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HomeMy WebLinkAbout01-20-12 (3)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 015489 MANLEY BARBARA STEWART 32 BEACH FARM ROAD WORMLEYSBURG, PA 17043 -------- lald ESTATE INFORMATION: SSN: 199-3s-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 ACN ASSESSMENT AMOUNT CONTROL NUMBER 11162272 ~ $81.22 11183127 ~ $307.15 12101443 ~ $13.92 11183124 ~ $5.49 12101440 ~ $13.68 11183125 ~ $43.64 11183126 ~ $274.95 11162275 ~ $429.73 11162269 ~ 590.75 TOTAL AMOUNT PAID: REMARKS: BARBARA STEWART MANLEY CHECK#1845 sEaL RECEIVED BY: INITIALS: WZ REV-1162 EXI11-96) $1,260.53 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PENNSYLVANIA INHERITANCE TAX /- II!~~ORMATION NOTICE FILE N0. 21 - ~ of ' 3~ BUREAU OF INDIVIDUAL TAXES ,},,.• ~,. ~ ~~- PO BOX 280601 penns•~Rti~arr~~ ~ ~'- AND AcN 1116zz7z HARRISBURG PA 17128-0601 DEPARTMENT OFI1EVRwUE ~_j~XPAYER RESPONSE DATE 09-20-2011 eevasa Ex eFV'nts-in C~FF~K ' " Or i. ! ; ;(~l pp_ TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. BARBARA S MANLEY 32 BEACH FARM RD WORMLEYSBURG PA 17043-1135 EST. OF MARYANN STEWART SSN 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 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-nametl decetlen t. you were a point owner/beneficiary of this account. If yDU are the spDUSe 0? the deceased end any amount other than zero is reflected below on the Potential Tax Due line, note no tax mey be due, but you must notify the department of yoyir relationship to the deceased by checking Box C 1n PART 1 below and writing "spouse" 7n PART 2. If you believe the information i;s incorrect. Dlease obtain written correction from the financial institution, attach a copy to this form and return it tD the above address. Pleased call 717-781-8327 with puestions. COMPLETE PART 1 $ELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 355259030 Date 03-31-2003 To ensure proper credit to the account, two Established copies of this notice ^ust aeeowpany Daywent to the Register of Wills. Make check Account Balance .S 2 1 6 58 ~ .5 0 payable to "Register of Wills, Agent". Percent Taxable X 8 .333 NOTE: If tax vaywents are wade within three Amount Subject to Tax ~` 1,804 .80 wonths of the decedent's date of death. TeX Rate ~( , lrj deduct a 5 pe reent discount on the tax due. Any inheritance tax duo will becowe delinquent Potential TiX DUO $ 27D .72 nine wonths after the date of death. P T TAXPAYER RESPONSE ~ 1 A. ~ The above inforwation and tax due is correct. Rewit paywent to the Register of Wills with two copies of this notice to obtain C H E G K a discount or aroitl interest, or return this notice to the Register of Wills and C ONE ~ an official assasswent will be issued by the PA Departwent of Revenue. BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return 0 NL Y filed by the estate representative. C. ,The above infona ion is incorr ct and/or debts antl deductions were paid. Complete PART 2~ antl/or PART ~ Delow. PART If indicating a different tax te, plea of ~stata, relationship to decedent: sa<A A--~SJ'L./ TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE I. Date Established. 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deduct'~~ions 5 - 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 # s PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above era trueh, cnno r~rre~t aAnd~'J~ I1 it ~l //S~mDlapta to the ynbestl of my knowletlge and belief. HOME C~' ~~) `.'3.~ /~~p(~ /s-~ ~ "pcI/` /.1r~dAe~_ / WORK C ) ~~ ~FA~'~AYER SIGNA R TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) t 9UREAU OF INDIVIDUAL TAXES PO BOX 290601 HARRISBURG PA 17129-0601 p@~DrS{~/,.~Ydr118 ~_ AND DEPAeTlI~Nj OF kEVENU~ - ~~' 'TAXPAYER RESPONSE i arr-,sae ex ,,m'<os-i:~ y_, j T FILE N0. 21 - IpF-3~0 ACN 11183127 DATE 12-21-2011 BARBARA S MANLEY 32 BEACH FARM RD ~ PENNSYLVANIA INHERITANCE INFORMATION NOTICE ~+ ~,,,; fi~- l~~~j il ~ _: T WORMLEYSBURG PA 17043-1135 EST. OF MARYANN STEWART SSN 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. WELLS FARGO provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death oT the above named decedent, you were a joint owner/beneficiary of this account. If yOD are the spOUSe Of the deceased and any amount other than zero 1s reflected below an the Potential Tax Due line, note no tax may be due, but you must notify the department of youF' 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. Dlease obtain written correction from the financial institution, attach a copy to this form and return it to the above address. Please tali 717-787-8327 with questions. COMPLETE. PART 1 BELOW w SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 247412030600322 Date 02-20-1999 To ensure proper credit to the account, two Established copies of this notice oust aceoapamr Account Balance 13,651.00 navaent to the Register of Wills. Make cheek payable to "Register of W111s, Agent". Percent Taxable X 50.000 Amount Subject to Tax ~` 6 825 50 NOTE: If tax payaents are wade within three , . aonths of the decedent's date of death, TeX Rate ~( ~lrj deduct a 5 percent df scount on the tax due. Potential TaX Due 1 , 023.83 Any inheritance tax due will becoae delinquent nine aonths after the date of death. A. ^ The above inf oraation and tax due is correct. Reait payaent 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 C ONE ~ an official assessaent will be issued by the PA Departaent of Revenue. BLOCK B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return O NL Y filed by the estate representative. C. The above infon ion is incorr ct and/or debts and deductions ware paid. Coaplete PART 2 and/or PART i~ below. PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Data Established 1 2. Account Balance 2 +~ 3. Percent Taxable 3 X 4. Amount Subject toTax 4 5. Debts and Deductions 5 - 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 ~ D ~ PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) - ; Under penalties of porjury, I declare that the facts I reported above are'~7true, correct and c mplote to the b• t f my knowledge and belief. HOME C ~~ / ) ~~ 7 ~ 9~5't--~ WORK C ) A AYE SI N TURE TELEPHONE NUMBER DATE ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAxES FILE N0. 21 - (~-3(p Po Box zao6ol „enns LV~'i~~~ " ` (~)' AND HARRISBURG PA 17128-0601 p ~ ~ ~ ACN 12101443 DEPARTMENT OF REVEnuE TAXiPAYER RESPONSE DATE 01-10-2012 aEV-1565 EX XFP (OS-lh -~~ ~ `l z ~ r.- ` i ~ <. BEST. OF MARYANN STEWART SSN 199-38-2983 C~~'~~~ "~.'~ DATE OF DEATH 07-19-2011 Of~'-~`~ `ni,~r COUNTY CUMBERLAND ~~++ 1 i y ~ /lit i! {rI_}t ~ -ZIP. r~ REMIT PAYMENT AND FORMS T0: BARBARA L STEWART REGISTER OF WILLS 32 BEACH FARM'RD 1 COURTHOUSE SgUARE WORMLEYSBURG PA 17043-1135 CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. SOYEREIGN BANK provided the department with the information 6e1 ow, 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 are the SpoUSe of the deceased and any amount oth$r 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" in PART 2. If you believe the information i5 incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above aGdress, Pleas e', tail 71].787-8327. with Questions. COMPLETE PART 1 )~ELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 05741 6125 Date 09-17-1993 . To ensure proper credit to the account, two Established copies of this notice must accoaparry Account Balance $ 3 713 23 payment to the Register of Wills. Make check " . , payable to Register of Wills, Agent". Percent Taxable X 8.333 Amount Subject t0 Tax $ 3 0 9 4 2 NOTE: If tax payments are made within three . months of the decedent's data of death, TeX Rite X 15 deduct a 5 percent discount on the tax due. - Potential Tax Due ~ 4 6 4 1 ~ ~. Any inheritance tax due will become dalineuent . nine months after the date of death. PART a CHECK C ONE BLOCK ONLY A. I-I Th• above inforaation and tax due is correct. LI Reait pavaent to the Register~of Wills with two copies of this notice to obtain a discount or avoitl interest, or return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. ~ The above asset has b®en or will be repo rtetl and tax paid with the Pennsylvania inheritance tax return filed by the estate representative. L. The above informs ion is ineorrec antl/or debts and deductions were paid. mplete PART 2~ and/or PART 3~ below. PART If indicating a different taz ate, pie s t II"'~ relationship to deceden t: '~ TAX RETURN - CALCULIATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established I 2. Account Balance 2 ~ 3. Percent Taxable 3 X 4. Amount Subjoct to Tax 4 ~ 5. Debts and Deductions 5 6. Amount Taxable 6 $ 7. Tax Rate 7 X ~j' - - 8. Tax Due 8 ~ ~' 7 ,~~~/, ]~~ , PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID .PAYEE DESCRIPTION AMOUNT PAID Under penalties of pe~rlury, I declare that the facts I reported above ar/q ^truey, correct annld~ c o~~pl-~a~teo~t o~ the best/ of may knowledge and belief. HOME C ~ i / ) / ~~ /~~E,~,/~ ~ D~~ /~J- _ A- Ilb'i~9rB.'~'~ WORK C ~ ) DATE ~V1v^\,' ^~^y B PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND PD BDX 29g6g1 pennsylvarna HARRISBURG PA 17129-0601 DEPARTMENTO~~v~~y~€, ~T/~',~fpAYE R RE S P 0 N S E ~( ~, REY-1513 EI ~' RIb5+11) ~ ~" - ~ r.. !} t i •... ,_,,_-..L F., U ~ 1c; ~1! BARBARA S MANLEY ~~ ~q,, ~ 1 r?~. 32 BEACH FARM RD WORMLEYSBURG PA 17043-1135 EST. OF MARYANN STEWART SSN 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. WELLS FARGO provided the department wl th 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 feint owner/beneficiary of this account. If you are the spouse Of the deceased and any amount other than zero 1s 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 Bax 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 coDY to this form and return it to the above address. Please tali 717-181-8327 with questions. COMPLETE PART 1 I~ELOW ~ $EE`REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 10141x0713958 Date 03-21-1996 To ensure proper credit to the account, two Established copies of this notice oust accompany Account Balance $ 7 32.0 0 payment to the Register of Wills. Make check " payable to Register of Wills, Agent". Percent Taxable X 16.667 Amount Subject to $ 1 22.0 0 NOTE: If tax payments are made within throe Tax months of the decedent's dat• of tleath, Tax Rate X ~ 1 5 deduct a 5 De rcent discount on the tax duo. Potential Tax Due $ 1 8 . 3 0 //,~"~ Any inheritance tax due will become delinquent ' , , V nine months after the date of death. PART TAXPAYER RESPONSE - A. 'The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notion to obtain C H E C K a discount or avoid intenast, or return this notice to the Register of Wills and ONE an official assessment will be issued by the PA Department of Revenue. BLOCK 9, ~ The above asset has tieen or 'will be reported and tax paid with the Penn l i i h i 0 N L Y sy van a n er tance tax return filed by the estate representative. C. The above informs Son ' Com let PART ~ d is incorr ct and/or debts and deductions were paid. / ~ . p e an or PART below. PART Lf indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION OF TA ON J I T/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 $ _ _ _ _ ~. 3. Percent Taxable _ 3 - X 4. Amount Subieet to.Tax 4 $ 5. Debts and Deductions 5 6. Amount Taxable 6 $ 7. Tax Rate 7 X -( 8. Tax Due a $ ~ .4Y .~T..'J7l PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) t Under penalties of perjury, I declare that the facts I reported above are true, cporraet and/n~', /~ tom eta to the beos~t, oyf my kn~,hedQge_~and b/e~lief. HOME C 7 ) ~~ 7~ /2~L~~ ~I TO1Jr~/ / / L~![~cJ / WDRK FILE N0. 21 - `a ~3~P ACN 11183124 DATE 12-21-2011 E NUMBER DATE BUREAU OF INDIVIDUAL TAXES PO BOX 288601 WIRRISBURG PA 17128-0601 perm lv~nia pEPARTM~IIEVeNUE REV-1 Sf3 EX #fP: C15-lI) BARBARA L STEWART 32 BEACH FARM'RD PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 - ~~ '3lP AND pCN 12101440 4• I~AXPAYER RESPONSE narE of-l0-2012 :~ ,'1 L Ll a,, ~ ~ i ' ; ;.9 f~,CLEF'« !~_,'_ ~~ S ~,~ ~~ ~~,hf WORMLEYSBURG PA 17043-1135 EST. OF MARYANN STEWART SSN 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. 1 SOVEREIGN 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 Joint owner/beneficiary of this account. If y0U are the Spouse of the deceased and any amount other than zero is refiected 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 tnformati on iE incorrect, please obtain written correction from the financial institution, attach a coDY to this form and return iL tc the above .address. Pleas e',, ral >•-J,17,;j„~,-2Z with puce Lions. _ _ COMPLETE PART 1 $ELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0571124496 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due Date 09-17-1993 Established g 3,b36.66 X 8.333 To ensure proper credit to the account, two copies of this notice east accoap airy payaent to the Register of Wills. Make check payable to "Register of Wills, Agent". NOTE: If tax payaents era wade within three $ 3 0 3. 0 4 aonths of the tleeadent's data of death. deduct a 5 percent discount on the tax due. . 1 5 Aw inheritance tax duo will becoae delinquent $ 45.46 .~Y nine aonths after the date of death. A. ^ The above inforaatian and tax du• ii correct. Reait peyasnt to the RegisterofWills with two copies of this notice to obtain CHECK a discount or avoid interest, o~.return this notice to the Register of Wills and C 0 N E ~ an official assessaent will be'39sued by the PA DaDartaent of Revenue. BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return ONLY filed by the estate representative. C. The above infor ion is incorrect and/or debts and deductions were paid. Coapleta PART 2 and/or PART ~ below. PART If indicating a different tax r a, pl Late relationship to decadent: ~~ti~ TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LLNE 1. Date Established 1 2. Account Balance 2 ~ 3. Pe rCent 7a Xabla '~. 3 4. Amount Subject t0 Tax 4 5. Debts and Deductions 5 - 6. Amount Taxable 6 ~ 7. Taz Rate 7 X ~,~ 8. Tax Due 8 ~ ' i PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID XPAYER SIGNATURE TELEPHONE NUMBER DATE Under /onal •S o pa ry tier hat the facts I reported above are true, hhcorrecst and ,~tenn c p 1 nd belief. HOME ( 7 ~~) ~..Ii~ " 1~~~ ~ Os~~ .~ i O}.A u d.,LJL[cJ~ WORK ( ) ~~~ BUREAU OF INDIVIDUAL TAXES PD BDX 288681 penn nia HARRISBURG PA 17128-0601 ~ DEPABTME OFytFVewuE REY•1563 E% J(rP 'i ~.-3 U._. PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 - ~ ~ "~ ~ ~;F~ AND ACN 1118315 ~~AXPAYER RESPONSE ,,,; DATE 12-21-2011 ,_~..:4 G~ ~,. CLEr,~. r r ~ ~~t'~~~~Cr-,may ~~~~ Ct.l~i,; ; ~ ~'~' BARBARA S MANLEY 32 BEACH FARM RD WORMLEYSBURG PA 17043-1135 EST. OF MARYANN STEWART SSN 199-38-2983 DATE OF DEATH 07-19-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS TD: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. WELLS FARGO provided the department with the information below, which was used fn calculating the inners Lance tax due. Records indicate that at the death of the above-name0 decedent, you were a ,ipint owner/beneficiary Of this account. If y0U are the SpOUSe Of the deceased and any amount other then 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" in PART 2. If you believe the information i9 incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. Please 'call 717-787-8327 with questions. COMPLETE PART I ~ELOW * SEE REVERSE SIbE-FOR FILING AND PAYMENT INSTRUCTIONS Account No. 100D6 Q4058758 Date 01-26-1983 To ensure proper credit to the account. two Established copies of this notice gust eccomparrir ACCOUnt Balance S 5 819 00 payment to the Repistar of Wills. Make check " + . , payable to Repistar of Wills. Agent". Percent Taxable X 16.667 Amount Subject to Tax ~` 969 85 NOTE: If tax payments are matle within three ' . months of the decedent s date of death, TBx Rate X , 15 deduct a 5 percent discount on the tax due. Potential Tax DUB $ 145.48 / ~ Airy inheritance tax due will become delinquent i t I n ne mon hs after the data of death. P T TAXPAYER RESPONSE ~ 1 A. 'The above information and tax dw is eorroct. Remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid intorastr or return this notice to the Register of Wills and an off ieial assessment will bos issued by the PA Department of Revenue. C ONE ~ BLOCK B. ~ The above asset has boon or will be reported and tax paid rith the Pennsylvania inheritance tax return 0 NL Y filed br the estate representative. C. The above informs ion is incorrect and/or debts ~ and deductions were paid. Co.plate PART 2 and/or PART ~ below. PART If indicating a different tax~ate, p~gas®~ko-te relationship to tlecedent: ~i,Y L~~ TAX RETURN - CALCUL/ilTION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 ~ 3. Percent Taxable 3 X 4. Amount Subject td Tax 4 s 5. Debts and Deductions 5 6. Amount Taxable 6 '~ 7. Tax Rato 7 X ~_ 8. Tax Due 8 $ •~ Under penalties of pe',r~ury, I declare that the facts I reportatl above are true, c/~orrect and I~ /' ,~/~/~ co plat//e to the best~f~my~knawle`d9e~and,,,b~elief. HOME C ~~~) 7L:S ~~~,~~/'~~-/%/ ~d}'~,-,d: fG~.s.a. ~I~m~. O, a, _ WORK ( ) TAXPAYER SIGNATURE' ~' TELEPHONE NUMBER DATE _ __ , PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID _. ~ BUREAU OF INDIVIDUAL TAXES PO BOX 280601 pennsylv~n WIRRISBURG PA 17128-8681 DEPARTMENT DF RELEYf REY-1563 EY AEP (0~- Lc~ r~.`": ~ ~ EST. OF MARYANN STEWART SSN 199-38-2983 C~_~~,~ rl~ DATE OF DEATH 07-19-2011 (~~~! ~;~!~~ i ~1„~r COUNTY CUMBERLAND ~~l~ir ~', a~ REMIT PAYMENT AND FORMS T0: 1 BARBARA S MANLEY REGISTER OF WILLS 32 BEACH FARM 'RD 1 COURTHOUSE SgUARE WORMLEYSBURG PA 17043-1135 CARLISLE PA 17013 WELLS FAR60 provided the department with the information below, which was used in calculating the inheritance tax due. Records indttate that at the death of the above-named decedent, you were a ,joint owner/beneficiary Df this account. If you are the SpsUSe 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" in PART 2. If you believe the informs tf on 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 717-787-8327 with questions. COMPLETE PART 1 T~ELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 247411124 21505 Date 11-D9-2005 To ensure proper credit to the account, two Established copies of this notice ^ust accompany Account Balance 36 659 00 payment to the Resister of Wills. Make check " , . payable to Repister of Willsr Asent". Portent Taxable X 16.667 Amount Subject to Tax ~ 6 109 96 NOTE: If tax payments are made within three , . months of the decedent's date of death, Taz Rate X , 1 ~j deduct a 5 percent discount on th• tax due. Potential Tax Due ~ 916.49 ~ 1~~ ~A~ny inheritance tax due will become delinquent J nine months after the date of death. PART A. ~'. The above information and tax due is correct. Remit payment to the Resister .of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or return this notice to the Resister of Wills and C ONE ~ an off icisl assessment will be issued by the PA Department of Revenue. PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 _ ~a.2 r ~j ,+ AND ACN 11183126 ~ TAX~AYER RESPONSE ,:n DATE 12-21-2011 TYPE OF ACCOUNT SAVINGS CHECKING TRUST. X^ CERTIF. BLOCK B. ~ The above asset has been or will be reportetl and tax Daid with the Pennsylvania inheritance tax retu 0 N L rn Y lied by the estate representative. C. ~he above info a ion is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. PART If indicatins a different tam rata, tote relationship to decedent: (9 TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 ~ 3. Percent Tmxmble ~ 3 X 4. Amount Subject to Tax 4 S 5. Debts and Deductions 5 6. Amount Taxable 6 ~ 7. Tax Rate 7 X .,h 8. Tax Dua 8 ~ dL/N.`7U PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Taz Computation) # Under penalties of perjury. I declare that the facts I reported above 'a-fre true,n-cLor~rect and `y7~~ co plate to th~ s~of myT /lw~.r ~~~ l elief .H_OME ( / ~~ )7,By /--{ ~~ f~~.v~. WORK ( ) DATE 1 ~,`7 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 - ~ ~• 3(P BUREAU OF INDIYIDUAL TAXES r'~! i~~, PO BOX 280601 pennsylvartia ~ ~ :- -~ ,~` AND ACN 11162275 HARRISBURG PA 17128-0601 pEPANTMENTOFflEVENUA..` TAX`P YE R RE S P O N S E DATE 09-20-2D11 EEV-15f1 EY fFP (f5-11) ~ - t.~j , ,~ z t ~ r.,~' )!; ' ,;.,~ BARBARA S MANLEY 32 BEACH FARM RD WORMLEYSBURG PA 17043-1135 ?~~EST. OF MARYANN STEWART SSN 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 provided the department with the information below, which was used in caiculating the tnheritante tax due. Records intlicate that at the death of the above-named decedent, you were a ,l Dint 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 nust 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 i3 incorrect, Dlease obtain written correction from the financial institution, attach a coDY to this form and return it to the above address. Pleasecall 117-787-8327 with questions. COMPLETE PART 1 ~ELOW if SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 17287.3055 Date O 1 - O1 - 1993 To ensure proper credit to the account, two Established copies of this notice aunt aecoapany Account Balance 114 599.73 p•s'^•nt to the Register of Wills. Make check ~ Dayable to "Register of Wills, Agent". Percent Taxable X 8.333 NOTE: If tax Dayaents era wade within three Amount Subject t0 Tax b` 9,549.60 aonths of the decedent's data of death. Taz Rata ~( , 15 deduct a 5 Pareant discount on the tax due. Aro inheritance tax due will becoae delinquent Potential Tax Due $ 1,432.44 q,'~,3 nine aonths after the date of death. PART TAXPAYER RESPONSE 1^ A. ~ The above info nation and tax due is correct. Resit pageant to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or return this notice to the ReBistar of wills and C 0 NE ~ an official essessaent will be issued by the PA Departaent of Revenue. BLOC K B. ~ The above asset has boon or will be reported and tax paid with the Pennsylvania inheritance tax return 0 NL Y filed by the estate representative. C. Tha above inforaa Son is incorrect and/or debts and deductions ware paid. oaDlate PART 2~ and/or PART 3~ below. PART If indicating a different to rate, pl a to O relationship to ',d eeadent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Establlshe d 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 PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) # Under penalties of perjury, I declare that the facts I reported above ~refra trueM, ~or(r~e~t nd f~ ~~ /'l n complote to tho bast of my knowlodge and belief. HOME C / ~~ ) ! ~ L '~~.~ot,,~.~C/'~~~"' WORK C ) TAXPAYER SIGNATURE" TELEPHONE NUMBER DATE ~~ i Q BUREAU OF INDIVIDUAL TAXES PD BBX 286661 penns y [ l HARRISBURG PA 17128-0661 ~ L ~ // DEPARTMEN rgra eEY-15a3 Ex Afl! BARBARA S MANLEY 32 BEACH FARM RD PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE NO. 21 " ~ °2'~ ~ AND ACN 11162269 ;h_1~,~XPAYER RESPONSE DATE 09-20-2011 ! i~ M, ~.,,: ,t= c~~I{~~ _: i~ 1 ,,..~ ,~~~,, ,r,r ~ , .: `, n~ cllal~' WORMLEYSBURG PA 17043-1135 EST. OF MARYANN STEWART SSN 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. MELLON BANK provided the de Da rtment with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above-n amed decedent, you were a ,joint owner/beneficiary of this account. If you are the SpODSe Of Lhe deceased and any amount 0th@r 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" in PART 2. If you believe the information is incorrect, Dlease obtain written correction from the financial institution, attach a copy to this form antl return it to the above address. Please~~call 717-787-8327 with questions. COMPLETE PART 1 ~ELOW a SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 12338 2 Date 09-26-2001 To ensure proper credit to tho account, two Established copies of this notice oust accoapanv Account Balance 24.201.47 payaent to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 8.3 Amount Subioct to Tax 5` 2 ~ 016. 7 Tax Rate ~( .1 P otentlal Tax Duo $ 302.5 NOTE: If tax payunts era aada within thra• aonths of the decedent's date of death, ~, deduct a 5 percent discount on th• tax duo. + Arty inheritance tax due will becoae delinquent +/~ nine aonths after the date of death. A. ~ The above inforaation and tax due is correct. Raait Dayaant 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 CHECK C ONE ~ an official assassaant will ba i ssued by the PA Departwent of Revanua. BLOCK B. ~ The above asset has been or will be reoortad and tax paid with the Pennsylvania inheritance tax return 0 NL Y filed by the estate representative. C. The above i nfo na ion is incorr ct and/or debts and deductions were paid. CoaDlete PART 2~ and/or PART 3~ below. PART If indieatiny a different tax ate, pl$a~.,s tato relationship to decadent: « LR d /1_J.A.iC~ O , TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 S 3. Percent Taxable 3 X 4. Amount Subjoct to Tax 4 ~ 5. Dobts and Detluc t.ions 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Dua 8_ _~___ _ - - /7 b_ PART DEBTSAND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID DATE Under penalties of periury, I declare that the facts I reported above are true, correct Ia~nd co plet• to th• best f my knowlodye and belief. HOME C_7I~) "?~~'1'~T Olu~o~~--+~"I 'y a, . Qtd a ~ ~ i{ ~ ~,. 0... WORK C ~