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HomeMy WebLinkAbout03-01-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128A801 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STEMMEL SHIRLEY 514 CAROL ST NEW CUMBERLAND, PA 17070 -------- row ESTATE INFORMATION: ssN: FILE NUMBER: 2112-0268 DECEDENT NAME: TROUP JERRY DATE OF PAYMENT: 03/01 /2012 POSTMARK DATE: 02/29/2012 COUNTY: CUMBERLAND DATE OF DEATH: 12/ 21 / 201 1 ACN ASSESSMENT CONTROL NUMBER REV-1182 EX111-881 NO. CD 015647 AMOUNT 12103717 ~ 5117.14 TOTAL AMOUNT PAID: 5117.14 REMARKS: CHECK#132 INITIALS: HMW sEaL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS R PENNSYLVANIA INHERITANCE TAX .o~b~ INF~R~ATION NOTICE ~~~ Q BUREAU OF INDIVIDUAL TAXES n +JtiL ~1i FILE N0. 21 PD Box ZB®6B1 pennsyl ~ K~tC~. 1111~~ AND ACN 12103717 HARRISBURG PA 17128-0601 oePARTMEwr of HE ' r ~' ~"~~> '•,1~1A~PAYE R RESPONSE ' ~ ~~ vE u BATE O 1-16 - 2012 REY-1543 EX AFP (RS-Il) ZOI2 ~4AR - I P~ 1' .~~ TYPE OF ACCOUNT EST. OF JERRY TROOP Q SAYINGS $~': 198-t15-6706 Q CHECKING ~~ ~ , . , p~,~~~~ D~CTi~ OF DEATH ],~ 2'l-2!.011 ~'tku3T QI'U"CYp'lV!~1~~nn~~++//~~~~ ~ ~~~~(,~~.yy ~ U~~ER~:AND 'CERTIF.. ~~rlf«~LJ t,~iJ.. ~ REMIT+PAMMENT AND FORMS T0: SH'IrRLEY,:,. `STREMMEL REO•ISTER- OR WILLS. 514,CARtkLST 1'COUR~HOUSE SQUARE - ;` NEW CUMBBRLAND+ PA 17070-1215 CARLISLE PA 17D13 ~, FULTOM BANK NA ..'~ ~ provided the department with the info+~aatfon beldr, yhich was used in caicul•ating tfie•iAherltiinCe tax dve. Records ;ipdig~b~e that a>r4the death of the above-aaaeA decedent, ypu were a Point ownerlbeneficiary of this account::. M:yau~ BPoSthe sp~uae.af the deceaaei~ artd.~hny aaoant ogler than zero is reflected be1.oW on the Pots. ial.'~ax Due line, note no to nay be due. Dut yyo~~II west notlty tfie d~ppartieent of youY relatiohsblp to the deceased by 'checking~ox C 1~i PART 1 be,1.oW.and Wr1~1ng "spouse" 1n PAR7 2. If yo4 believe the information is incorrect, please obtain written correction from the financial institution, attach a copy ttl this fora and return . , it~o`'thl•"~'`'7atiCVe-aidMress: ~Yte+a'se-eerl•#~1T-T8?-~B32•f'~(.tfih ~aesi<•i.of.~: ~:--- "- ,_- , - --, .o_....~_. ~- ,____ __" _~ _ ~--_m.<._. - _ _ COMPLETE. PART 1 BELOW *'~SELr` REVERSE SIDE FOR EYEING _A~ 'PAYl~Et~T INSTRUCTIONS x.~: < . . . Account. No. 0004-4'6"E37 Date "` ' 01-02-1'~'8~ ,,; To",4nsu~a proper credit to the aarowit, tro Established _ copies of this noJ:,ice oust acceRw)a.Ew ~. Account Balance ~ 5,480.13 payaant to the Register of Wills.. Nake check payable to "Register of Wills. Agent°. Percent •Taxabls ': X 50': OQtI -- "°' a' NOTE) if toot pa~reents' era dada w'ithin' throe Amount Subject to Tqx $ 2, 740.07. taonths of the decedent's data of death.. _ TeX" Rats X ,"Q~ deduct a 5 percent discount ou( ihe'taz flue: PotantiaT Tax Due -~ ' - 123', ~~1 . ~ ~--d nheritrnce` tax flue will becoee d*1lnauent nfnRi aonths after tfie date of death. L:-t - ... A. ~(, The above infonatiori" and tax duo is,~~q~fec~t.. • + 4~ Raait paYaant to.td-i'RdlfYst•b df!``~~tlls~5~fiitli~tMO eppies of this~nOtic• to obtain ~, ~~~~~, a discount or syoid interest, or"'FOturn'fhi's notiie pa 'the Raitister of Willr and s ONE an official assa'sseenf will be fisued by the PA DepaPtaan~ ofL Revenue. ~ :: + BLOCK ] B. ~-The above aisset has bbeh or will be reported and tax paid with the Pennsylvania inMrftance tax return ONLY filed by the estaL• representative. ` C. ~ The above info ion is ineonr c and/or debts and deductions waro`pafd. ' Coapl~#e PART r Z and/or PART 3 :bala+. _ , , ... ~,. x.,. PART If indic~ati"np a different tax rate, please state (~+ ~rr~i;tionship to baicedent': , TAX RETURN - C~C,I~LAT,ION OF TAX ON J++D1~INTlT UST ACCOUN,~S , . ., u.,,: LINE 1. Date Estabiisfr+rd s.^° i °~ ~°"°~« ~~/ ,, ~~~~ ' , 3. ParcertS .J~alanba - ?~ f~Ta6ca6 4: , _ ~_ ~ .. "" 4. Amount Subject to Tax 4 5. Debts and Deductions 5 _' 6. Amount:Taxabla 6 ~ 7: Tax Rate, ~ 7 X B: Tax Dui; ,T B ~ ... PART uCPE~ w~i+ ucuv~..aavn~ v~...anca. DATE PAID PAYEE DESCRIPTION ~ AMOUNT PAxD _,~^, ;. , ... _ , ._..._ti.. ~~~ . TOTAL CEntRr ba Line 5 cif ~afc Can~puta#ion~ . ~ . • - ,.: Under onalties of ei~r~ur_y, I dec?Rte thfFt the facts I raPRrtod atgOvo are,truot"'~ tract and co 1 ` s to the bast. s5r,'knowloe~9a. sbd bflief. HON C ) "" • ~ :A ` , ,.~ WORK E ~ _ ._ . ,: T X YER TU = ,~" ; L' PHON N M ER Ate- .. ,-..-- --...-, ~s,..a .y ..,~.. ~. ~ ` .sue' /~' _ vi ~, P. ~_. ~' .f.. ~~ ' r A x :~'~ _ //~~ ////''''~~~~ UII- .~ ~ \ ~ ~ 7 ' ~~ ~ ~ "" yi ~ a. A -~ ~ fy~yyy, z +~,~ • l1~TI S r n" ~ 1 • aF ~~i Y w j ~ MP ~ .. ` - ~ -7 ~,~ - .,3 ~ ,. c , Clti ~ i~ ~ 4..i... ~ ~tiY c~ `V .n . r:.S PENNSYLVANIA INHERITANCE TAX ORMATION NOTICE ' BUREAU OF INDIVIDW6 TAXES F (~ FILE N0. 21 PO sox 280601 enn ~' AND HARRISBURG PA 1712s-o6o1 p " ~~'~ ~~,~1~E~'AXPAYER RESPONSE ACN 12103716 DEPARTMENT .: ~h y, ~ . DATE. 0 1 "- 1 6.'! 2Q I2 ' ~ REY-15iS EX i1F~ (R5-11) _ TYPE°DF ACCOUNT Q12 MaR -1 F!~ I : 26 ..EST.. OF-JERRY TROOP - ~,[~ SAYINGS p~L~~~~r~~ ~C SS$~- '__ °,198-85-670f ~ CHECKING ~~~ to {~- RT nA~' OF DEATH ' 12 = 21-~2~01'~.~ ~ TRUST . ~~ t~~,. ~ C~;°; CUNB~RLAND: CERTIF. 11 RENLT PAYMENT AND FORMS TQ: _ ' ESTHER V TR4UP -:RE~IST~ER DF WILL$ ~: " 514r CAROL ST _ 1 COURTHOUSE SQUARE° NEW CUMBERLAND PA 17070-1215 CARLISLE PA 17013 FULTON BANK NA provided the departaent with the inforsation below, which was used in calculating the inheritance tax due., Records: i icata zthat at the -death of the above-named: decedent,. you Mere ~a foiR74 pNMter/beneflsiary of this account. -" If you erp, th SpOUSe..of the deceese>~-d gp;jr e~ount ether than zero 1s reflected be1oM on.thg.POten 1a1 Tax4,Due line, note no tax aay~~be dues ~ut u ioyst notify'tttfififiiiie.d+~~sitrtment of your'relatiohship to the deceased by checking ~ox C in PART 1 below and writing spouse in PART 2: If ou believe he lnforaation is incorrect please obtain written correction from the financial institution; attach a copy to this flora and 'return - ~~pt~rC.=FART 1 BELOW * $L~ REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0004-46637 `Date ~ 01-02-1981 `` .To ansyra`p~opar credit totha sceaunt, two Established cooS4as.of#h>a noS3ca gust secop`parq-:.., Account Balance 5,480.13 oav~on# #e tha,Raoi;tpr.of Wflls...'Makq ehadc paarabla to °Re0lstar of Wills, Ayant". Percgnt'taxabla _ X 50.000' NOTE: If tax payaants-era aada within three Amount Subject to Tax ~ 2, 740.07 aonths of the decedent's dst• of death, Tax Rita X , QO deduct a 5 peremt discount on tM'!ax`dua. Any inheritance tax du will ba~ora'do1f~1Au0nt Potairttial TaX Due. ~ ', .80~ 'nine aonths"after i:hS ~~to of desth. PART .<. ~;_ ~ , _ ~ A. a The above infonation and tax dU~ is correct. "~ Raait payaartt.:to the Reyiat~ad gF,~tii"lterith two copies of this. not~ce to obtefn a discount or avoid inttir~sti,, or return th3Y ~otiBe to tho Replitar of Wills and CHECK dNE an''official assessrgn~..itill be issued by the PA Deoartsent of Revenue. ° FLOCK s. ~ The above gsselR haF~bsan or will be reported and tax paid-with the Pannsylvsnia Inheritance tax return DNLY filed by tho estate representative. C. ~ The above info ion. is ncorr t and/or debts and deductions-ware-paid. CoDlete PART 2~ and/or PART 3~ below. ,, " :: ,. . _ ,., . PART I}`indicatih~ a different tax r ta, pl s• state relationsfiip to"daeedentz "' TAX RETi~RN - CALCt~i~ATION OF, TAX ON JOINT/TRUST ACCOU~[~'S~: LINE 1. Dat• Eatablisrked 1 - 2. Account Balance 2 ~ 3. i+erc6nt Taxatii 3 ~~ -- _ _ -. ,._ .: _ _ 4. Amount Subject to Tax 4 ~ 5. Debts ind Deductions 5 < 6. Amount Taxable 6 ~ , 7. Tax:Rste , 7 X 8, 7aix bue`` 8 $ PART DEBTS AND DEDUCTIONS GtAINED DATE PAID PAYEE DESCRIPTION AMOUNT PAID y. . _. _. ~,.~ ~~ .. _ TDTAL :(!venter a!n 41na 5 of Tax Coiaputatian) i Unslac pen~lti~as ofperjury, I declare thin the facts_f~reported.~bov era true,, carr~act aqd,~ ~~ wpleta k~+ tho bast of my knoaladge atld belief. .;,, itaNE c 71"~ ~ ~'7~} 1a~~4:~ d7 ao /~. ~~ _ . 1. ~_ TAX AY tsN~ T LEPHONE N MBER DATE