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HomeMy WebLinkAbout11-14-11I COMMONWEALTH 01= PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: REV-1162 EXI11-961 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 015198 PHILLIPS JACK 2134 RUBY ROAD HARRISBURG, PA 1704 fold ESTATE INFORMATION: sSN: ~ 70-64-4484 FILE NUMBER: 21 1 -1218 DECEDENT NAME: PHIL LIPS MARSHALL V DATE OF PAYMENT: 1 1 / '~ 4/ 201 1 POSTMARK DATE: 1 1 / 1 /201 1 couNTY: CUM BERLAND DATE OF DEATH: 10/ ,1/2011 ACN ASSESSMENT AMOUNT CONTROL NUMBER 5139.98 TOTAL AMOUNT PAID: REMARKS: JACK PHILLIP~ CHECK# 718 INITIALS: WZ sEaL RECEIVED BY: ~ REGISTE R OF WILLS GLENDA EARNER STRASBAUGH REGISTER OF WILLS 11/10/2011 November 10, 2011 TO: REGISTER IMF WILLS 1 COURTHQUSE SQUARE CARLISLE, !'A 17013 Mary Jack Phillips ', Phillips DOD Valuation $3,274.4 $3,274.44 taxable 50.00% 50.00% subject to tax $1,637.2 $1,637.22 Tax rate 4.50% 4.50% tax $73.7 $73.67 discount 95.001% 95.00% $69.9 $69.99 total $139.8 check #718 payable to: "Register of Wills, Agent" FROM: : ,k and Mary Phillips 213=+ : ~ -~dV Road Harrisburg, Pa. 17104 ( 717) 23 -2433 jackphillips 1@comcast.net ,_ ., n _W_ .~~, -~, ~:~ -~- ,., - ; _.. - ~-_ ~ , , ~ .r !~ ~ m _~ -i h3 ~ Y'~ ~ - .D (-~ i --' L.7 Q °" Cl page1 COMMONWEALTH OF PENNSYLVANIA INFORMATION NOTICE DEPARTMENT OF REVENUE AN D BUREAU OF INDIVIDUAL TAXES .-, ~ ~" PD Box zaocol '~',~C-~gxPAYER RESPONSE HARRISBURG PA 17128-0601 - „ ~ REV ~1~43/i AFF ;<,7-UU1 .-.'~ FILE N0. 21 ~--~ I ~ Ia~ ACN 11502758 DATE 11-11-2011 { ~'.v'~{ j ~} ~ s iv~~ L"~~ EST. OF MARSHALL V PHILLIPS S.S. N0. 170-64-4484 ~+~^~ ~ DATE OF DEATH 10-01-2011 n 1, '~~; ~^~' COUNTY CUMBERLAND ~~~~+ ~ avy, J'`-,^~~ P(, REMIT PAYMENT AND FORMS T0: C ., F' '`~ c`~~~~" ~ REGISTER OF WILLS JACK D PHILLI~S 1 COURTHOUSE SQUARE 2134 RUDY RD CARLISLE PA 17013 HARRISBURG I PA 17104-2019 AMERLPRISE FINANCIAL ' has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a beneficiary of this asset. If you feel this information ~s incorrect, please obtain written correction from the transfer agent, attach a copy to this form and return it to the above addres This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions way be answered by alling (717) 787-8327. ~.~~ moor ~ nF1(1W * *~* SEE REVERSE SIDE FDR-FILIHC AND-PAYMENT INSTRUCTIONS A.vnr ~~ ..- -.._ . - - Account No. 3,274.44 DOD Valuation X 50.000 Percent Taxable 1,637.22 Amount Subject to Tax , 045 Tax Rate X 73.b7 Potential Tax Due ', _~~......~n e~rc~enu To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5Y. discount of the tax due. Anv inhieritance tax due will become delinquent nine (9) months after the date of death. f1~'[t.~it6-'fU. RES~"t~liil.lllL RES111.7`'IN 11M;OFFIDIJU. >~AX ASSESSN£H~' .BaRS#~ i0N ?NIS NO'TICE' A. The above information and tax due is correct. 1. You ^ay choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you ^ay 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 6. 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 decedent's representative. b C The above information is incorrect and/or debts and deductions were paid y you. You roust cowplete PART 2^ and/or PART ~ below. ~ ~ PART If you indicat a different tax rate, Please state your © relationship tb decedent: TAX RETURN - COMPI~TATION OF TAX ON ABOVE ASSET(S) LINE 1. DDD Valuation ', 2. Percent Taxable 3. Amount Subjectlto Tax 4. Debts and Dedulctions 5. Amount Taxable 6. Tax Rate 7. Tax Due PART DATE PAID PAYEE 1 2 X 3 4 - 5 6 X 7 DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION TYPE OF ACCOUNT SECURITY SEC ACCT STOCK BONDS AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) $ Under penalt~es of perjury, I declare that the facts I have reported above are true, correct ahd omplete to the b st f my owle~ge and belief. HOME C `7~ ) ~ ~ ~I WORK c ) ~1 TELEPHONE NUMBER DA E (PAYER IGNAT E _ _ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF IND:[VIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 INFORMATION NOTICE _ ~~^^,,~ AND ~T.1_. ~'~''~ ^~TAXPAYER RESPONSE i! ' ti j-RSV+1543A~AFP •<7~'DB1 - _.: ~.J MARY C PHILLII~S 2134 RUDY RD ', HARRISBURG i ~I F ~,!~ ('j'~ -,.., n.al S ~' „~J'~T GRPH~ ~.~, ~~ Cl)P~,~~rl~,y:~~;, ~;"~~,~ ~ PA, PA 17104-2019 FILE N0. 21-~1' (~5~ ACN 11502759 DATE 11-11-2011 TYPE OF ACCOUNT SECURITY EST. OF MARSHALL V PHILLIPS ~ sEC ACCT S.S. N0. 170-64-4484 10-01-2011 [] srocK DATE OF DEATH ~ BONDS COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 AMERIPRISE FINANCIAL has provided the Department with the information listed below which has been used in calculating the potential taudue. Their records indicate that at the death of the above decedent, you were a beneficiary of this asset. If you feel this infOVewaddresss 1Thisraccounteisetauable inlaccordancecwith themInheritanceeTaxgLaws oftthe Cowmorn+ealth1offPennsylvania. return it to the ab puestions ^ay be answered by calling (717) 787-6327. .-.,..o,eTC pear 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIO Account No. 594A EAZ 3,274.44 DOD Valuation ~ 5p , 000 Percent Taxable ', X 1,637.22 Amount Subject to tax .045 Tax Rate X 73.67 Potential Tax Due '~ _ _____.. PART FAIi.~E .-i'D.' N~ A. CHECK ONE [ BLOCK ONLY 17 To insure proper credit to your account, two C2) copies of this notice must accompany your pavnent. to the Register of Wills. Make check payable to: "Register of Wills, Agent". NOTE: If tax payments are made within three (3) months of the decedent's date of death, you nay deduct a 5Y. discount of the tau due. Any inheritance tax due will become delinquent nine (9) wonths after the date of death. CIA #tT1,L: R£Stlt:T ,Ili A}{,FI~G.IA~;:',TA7K. ~1S 5S T.~ $J1SED 'Q}ir.'1"H~S NO'FTCf The above information and tax due is correct. 1. You way choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you way check box "A" and return this notice to the Register of Wills and an official assesswent will be issued by the PA Department of Revenue. The above asset has been or will be reported and tax Daid with the Pennsylvania Inheritance Tax return Ito be filed by the decedent's representative. C, ~ ^ The above information is incorrect and/or debts and deductions were paid by you. You must comvlete PART 2^ and/or PART ~3 below. ___~~., ....y- sa.v I'-1 wtC PART If you indica e a different tax rate, Please state your relationship o decedent: TAX RETURN - COMP~JTATION OF TAX ON ABOVE ASSET(S) LINE 1. DOD Valuation, 1 2. Percent Taxab e 2 X 3. Amount Sub7ec to Tax 3 4. Debts and Ded ctions 4 - 5. Amount Taxabl~ 5 6. Tax Rate ~ 6 7. Tax Due ' 7 PART DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION s AL CEnter on Line 5 of Tax Computation) AMOUNT PAID Under penal ies of periury, I declare that the facts I have reported above are tru-e~correct and omplete to the est o my knowledge and belief. HOME C ~ ) ~ WORK C ) TELEPHONE NUMBER DAT CPAYER S GNA URE - - CL'~SSK '~~. ~`~~ USA P~RS_ I. _'~,.. ~~,, ~ ~~~~~ -~;~t: OF _ ~, c - ..~~ ~.... r ' , ; ~; ' 44 1 ~ p „ n tl ~ j^j^j^iii ~~ ti ,. ~ z ~wv.V~ll v ` l i i !'. ~x ~.a `7 - Y~ y ~,,. la}. .~~ ,~, r . 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