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Home My WebLink About05-28-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 009813 STICKEL WILLIAM A 9904 CHAPPEL LANE VIENNA, VA 22181 fold ESTATE INFORMATION: ssN: 53o-io-54s7 FILE NUMBER: 2108-0556 DECEDENT NAME: STICKEL MYRA L DATE OF PAYMENT: 05/30/2008 POSTMARK DATE: 05/28/2008 couNTY: CUMBERLAND DATE OF DEATH: 03/ 1 0/2008 REMARKS: WILLIAM A STICKEL CHECK# 2604 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 08500536 ~ 51,284.76 TOTAL AMOUNT PAID: INITIALS: AKK REV-1162 EX111-96) 51,284.76 GLENDA FAI3NER STRASBAUGH RECEIVED BY: REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES Po Box 2eocol AND HARRISBURG PA 171za-B6o1 TAXPAYER RESPONSE REV-1543A AF7 (7-DO) FILE N0. 21~~~~~ ACN 08500536 DATE 05-20-2008 WILLIAM A STICKEL 9904 CHAPPEL LANE VIENNA VA 22181 TYPE OF ACCOUNT EST. OF MYRA L STICKEL ^ SECURITY S.S. N0. 530-10-5497 0 sEC ACCT DATE OF DEATH 03-10-2008 ^ srocK COUNTY CUMBERLAND ^ BDNDs F;EMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MERRILL LYNCH has provided the Department with the information listed bE~low 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 Lawis of the Commonwealth of Pennsylvania. Guesiions may be answered by calling (717) 787-8827. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 749- 22431 To insure proper credit to your account, two C2) copies of this notice must accompany your payment to the Register of Wills. Make check DOD Valuation 85 , 651.31 payable to: "Register of Wills, Agent". Percent Taxable X 33.333 NDTE: If tax payments are made within three Amount Subject to Tax 28 ,550.15 (3) months of the decedent's date of death, Tax Rate X .045 You may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent Potential Tax Due 1 , 284 • 76 nine (9) months after the date of death. P T TAXPAYER RESPONSE ~ 1 FAILURE TO' R WFLL~E OFEIf~I~L7 £SSMENT BASED DN THIS N~t~r~ICE A. ~tJ~f-he 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 CHECK 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. C 0 N E ~ B L 0 C K B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the decedent's representative. C. ^ The above information is incorrect and/or debts and deductions were paid by you. You must complete PART 2^ and/or PART ^3 below. PART If you indicate a different tax rate, please state your OFFICI`A.~L USE D ~ AAF relationship to decedent: PA DEPART~~ OF R~ENUE. TAX RETURN - COMPUTATION OF TAX ON ABOVE ASSET(S) AD LINE i. DuD Valuation 1 1 'ta~"~} .,,.r µ~,~,~ c.. T~ 2. Percent Taxable 2 X ~ `~- 3 ~~. 3. Amount Subject to Tax 3 "" ' 4. Debts and Deductions 4 - G ~ ~''~~ "1J 5. Amount Taxable 5 ~ 5 3~v ~ + "`~ 6. Tax Rate 6 X 6 ~"t 7. Tax Due 7 7 ~ PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts I have reported above are tC~rue, correct and complete tort/he best of my knowledge and belief. HOME C7~ 3 ) ZyZ. pCJL(' ~ll~'-~G~LrZ»•. ~ ~, / WORK C 5'j ~ ) ~3 `~ 5/]!~ S ~k-y~" TAXPAY R SIGNATURE TELEPHONE NUMBER DATE GENERAL INFORMATION FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on information submitted by the transfer agent. Inheritance tax becomes delinquent nine months after the decedent's date of death. Assets held by a decedent "in trust for" another or others are taxable fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE BLOCK A - If the information and computation in the notice are correct and deductions are not being claimed, place an "X" in block "A" 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. 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 280601, Harrisburg, PA 17128-0601 in the envelope provided. BLOCK C - If the notice information is incorrect and/or deductions are being claimed, check block "C" 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. LINE Enter the total balance of the account including interest accrued to the date of death. 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) The amount subject to tax Cline 4) is determined by multiplying the account balance (line 2) by the percent taxable Cline 3). Enter the total of the debts and deductions listed in Part 3. The amount taxable Cline 6) is determined by subtracting the debts and deductions Cline 5) from the amount subject to tax Cline 4). 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 C6%). 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 C12%) 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 C15%). E. For dates of death on or after 7/01/2000, transfers from a child Cage 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 Cline 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. TAX RETURN - PART 2 - TAX COMPUTATION -, ~ -- r~~ ~~ ~. ~ ~ . . ~ F .iCf~: - t~ - _ ___. r ~ % _; ~ e~._ t~ , , Lt_ ~ -"- (; ~ i, ~ .~- - ~ c~~s 1 ~! 1J` ,.-- ~+.~ d C, ~~ =, ~ ~ ~ O W -~- (~ K~. t~ .,~ '~:. _, ,; ,,~ _. `=t ~ , ~, ~?~ as ~~ ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 009814 STICKEL CARY B 317 PENLEY AVE SANDSTON, VA 23150 told ESTATE INFORMATION: ssrv: 530-io-54s7 FILE NUMBER: 2108-0556 DECEDENT NAME: STICKEL MYRA L DATE OF PAYMENT: 05/30/2008 POSTMARK DATE: 05/28/2008 COUNTY: CUMBERLAND DATE OF DEATH: 03/ 1 0/2008 REMARKS: STICKEL CARY B CHECK#1149 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 08500535 ~ 51,220.52 TOTAL AMOUNT PAID: INITIALS: AKK REV-1162 EX~11-96) 51,220.52 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE BUREAU OF INDIVIDUAL TAXES PD BDx 280601 HARRISBURG PA 17128-0601 REV-15430. AFP (7-007 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE '~~ '~ ' N0. 21 08500535 05-20-2008 TYPE OF ACCOUNT EST. OF MYRA L STICKEL ^ SECURITY S.S. N0. 530-10-5497 X^ sEC ACCT DATE OF DEATH 03-10-2008 ^ srocK COUNTY CUMBERLAND ^ BDNDs REMIT PAYMEN T AND FORMS T0: CARY B STIACKEL REGISTER OF WI LLS 317 PENLEY AVE CUMBERLAND CO COURT HOUSE SANDSTON VA 23150 CARLISLE, PA 17013 MERRILL LYNCH 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. 9u=stions !nay he answered by calling (717) 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 749-22431 To insure proper credit to your account, two C2) copies of this notice must accompany your DOD Valuation 85, 651.31 payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Percent Taxable X 33.333 NOTE: If tax payments are made within three Amount Subject to Tax 28,550.15 (3) months of the decedent's date of death, Tax Rate X . 045 you may deduct a 5i discount of the tax due. Any inheritance tax due will become delinquent Potential Tax Due 1 , 284 • 76 nine (9) months after the date of death. PART TAXPAYER RESPONSE 1 FAILURE TD RESPOND WILL RESULT IN FICI TAX AS SSMENT BAED DN THISr~DTICE ~, A. (~QThe above information and tax~due is correct. I~I~~ You may choose to remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or you may check box "A" and return this notice to the Register of C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue. B L 0 C K B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the decedent's representative. C. ^ The 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 ~ CFFjCIAL USE {~LY ~ AAF relationship to decedent: r^'~ PA DEPAfX~1~NT OF ~ VEH~~ > TAX RETURN - COMPUTATION OF TAX ON ABOVE ASSETCS) PAD '"•;mot ,~„ LINE 1 . DQD Valuation 1 t ,"-' ~ ~ ^`"C 2. Percent Taxable 2 X z ~%"F ~'"~ 3. Amount Subject to Taz 3 3 iJ> ;%~ ~ v-3,. 4. Debts and Deductions 4 - 4 'r.--~ ~ ._a.c. ~ 5. Amount Taxable 5 r~ - 6. Tax Rate 6 __X ( ~'~ ~• 7. Tax Due 7 7 ~' ~~! PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID ///~~~ Under penalties of perjury, I declare that the facts I have reporQted bove a'r7e true, cgrrect and complete to best of my kn edge and belief . HOME C (1U~) ~~(~ 70 / Il _ l ~-~ ~~ - WORK Cg(~ ~71Q<D' AXPAY/ER SIGNATURE TELEPHONE NUMBER TOTAL (Enter on Line 5 of Tax Computation) 8 GENERAL INFORMAI1uN FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on information submitted by the transfer agent. Inheritance tax becomes delinquent nine months after the decedent's date of death. Assets held by a decedent "in trust for" another or others are taxable fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE BLOCK A - If the information and computation in the notice are correct and deductions are not being claimed, place an "X" in block "A" 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. 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 280601, Harrisburg, PA 17128-0601 in the envelope provided. BLOCK C - If the notice information is incorrect and/or deductions are being claimed, check block "C" 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 Drovided.. LINE Enter the total balance of the account including interest accrued to the date of death. 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) The amount subject to tax (line 4) is determined by multiplying the account balance (line 2) by the percent taxable (line 3). Enter the total of the debts and deductions listed in Part 3. The amount taxable (line 6) is determined by subtracting the debts and deductions (line 5) from the amount subject to tax Cline 4). 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 C6%). A date of 7/1/2000 and after are taxable at four and a half percent C4.5%) . 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 C15%). 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. The amount of tax due Cline 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. TAX RETURN - PART 2 - TAX COMPUTATION `i -' ~. ~ ~ ~ _ ~ ~_ ~~~ ~? o~Q~'~~ ~H. E __,.~.. Cu° ,~ ~ ;~~ v,~ t"d ~ ~ ~,~ ~. ~~ ;.~± ~~ ;~. O U r 0 0 .~ ~~ d o ~ a ~. ~ ~i . ,~/ ~ W ['~ U ifl y ~~ N ~~7'r ~ y 0 C"' ~~:~ i4t; ~` 1' ~~ ..~.. DTI ,:..7 ~::~1 ti •... ..,..i