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HomeMy WebLinkAbout04-02-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STEWART TERRY R 19 WEST MARBLE ST MECHANICSBURG, PA 17055 fold ESTATE INFORMATION: ssN: 2~0-12-2568 FILE NUMBER: 211 1-0678 DECEDENT NAME: STEWART THOMAS B DATE OF PAYMENT: 04/02/201 2 POSTMARK DATE: 03/30/201 2 COUNTY: CUMBERLAND DATE OF DEATH: 06/08/201 1 REV-1162 EX~11-961 NO. CD 015780 ACN ASSESSMENT AMOUNT CONTROL NUMBER 121 19733 ~ S 185.00 TOTAL AMOUNT PAID: REMARKS: CHECK#102 SEAL INITIALS: CJ RECEIVED BY: $185.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~-'L PENNSYLVANIA INHERITANCE TAX B>\ ~ ,„."(- ._-._ ;,,r OF INFORMATION NOTICE FILE N0. 21 11-0678 BUREAU OF INDIVIDUAL TAXES , ~ r. - , Po Box zao6ol pp ~~~ '` - AND ACN 12119733 HARRISBURG PA 17128-0601 DEPAI~'IhNFiMt.DFREVENUE ~ '"? C TAXPAYER RESPONSE DATE 03-21-2012 REV-1543 EX AFP (05 -11) ~`~a ('7 ~~~7 _~ ~~,~ ~ ; ~'!~ TYPE OF ACCOUNT EST. OF THOMAS B STEWART ^ savlNCs (~' ~r Ci~i 1(~ ~ i~I- SSN 210-12-2568 © CHECKING .. . O~~H~j,~v ,;~i i~r DATE OF DEATH 06-08-2011 ^ TRUST Ci«~~~'w[:,i ~.pFr, ~~"-~, ~~ COUNTY CUMBERLAND ^ CERTIF. REMIT PAYMENT AND FORMS T0: TERRY STEWART REGISTER OF WILLS 19 W MARBLE ST 1 COURTHOUSE SQUARE MECHANICSBURG PA 17055-6423 CARLISLE PA 17013 CITIZENS BANK OF PENNSYLVANIA 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 you are the 5p0USe 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 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 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6100702448 Date 08-25-1976 To ensure proper credit to the account, two Established copies of this notice must accompany AccOUnt Balance 4 9 payment to the Register of Wills. Make check 8 1 6 8 " . ~ payable to Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to NOTE: If tax payments are made within three Tax $ 4 084 25 ~ . months of the decedent's date of death, Tax Rate X 15 deduct a 5 percent discount on the tax due. Potential Tax DUe Any inheritance tax due will become delinquent $ 612.64 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A. ^ The above information and tax due is correct. Remit payment 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 Register of Wills and 0 N E an official assessment will be issued by the PA Department of Revenue. B L 0 C K B. ^ The 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. / G ~ n Complete PART ~2 and/or PART ~ below. ` l PART If indicating a different tax rate, please state ~ OFFICIAL USE ONLY ^ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RE TURN - CALCULATION OF N JO-N TAX T/TRUST ACCOUNTS PAD Q G~ ~~ LINE I . Date Established 1 VV '~~ ` I 2. Account Balance 2 $ 2 3. Percent Taxable 3 X s d, p0 3 4. Amount Subject to Tax 4 o $ ~, ~ O ~~ 4 5. Debts and Deductions 5 ~t ~ d 5 ~ ~ ~' 6. Amount Taxable 6 ' ~ (, 7. Tax Rate 7 X ~ 7 8. Tax Due 8 $ ~ ~ g PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above a~r7e true~7, correct and complete to th e t of my knowledge and belief. HOME C /C7 ~ /r!Ole-U~~~/~ ~ 3 /a-~(/~a~a WORK C71 ~ 7 ~ t3 TA IGNATURE TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) $ ~w>v>Kr~~~ ~~. sxrr.>L~ 717.697.7050 Attorttey at Law 717-697-7065 (fax) 127 S. Market Street andrewc.sheely@verizon.net P.c. Box 9s Mechanicsburg, PA 17855 lylarch 30, 2012 Register of Wills Glenda Farner Strasbaugh Cumberland County Courthouse Carlisle, PA 17013 IcE: Estate of Thomas B. Stewart Estate No. 21-11-0678 Dear Register of Wills Strasbaugh: Enclosed please find a completed Pennsylvania Inheritance Tax Information Notice and Taxpayer Response recently completed by Terry Stewart, Executor. Also, we are enclosing check No. 102 in the amount of $185.00 which should be credited as a payment of overdue inheritance tax for this estate. "I'he amount includes interest. Kindly file this enclosed form and issue a receipt for the payment of the proceeds. Also, you can place the receipt in my box at the Prothonotary's office along with time- stamped copies of the enclosed form. Should you have any questions, please call. V A ACS/bmk - ,.~ _ _~, ,~ ~. Enclosure n ~ ~, ~-,- < --- c: Terry R. Stewart, Co-Executor =T; ~ - `= Cathy A. Rubin, Co-Executor `--z ~ t - - =y r-n ~,., _ _ -a~ ,h - 1 -t ~T' r; ;a ~ i U _' G r-_ f ' _',_ _.i ,.;~ ""f f ~y ~,y; . f~i~. 4~4 f ~. 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