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HomeMy WebLinkAbout05-16-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1 162 EX~ 11-96) N0. CD 014465 LIEB KATHY L 1 1 17 E POWDERHORN RD MECHANICSBURG, PA 17050 -------- fold ESTATE INFORMATION: SSN: 209-12-6987 FILE NUMBER: 211 1-0577 DECEDENT NAME: PAXTON PAUL L DATE OF PAYMENT: 05/ 16/201 1 POSTMARK DATE: 05/ 16/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 18/2010 REMARKS: ACN ASSESSMENT AMOUNT CONTROL NUMBER 11126326 ~ 586.46 11126669 ~ 565.89 11126324 ~ 524.14 TOTAL AMOUNT PAID: 5176.49 CHECK# 1009 INITIALS: HMW SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES '~''t" `' "'•; f- ~'~~ ~' AND Po eox zao6ol -' ~' ~~'~k-X~AYER RESPONSE HARRISBURG PA 17128-0601 ~''~ ,. .;~ i.~J REV-1543 El( AFP (08-08) FILE NO. 21~ j~ 0~7~ ACN 11126326 DATE 04-19-2011 EST. OF PAUL L PAXTON SSN 209-12-6987 DATE OF DEATH 11-18-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FARMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. KATHY L LIEB 1117 E POWDERHORN RD MECHANICSBURG PA 17050-2003 BELCO COMMUNIT Y CU 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 C717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS ONE 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 estate representative. Account No. 0008678070 Date 03-06-2008 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 11 528 29 payment to the Register of Wills. Make check ~ . payable to Register of Wills, Agent . Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ 1 ~ 921.42 months of the decedent's date of death, Tax Rate )( .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 86.46 nine months after the date of death. PART TAXPAYER RESPONSE ~ ~ ~ ~ ~ ~ ~ ~ A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two co pies of this notice to obtain C H E C K a discount or avoid interest, or 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. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART ~ below. PART If indicating a different tax rate, please state relationship to decedent: TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS • 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 DEBTS AND DEDUCTIONS CLAIMED 3^ DATE P AID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to he best of my knowledge and belief. ~ H 0 M E C ~ I WORK ( ) (j - l C~ S"" ~r ~„ `~~ TAXPA R SIGNATURE TELEPHONE NUM ER DATE TOTAL (Enter on Line 5 of Tax Computation) S PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D Po Box z8o6o1 ~ ~`, ,'` ~ " lTa~(~YER RESPONSE HARRISBURG PA 17128-0601 -`-~ ~ - ~ ,t. _ REV-1543 EX AFP (OB ~6B ~, °' _ ~ ~.l/ F I L E N 0. 21 ° ~~ ~.5 ~7 ACN 11126324 DATE 04-19-2011 ;,, ~,~ ~ ~.. ff -' ~ ~ ~"~~ ~ ~ ~'~ ~"lc~ 1 ~ ~ ~• ~ EST. OF PAUL L PAXTON SSN 209-12-6987 C~E~'{{ J;' DATE OF DEATH 11- 18 - 2 010 ~nt~;-` j,(w!'~; .,~;; !RT COUNTY CUMBERLAND k ~r 1~~.~a C~~11/1~',~~;` /~,r,'"' C'`,'l ~~ REMIT PAYMENT AND FORMS T0: KATHY L LIEB REGISTER OF WILLS 1117 E POWDERHORN RD 1 COURTHOUSE SQUARE MECHANICSBURG PA 17050-2003 CARLISLE PA 17013 TYPE OF ACCOUNT © SAVINGS CHECKING TRUST CERTIF. BE LCO COMMUNIT Y CU 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. 0008678070 Date 03-06-2008 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 3, 219.08 payable to "Register of Wills, Agent". Percent Taxable X 16 . b67 NOTE: If tax payments are made within three Amount Subject to Tax $ 536.52 months of the decedent's date of death, Tax Rate )( . 045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 24.14 nine months after the date of death. PART TAXPAYER RESPONSE A. ~ The 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 a discount or avoid interest, or check box "A" and return this notice to the Register of 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 estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 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 2. Account Balance 2 +fi 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 DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are tr e, corre t and omplete to the best f my knowledge and belief . HOME C ~~ ~ ~ ~ ~ ~' ~~~ WORK c 7r1 ~ ~G.. ~~ 3--- ~".- TAXPAYE SIGNAT RE TELEPHONE NUMBER DATE = ~/ TOTAL CEnter on Line 5 of Tax Computation) S PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES ,_ A N D HARRISBURG6PA 1n28-o601 ._'~ - `' ~ ~ ~ ':7~A~PAYER RESPONSE ~~ ,, ,~ ~ G.- REV-1543 EX AFN tl6&cd8 ).~ ~~~ ~ . _ ~..~J FILE N0. 21 -l~~(~g `~ ACN 11126669 ~/ DATE 04-20-2011 ' ~ ~ ~~l i 1 i 1J r ~ k;~ ~ ~ i .: ~.~ Ci.-~R~S rr ~1~~ ~~ ~ ', i -J ,~,,.~ pA, ,f1~ .~~ KATHY L LIEB 1117 E POWDERHORN RD MECHANICSBURG PA 17055 EST. OF PAUL L PAXTON SSN 209-12-6987 DATE OF DEATH 11-18-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS TD: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. BELCO COMMUNIT Y CU 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. 000$67$070 Date 03-06-2008 To ensure proper credit to the account, two Established copies of this notice must accompany 7 $ 4 . 6 9 Payment to the Register of Wills. Make check Account Balance $ $ ~ payable to "Register of Wills, Agent". Percent Taxable )( 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ 1 , 464.14 months of the decedent's date of death, Tax Rate )( . 045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 65.89 nine months after the date of death. PART TAXPAYER RESPONSE a . ~ ` ,~ ~ ~ ~ ~ ~~ A. ^ The 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 a discount or avoid interest, or check box "A" and return this notice to the Register of 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 estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3LJ 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 `\` ~ ~ \ \ \ ~ 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 DEBTS AND DEDUCTIONS CLAIMED a DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported ove are r5 c mplete to t e best of my knowledge and belief. H 0 M E C~~ , ~ ~ c WORK C ~ ( ) ~ TAXPAYER SIGNATURE TELEPHONE NUMBER correct and ~ ~c$~~~ ~. J ~ ~ DATE ~~ TOTAL CEnter on Line 5 of Tax Computation) 8