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HomeMy WebLinkAbout02-0968 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 BETTY 41 N 4TH ST HALIFAX PA 17032 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT ALLOHANCE OR DISALLONANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-027 DATE 10-22-2002 ESTATE OF STOUFFER MILDRED F DATE OF DEATH 09-04-2001 FILE NUMBER o3/-d~'2-q~S COUNTY CUMBERLA~r((pp SSNiDC 177-24-5867 ACN 01156509 Anount Renitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-22-2002 ESTATE OF STOUFFER MILDRED F DATE OF DEATH 09-04-2001 COUNTY CUMBERLAND FILE N0. S.S/D.C. N0. 177-24-5867 ACN 01156509 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT N0. 0014264943 TYPE OF ACCOUNT: C ) SAVINGS ( ~ CHECKING ( ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 10-28-1987 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 932.93 X 0.500 466.47 - .00 466.47 X .15 69.97 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 10-30-2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 69.97 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.70 TOTAL DUE 71.67 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. CLELAND Pennsylvania DEPARTMENT OF REVENUE September 16, 2010 To the Register of Wills of the County of CUMBERLAND RE: INHERITANCE TAX CREDIT MEMO >33~~ ^r'`~'}~~ ~%~"CE .,,~...., 0~~ 2DI0 SEP 2 I AM 10~ SS ~IAN~S CQURT t~e~R~anrc~ C~.. ~a. Estate of: MILDRED F STOUFFER File Number: ~ ~ - ~~ ~ (~9(P~ Decedent's SS#: 177-24-586 ACN Number: 01156509 Payment Amount: $ 86.18 Postmark Date: 6/18/2010 Dade of ~~-zx~},h : 41412a~ 1 An Amnesty payment on the above-referenced inheritance tax liability has been received and transferred to the inheritance tax fund. Please issue an official inheritance tax receipt for the Tax Amnesty payment and postmark date above. Make the payment date on the receipt the date the receipt is prepared by your office. Also, type "AMNESTY" in the remarks area of the receipt. Mail the receipt to: Name: BETTY CLELAND Street: 41 NORTH FOURTH ST City/State/ZIP: HALIFAX PA 17032 The department's copy of the Official Receipt should be mailed using the postage paid . Inheritance Tax bulk mail envelope (E-136) within five (5) business days after receiving this credit memo. Attach an "AMNESTY" cover sheet to the front of the receipt, or if multiple amnesty receipts are being submitted, attach the cover sheet to the top of the group. The amnesty cover sheet will help expedite the processing of the receipt when it arrives in the Inheritance Tax Division. Please keep the amnesty receipts sorted and bound separately from the other Inheritance Tax documents when placing them in the bulk envelope. On your next Register of Wills Monthly Report, REV-714, include the payment amount in the monthly inheritance tax collections reported on Line 5, and claim a credit on Line 7. Your monthly inheritance tax collections, less the credit for this payment, should equal the Total Amount Deposited on Line 12. Your efforts in expediting the issuance and mailing of the Department of Revenue's copy of the tax amnesty payment receipt is greatly appreciated. Thank you for your timely attention to this matter. If you have any questions, please call 717-787-7031. Individual Taxes 1 PO Box 280603 1 Harrisburg, PA 17128 1 717.787.70311 ~,~~~s.~°v?^~!e.state.oa.us w>~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INOIVIOUAL TAXES DEPT. 260601 HARRISBURG, PA 17128-0601 RECEIVED FROM: CLELAND BETTY 41 NORTH FOURTH ST HALIFAX, PA 17032 -------- role PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssN: ~~~-za-5867 FILE NUMBER: 2102-0968 DECEDENT NAME: STOUFFER MILDRED F DATE OF PAYMENT: 09/21/2010 POSTMARK DATE: 06/18/2010 COUNTY: CUMBERLAND DATE OF DEATH: 09/04/2001 REV-1162 EXI11-961 N0. CD 013389 ACN ASSESSMENT AMOUNT CONTROL NUMBER 01156509 ~ 586.18 TOTAL AMOUNT PAID: REMARKS: AMNESTY 586.18 INITIALS: WZ SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES _ I!`N~+'IEi~'ITANCE TAX INHERITANCE TAX DIVISION _$TATEM~~NT OF ACCUUNT PO BOX 280601 ` _ _~ HARRISBURG PA 17128-0601 .~:._._,.~~.t , .. - r,- ~i'-~'-~ ~ '''... . ,. _ - ~~ ~, BETTY CLELAN~T "' . 41 N 4TH ST HALIFAX PA 17032 • ~~ pennsylvan~a ~ ~~ DEPARTMENT OF REVENUE REV-1607 E_X AFP C12-09) DATE 10-04-2010 ESTATE OF STOUFFER MILDRED F DATE OF DEATH 09-04-2001 FILE NUMBER 21 02-0968 COUNTY CUMBERLAND ACN 01156509 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG_ THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS _~ _ REV X1607 EX AFP~ C12 09~~~~~~~ ***~ INHERITANCE TAX STATEMENT~OF ACCOUNT ~ *** ~~~~ ~~~~~~~~~~~~~~~~ ESTATE OF:STOUFFER MILDRED F FILE NO.: 21 02-0968 ACN: 01156509 DATE: 10-04-2010 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-03-2003 PRINCIPAL TAX DUE: 64.97 PAYMENTS CTAX CREDITS: PAYMENT RECEIPT DISCOUNT C+3 AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-18-2010 CD013389 16.21- 86.18 10-01-2010 SBADJUST .00 .O1 TOTAL TAX PAYMENT I 69.97 BALANCE OF TAX DUET .00 INTEREST AND PEN. ~ .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. t_-