HomeMy WebLinkAbout06-13-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
ADAMS TRUDY S
6 LOCUST STREET
CARLISLE, PA 17015
fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 187-16-4255
FILE NUMBER: 211 1-0667
DECEDENT NAME: STONE LEE N
DATE OF PAYMENT: 06/13/2011
POSTMARK DATE: 06/13/2011
COUNTY: CUMBERLAND
DATE OF DEATH: 03/25/201 1
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
11122998 ~ 516.05
11122999 ~ 529.95
11123000 ~ 59.21
11123001 ~ 52.10
11123002 ~ 5137.39
11123004 ~ 5107.13
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 1305
SEAL
INITIALS: CJ
5301.83
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REV-1162 EX111-96)
NO. CD 014560
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21-- ~ (~- 0 ~~
PD Box zso6ol TAXPAYER RESPONSE ACN 11122998
HARRISBURG PA 17128-0601 DATE 04-06-2011
REV-1543 EX AFP (8B-88)
TRUDY ADAMS
6 LOCUST HOLLOW LANE
CARLISLE PA 17015
EST. OF LEE N STONE
SSN 187-16-4255
DATE OF DEATH o3-25-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU 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 point 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
Account No. 123010 - OO Date 10 -21-1991 To ensure proper credit to the account, two
Established copies of this notice wust accompany
payment to the Register of Wills. Make check
Account Balance $` 750 • 08 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax Payments are made within three
Amount Subject to Tax g 375.04 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 $ 16 • 88 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILUR ~ 70 . ~SPONIL(,~\RESCILT IN A~~ OF~IC11~L,a~AX ASSBFS~~°FIT\
A. The above information and tax due is correct.
LLLLLLJJJJJJ Rewit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or check box "A" and return this notice to the Register of
C H E C K Wills and an official assesswent will be issued by the PA Department of Revenue.
C 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.
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 .. _.
OFFICIAL US ONL AAF
relationship to decedent: PA DEPARTMENT OF REVENUE
TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6
$
b
7. Tax Rate T X ~
a°
8. Tax Due 8 0
PART DEBTS AND DEDUCTIONS CLAIMED
neTF PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I e
have reported abov are t
r
ue, correct and
compl a to he best of my knowledge and belief. -
f
HOME C ~~ ! [
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) ~ ( 9 "2 ~~,f
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L WORK C ) 2, (,
cco
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TAXPAYE SI ATUR TELEPHONE NUMBER DATE
iuiA~ itncer vn zinc
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU DF INDIVIDUAL TAXES AND FILE N0. 21-~~ ~~(~(~~
Po Box zaocol TAXPAYER RESPONSE ACN 11122999
HARRISBURG PA 17128-0601 DATE 04-06-2011
ecv-~cG{ FY AFP (88-88)
TRUDY ADAMS
6 LOCUST HOLLOW LANE
CARLISLE PA 17015
EST. OF LEE N STONE
SSN 187-16-4255
DATE OF DEATH 03-25-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST F 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) 7B7-8327 with questions.
COMPLETE PART I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 12301 O - 02 Date 11 - 16 - 1999 To ensure proper credit to the account, two
Established copies of this notice roust accowpany
payment to the Register of Wills. Make check
Account Balance $` 1,401.00 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax paywents are wade within three
Amount Subject to Tax $` 700 • 5O wonths of the decedent's date of death,
Tax Rate X .045 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential TaX Due $ 31 • 52 nine wonths after the date of death.
PART TAXPAYER RESPONSE
FAI,L~U~ff T~ SP01#U i~}Ii: ARE LT I~~ 14FOFFICIAL~TAX °~ \~SSME~T
A. ~e above information and tax due is correct.
LLLJJJ Rewit paywent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or check box "A" and return this notice to the Register of
C H E C K Wills and an official assessment will be issued by the PA Department of Revenue.
C 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.
C. ~ The above inforwa 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 RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS PAD
1
2
3 X
4
5
6 '~
7 X
8 $
OFFICIAL SSE ONLY ~°AAF°
PA DEPARTfi~t£NT OF REVENt!£
i _.
2
4
5
6 --
7
PART DEBTS AND DEDUCTIONS CLAIMED
a
nerc porn PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above are true, c1orre/!ct and
comple o the best f my knowledge and belief. HOME C ( ) ~ /' ~ `G
WORK C ) ~, f
TAXPAY R SIGN TURE TELEPHONE NUMBER DATE
IUIPI \CnIC ,- ~,~ ~s~~c ~ ~ -•
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND F I L E ND . 21- ( (~ Q(p (~~
PD Box zso6ol TAXPAYER RESPONSE ACN 11123000
HARRISBURG PA nlza-ocol DATE 04 - 06 - 2011
REV-1543 EX AFP (08-OB)
TYPE OF ACCOUNT
EST. OF LEE N STONE ^ savlNGs
$SN 187-16-4255 ® CHECKING
DATE OF DEATH 03-25-2011 ^ TRUST
COUNTY CUMBERLAND ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
TRUDY ADAMS REGISTER OF WILLS
6 LOCUST HOLLOW LANE 1 COURTHOUSE SQUARE
CARLISLE PA 17015 CARLISLE PA 17013
MEMBERS 1ST FCU Drovided 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 ioint 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. 1230 1 0 - 1 1 Date 10 -21 - 1991 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 g 430.61 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax ~}` 215.31 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 $ 9 • 69 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE T.,O JtESkID W~L~,~RES~ILT I~~~N OFFICIAL TAX ASS~SS,MENT
A. The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or check box "A" and return this notice to the Register of
C H E C K Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
BLOC 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.
If indicating a different tax rate, please state ~ °@~C3FFjEjA ~JSE 0
PART '
relationship to decedent: PA DEPARTfiENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 ~ 1
2. Account Balance 2 $ 2 A
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ ~ 4
5. Debts and Deductions 5 S
6. Amount Taxable 6 $ 6
7. Tax Rate 7 X
7 ~~ ,
8. Tax Due 8 $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
3^
nerF Pe7n PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported abov-e7 are true, co2rrect and
comple he best of my knowledge and belief. H OME C ~ / ) ~ v-~)~
/~ ~~-r3~e WORK C ~J~t ) lL, .fi .7 ~
TAXPA ER NATURE TELEPHONE NUMBER DATE
IUTAL lCflle(- V~~ ~i~~c .+ - -
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE /N~~~
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21-~~~~P~1
PD Box z8o6o1 TAXPAYER RESPONSE ACN 11123001
HARRISBURG PA 17128-0601 DATE 04-06-2011
REV-1543 EX AFP (OB-OB)
TRUDY ADAMS
6 LOCUST HOLLOW LANE
CARLISLE PA 17015
EST. OF LEE N STONE
SSN 187-16-4255
DATE OF DEATH 03-25-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU 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 Na. 123010-05 Date 08-07-1992 To ensure prover credit to the account, twa
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 37U • 61 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax paynents are made within three
Amount Subject to Tax $ 185 • 31 months of the decedent's date of death,
)( .045 deduct a 5 percent discount on the tax due.
Tax Rate Anv Inheritance Tax due will become delinquent
Potential Tax Due $ 8 • 34 nine months after the date of death.
PART TAXPAYER RESPONSE
O W I~ ~ ` T $ I C I' L AX l~(S T\
a ~ g
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or check box "A" an d return this notice to the Register of
C H E C K Wills and an official assessment will be issued by the PA Department of Revenue.
ONE
C
B L 0 C K B. ~ The above asset has been or will be reported and tax Daid with the Pennsylvania Inheritance Tax return
0 N L Y to be filed by the estate representative.
C. ~he 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 ~ OFFIC:~A~. i)~'aE ON~.~ _~jAA
relationship to decedent: PA' i?EPA$T~4ENT t3F KfyEk3}jE
ON JOINT/TRUST ACCOUNTS PAD
TAX RE TURN - COMPUTATION OF TAX
~ " i
LINE 1. Date Established 1 ,
~ S
~~
C` ~ 2
2. Account Balance 2 ' - ,
X '~
~ 3
3. Percent Taxable 3 ~ a
$ ~~-
~ ~ 4 -"
4. Amount Subject to Tax 4 ~ -
f
~ 5
5. Debts and Deductions 5
$ 7
~
~
y4 6
6. Amount Taxable 6 ~
. -~~
X h y~ 7
7. Tax Rate 7 e
~ ~
t~
"~ 8 \ _
8. Tax Due 8 -
. ~ ~ ~
PART DEBTS AND DEDUCTIONS CLAIMED
neTF Parn PAYEE DESCRIPTION AMOUNT PAID
IUTAL ltnier on une ~ u, ,~~r...a ~+~•~-
Under penalties of perjury, I declare that the facts I have reported above are true, correct acnd
compl he b t of my knowledge and belief. HOME C ~(~ ) t7 c( ~ ~" ~ T
WORK C ) 1- Z _ S
TAXPAY R IG ATURE TELEPHONE NUMBER DATE
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE N0. 21-~~' ~tQ,
BUREAU OF INDIVIDUAL TAXES ACN 11123002
PD eox zao6ol TAXPAYER RESPONSE
HARRISBURG PA 17128-0601 DATE 04-06-2011
REV-1543 E% AFP (88-087
EST. OF LEE N STONE
SSN 187-16-4255
DATE OF DEATH 03-25-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
TRUDY ADAMS REGISTER OF WILLS
6 LOCUST HOLLOW LANE 1 COURTHOUSE SQUARE
CARLISLE PA 17015 CARLISLE PA 17013
1ST FCU provided the Department with the information below, which has been used in calculating the
t
MEMBERS
cords indicate that
R .
at the death of the above-named decedent. You were a joint owner/beneficiary of this accoun
e
potential tax due.
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form
ith the Inheritance Tax laws of the Commonwealth of
d
and return it to the above address. This ance w
account is taxable in accor
Pennsylvania. Please call C717) 787-8327 with questions.
SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
COMPLETE PART 1 BELOW *
Account No. 1230 1 0-40 Date 10-21-1991 To ensure proper credit to the account, two
tablished copies of this notice must accompany
E
s
payment to the Register of Wills. Make check
Account Balance $ 6 ~ 428 • 89 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 3,214.45 months of the decedent's date of death,
0 4 5 deduct a 5 percent discount on the tax due.
Tax Rate .
X Any Inheritance Tax due will become delinquent
Potential Tax Due $ 144.65 nine months after the date of death.
TAXPAYER RESPONSE
PART
ILUR T ILL C, r S
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or check box "A" and return this notice to the Register of
CHECK Wills and an official assessment will be issued by the PA Department of Revenue.
C 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.
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 , ~ OFFICI L USE.QNLY,_,,
relationship to decedent: PA DEf'ART#1ENT flF REVEtt~/E
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 $ ~'~ 2
.a
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ ~
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ ~ ~ '~
7. Tax Rate T X \c~ 7
8 $ 8 ~
8. Tax Due
PART DEBTS AND DEDUCTIONS CLAIMED
0
...~~ ,,.r„ aev~G DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
compl the est of my knowledge and belief. HOME C 7~ 7 ) ~ Y ~ ~ 7
WORK C ~ ~ ( ~~
TAX AYER S ATURE TELEPHONE NUMBER DATE
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE N0. 21 -~~-044'7
BUREAU OF INDIYIDUAL TAXES ACN 11123003
Po eox zso6ol TAXPAYER RESPONSE
HARRISBURG PA 17128-0601 DATE 04 - 06 - 2011
REV-1543 E% AFP (OB-OB>
EST. OF LEE N STONE
SSN 187-16-4255
DATE OF DEATH 03-25-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
TRUDY ADAMS REGISTER OF WILLS
6 LOCUST HOLLOW LANE 1 COURTHOUSE SQUARE
CARLISLE PA 17015 CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST F CU provided the Department with the information below, which has been used in calculating the
t
potential tax due. Records indicate that at the death of the above-named decedent,
tion from the .
you were a joint owner/beneficiary of this accoun
financial institution, attach a copy to this form
If you feel the information is incorrect, please obtain written correc
ce with the
d
i Inheritance Tax laws of the Commonwealth of
and return it to the above address. This an
n accor
account is taxable
Pennsylvania. Please call C717) 787-8327 with questions.
SEE REVERSE SIDE FOR FILING
AND PAYMENT INSTRUCTIONS
COMPLETE PART 1 BELOW *
Account No. 123010-43 Date 01-27-2009 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 ~` 10 ~ 437.63 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 5 r 218 • 82 months of the decedent's date of death,
045 deduct a 5 percent discount on the tax due.
Tax Rate X . Arty Inheritance Tax due will become delinquent
Potential Tax Due $ 234.85 nine months after the date of death.
TAXPAYER RESPONSE
PART
^
~ \IL
E ~ D I ~ ~,
IC N~~
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or check box "A" and return this notice to the Register of
CHECK Wills and an official assessment will be issued by the PA Department of Revenue.
C 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
O N L Y t be filed by the estate representative.
C. ~e above informs ion is incorrect and/or debts and deductions were paid.
Comvlete PART ~2 and/or PART ~ below.
~ r
PART If indicating a different
t
d tax rate, please state _ OF~IC1Al„U'SE. p1~L7. ,,~ ~AAF
EYENl1E
"
:
en
relationship to dece R
PA DEPAtYT~tENT flF
TRUST ACCOUNTS 'PAD
TAX RE TURN - COMPUTATION OF TAX ON JOINT/ _L _,
tablished 1
E
t
D
LINE 1. s
e
a
$ ^i
~
2 v
t Balance 2 ~~ ~
~ ~ `
'S
2. Accoun X ,
_
rC
a
~ 3
t Taxable 3 L
J
3. Percen `~ p
~i
~~
`
~ 4
4. Amount Subject to Tax 4 ' a
o
d Deductions 5 - ~ ~~~ ~ Z ~
5. Debts an $ 6
6. Amount Taxable 6 ~
7. Tax Rate 7 X ( ~ `Pl 7
8. Tax Due 8 $ ~ "
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
.~ . t .,~. _ o'D
_>i--
TOTAL (Enter on Line 5 of Tax Computation) 8
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to best of my knowledge and belief. HOME C ~l ~ ) ~Y ~ 7-" ~~ J
~ ~Q~ WOR K ~ ~/ 7 ~ )-L G S 3 oZ. f
TAXPAY R SI ATUR TELEPHO E NUMBER DATE
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE N0. 21 -~ ~"~(pG7
BUREAU OF INDIVIDUAL TAXES ACN 11123004
Po Box zaocol TAXPAYER RESPONSE
HARRISBURG PA 17128-0601 DATE 04-06-2011
REV-1543 EX AFP (08-08)
EST. OF LEE N STONE
SSN 187-16-4255
DATE OF DEATH 03-25-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
TRUDY ADAMS REGISTER OF WILLS
6 LOCUST HOLLOW LANE 1 COURTHOUSE SQUARE
CARLISLE PA 17015 CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU 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. 1230 1 0-44 Date 08-04-1992 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 ~` 5 ~ 012 • 06 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax Payments are made within three
Amount Subject to Tax $ 2,506.03 months of the decedent's date of death,
deduct a 5 percent discount on the tax due.
Tax Rate ~( .045 Any Inheritance Tax due will become delinquent
Potential Tax Due $ 112 • 77 nine months after the date of death.
PART TAXPAYER RESPONSE
0 FkILURE '~~ RESPOt#~ WILL RESULT Ib AN OFFICIAL. TAX. ASSESSMENT
A. ~cr-ine above information and tax due is correct.
LLJJ Remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or check box "A" and return this notice to the Register of
C H E C K Wills and an official assessment will be issued by the PA Department of Revenue.
C 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.
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 "~ OFFICIAL USE LY ~ ~ AAF
relationship to decedent: PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 '~ 2 ~°
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 5
6. Amount Taxable 6 $ 6
7. Tax Rate 7 X 7
8. Tax Due $ $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) 8
Under penalties of perjury, I declare that the facts I have reported above are true,/correct and
com o the est of my knowledge and belief. HOME C ~ 7 ) '7 ~~ ~~
WORK C ~ ~`-L ~
TA AVER I NATURE TELEPHO NUMBER DATE