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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