HomeMy WebLinkAbout01-10-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
REV-1162 EX111-961
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 015437
KOKOSKI CHARLES D
6209 WESTOVER DRIVE
MECHANICSBURG, PA 17050
foltl
ESTATE INFORMATION: sSN: 206-~0-9799
FILE NUMBER: 211 1-1 149
DECEDENT NAME: HILTON PAUL J
DATE OF PAYMENT: 01 / 1 0/201 2
POSTMARK DATE: 01 /10/201 2
COUNTY: CUMBERLAND
DATE OF DEATH: 10/23/201 1
REMARKS:
AMOUNT
ACN
ASSESSMENT
CONTROL
NUMBER
11174792 ~ 546,250.00
11178028 ~ 546,250.00
11178029 ~ 546,250.00
11178030 ~ 546,250.00
TOTAL AMOUNT PAID:
5185,000.00
CHECK# 1014
INITIALS: DMB
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
~y~ PENNSYLVANIA INHERITANCE TAX
~r INFORMATION NOTICE FILE N0. 21- t
BUREAU OF INDIVIDUAL TAXES ~ ~ ~ ,`_ LN' ~ 1-~`y~
Po Box zsocol ~'j A N D
pe ~r1~ylVahla ~ ACN 11174792
HARRISBURG PA IIIZB-0601 DEPAHTNiEN7QEREVENUE .~_~J TAXPAYER RESPONSE DATE 11-14-2011
RE~-1543 EX AFP (05-11)
' ~ ' TYPE OF ACCOUNT
EST. OF PAUL J HILTON ^ snvlNCs
;,^~
~~'r' ^" SSN 206-10-9199 ^ CHECKING
.
~~~~ ~ C ' ;~~Jr~r DATE OF DEATH 10-23-2011 ^ TRUST
~
C~l~~ i~ ~' ; ;
~ ; ;~A COUNTY CUMBERLAND ~ CERTIF.
REMIT PAYMENT AND FORMS T0:
KATHY A KOKOSKI REGISTER OF WILLS
6209 WESTOVER DR 1 COURTHOUSE SpUARE
MECHANICSBURG PA 17050-2341 CARLISLE PA 17013
CENTRIC 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 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, Dlease obtain written correction from the financial institution, attach a copy to this form and return
it to the above address. Please call 711-787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 3037959 Date 08-19-2010 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 127, 641.35 paynent to the Register of Wills. Make check
$ Payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to TaX $` 63,820.68 months of the decedent's date of death,
Tax Rate ~( , jrj deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due ~` 9,573.10 nine months after the date of death.
PART TAXPAYER RESPONSE
1
FAILURE' O ND- ILL: f~ES LT' I AN ~ICI~L~ TAXaz~1SS ~ NT
A. ^ The above information and tax due is correct.
Remit paynent 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.
BLOCK ~ 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. Taz Rate
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS IPAD
1
2
3 X
4 $
5
6 $
7 X
B $
OFFT~IAL USE ONLY ^ AAF
PA DEPARTfIENT OF REVENUE
1
2
4
5
6
7
8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I reported above are true, correct and
omplete to the be t of my knowledge and belief. J„ ~ ~LZ Z
HOME C ) tvv 4
WORK C'Z ) Z L}-~$~ ~ LO ~2
TA PAYER' SIGNATU E TELEPHONE NUMBER D TE
TOTAL CEnter on Line 5 of Tax Computation) S
~~° PENNSYLVANIA INHERITANCE TAX
,., , „-. r. INFORMATION NOTICE FILE No. 21 11-1149
BUREAU OF INDIVIDUA["~?AXES-
Po BDX 26B6BI - pennsy , ania AND ACN 11178028
HARRISBURG PA 17128-h6B1 DEPARTMEMTOPREVENUE TAX PAYER R E S P O N S E
DATE 11-28-2011
REY-1543 Ex 0.FP (OS-llt
. ._ f ~U t-1 :l
EST. OF PAUL J HILTON
~•- -
t;~ "~-;>',i;; SSN 206-10-9199
O~P si~,jvj'. }~ ~,r DATE OF DEATH 10-23-2011
~'I )q~~_.r ~:I1~ ~ ~'~ ~ ~~,~ COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
KATHY A KOKOSKI REGISTER OF WILLS
6209 WESTOVER DR 1 COURTHOUSE SQUARE
MECHANICSBURG PA 17050-2341 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. 5112029871 Date 07-14-2010 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 $ 9,559.00 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 4,779.50 months of the decedent's date of death,
Tax Rate X 15 deduct a 5 percent discount on the tax due.
Anv inheritance tax due will become delinquent
Potential Tax Due $ 716 • 93 nine months after the date of death.
PART TAXPAYER RESPONSE
1^
I
RE T E NI) LE ULT' ~N AN FFI ,
X@ S SSM NT.
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 return this notice to the Register of Wills and
C H E C K an official assessment will be issued by the PA Department of Revenue.
C ONE
BLOCK 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 ~,`~PAD
1
2 $
3 X
4
5
6
~ X
B $
~Q_ O~~~I-At~~ USE ,~Dai' u..
PA DEPARTMENT QF REVENUE
1
2 ---~
~_ _ _.: ..t ... r__ ,
4
5 I
6
7
i
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I reported abovet-are true, correct and
c mplete to the bes of my knowledge and belief. HOME C 1 ) "~~
WORK C ~ ) Z3 - $ ~ 10 1Z
Te evFRr_Tr.NnTUR TELEPHONE NUMBER AT
TOTAL CEnter on Line 5 of lax Computation) S
~, PENNSYLVANIA INHERITANCE TAX
rt; : INFORMATION NOTICE FILE No. 21 11-1149
BUREAU OF INDIVIDUAL TAXES
PD BOX 260601 _
'• `
pi~ri~nsy[vani~, ,~ ~.'1 AND
ACN
11178029
HARRISBURG PA 17128-0601 DEPARTD4ENTOFREVENUE ' ~ TAXPAYER R E S P O N S E
DATE
11-28-2011
REV-1543 Elf AFP (05-111
E~ TYPE OF ACCOUNT
, ~~~ °: ~
EST. OF PAUL J HILTON
® SAVINGS
CL~~;t rj_
SSN 206-10-9199
^ CHECKING
~ DATE OF DEATH 10-23-2011 ^ TRUST
`' ~
"'
ClJh~t- ~~ , ~ F, COUNTY CUMBERLAND ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
KATHY A KOKOSKI REGISTER OF WILLS
6209 WESTOVER DR 1 COURTHDUSE SQUARE
MECHANICSBURG PA 17050-2341 CARLISLE PA 17013
P NC BANK N A 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. 51 1 250 1 3 04 Date 01-25-2010 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 $ 101 , 357.0 0 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 50 i 678 .50 months of the decedent's date of death,
TaX Rate )( , lrj deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax D ue ~ 7 r 601.78 nine months after the date of death.
PART TAXPAYER RESPONSE
:
T
~
T RENT
LT~.iN A QFFICI .
$PO i?-W,I -' ESt
IL TD
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 return this notice to the Register of Wills and
CHECK an official assessment will be issued by the PA Department of Revenue.
ONE
BLOCK B. ^ The above asset has been or will be reported and talc 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
0
TAX
If indicating a different tax rate, please state
relationship to decedent:
RETURN - CALCULATION
,y ~ ..~FZ~Y~ USFhi ~ AAF
PA DEPARTMENT DF REVENUE
DF TAX ON JOINT/TRUST ACCOUNTS PAD
1
2 $
b X
4 $
5
6 $
7 X
8 $
LINE I. 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
4
a
6
7
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I reported above ar(e true, correct and
c mplete to i:,he best of my knowledge and belief. HOME C { ) ~ - Z
{/~/J~lu WORK ( ) 2 ~ ~~33 l ~ ~Z
TAX AYE S GNATURE TELEPHONE NUMBER TE
TOTAL (Enter on Line 5 of Tax Computation) S
~ ~ PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE NO. 21 11-1149
BUREAU OF INDIVIDUAL TAXES r,
Po Box zao6ol per~sylvania-_ ~;f- AND ACN 11178030
HARRISBURG PA 17128-0601 DEPARTMENT QFREVENUE TAXP AY E R R E S P O N S E
,;, DATE 11-28-2011
REV-1543 EX AFP (05-11)' . ' j
~ ~ .;1, (.
-,
~A n
~~i tu~~ ~J Jj~ 'r t
1~ f ~ ~,A
Y~
KATHY A KOKOSKI
6209 WESTOVER DR
MECHANICSBURG PA 17050-2341
EST. OF PAUL J HILTON
SSN 206-10-9199
DATE OF DEATH 10-23-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
PNC BANK N A Drovided 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 11ne, 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. 5112709228 Date 01-06-2010 7o ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 158,848.00 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 79,424.00 months of the decedent's date of death,
Tax Rate )( , lrj deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due $ 11 , 913 . b0 nine months after the date of death.
PART TAXPAYER RESPONSE
a ~ I T C L~TAX ~ S~6S'S!~`NT
~
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 return this notice to the Register of Wills and
CHECK 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 ~ and/or PART ~ below.
PART If indicating a different tax rate, please state ~a ~A;=FIgCIA~. USONLY D~~'
relationship to decedent:
PA DEPARTMENT DF REVENUE
`
TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
~
LINE 1. Date Established 1 1
2. Account Balance 2 +S 2
3. Percent Taxable 3 X ~
4 Amount Subject to Taz G $ 4
.
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ 4
7. Tax Rate 7 X 7
8
Tax Due 8
$
~~ 8 a
~~ ~ ~~~
.
Under penalties of perjury, I declare that the facts I reported above are true, correct and
complete
~ o the best of my knowledge and belief.
HOME
C
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~
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~~L4~L<.1 ,~~ // _~ e~
~,.. ~)`1~0-IQ..~'~.---_ WORK c 111 ~ Z3 ~ -1833 ~ ~0 1 Z
TELEPHONE NUMBER D '
PART DEBTS AND DEDUCTIONS CLAIMED
a
DATE PAID PAYEE DESCRIPTION AMOUNT PAID