questions.ay be answered by calling (717) 787-B327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 266073-11
Account Balance
Percent Taxable
A.ount Subject to Tax
Tax Rate
Potential Tax Due
PART
[!]
Date
Established
06-10-2005
To insure propel' credit to YOUI' account, two
(2) copies of this notice .ust acc~pany YOUI'
pay.ent to the Register of Wills. Maka check
payabla to. "Registal' of Wills, Agant".
x
29,902.32
8.333
2,491.76
.045
112.13
TAXPAYER RESPONSE
NOTE. If tax pay.ents are .ade within three
(3) .onths of the decedent's date of death,
you .ay deduct a 5X discount of the tax due.
Any inheritance tax due will bec~e delinquent
nine (9) .onths after the date of death.
x
A. ~ Tha above infol'.ation and tax due is cOl'l'act.
1. You.ay choose to I'e.it pay.ent to the Register of Wills with two copies of this notice to obtain
a discount 01' avoid interest, 01' you .BY check box "A" and I'atul'n this notice to the Register of
Wills and an official assess.ent will be issued by tha PA Depal't.ent of Revenue.
[CHECK ]
ONE
BLOCK
ONLY
B. [:] The above asset has been 01' will ba reported and tax paid with the Pennsylvania Inhel'itanca Tax return
to be filed by the decedent's I'apl'esentative.
C. [:] The above infol'llation is incorrect and/or debts and deductions were paid by you.
You .ust co.pleh PART ~ and/or PART ~ below.
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
8
PART
[!J
TAX RETURN - COMPUTATION
If you indicate a different tax rate, please state your
relationship to decedent:
LINE 1. Date Establishea
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 PAYEE
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
(Enter on Line 5 of Tax Computation)
.
have reported above are true, correct
HOME (7/7) ~~2 -57/
WORK ( )
TELEPHONE NUMBER
and
facts I
7-3/-07
DATE