Loading...
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 ~ - rI Z ~ __=ee-- ~ ~~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