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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> `? 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 (Cma .~r:..(+~~ ~/,~.i,,~ .~'/w,li... - ~ .~~ ~! a~ ~a1 ~ ' I ~ ?~ ~:: _~' b ~ ~L, ~ e r. Z~ 1~ ~, f~~C~`~:`=i ~ :.:~~~: CaF ., . ..M. (~#Pk-IAN'J ~~UR?' M K tC~t'tSl ~~ fP'~ nn [1a