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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