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Home My WebLink About01-20-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 17128-0801 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WUNDERLIN PATRICIA S 208 SCOTSBURG DR WARNER ROBINS, GA 31088 fold ESTATE INFORMATION: SSN: 199-3a-z9s3 FILE NUMBER: 2112-0036 DECEDENT NAME: STEWART MARYANN DATE OF PAYMENT: 01/20/2012 POSTMARK DATE: 01 /20/201 2 COUNTY: CUMBERLAND DATE OF DEATH: 07/19/2011 ACN ASSESSMENT CONTROL NUMBER REV-1182 EX111-98) NO. CD 015487 AMOUNT 11162270 ~ $90.75 11162273 ~ 581.22 11162276 I 5429.73 TOTAL AMOUNT PAID: 5601.70 REMARKS: BARBARA STEWART MANLEY CHECK#1343 INITIALS: WZ SEAL RECEIVED BY: G'LENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDWL TAXES Po Box 2eosol HARRISBURG PA 17128-0601 PENNSYLVANIA INHERITANCE INFORMATION NOTICE ennsyl~ihi " +,~ AND iPARTMENT OF REy[NUE ~~ AYE R RE S P O N S E REY-1563 EX •FP t~5.115 ~~ ~-'/ T FILE N0. 21 - ~ ~ ~-~ ACN 11162270 DATE 09-20-2011 TYPE OF ACCOUNT L I p yy11 E _ i tli, •~, (' _~~,`si. i. r ^7 ,. EST. OF MARYANN STEWART SSN 199-38-2983 DATE OF DEATH 07-19-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS TD: PATRICIA S WUNDERLIN REGISTER OF WILLS 32 BEACH FARM RD 1 COURTHOUSE SgUARE WORMLEYSBURG PA 17043-1135 CARLISLE PA 17013 SAVINGS CHECKING TRUST CERTIF. ME LLDN BANK - provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the dea t~h of the above-named decedent, you were d 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 1n 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 117-7~7-8327 with questions. COMPLETE PART 1 HELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1233802 Date 09-26-2001 To ensure proper credit to the account, two Established copies of this notice aunt accoavarry oaymant to the Register of Wills. Make cheek Account Balance 24, 201 • 47 >t' payable to "Reaister of Wills. Avant". Percent Taxable X 8.333 NOTE: If tas payaents are aade within three Amount Subject to Tax ~` 2 ~ 016.71 aonths of the decedent's date of death, TeX Rete X Lrj ~/"deduet e 5 percent discount on the tax due. Any inheritance tax due will becoae delinquent `9 ~ POtent181 Tax Due ~ f ~ 302 • 51 ~s. !`+' nine aonths after the date of death. PART TAXPAYER RESPONSE a A. ~ The above information and tax due is correct. Resit 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 Ravanue. C ONE ~ BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return ONL Y filed br the estate representative. C. The above infiorma ion is incorr ct and/or debts and deductions were Daid. omplete PART ~2 and/or PART 3~ below. PART If indicating a different t rats, llaae~s Cato relationship to decedent: 'ILitJ~`"~ TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LLNE 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 PART 1 2 3 X 4 5 6 S ~' 8 +~ DEBTS AND DEDUCTIONS CLAIMED Under penalties of pOrjury, I declare that the facts eomploto to the b~s~~ my knowledpo ~d belief. --s .. reported above 1a r~ true, core a~dl ~~ HOME ( ~'i ~) `/Tl J WORK ( ) DATE DATE PAID PAYEE DESCRIPTION AMOUNT PAID BUREAU OF INDIVIDUAL TAXES PO BOX 200601 WIRRISBURG PA 17128-0601 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 - j a-~ ~, ennsylvarn~f yr AND AcN 11162273 SPAaTMENT l1F REVENUE TAA ~R RESPONSE DATE 09-20-2011 i YEY-1553 Ex •FP 05-11) ~ ~~ j _~ ~ .J: ~~ CL~r ), OK~i-'~,r(,~ -,( ,~ CUB ~) . ` ` .'; r ~n PATRICIA S WUNDERLIN 32 BEACH FARM RD WORMLEYSBURG PA 17043-1135 G ~T. OF MARYANN STEWART 'YSSN 199-38-2983 DATE OF DEATH 07-19-2011 COUNTY CUMBERLAND •REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. ME LLON BANK Drovi dad the department with the information below. which was used in calculating the lnheri tance tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If ypU 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" 1n PART 2. If you believe the information is incorrect, pl eale'ubtein written correction from the financial institution, attach a copy to this form and return it to the above address. Pl ease 'call 717-787.8327 with questions. COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 3552551030 Date 03-31-2003 To ensure proper credit to the account, two Established copies of this notice oust accompany Account Balance ~ 21 , 658 .50 Payaent to the Raaister of Wills. Make chock payable to "Rapister of Wflls, Agent". Porcont Taxable X 8.333 NOTE: If tax payments era aade within three Amount Subject t0 Tix >~ 1,804.80 months of the decedent's date of death, Tax Rate ~( lrj deduct a 5 De rcent discount on th• tax due. Potential Tax Due S` 2 7 0 . 7 2 1 A ~ Ary inheritance tax duo will becoae delinquent / ~~t nine aonths after the date of death. PART TAXPAYER RESPONSE 1^ A. ^Tha above information and tax due is correct. Resit payment to the Re6istar 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 anti C ONE ~ an official assessment will be issued by the PA Dapartaent of Revenue. BLOC K B. ~ Tha 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. CompletaPAR7 ~ and/or PART 3^ below. pAR7 If indicating a dlfforont tax rate, please state relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 X 4. Amount Subject tb Tax 4 5. Debts and Deductions 5 - 6. Amount Taxable 6 ~ 7. Tax Rate 7 X 8. Tax Dua 8 PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I~doclare that the facts I reported above arery~~trrrue/,~ correct and ~ompleta to th be t' knowledge and belief. HOME C / a) 7 7 ~~ ~~f•I~L,Gr-e..t ~L'LAtc~-- WORK C ) ~~' TAXPAY R SIGNATURE TELEPHONE NUMBER DATE BUREAU OF INDIV IDWL TAXES Po Box 2eo6ol WIRRISBURG PA 17129-0601 PENNSYLVANIA INHERITANCE T INFORMATION NOTICE ennsylv~n~a~ ~.~ „~ {li= AND PARTNewfoFnsv~nuB T;1~16PAYER RESPONSE REY-1565 E[ ~FP (RS-ill ~'~ ~ FILE N0. 21 - ~'a- 3~ ACN 11162276 DATE D9-20-2011 r., TYPE OF ACCOUNT ~iLEn~~ ,--: r- ~Yi~i ,~~~, ,~ ,!tiT CUt __ ~;,.. F~ EST. OF MARYANN STEWART SSN 199-38-2983 DATE OF DEATH 07-19-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: PATRICIA S WUNDERLIN REGISTER OF WILLS 32 BEACH FARM RD 1 COURTHOUSE SpUARE WORMLEYSBURG PA 17043-1135 CARLISLE PA 17013 SAVINGS ® CHECKING TRUST CERTIF. MELLON BANK 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 ere the Spouse of the deceased end 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 reiationship to the deceased by checking Box C 1n 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 -7~7-8327 with questions. COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1728723055 Data 01-01-1993 7o ensure proper credit to the account, two Established copies of this notice oust accompany pavmmnt to the Raaister of Wills. Nake check Account Balance $ 114.599.73 payable to ••Raeister of wills. Anent^. Percent Taxable X 8.333 NOTE: If tax payments are made within three Amount Subject to Tax ~ 9,549.60 months of the decedent's date of death, TeX Rate X , 15 deduct a 5 percent discount on the tax due. Aro inheritance tax due will become delinquent Potential Tax Due ~ 1,432.44 nine months after the date of death. PART TAXPAYER RESPONSE 1^ A. ~ The above infonation and tax duo is correct. Remit payment to the Rselster of Wills with two copies of this notice to obtain C H E G K a discount or avoid interest, or return this notice to the Raeistar of Wills end C ONE ~ an official assessment will be issued by the PA Department of Revenue. BLOCK a. ~ Tha above asset has bean or will be reported and tax paid with the Pennsylvania inheritance tax return DN L Y filed by the estate representative. C. ~ The above informs ion is incorr ~ct and/or debts and deductions ware Daid. Complete PART ~ and/or PART IJ belor. PART If indicating a different tax ~e, plea • relationship to decadent: ,w-3-- TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS 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 Dua PART 1 2 S 3 X 4 8 5 - 6 7 X B ~ ~..4~~ DEBTS AND DEDUCTIONS CLAIMED Under penalties of perjury, I declare that th• facts I reported above ar tr e, cor eat and /~ eomp~l to to hi est of my knowledge and belief. ry V !F_ /..,. ~-., ~ Il~r J. ~,. _0.~ w ~ WORK C "6 t~`~ 7~ ~~ ~~ DATE DATE PAID PAYEE DESCRIPTION AMOUNT PAID