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HomeMy WebLinkAbout04-03-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: STERNER MICHAELA 134 MEADOW TRAIL DILLSBURG, PA 17019 REV-1162 EX111-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NQ, CD 015787 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold ESTATE INFORMATION: SSN: 202-20-5792 FILE NUMBER: 2112-0365 DECEDENT NAME: MARKEL ESTHER E DATE OF PAYMENT: 04/03/2012 POSTMARK DATE: 04/02/2012 COUNTY: CUMBERLAND DATE OF DEATH: 11/17/2011 12122612 ~ 54.88 12122613 ~ 54.88 12122616 ~ 52.37 12122617 ~ 52.37 12122620 ~ 514.45 12122621 ~ 514.45 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 3654 INITIALS: HEA RECEIVED BY: 543.40 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS TOTAL CEnter on Line 5 of Tax Computation) S Under pe It s of perjur , d clar that the facts I reported above are true, correct and complet o I best o edg and belief. HOME C~~ ~ ) `~% 'i"a~~~ • ' _~ WORK C ) yJ~-~~ , TAXPAY R IGN UR TELEPHONE NUMBER DATE ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 BUREAU OF INDIVIDUAL TAXES ti ~ ~~' ~ ~ AN D Po Box zao6ol perm . ~blh~ ~ r ~~;~ F ACN 12122620 HARRISBURG PA 17128-0601 DEPARTMENT ~aeoet+ue- , h;~i-L~AXPAYER RESPONSE DATE 04-02-2012 ~- ~. REV-1543 E% A~~`205~=11) ~''~ ~~ ~wR -3 FPS le~ ~a~ nRCLERk. ~F lrt~~t i?'1EV~5 rllUTi~ Ct{hfRi. Rl f~~.lf ` `,~ PA MICHAELA S STERNER 134 MEADOW TRL DILLSBURG PA 17019-9532 EST. OF ESTHER E MARKEL SSN DATE OF DEATH 11-17-2011 COUNTY CUMBERLAND. REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. SD VEREIGN 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 Sp0U5e 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 I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1681728567 Date 10-06-2000 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 6,424.1$ payable to "Register of Wills, Agent". Percent Taxable X 5.000 NOTE: If 'tax payments are made within three Amount Subject to Tax $ 321 .21 months of 'the decedent's date of death, Tax Rate ~( lrj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 48.18 nine months after the date of death. PART TAXPAYER RESPONSE F~-i~U R P WIL~. ' ~ T IN ~f1 ~ fICIALTAX \ ~SSME~IT A. ~ The above information and 't ax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or return this notice to the Resister of Wills ahd CHECK an official assessment will be issued by the PA Department of Revenue. C ONE BLOC 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. Complete PART ~Z and/or PART ~ below. PART If indicating a different tax rat please tate ~DFFICIAL~~USE .,~~~Y Q~s~1F relationship to decedent: PA DEPARTMENT OF REVENUE ~ , TAX RETURN - CALCULATION OF TAX ON J NT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 - 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 S 6. Amount Taxable 6 $ 6 ~~ 7. Tax Rate 7 X i d ~ 7 8. Tax Due 8 $ ~ 7 r 8 ~~~ PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I reported above ~~affre~ftrue, correct and co pl to t th best f y know 9e and belief. HOME ('i ~i ) Z-~ ~ WORK ( ~ '~ ) ~~~~ ~ .Z TAXPA R SIGNATUR TELEPHONE NUMBER DA ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 BUREAU OF INDIVIDUAL TAXES Po sox 2socol pennsylvar ( tom` i ~': ~i { `~ AND ACN 12122617 HARRISBURG PA 17128-0601 DEPARTMENT OFaeveNU, TI~~YER RESPONSE DATE 04-02-2012 rE-5} ~~ REV-1543 EX AFP (05-11)-.L ~'. ~.._. " r 5.. .{-!J TYPE OF ACCOUNT ~~-'+? ~:t'R ~~ ~ ~~' ~~'~ST. OF ESTHER E MARKEL ^ sAVIN $$N 202-20-5792 ® CHECK C! ERK OF DATE OF DEATH 11-17 - 2011 ^ TRUST Q~~}-~.~'~, f~ti(,Ij~T COUNTY CUMBERLAND ^ CERTI ~~~~~~F~L_r}it??~} ~";(~ PA REMIT PAYMENT AND FORMS T0: MARZELLA L FUHRMAN REGISTER OF WILLS 111 WALMAR MNR 1 COURTHOUSE SQl1lARE DILLSBURG PA 17019-1420 CARLISLE PA 17'013 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 yoU 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 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 GS ING F. Account No. 1681718006 Date 09-09-1996 To ensure proper credit to the account, two Established copies of this notice oust accompany payment to the Register of Wills. Make check Account Balance $ 1 , 054.37 payable to "Register of Wills, Agent". Percent Taxable X 5.000 NOTE: If tax payments are Bade within three Amount Subject to Tax $ 52 • 72 months of the decedent's date of death, Tax Rate X 1Fj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ - 7 • 91 nine months after the date of death. PART TAXPAYER RESPONSE FA1°Ll R~ POF{D WILL RESULT I~~~AN OF L 7A~~ ASSESSMENT A. ^ The above information and tax due is correct. Resit payment to the Resister of Wills with two co pies of this notice to obtain a discount or avoid interest, or return this notic e to the Register of Wills and CHECK an official assessment will be issued by the PA De partment of Revenue. _ ONE C 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 l t ~ informs ion is incorrect and/ar debts and deductions were paid. r PART ~ below d/ PART 2~ omp e e . an o PART If indicating a different tax a relationship to decedent: TAX RETURN - CALCULATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due ate OF TAX ON JOINT/TRUST ACCOUNTS ~~PAD 1 2 +~ 3 X 4 5 6 X D ~' PA T?EPARTHENT OF REVENUE 4 5 6 7 a~mo~ PART DEBTS" AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under a ies of perjury I declare that the facts I reported above are truer correct and comp the be f knowledge and belief. HOMEHOME C~~~) ~J ~ '~Y WORK C ) ~/ ~.2./ ~ TA A R S TELEPHONE NUMBER DATE TDTAL (Enter on Line 5 of lax computac:ion~ s ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 BUREAU OE INDIVIDUAL TAXES ~ r. ~ i--', :' ~ fl PD eox zaocol p~~~V - ;~J~ VF AND ACN 12122616 HARRISBURG PA 17126-0601 oEP EN1'OF~E9E~IU~: !:I{ f ~ TAXPAYER RESPONSE DATE 04-02-2012 c~ E~~ or- OfiP~~N'S ~ iR ClJiu~fiFn4~•~,+,~~ r~ P~. MICHAELA S STERNER 134 MEADOW TRL DILLSBURG PA 17019-9532 EST. OF ESTHER E MARKEL SSN DATE OF DEATH 11-17-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17'013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. 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 you 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 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 717-767-8327 with guestions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1681718006 Date 09-09-1996 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 1 , 054.37 payable to "Register of Wills, Agent". Percent Taxable X 5.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 52 • 72 months of the decedent's date of death, Tax Rate ~( l~j deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 7 • 91 nine months after the date of death. PART TAXPAYER RESPONSE FAIL1! T..If RESPOND W L R~ ~N~~AN gi~FFICIAL 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 an official assessment will be issued by the PA Department of Revenue. C ONE BLOCK ONLY PART If indicating a different tax ra , please mate / ~ OFFICIA~~ USE ON~~ ~ AAF relationship to decedent: ! '~~° _ PA DEPARTMENT OF REVENUE TION OF TAX ON J INT/TRUST ACCOUNTS ~~~PAD TAX RETURN - CALCULA 1 LINE 1. Date Established 1 $ 2 2. Account Balance 2 X 3 3. Percent Taxable 3 $ 4 " 4. Amount Subject to Tax 4 ~ S 5. Debts and Deductions 5 ~c $ 6 6. Amount Taxable 6 X / 7 7. Tax Rate 7 ~~.u. g $ d ~ ~ 8 8. Tax Due r PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my kno ledge and belief. HOME C'~ /"2 } ~ d ~ ~Y WORK C } G.G< ~ `7 E.1. TA AVER S NA E TELEPH NE NUMBER DA B. ~ The 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 informs ion is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. TOTAL CEnter on Line 5 or pax ~omputacivni a PENNSYLVANIA INHERITANCE TAX ~ INFORMATION NOTICE _ FILE N0. 21 BUREAU OF INDIVIDUAL TAXES h t ~ ~ ~- (~'~- ,( AND ACN 12122613 PD BDX 2BB6Bl penns~ viia ~ ~ ~ ~~.~~. C HARRISBURG PA 17128-0601 OEPAHTMENT ~~rto~' ~~;~ tj+AXPAYER RESPONSE DATE 04-02-2012 R EV-1543 E% xFP (OS -11) ~' ~ ~j?R -3 F~ ~ fit`: tt CLEnK ~~ MARZELLA L FUHRMAN 111 WALMAR MNR DILLSBURG PA 17019-1420 EST. DATE OF DEATH 11-17-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUTARE CARLISLE PA 17'013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. 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 you 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 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 717-7~R77~ questions. COMPLETE PART 1 BELOW * SEE: REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0571108016 Date 01-05-1983 To ensure uroper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 2 ~ 167 • 28 Payable to "Register of Wills, Agent". Percent Taxable X 5.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 108.36 months of the decedent's date of death, R t ~( lrj deduct a 5 percent discount on the tax due. e Tax a Any inheritance tax due will become delinquent Potential Tax Due $` 16 • 25 nine months after the date of death. PART TAXPAYER RESPONSE FAii.U ~ R~S D L U ~ . O 7AL TAX AS5E SMENT A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with twa co pies of this notice to obtain a discount or avoid interest, or return this notice to the Regiister of Wills and C H E C K an official assessment will be issued by the PA De oartment of Revenue. C ONE 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. Complete PART 2~ and/or PART ~ below. PART If indicating a different tax r te, pl a to pFFICIA~~~°`tfSE OI'li,.Y ~ AAF to decedent: hi l ti \ ons p re a PA DEPARTMENT_ OF REVENUE CULATION OF TAX ON J INT/TRUST ACCOUNTS PAD TAX RETURN - CAL 1 LINE 1. Date Established 1 $ 2 2. Account Balance 2 X 3 3. Percent Taxable 3 4 $ 4 4. Amount Subject to Tax 5 S 5. Debts and Deductions 6 ~ 6 6. Amount Taxable ~~,,,, 7 X ~ JV 7 7. Tax Rate • 8 /~ ~ $ 4 8 8. Tax Due . PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under nalties of pe 'ury, declare that the facts I reported above are true,_correct and c e to the b t my nowledge and belief. HOME C~`7 ) J -~-~ ~ U~ WORK C ) Vr Y~~ T XP YER G ATURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) s ~c' PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE NO. 21 BUREAU OF INDIVIDUAL TAXES PD BOX 280601 Pe 8' ! ~{~ ,~ AND ACN 12122612 HARRISBURG PA 17128-0601 pEPAR~~ri': ';,~, , ~ TAXPAYER RESPONSE {~A1 _ , r , ;I~ , ~ DATE 04-02-2012 REV-I~4iCJf~Ili4•kBS=11?:; ..L:',J i ~.' CLERK ~r QRPHAf~'S ;;~'1,;Rr MICHAELA S STERNER 134 MEADOW TRL DILLSBURG PA 17019-9532 EST. OF ESTHER E. MARKEL SSN DATE OF DEATH 11-17-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FIRMS T0: REGISTER OF WILLS 1 COURTHOUSE SQIIARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. S OVE REIG N 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 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 717-787-6327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0571108016 Date 01-05-1983 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $` 2 ~ 167.28 payable to "Register of Wills, Agent". Percent Taxable X 5.000 NOTE: If tax payments are made within three Amount Subject to Tax ~` 108.36 months of the decedent's date of death, Tax Rate ~( lfj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 16.25 nine months after the date of death. PART TAXPAYER RESPONSE FAI E T ~ ES WILL ESULT~~IN a~ ICIAL T'.AJC ~ASS~S T ~~ A. ~ The above information and tax due is correct. Resit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or return this noti ce to the Register of Wills and C H E C K an official assessment will be issued by the PA Department of Revenue. C ONE BLOC 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 werf! paid. Complete PART ~ and/or PART ~ below. PART If indicating a different tax ra e, please state relationship to decedent:~V ~~ TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS ,~ OFFICIAL USC~ANLY ~~ AAF '` PA DEPARTMENT OF REVENUE 0 PAD LINE I. Date Established 1 1 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due 2 $ 2 3 X 3 4 $ 4 , ~ ~ 5 - 5 6 $ 6 7 X 7 8 ~ r 8 PART a DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are true,/correct and / complete to the best of y knowledge and belief. HOME C ~~~~ !/ ~ ~ ~~ WORK C ) "~ ~ L T A ER SIGNAT RE TELEPHONE NUMBER DA E l'rt. TOTAL CEnter on Line 5 of Tax Computatcion) s ~ PENNSYLVANIA INHERITANCE TAX /~ /~ INFORMATION NOTICE FILE N0. 21 Iq('~~`'~ BUREAU OF INDIVIDUAL TAXES t AN D Po BOX 260601 pQn J~1~`' 'r~`~ ~ ACN 1212261T HARRISBURG PA 17128-0601 DEPARTMI~~~~'{[~ro~~~CErErIUE .: ~~t c TAXPAYER RESPONSE DATE 04-02-2012 REY-1543 EX ~A~b'CMr li) ~ -.~1J ~~i1 Q'R -3 PM 12~ 5 I CLERK Ofi oRPH,~W~G couRT C11~~a~Rl~t~f; ~ n PA MAYNARD L MARKEL 134 MEADOW TRL DILLSBURG PA 17019-9532 EST. OF ESTHER E. MARKEL SSN DATE OF DEATH 11-17-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FCIRMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA li'013 TYPE OF ACCOUNT SAYINGS ® CHECKING TRUST CERTIF. SDVE REIGN 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 you 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 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. 0571108016 Date 01-05-1983 To ensure proper credit to the account, two Established copies of this notice oust accompany payment tc~ the Register of Wills. Makg/check Account Balance $ 2 ~ 167 • 28 payable tc~ "Register of Wills, Agent". Percent Taxable X 5.000 NOTE: If tax payments are made within three Amount Subject to Tax ~` 108 • 36 months of the decedent's date of death, X , 15 deduct a 5 percent discount an the tax due. Tax Rate Any inheritance tax due will become delinquent Potential Tax Due $ 16 • 25 nine months after the date of death. PART TAXPAYER RESPONSE WIL~aRE~U l4 FAIL ~~R~SPOND F~ICIIt~ TAX A ES5i1EF~T , A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or return this not ice to the Register of Wills and CHECK an official assessment will be issued by the PA Department of Revenue. ONE C BLOCK 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. Complete PART 2~ and/or PART ~ below. PART If indicating a different tax ra e, ease state ~ yOFF~CIAi~ USE1~?1LY ~ A relationship to decedent: pA DEPARTMENT OF REVENUE ~, TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 ~ 4. Amount Subject to Tax 4 $ ~- ~ 5. Debts and Deductions 5 S 6. Amount Taxable 6 '~ 6 7. Tax Rate 7 X 7 8. Tax Due 8 $ l~ 8 PART DEBTS AND DEDUCTIONS CLAIMED ^3 nnTF PATO PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are {true, correct and complete to the best of my nowledge and belief. HOME C ll']) ~7~ ~~~_ WORK ( ) y 1~'--- TAXP ER S GNAT RE TELEPHONE NUMBER T IUTAL ltnLer on Line ~ yr ian vumyu~o ~.iv... ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 BUREAU OF INDIVIDUAL TAXES kFr/~~ PD Box 260601 Pennsylvania ~' ~~ ~ ~ "~~~ ACN 12122619 HARRISBURG PA 17126-0601 DEPARTMENT OF REVENUE ~~ ~~XP,A'SFE, SPONSE il.i:i,, DATE 04-02-2012 REV-1543 EX RFP (05 -11) ~ ~~~ ~ tJ }l~f~~ ~C~ `3 ~ n ` TYPE OF ACCOUNT ~3~. ~ ESTHER E MARKEL ® SAVINGS SSN CHECKING CL~~k CFDATE OF DEATH 11-17-2D11 ^ TRUST ORPHAN'S C C~IIxTY CUMBERLAND ^ CERTIF. Ctli~F~F.~~ '~~`~;~% ~,;~EM~DA PAYMENT AND FGRMS T0: MAYNARD L MARKEL REGISTER OF WILLS 134 MEADOW TRL 1 COURTHOUSE SQUARE DILLSBURG PA 17019-9532 CARLISLE PA 17'013 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 yoU 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 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. 1681728567 Date 10-06-2000 To ensure iproper credit to the account, two Established copies of this notice oust accompany payment to the Register of Wills. Make check Account Balance $ 6,424.18 payable to "Register of Wills, Agent". Percent Taxable X 5.000 NOTE: If tax payments are made within three Amount Subject to Tax ~` 321 .21 months of the decedent's date of death, Tax Rate ~( lrj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 48.18 nine months after the date of death. PART TAXPAYER RESPONSE FAIL ~ Tt~ ~ ~ S D~WI~L R T I~ I ~ L ~ A SSf! ~T 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 an official assessment will be issued by the PA Department of F;evenue. C ONE BLOC 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 l t C informs ion is incorrect and/or debts and deductions were paid. r PART ~ below d/ PART ~ omp e e . an o PART If indicating a different tax ra~te~„please state relationship to decedent: -~•N/~l-~7A~ ° .~1 TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due i 2 $ 3 X 4 $ 5 ' 6 $ 7 X ~ 8 ~ // PAD 9~ICIAL US~~NLY ^ AAE PA DEPARTMENT OF REVENUE ~..~.~ 1 2 3 4 5 6 7 8 PART DEBTS AND DEDUCTIONS CLAIMED a DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computat7ion) s Under penalties of perjury, I declare that the facts I reported above are true,~rcorrect and ~~cyomplete to the best of my knowledge and belief . HOME C ] ~Z )~ ~r ~ '' ~~ ~~ //LAAhIAi~ WORK C ) '~~/~ ~)d- TAXP YER SIGNATURE TELEPHONE NUMBER AT -~-- BUREAU OF INDIVIDUAL TAXES PO BOX 280601 pennsyly HARRISBURG PA 17128-0601 DEPARTMENT OFR REV-1543 E% AFP PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 ~r ~ ~ AND ~ ACN 12122b15 ~~~'~:-'~`=-~'~~f"r'~1r~C~YER RESPONSE DATE 04-02-2012 }~37 C[.ERK OF DATE OF DEATH 1.1-17-2011 ~RPHAN~~ Ga~.~~iT COUNTY CUMBERLAND REMIT PAYMENT AND FCIRMS TO: C111~F~F~i ;a~,T~~ (;i) PA MAYNARD L MARKEL REGISTER OF WILLS 134 MEADOW TRL 1 COURTHOUSE SQIIARE DILLSBURG PA 17019-9532 CARLISLE PA 17'013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. 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 Sp0U5e 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 coDY 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. 1681718006 Date 09-09-1996 To ensure prover credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 1 , 054.37 payable to "Register of Wills, Agent". Percent Taxable X 5.000 NOTE: If tax payments are ^ade within three Amount Subject to Tax $ 52.72 months of the decedent's date of death, Tax Rate ~( 1~j deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 7.91 nine months after the date of death. PART TAXPAYER RESPONSE a ~ TO~~~ ES,Pfl~ND'>w1ILl R~ ULT\ A~£IALcTAX ASS~~SIf NT A. ~ The 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 ONE 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. nClThe above informs ion is incorrect and/or debts and deductions were paid. 1" _Complete PART ~2 and/or PART ~ below. PART If indicating a different tax rate, please state relationship to decedent: ... O F F.J;dI~I A1.:~"~U PA DEPARTMENT OF REVENUE "~ 1 2 s 3 4 5 ... 6 7 e ~~ TAX RETURN - CALCULATION OF T X ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due 1 2 $ 3 X 4 $ 5 6 $ x ~ 8 $ ~~ PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported abover~are true, correct and / complete to the best of my knowledge and belief. HOME C / ~ '2 ) ~ 7 !~ (. WORK C ) A P E~ SURE TELEPHONE NUMBER ATE TOTAL (Enter on Line 5 of lax Computat.LOn~ s ( i J I w _ ~ L7 ~r .^'1 S C N ~ - ~~ (n L70). ~- o OCR- s d.-.CON'7 Q COroO ~~ ~ ~~~ •d(n- :E ~~~_-E~}~-. • J d ~ ~ ~_ C ~~~~ i ~~i: M ~~~~~ o .~~~_ N .~~~~~ - s~~~~i r V 1 4 ¢ o h N O 0 ~ w L~ ~ 0 V `~ ~i