HomeMy WebLinkAbout01-10-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
WUNDERLIN PATRICIA S
208 SCOTSBURG DR
WARNER ROBINS, GA 31088
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 015438
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION:
FILE NUMBER: 2112-0036
DECEDENT NAME: STEWART MARYANN
DATE OF PAYMENT: 01 / 10/2012
POSTMARK DATE: 01 /07/2012
COUNTY: CUMBERLAND
DATE OF DEATH: 07/19/2011
REMARKS:
SEAL
CHECK#1708
1 1 183121 ~ $5.50
11183123 ~ 543.64
11183122 ~ ~ 5274.95
TOTAL AMOUNT PAID:
5324.09
INITIALS: HMW
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
~ PENNSYLVANIA INHERITANCE TAX
INFDRMATION NOTICE FILE N0. 21 -IZ-0036
BUREAU OF INDIVIDUAL TAXES ~~'" ~ -
PD Box zso6ol pen ,'~~r~~a ~ t ~: ~a! AND ACN 11183121
HARRISBURG PA 17128-0601 DEPARrw ~~: ~ TAXPAYER R E S P O N S E
ry~vEt+UE ~ `~ DATE 12-21-2011
REV-1543 EX AFP (R5 -11>
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G~E~~ ~~
f~t1Mf~FRI A~~~ t'~ PA
TYPE OF ACCOUNT
SAVINGS
,~'CHECKIN6
TRUST'..
CERTIF.
PATRICIA S WUNDERLIN
208 SCOTSBURG DR
WARNER ROBINS GA 31088-7997
EST. OF MARYANN STEWART
DATE OF DEATH 07-19-2011
COUNTY CUMBERLAND.
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS.
1 COURTHOUSE SQUARE
CARLISLE PA 17013
WELLS FARG 0 provided the department with the information below, which was used in calculatlnq the inheritance tax due.
Records indicate that at the death of the above-named decedent. you were a Point owner/beneficiary of this account. If you are the Spouse Of the
deceased and any amount other than iero 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~ta_Y,he,iehnvc address,.-Please ca_11<7178327 with questions. __
- ,, w _.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS -'
Account No. 1014120713958 Date 03-21-1996 To ensure vroper credit to the account, two
Established conies of this notice ^ust accoraparm
Account Balanea 732.00 Payment to the Register of Wills. Make chock
Payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments era made within three
Amount Subject to Tait ~ ~ 122.00 months of the decedent's data of daathr
Tax Rate ~_I/~'~°]~V~f~'i X 2 , 1~j deduct a 5 percent discount on the tax tlue.
Potential Tax Due ~ t~-F Arm inheritance tax. due will become,deiinauent
~~r _ nine aonths after the date of death>
PART •.,. ,< TAXPAYE,~t ~~!'~ ~.E
1
A.•~ The above infonlaliori and tax due is correct.
Bomit Payment to the,Register of Wails with two copies of this notice.ta obtain
C NECK a discount or avoid.inferest, or return this notice to the Repster,of Wills and.
C ONE.,. ~ am official assessment will be issued by the PA Departraent of Rerenue.
BL DC 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 infona ion is incorrect and/or debts and deductions were paid.
.;..Complete PART ~2 and/or PART ~ below.
PART If indicating a different tax rpAi,'p1~se' ~stata
relationship to decedent: ~{ ~i//
TAX-RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2
- --_._-.--`°3: Fa"~rc3~iT-TBSCabIs'"_~_~._~--)(___ ___-
4. Amount Subject to Tax 4 ~
5. Debts and Deductions 5 -
6. Amount Taxable 6 ~
7. Tax Rate 7 X
8. Tax Dw 8 ~
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, l declare that the facts I reported`abova are true, correct an
mpiet• to t est of my knprrledge and belief. HOME ~ ~7`~ ) l
~~. ~~~ ~ ~ t ~3
..... i ..... Lr /~.r J . WORK C /r~?~- 9Gsf ~ ~~~
BUREAU OF INDIYIDUAL TAXES F I L E NO. 21- ~ G - 00~~
Po Box 280601 pen ACN 11183123
HARRISBURG PA 17128-0601 DEPARTMEN oikA"~yE,tkEf ,':`1~C`TAXPAYER RESPONSE
~. a DATE 12-21-2011
REV •1543 E% AFP f,5-11)
~ PENNSYLVANIA INHERITANCE TAX
~, ~_ INFORMATION NOTICE
n ~ ~r~ t,r. ~ AND
~~~~~ ~~
ORPH~!'S ~p(.JR~'
~~~~~~~tri ~~ ~A
PATRICIA S WUNDERLIN
208 SCOTSBURG DR
WARNER ROBINS GA 31088-7997
DATE OF DEATH -0719-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE S4UARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
:~ CNECKING
TRUST
CERTIF.
WELLS FARG 0 provided the department with the information below, which was used in calculating the inheritance taz due.
Records indicate that at the death of the above-named decedent, you were a Point owner/beneficiary of this account. If y0U are the spouse of the
deceased and any aaaount other than zero is reflected below on the Potential Tax Due line, note no tax may be-due, but you ieust
notify the department of your relationship to the deceased by checking Box Gin 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=strove-add'ress~=;fieast-cat# H7-7$7_A327. wi,th_:questi-one.. _ - :- ~ -~.__,,.~-
_ _ , .. _-.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1000604058758 Date 01-26-1983
Established
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
$ 5,819.00
X 16.667
S 969.85
145.48
To ensure proper credit to the account, two
copies of this notice must aecomparyr
payment to the Register of Wills. Make cheek
payable to "Registor of Wills, Agent^.
NOTE: If tax payments are made within three
months of the decedent's date of death.
deduct a 5 percent-.discount-on the tax..dus.
J Arpr inheritance tax dud'will.rbeeoiw daliequent
,t~ nine;months after the data of dritth.
PART ,t .. ~AXPAYE,ii¢~`R~,~P~l~SE
1
A. ~ The above infonatiorr and tax due is correct.'"
Remit payment to the.Renistar o'f Wi11s with two copies of this notice to obtain
CHECK a discount ar avoid int®rest, or return this notice to the Register of Wills and
C ONE ~ an official asse'ss~ent'will be issued by the PA Departaient 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 infona ion is incorrre~ct and/or debts and deductions were paid.
Cobplete PART 2~ and/or PART 3LJ below.
PART If indicating a different tax rite, P e tats
relationship to decedent: L
TAX RETURN -CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2
4. Amount Subject to Tax 4
5. Debts and Deductions 5 -
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 panailties of perjury, I declare. that the facts I reported abovea,/re true, correct and
late to"th• b t of my k owledpe and belief: HOME C T ~) •'
~..~,. I~
BUREAU OF INDIVIDUAL TAXES
PD BDx 2BB6B1 pennsylva
HARRISBURG PA 17128 0601 DEPARTMENT OF REVENUE
REV-1563 EX 11FP (OS-11)
PENNSYLVANIA INHERITANCE TAX
lyf, INFORMATION NOTICE FILE N0. 21~'rZ'QQ36
'~~~ - _~,~ AND
ACN 11183122
{,' ~; TAB YER RESPONSE
- :.~ DATE 12-21-2011
~~~ .~~ I 0 Fr= IG~ 3
ST. OF MARYANN STEWART
~~~~~ ~k
~,~ ~~~~ r DATE OF -DEATH 0 7 -19 - 2 01.1
~y fipt,~ COUNTY. CUMBER~.AND
l/tJNi~~~~ ~~ "N`~ ~~ REMIT PAYMENT AND FORMS T0:
PATRICIA S WUNDERLIN REGISTER OF WILLS
208 SCOTSBURG DR 1 COURTHOUSE SQUARE
WARNER ROBINS GA 31088-7997 CARLISLE PA 17013.
TYPE OF ACCOUNT
SAVINGS
Q;CHECKING
TRUST
CERTIF.
. -~
WELLS FAR60 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 Point owner/beneficiary of this account. If you ere the sp0use,Of the
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be du+t, but yyou must
notify the deDartigent of your relationship to the deceased by checking°Box C 1n PART 1 below and writing "spouse" in PART 2.
If you be N eve the information is incorrect, please obtain written correction from the financial institution, attach a copy-to this form ,and return
. --°- '-~it~Lo_th•-above-address._Please Eai.~ 3.1~~~;~.3Z?;kith.wquestions. . - _ _ ,. _- _-_ _., ._ '',
COMPLETE PART 1 BELOW * SEE RE'1-ERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 24741211 2421505 Date 11-09-2005 To ensure proper credit to the account, two
Established copies of this notice wust accoeparo
payment to the Register of Wills. Make chock
Account Balance 36, 659 .00 payable to "Register of Wills, Agent".
Percent Taxable X 16 .667
NOTE1 If tax payments aro made within three
Amount Subject to Tax $ 6,109 .96 months of the deceden#•s date of death,
Tax Rate X , 15 deduct a 5 poreent discount,-on the Rex due.
Any inheritance tax due wilLbecome delinquent
Potential Tqx Due ` 916 .49 -r
.~S nine months efter the date of`death.
P
T ~= . TAXP Y ~ 9flpN E
~ .
A: ^ The above information-and tax duo i~~s correct.`
Remit payment tq ;the RaglsLar, of Wills with two copies of this notice. to obtain
C NECK a discount::er avoid interest, or return this -notice. to the Register of Wills and:.
an offlcia~ a9sessment will be issued by the PA Department of Revenue.
C 0 NE ~
BLOCK B. ~ The above asset has bean or will be reported and tax paid with the Pennsylvania inheritance tax return
0 N L Y filed by the estate reoresentative.
C. ~ The above infona ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3~ below.
PART +r anuacq~ir(y a vas (cro ne aaa raae, ~+ ~a~a
/
relationship to deceden t: ~-
/~~~(l
TAX .RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Dat• Established 1 ,
2. Account Balance 2
4. Amount Subject to Tax 4
5. Debts and Deductions 5 -
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 a • true, correct an/dy~
a • "to the b t of mY knowl~p• and b lei. HOME f ) ~ .. ~7
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