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Home My WebLink About02-07-08 .... .US..A ;rlRS,,_C'li'..SS '._ '!"" . , " , j,~ Il-fott \\\\\\ )))~ ) iiii ( \\\"'\ l. H I- ~'1 ..... H ...~ ~ a a. () ~ ct ... ~ ..; w ro N (;i 2 ~ ~ <{ ct !"1 ( f"'i W 1: if) A - - - - - wen -w Z><z ,.. w;!O :5 >..J(j) 9 wc(_ co 0:;::)2: ~ LLee " O$:>< ,.. ~2i;!,..~ w~wQCJ i!LLo80: o:oz2S~ '!:t;::);!><en fli~ffi~~ e~:r:oc( ~m~Q.:r: - - - - - - ! ~ .. C .2 ~ 'II( - - - 0 - 0 00 z :r:z S ~!:( c: Ul "C m -I mw x om en ~-l m 0:J:r: z 5- < OW m r- ,,~ 0 "V O:J< m _ = m :;; -05 -< )>'1:1 0 ~m c: > ~- :D " m -I -< 3C > X 0 ~ ~ C z Z C) '" > -< ) 0 ~ C 3C m ~ 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 HURST WILLIAM B 624 MILL RACE COURT CARLISLE, PA 17013 __h_n_ fold ESTATE INFORMATION: SSN: 545-80-0303 FILE NUMBER: 2108-0137 DECEDENT NAME: STOKES JAMES E DATE OF PAYMENT: 02/07/2008 POSTMARK DATE: 01/30/2008 COUNTY: CUMBERLAND DATE OF DEATH: 06/03/2007 NO. CD 009271 ACN ASSESSMENT CONTROL NUMBER AMOUNT 07500598 I $210.92 , I I I I , I I TOTAL AMOUNT PAID: REMARKS: CHECK# 1013 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $210.92 GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO BOX 2B0601 HARRISBURG PA 1712B-0601 - INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 O~ 0131 07500598 07-18-2007 REY-1543A "AFP .n..!oo) ':r'r'o r'-'" 7 ~Ul;J r ''::5 - Pil I: 12 00- Ui, CU~ ,- :::,: WILLIAM B HURST 624 MILL RACE COURT CARLISLE PA 17013 EST. OF JAMES E STOKES S.S. NO. 545-80-0303 DATE OF DEATH 06-03-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT D SECURITY [i] SEC ACCT D STOCK D BONDS REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 EDWARD JONES has provided the Department with the information 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 beneficiary of this asset. If you feel this information is incorrect, please obtain written correction from the transfer agent, 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. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6931128810 06-27-2006 DaD Valuation Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due 4,687.00 100.00 4,687.00 .045 210.92 TAXPAYER RESPONSE x x PART [!] To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". 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. [CHECK ] ONE BLOCK ONLY A. ~ The above inforraation and tax due is correct. ~l. 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 "An and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. DThe 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. DThe above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART If you indicate a different tax rate, please state your ~ relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON ABOVE ASSETCS) LINE 1. DaD Valuation 2. Percent Taxable 3. Amount Subject to Tax 4. Debts and Deductions S. Amount Taxabll! 6. Tax Rate 7. Tax Due 2 X 3 4 5 6 X 7 PART [!] DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCR I PTI ON AMOUNT PAID $ and of perjury, I declare that the facts of my knowledge and belief. TOTAL (Enter on Line 5 of Tax Computation) have reported above are true, correct HOME C7/7) :J.1fo- 51/~ WORK C ) TELEPHONE NUMBER d;. (/-"$ GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on information submitted by the transfer agent. 2. Inheritance tax becomes delinquent nine months after the decedent's date of death. 3. Assets held by a decedent "in trust for" another or others are taxable fully. REPORTING INSTRUCTIONS PART 1 TAXPAYER RESPONSE 1. BLOCK A _ If the information and computation in the notice are correct and deductions are not being claimed, place an "X" in block "At! of Part 1 of the "Taxpayer Response" section. Sign two copies and submit them with your check for the amount of tax to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-1548 EX) upon receipt of the return from the Register of Wills. Do not use the envelope provided. 2. BLOCK B _ If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance Tax Return filed by the decedent's representative, place an "X" in block "B" of Part 1 of the "Taxpayer Response" section. Sign one copy and return to the PA Department of Revenue, Bureau of Individual Taxes, Dept 2B0601, Harrisburg, PA 17128-0601 in the envelope provided. 3. BLOCK C _ If the notice information is incorrect and/or deductions are being claimed, check block "e" and complete Parts 2 and 3 according to the instructions below. Sign two copies and submit them with your check for the amount of tax payable to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-1548 EX) upon receipt of the return from the Register of Wills. Do not use the envelope provided. TAX RETURN - PART 2 TAX COMPUTATION LINE 1. Enter the total balance of the account including interest accrued to the date of death. 2. The percent taxable assets owned by the decedent but held in trust for or payable to another individual(s) (beneficiaries): 1 DIVIDED BY TOTAL NUMBER OF BENEFICIARIES X 100 PERCENT TAXABLE Example: Assets registered in the name of the decedent in trust for two other persons... 1 DIVIDED BY 2 (BENEFICIARIES) = .50 X 100 50% (TAXABLE FOR EACH BENEFICIARY) 3. The amount subject to tax (line 4) is determined by multiplying the account balance (line 2) by the percent taxable (line 3). 4. Enter the total of the debts and deductions listed in Part 3. 5. The amount taxable (line 6) is determined by subtracting the debts and deductions (line 5) from the amount subject to tax (line 4). 6. Enter the appropriate tax rate (line 7) as determined below. A. For dates of death occurring after 6/30/94, the tax rates for transfers to spouses are as follows: 1. Dates of death on or after 7/1/94 and before 1/1/95 the rate is 3%. 2. Dates of death on or after 1/1/95 transfers to spouses will be taxed at 0% tax rate. Note: For dates of death prior to 7/1/94 transfers to spouses are taxable at 6%. B. Transfers to lineal descendants including father, mother, son, daughter, grandchildren, son-in-law, daughter-in-law, stepchild and their issue are taxable at six percent (6%). A date of 7/1/2000 and after are taxable at four and a half percent (4.5%) . C. Transfers to siblings will be taxed at twelve percent (12%) for dates of death on or after 7/1/2000 . D. Transfers to all others including Uncle, aunt, nephew, and niece are taxable at fifteen percent (15%). E. For dates of death on or after 7/01/2000, transfers from a child (age 21 or under) to a natural parent, adopted parent or step-parent are taxable at 0%. F. If you change the tax rate, please specify your relationship to the decedent in the area provided. 7. The amount of tax due (line 8) is determined by mUltiplying the amount taxable (line 6) by the tax rate (line 7). CLAIMED DEDUCTIONS PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowable debts and deductions are determined as follows: A. You legally are responsible for payment, or the estate subject to administration by a personal representative is insufficient to pay the deductible items. B. You actually paid the debts after death of the decedent and can furnish proof of payment. C. Debts being claimed must be itemized fully in Part 3. If additional space is needed, use plain paper 8 1/2" x 11". Proof of payment may be requested by the PA Department of Revenue.