HomeMy WebLinkAbout01-20-12 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280801
HARRISBURG, PA 17128-0801
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
NO. CD 015488
KIPPLE HELEN
208 MARCH BOULEVARD
PHILLIPSBURG, NJ 08865
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- ,oa
ESTATE INFORMATION: SSN: tss-38-2983
FILE NUMBER: 2112-0036
DECEDENT NAME: STEWART MARYANN
DATE OF PAYMENT: 01 /20/201 2
POSTMARK DATE: 01 /20/2012
couNTY: CUMBERLAND
DATE OF DEATH: 07/19/2011
REMARKS: HELEN KIf~PLE
SEAL
CHECK# 1844
11162271 ~ 590.75
11162274 ~ 581.22
11162277 ~ 5429.73
TOTAL AMOUNT PAID:
INITIALS: WZ
RECEIVED BY:
5601.70
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
~ PENNSYLVANIA INHERITANCE TAX
BUREAU OF INDIVIDWL TAXES ~ ), INFORMATION NOTICE FILE No. zl '- ~~' ~-(
PO BOX 280601 pennsylVd~ • •' ~' ~ ' (`}t- AND ACN 11162274
HARRISBURG PA 1712E-0601 DEPAPTMENTOFeEVENO TA~bcA~E R RE S P O N S E
~ _ 7., DATE 09-20-2011
eEV-1563 E% AFP (%5-ll) ' '~~)
`-`SST. OF MARYANN STEWART
SSN 199-38-2983
CLEF' ~;
~~~.~, ~', ! , DATE OF DEATH 07-19-2011
"~ +' ~~~.:f? COUNTY CUMBERLAND
Cf/hl~ ~~ ~~ "`rl
.~_ h~ REMIT PAYMENT AND FORMS T0:
HELEN E KLIPPLE REGISTER OF WILLS
32 BEACH FARM RD 1 COURTHOUSE SQUARE
WORMLEYSBURG PA 17043-1135 CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MELLON 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 dai nt owner/beneficiary of this account. If y0U ere the SpdOSe of the
deceased and any amount othgr 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 to 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
1t to the above address. Please tail 717-787-8327 with questions.
COMPLETE PART 1 $ELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 355259030 Date 03-31-2003 To ensure prover eretlit to the account, two
Established copies of this notice must accomparo
paym°nt to the Register of Wills. Make cheek
Account Balance 21 658.50
~` ~ oavable to "Register of Wills, Agent".
Porcont Taxable X 8.333
NOTE: If tax payments era made within three
Amount Subject to B 0 4 .B 0
Tax S 1 % months of the decedent's date of death,
Tax Rate X lrj deduct a 5 pa rcant discount on the tax due.
Arty inheritance tax due will become delinquent
Potential Tax Due $ 270.72 nine months after the date of death.
P
r TAXPAYER RESPONSE
~
1
A. ~ Tha above information and tax due is correct.
Remit payment 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
an official assessment will be issued by the PA Department of Revenue.
C 0 NE ~
BLOC K B. ~ Tha above asset has boon or will be reported and tax paitl with the Pennsylvania inheritance tax return
ON L Y filed by the estate representative.
C. ~ The above informs ion is incorr ct and/or debts and deductions were paid.
Complete PART ~2 and/or PART 3~ below.
PART If indicating a different tax rate, please state
a 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 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 P AID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I reported above e~pra true,p Correct and
completlle to the bestof my knowledge and belief. HOME C 7~~) d3~ 3~~~
J~ / ~ ~• ) ~ . - WORK ( ) / a~t~ /.7~~
TAXPAY R SIGNATURE'. TELEPHONE NUMBER AD TE
-_: __ i
BUREAU OF INDIVIDUAL TAXES
Po sox zeasol
HARRISBURG PA 17128-0601 {,
pennsylV~~a
oEnAnTMew7oFa~VENUE~.'
eEY-1565 E2 •FP (Y5-ll)
-- `
,
- '' ~~,
.,
,, ~ AND
'}`A`XPAYER RESPONSE F I LE
ACN
DATE NO. 21 . ~ ~ -
11162277
09-2D-2D11
.i i '~-~ ~{~ ~,e,( ((: '?~ TYPE OF ACCOUNT
EST. OF MARYANN STEWART ^ savlNGs
c~~r(; { :. SSH 199-38-2983 ® CHECKING
Q,~~,~(~,~,i',^ {;;1 {T DATE OF DEATH 07-19-2011 ~ TRUST
~Oii," ='i~ 1 PF. COUNTY CUMBERLAND ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
HELEN E KLIPPLE REGISTER OF WILLS
32 BEACH FARM RD 1 COURTHOUSE SgUARE
WORMLEYSBURG PA 17043-1135 CARLISLE PA 17013
MELLON BANK provided the department with the information below. which was used fn 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 ere the SpeUSe Of. the
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax nay be due, but you rust
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 Delleve the information i$ incorrect, please obtain 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 ~ELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
_--- - -
Account No. 17287 3055 Date 01-01-1993 To ensure proper credit to the account, two
Establishatl copies of this notice oust accompany
Account Balance 114,599.73 payment to the Register of Wills. Make check
pavabl• to "Raaistar of Wills. Avant".
Percent Taxable X 8.333
NOTE: If tax payments era made within three
Amount Subject to Tax s 9,549.60 months of the decedent's date of death,
Tax Rate ~( , l~j deduct a 5 percent discount on the tax due.
Ary inheritance tax due will become delinquent
Potential Tax Due ~` 1,432.44 nine months attar the date of death.
PART TAXPAYER RESPONSE
0
CHECK
ONE
BLOCK
ONLY
PART
TAX
The above info nation and Lax du• is correct.
Remit payment to the Register of Willa with two copies of this notice to obtain
a discount or avoid interest, or return this notice to the Raaistar of Wills end
an official assessment will be issued by the PA Department of Revenue.
B. ~ Tha above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
filed by the estate representative.
C. ~ The above inf orma eon is incorrect and/or debts and deductions were Daid.
Complete PART ~ and/or PART a below.
If indicating a~different tax rate, please state
relationship todecedent:
RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Establishad~
2. Account Balance
3. Percent Taxable
4. Amount Subject tp Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
PART
PENNSYLVANIA INHERITANCE TAX
~:. ,; ~1RMATION NOTICE
1
2 ~
a X_
4
5 -
6
T X
8 ~
DEBTS AND DEDUCTIONS CLAIMED
TOTAL (Enter on Line 5 of Tax Computation) i
Under penalties of p6rlury, I declare that the facts I reported above arep true,O eoOr r~et a~nyd
complete to the best. of my knowledge and belief. HOME C 9~Q ) A~7- 3.~7 /
WORK ( ) ~ -,
.y----
TAXPAYER SIGNATURE' TELEPHONE NUMBER DATE
~_.
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
PENNSYLVANIA INHERITANCE TAX
,,..;., INFORMATION NOTICE
BUREAU OF INDIVIDWL TAXES ~. - ~' }!- FILE H0. 21 - l~-3CT.
Po Box zaoeol .~' L~;- AND
pennsylvama ~ ACN 11162271
HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE. •. TAXPAYER RESPONSE DATE o9-20-2011
.c_ ~
EEV-IS6S E% Aft (BE-III
~! : • °' ^. ~~ - TYPE OF ACCOUNT
EST. OF MARYANN STEWART ^ SAVINGS
C, E ~, ,. ssH 199-38-2983 ^ CHECKING
aft',''-~ ~~i `~ ~' , ,~,7 DATE OF DEATH 07-19-2011 ^ TRUST
C(jj~' ~_'` ~' COUNTY CUMBERLAND ® CERTIF.
ti
~'~ REMIT PAYMENT AND FORMS T0:
HELEN E KLIPPLE REGISTER OF WILLS
32 BEACH FARM RD 1 COURTHOUSE SgUARE
WORMLEYSBURG PA 17043-1135 CARLISLE PA 17013
MELLON BANK provided the department with the informatton below. which was used in calculating the inheritance tax due.
Records indicate that at the death of the above named decedent, you were a ,l of nt owner/beneficiary of this account. If ygU are Lhe Spouse Of the
deceased and any amount oth r than zero is reflected below on the Potential Tax Due line, note no tax may De due, but you must
notify the department of yo~r relationship to the deceased by checking Box C 1n PART 1 below and writing "spouse" to PART 2.
If you believe the information ig incorrect, Dl ease obtain 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 quests ens.
COMPLETE PART I $ELOW a SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 12338.2 Date 09-26-2001 To ensure proper credit to the account, two
Established copies of this notice oust accwpeny
Account Balance 24 201 .47 Deyaent to the Ragi star of Wills. Make chock
~` ~ payable to "Register of Wills. Agent".
Percent Taxable X 8.333
NOTE: If tax payaants era cede within three
Amount Subject to Tax a` 2f016.71 aonths of the decedent's data of death,
TeX Rate ~( , lrj deduct a 5 percent discount on the Sax due.
Arty inheritance tax due will bscoae delinquent
Potential Tax Due $ 302.51 nine aonths after the data of death.
P~T TAXPAYER RESPONSE
1
A. ^ The above information antl tax due is correct.
Resit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, pr return this notice to the Register of Wills and
0 N E en official assessment will be issued br the PA Department of Revenue.
BLOCK B. ^ Tha above asset has bean or will be reported and tax paid with the Pennsylvania inheritance tax return
ONL Y filed by the estate representative.
C. ^ The above informs %on is incorrect and/or debts and deductions ware Daid.
Coaplete PART 2~ and/or PART 3^ below.
ppRT If indicating a different to rat u please state
relationship to decedent: L
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Establishetl 1
2. Account Balance 2
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 ~
5. Debts antl Deduct$ons 5 -
6. Amount Taxable 6 $ ,/
7. Tax Rate 7 X y D
8. Tax Due 8 ~
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I doclare that the facts I reported above are pt rue, correlct adnd
~omplete~!to the bast of my knowledge and belief. HOME C ~! ) ~e.+~7
Z WORK C ) ~ .~Ij ~c"L____,.
TAXPAYER SIGN TORE' TELEPHONE NUMBER DA E