HomeMy WebLinkAbout11-01-11COMMONWEALTH OF PENNSYLVANIA REV-1162 EX~11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 015157
STONEROAD DIANN S
251 BELLE VISTA DR
MARYSVILLE, PA 17053
fold
ESTATE INFORMATION: SSN: 774-20-3535
FILE NUMBER: 211 1-1 171
DECEDENT NAME: HUMMELL FLORENCE A
DATE OF PAYMENT: 1 1 /02/201 1
POSTMARK DATE: 1 0/31 /201 1
COUNTY: CUMBERLAND
DATE OF DEATH: 04/25/201 1
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
11160737 ~ 574.91
11160738 ~ 56.53
TOTAL AMOUNT PAID: 581.44
REMARKS:
CHECK# 8838
INITIALS: HMW
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
:. ~~ ~~
BUREAU OF INDIVIDUAL TAXES ~
Po Box zmocol peen ~CV'dnTa
LIARRISBIlRG PA 17128-0601 DEPARTMENT~~FAEVENUE
NEV-1543 E% AFP c05-11)
PENNSYLVANIA INHERITANCE TAX
4`,.- t ~IFORMA AND NOTICE FILE N0. 21'I/'ll~f
`'r' ~ ACN 11160737
~;~`'-;,~AXPAYER RESPONSE DATE 09-08-2011
CLERK iCF
QRPN~~.~4'S CC',JRT
DIANN S STONEROAD
251 BELLE VISTA DR
MARYSVILLE PA 17053-9641
EST. OF FLORENCE A HUMMELL
SSN 174-20-3535
DATE OF DEATH 04-25-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
PN C BANK NA provided the department with the information below, which was used in calculating the inheritance tax due.
Records indicate that at the death of the above named decedent, you were a joint owner/beneficiary of this account. If you are the spouse of the
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must
notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2.
If you believe 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. Please call 717-787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS ~
Account No. 5070080694 Date 01-01-1979 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 9, 988.00 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 , 664.70 months 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 $ 74.91 nine months after the date of death.
PART TAXPAYER RESPONSE
^~ O
FAILURE ~f0 RESPONDS IL~ ~, IN AN OFFICIAdOTAX ASSESSMENT
A. I/I The above information and tax due is correct.
LJ 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 return this notice to the Register of Wills and
C 0 N E ~ 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 revorted and tax paid with the Pennsylvania inheritance tax return
D N L Y filed by the estate representative.
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART ~ and/or PART ~ below.
PART If indicating a different tax rate, please state ~~~~~ QFFICI~\~~S~~NL~\.~....~ AAF
relationship to decedent: PA DEPARTMENT OF REVENUE
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
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
1
2 $
3 X
4
5
6
7 X
8. Tax Due 8
PART
3^
1
2
3
4
5 ~`~~
b
7 `
8
DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) 5
Under penalties of perjury, I declare that the facts I reported above are true, correct 'alnld
c mple o the f my knowledge and belief. HOME ~ ~~~ ) ~ ~~ ~ 7
\ ~ WORK (1~ )
TAX AYER SIGNATURE TELEPHONE NUMBER DATE
i
~-~
~
PENNSYLVANIA INHERITANCE
INFORMATION NOTICE
TAX
_
I J
~/
/~~
UREAU ~ INDIVIDUAL raxES
~PO eox -10601 ~{~ "' • r• - , - = AND FILE N0. 21
/
/
HARRISBURG PA 17128-0601 l ,penrtsylvan~
--DEPARTMENT OFREVENUF,
~~ }
~ TAX PAYE R R E S P O N S E ACN 11160738
--
""~'RfV-1 X43 EX`'AfP (-4+T1')' DATE 09-08-2011
TYPE OF ACCOUNT
t> ~,
~~ t~ ( ~~~~'~' ~' Ffi `"~ ~-"
EST. OF
FLORENCE A HUMMELL
® savlNGs
SSN 174-20-3535 ~ CHECKING
C~~~~ ~F DATE OF DEATH 04-25-2011 ~ TRUST
ORPH,h~~rS ~,~iURT COUNTY CUMBERLAND ~ CERTIF.
i
~(
Ctl''f°F""'' ~'t'~~~' rid FA REMIT PAYMENT AND FORMS T0:
DIANN STONEROAD REGISTER OF WILLS
251 BELLE VISTA DR 1 COURTHOUSE SQUARE
MARYSVILLE PA 17053-9641 CARLISLE PA 17013
PN C BANK NA provided the department with the information below, which was used in calculating the inheritance tax due.
Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If y0U are the spoUSe Of the
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must
notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2.
If you believe 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. Please call 717-787-8327 with questions.
COMrLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5030052939 Date 11-04-1992 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 00 payment to the Register of Wills. Make check
871
"
.
payable to
Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to NOTE: If tax payments are made within three
Tax $ 145
17
'
.
months of the decedent
s date of death,
Tax Rate )( .045 deduct a 5 percent discount on the tax due.
Potential Tax Due Any inheritance tax due will become delinquent
$` 6 • 53
nine months after the date of death.
PART TAXPAYER RESPONSE
0
~ ~.~~~~ ~ ~~:.
FAILURE T RESPOND. WILL RESUL~~ A~~ 0~ IAL TAX SSESSMENT
:~~ c~\
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or return this notice to the Register of Wills and
0 N E 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 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
relationship to decedent:
TAX RETURN - CALCULATION
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 fPgD
~OFF~ICIAL USE ONLY ~ AAF
PA DEPARTMENT OF REVENUE
1
z $
s X
4
5
6 $
7 X
8 $
PART
1
2
__ 3._".__.__._._--; __... _-
~ .r
5
6 \\ •
~~ 7
DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I reported above are tru~ey, corre t`~a
plete the best of my knowledge and belief. HOME C ~ ~~ ) "(, ~~3~
~~
DATE
TOTAL (Enter on Line 5 of Tax Computation) S
_~
~~
~~
~.
&~,
~~,'
=°
fj
:f }
ii1
•~+..
~-•.
~..
~..
~.,.
a
:...
:..
-.,.
~..
v
~Q
~• ~ ~ -.
.--..~ <J
7
....-
~~~~,
..r. ,,
r,
J
~ r;
~ ,i ~~,
'ri