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HomeMy WebLinkAbout03-07-11 (3)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STOUFFER DONALD M 1 WEST PENN ST APT 106 CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 204-02-1478 FILE NUMBER: 211 1-0300 DECEDENT NAME: STOUFFER AMY E DATE OF PAYMENT: 03/07/201 1 POSTMARK DATE: 03/07/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 /21 /2010 REMARKS: SEAL CHECK# 2121 REV-1162 EXI11-96) NO. CD 014084 ACN ASSESSMENT AMOUNT CONTROL NUMBER 1 1 1 14210 ~ $1,384.91 TOTAL AMOUNT PAID: INITIALS: HMW RECEIVED BY: $1,384.91 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OE WILLS PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D PO Box 280601 TAXPAYER RESPONSE HARRISBURG PA 17128-0601 REV-1543 EX AFP (OB-OB) FILE N0. 21 '' J ~" D~G~ ACN 11114210 DATE 03-02-2011 M DONALD .W- STOUFFER 292 STEELSTOWN RD NEWVILLE PA 17241 EST. OF AMY E STOUFFER SSN 204-03-1478 DATE OF DEATH 11-21-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. ACNB BANK provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, You were a joint owner/beneficiary of this account. If you feel the information is incorrect, Please obtain written correction from the financial institution, 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. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 131369 Date Ob-Ob-2001 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 67, 9 2 7.9 9 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax ~ 33, 964.00 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. Potential Tax Due $ 1 , 528.38 Any Inheritance Tax due will become delinquent nine months after the date of death. PART a TAXPAYER RESPONSE A. ~ Th e above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C H E C K 0 N E a discount or avoid interest, or check box "A" and Wills and an official assessment will be issued by return this notice to the Register of 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 O N L Y to be filed by the estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PA RT 2~ and/or PART 3~ below. PART If indicating a different tax rate, please state ~ relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1 . Date Established 1 /tg ~~ ~~ ~\\ \~~ ~ \ ~ \ \ 2. Account Balance 2 $ ~~ Q,~7, fj~ \ \ ~ \ 3. Percent Taxable 3 X ~ 7p ~ 4. Amount Subject to Tax 4 ~ . 9~ . D~ 5. Debts and Deductions 5 6. Amount Taxable 6 $ ~0 ~ \ ~\ 7. Tax Rate 7 X ~y ~~~ ~ ~~ 8. Tax Due 8_ ~` ~.~ y. 9~ \\ ~ ~~ . ~ ~ PART DEBTS AND DEDUCTIONS CLAIMED _. DATE PAID PAYEE DESCRIPTION AMOUNT PATiI Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME C ~/'7 ~ ~ --~:1 7 WORK ( ~ . 7 ~ AXPAYER S GNATURE TELEPHONE NUMBER DA E ~~~.+~ « nLer on pine S or Iax Computation) $ DATE PAYEE DESCRIPTION AMOUNT PAID ~~ '11/26/10 First Church of GodFor lunch after funeral 300.00 of Newville '12/14/10 Presbyterian HomeAssisted living for two 2,272.00 weeks. '12/14/10 Guardian Pharmac~Medication at Forest P~ 54.37 Home '12/14/10 Millennium PharmaMedication at Presbyte 50.13 Home '12/14/10 Egger Funeral HomAdded Expenses for 99.30 funeral. '12114/10 PPL Last Electric Bill at Apt. 18.22 '12/17/10 Eby Granite Markings on HeadstonE 113.00 '2/24/11 Weigle & AssociateLawyer Expenses 281.25 TOTAL 3,188.27