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Home My WebLink About11-14-11 (2)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX~11-96) NO. CD 015197 MONISMITH JANICE A 1 1 CORAL DRIVE CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold ESTATE INFORMATION: ssN: 204-ao-7433 FILE NUMBER: 21 1 1 -0083 DECEDENT NAME: POGUE JUDITH E DATE OF PAYMENT: 1 1 / 1 4/201 1 POSTMARK DATE: 1 1 /1 2/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 01 / 1 1 /201 1 REMARKS: RECEIPT TO ATTY SEAL CHECK# 3945 11003584 ~ 5.67 11003585 ~ $5.40 11003591 ~ $2,200.35 11003598 ~ 5969.65 TOTAL AMOUNT PAID: INITIALS: CJ RECEIVED BY: 53,176.07 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES ~~' •~-"-~ - FILE N~• 21 11-0083 Po eox zao6ol pennsylvania ~~` Or AND ACN 11003585 HARRISBURG PA lrizs-o6o1 oEPnaTME:rr~oFaEV~Nue ~: ?. c~ TAXPAYER RESPONSE DATE 11-08-2011 REV-1543 EX AFP (OS-11) J , ~ f ~ : ~.1 1 1 ~ ~ 4-~ . r4 ~~ i i EST. OF JUDITH E POGUE c; ~~:, ~` SSN 204-30-7433 ~C~ , , ,. ~~,~ DATE OF DEATH O 1- 11- 2011 "~ t `' ~~'~~ '`{' COUNTY CUMBERLAND k ' REMIT PAYMENT AND FORMS T0: JANICE A MONISMITH REGISTER OF WILLS 11 CORAL DR 1 COURTHOUSE SQUARE CARLISLE PA 17013-9401 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SUSQUEHANNA BANK ALL PURPOSE C 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 art 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. 1512608720 Date 04-09-2009 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 $ 2 4 0 . 0 3 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 120 U2 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 $` 5.40 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT 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 return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. C 0 N E ~ 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 ~ and/or PART ~ below. PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS 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 1 2 3 X 4 5 - 6 7 X 8 $ PAD OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID DATE TOTAL (Enter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I reported above are true, correct and ~copm~plete to he hbe~st of may" knowledge and belief. HOME C / I ~ ) yu ~-~~~~C~~ C~.-I'~~ :!V ~(,r1~ ~ ~ VI i~1 Id YV~aA~ WORK C ) ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES ~ FILE N0. 21 11-00$3 PD sox zeo6ol ~ennsylv~na ,,r AND ACN 11003584 HARRISBURG PA 17128-0601 ~'depnRTMervTOFaevewue' U' TAXPAYER RESPONSE DATE 11-08-2011 REV-I543 f% AFP (05-11)'' ~.. TYPE OF ACCOUNT ! '` ~ ~'' ~ - •• EST. OF JUDITH E POGUE ~ SAVINGS SSN 204-30-7433 ~ CHECKING !~~ ~.;~.',~ ,'.`~ DATE OF DEATH O 1 - 11 -2011 ~ TRUST (~~,~~~ ,~~~ ~,~;~=~~" COUNTY CUMBERLAND ~ CERTIF. +} ~y REMIT PAYMENT AND FORMS T0: 114. it f ~; - JANICE A MONISMITH REGISTER OF WILLS 11 CORAL DR 1 COURTHOUSE SQUARE CARLISLE PA 17013-9401 CARLISLE PA 17013 SUSQUEHANNA BANK 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 5p0u5e of the deceased and any amount other than zero is reflected below on the Potential lax 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. 1512608720 Date 04-09-2009 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 29.67 Payment to the Register of Wills. Make check ~` payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax Dayments are made within three Amount Subject to Tax $` 14 • 84 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 $ • 67 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT 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 return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. 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 filed by the estate representative. C. ~ The above information 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 OF TAX ON JOINT/TRUST ACCOUNTS PAD OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE LINE 1. Date Established 1 I 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 7. Tax Rate 7 X 7 8. Tax Due 8 $ g PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID DATE TOTAL (Enter on line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts I reported above are truL, CorJr~,, mplete to the,.1/1ges~/t~ 9ofn~my,~ knonw~ledg~eLland belief. HOME C~ ~~ ) ~~ ~~ ~l; I P°f n! IZ Z L~1 V 1 V I d X1n1 TV .i1 WORK C ) -~ PENNSYLVANIA INHERITANCE TAX BUREAU OF INDIVIDUAL raxES _ _, r I N F O R M AT I O N N O T I C E Po Box zso6ol +- AND FILE N0. 21 11-0083 HARRISBURG PA 17128-0601 ~e!`l~'t~.~ytvania a U. ACN 11003591 oEnRr~TnrEryTOFRevENUE ~ TAXPAYER RESPONSE - _j DATE 11-08-2011 REV-1543 FX AFP (OS-11) .;,,I ~ ~ C ~.~, - .~ .rs ~ ~• ~._!-! ~~ !"i , . ) ~ '~ ,; ~ 1~~;-~ JANICE A MONISMITH 11 CORAL DR CARLISLE PA 17013-9401 EST. OF JUDITH E POGUE SSN 204-30-7433 DATE OF DEATH 01-11-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SUN LIFE FINANCIAL IRA 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 I 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. 121250171806 Date 01-11-2011 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 ~{` 195 ~ 586 .46 payable to "Register of wills, Asent". Percent Taxable X 25.000 NOTE: If tax payments are made within three Amount Subject t0 TaX $` 48,896.62 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 $` 2,2UU.35 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT 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 return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. 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 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 TAX LINE If indicating a different relationship to decedent: RETURN - CALCULATION OF 1. Date Established 1 tax rate, please state TAX ON JOINT/TRUST ACCOUNTS OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE PAD 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 S $ 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 reported above are-7t rue, correcnd complete o rtnh/e` best of m~lyLknowledge and belief. HOME C~ ~ 1 ~ Q~ ~! ~ /'0 . Y 1 /1 /~ l~~~n/7~l WO R K C DATE TOTAL (Enter on Line 5 of Tax Computation) S ~~, PENNSYLVANIA INHERITANCE TAX ,~ w~~~•~ INFORMATION NOTICE FILE N0. 21 11-0083 BUREAU OF INDIVIDUAL TAXES """"`"'-('~-r ,-. _ Po Box 280601 pennsylV~rna , +~_ AND ACN 11003598 HARRISBURG PA lrizs-o6o1 oePnaTMEruTOFaey~yuE ~A~1'AYER RESPONSE DATE 11-08-2011 REV-1543 EX AFP (05 -11) -..'.~ {..:- C E-~-I I ` ~.^~.- ,; , CtJ~~ -"~ -~~' ~_ . ~ r-~4 JANICE A MONISMITH 11 CORAL DR CARLISLE PA 17013-9401 EST. OF JUDITH E POGUE SSN 204-30-7433 DATE OF DEATH 01-11-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. LINCOLN FINANCIAL ANNUITY 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 art 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 I 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. 924473096 Date O1 - 11 -2011 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 $` 86, 191.33 payable to "Register of Wills, Agent". Percent Taxable X 25.000 NOTE: If tax payments are made within three Amount Subject to Tax y` 21 , 547.83 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 $ 969.65 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT 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 return this notice to the Register of 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 filed by the estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART ~Z and/or PART ~ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - CALCULATION 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 $ 8 PART DEBTS AND DEDUCTIONS CLAIMED a DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are true/,~ o ect an 1 to to 'the est of my Knowledge and belief. HOME C~ ~ ~ ) `i~~LQ~ WORK C ) ~-,v~ v.~ Yl ~ .~~Y1,lr6Yi~,r~ PA~~ER SIG ItLtYNUNt NUMt{tK DATE TOTAL CEnter on Line 5 of Tax Computation) 8 a E ~~ .. i $. 4' 3,.. ,., ~. ~~,-a ,,. ~~} ~; :r.. ... 1:*S =:i, '~r. «~ _. ;r'~,'` a.; )~ i t ~.J :,~ M ~ ~ a.+ O .~ ~ ~ 7 ~ h . .oAad., ~ a ni ~ o v ~ ~ V ~; •~ ~ ~ ~i C~i d ~~ w, .~ ~ ,r,r C~ - ~~ ~~~ ~ ~ ~lA cC M N 6' O N ~ w 0 o a °' i _ n o ... ~ U ~ pC, e-~ V (~} sTt i~3 Es7 :99 ~'~ ro9 I ~~1 •r•2 l