Loading...
HomeMy WebLinkAbout06-15-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 016118 STILLSON JOSEPHINE J 24 LONGVIEW DRIVE MECHANICSBURG, PA 17050 fold ESTATE INFORMATION: SSN: 176-74-8655 FILE NUMBER: 2112-0142 DECEDENT NAME: STILLSON JOSEPH R DATE OF PAYMENT: 06/ 1 5/201 2 POSTMARK DATE: 06/14/2012 couNTY: CUMBERLAND DATE OF DEATH: 08/02/2010 REMARKS: ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5520.76 TOTAL AMOUNT PAID: 5520.76 CHECK# 541 INITIALS: CJ SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21-~~ PD Box 280601 lr' ~ e?~F~pAYER RESPONSE ACN HARRISBURG PA 17128-0601 ` 1 1 1 1 2 ~''~ ,,.~ ~, ~ ~'~~ ~ J DATE 02-24 REV-1543 EX R~F' (0808 )~ ~ ~„/~ ~ ~` Z~fZ.ltlN 14 PM 3= SZ TYPE OF -Gi~l~. 977 -2011 *.•4... r'~~ ORPHAN'S ~Oc~RT CUMBERLAND CO„ PA EST. OF JOSEPH R STILLSON SSN 176-14-8655 DATE OF DEATH o8-02-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: ANITA M BALDASSARO REGISTER OF WILLS 24 LONGVIEW DR 1 COURTHOUSE SQUARE MECHANICSBURG PA 17050 CARLISLE PA 17013 ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. SOVEREIGN BANK provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If you feel 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. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1684070694 Date 05-21-2009 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 56, 036.37 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 16.667 Amount Subject t0 TeX $ 9,339.58 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate ~( ~ 1Gj deduct a 5 percent discount on the tax due. Potential Tax Due ~ 1 , 400.94 Any Inheritance Tax due will become delinquent nine months after the date of death. P~r TAXPAYER RESPONSE 1 FAILURE TO RES=POND WILL RESULT ~N 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 check box "A" and return this notice to the Register of 0 N E Wills and 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 Inher" 0 N L Y to be filed by the estate representative. stance Tax return C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3~ below. PART If indicating a different tax rate, please state relationship to decedent: ~ ~GN-fEIQ, TAX RETURN - COMPUTATION LINE i. 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 OF TAX ON JOINT/TRUST ACCOUNTS 3 X 1 C9 ~ (n! o''7 4 '~ ~ ~ ~9 , 5- Q ~ © ~ 7 X ~ s ~a0. d OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE PAD i ___ __.____ _._..~ 2 3 4 5 6 7 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTioN euni~ur ~..,, Under penalties of pe "ury, I declare that the facts I have reported v e ru , re c lete t the es f know ge and belief. HOME C ) '' ~~~~2' :i~~ W O R K C ) ~~ / ONE ~~~ ~+nc ~ yr i az l.O mpULaLlOn) $ PENNSYLVANIA INHERITANCE TAX SOVEREIGN BANK provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this farm and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1681732505 Date 01-10-2007 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 13, 396.77 payment to the Register of Wills. Make check Percent Taxable X payable to "Register of Wills, Agent". 16.667 Amount Subject to Tax $ 2 ~ 232.84 NOTE: If tax payments are made within three Tax Rate months of the decedent's date of death, X . 1 5 deduct a 5 percent discount on the tax due. Potential TaX Due $ 334.93 Any Inheritance Tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPO D 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 C H E C K a discount or avoid interest, or check box "A" and return this notice to the Register of 0 N E ~ wills and 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 D N L Y to be filed by the estate representative. PART If indicating a different tax rate, please state relationship to decedent:~~~' ~~~ TAX RETURN - COMPUTATION 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 OF TAX ON JOINT/TRUST ACCOUNTS 2 - $ 1 . 39 h. '7'7 3X I~(e ~ ~n '7 4.~` o~di ~, a Y 5 - ~ t ~~ 6 $ 3a, ~ 7_ X Y.~°lo $_ $ 1f~, 4~ OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE PAD 1 z 3 4 5 6 7 s 0 DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) q Under penalties of perjury, declare that the facts I have reported a ~mp~let~Ato the be of my wledge an b/elief. ~~~ ~ e ue o ect - ~' '~/~J~"~ ~ / fCkG~SZ~~f~C HOME C j WORK ( ~ / > TAXPAYER SIGNATURE TELEPHONE NUMBER G F INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES PO BOX 280601 ~~~~-~~~~"`~ D FILE N0. 21--r~.~~~ HARRISBURG PA 17128-0601 u^["~~; ~RESPONSE ACN 11112975 REV-1543 E% pFP (08-OB) 1'~ ~~~`' 4r ~ ~`/'+ b 1 '~ DATE 02-24-2011 '~~f7 JUN f ~ PP~ 3; SZ TYPE OF ACCOUNT EST. OF JOSEPH R STILLSON ~ SAVINGS SSN 176-14-8655 ® CHECKING (~~~~~ ~~U~r DATE OF DEATH 08-02-2010 ~ TRUST ~~~L~G ~,© „FOUNTY CUMBERLAND ~ CERTIF. EMIr PAYMENT AND FORMS T0: ANITA M BALDASSARO REGISTER OF WILLS 24 LONGVIEW DR 1 COURTHOUSE SQUARE MECHANICSBURG PA 17050 CARLISLE PA 17013 C. The above informs ion is incorrect and/or debts and deductions were paid. omplete PART 2~ and/or PART 3~ below. ~CO~~~D !~~F~~~;ry`E1 I~~ RL~7J±~,.. ,,,,; _.: ,.,.~ ~_ ~~ ~.. r: f .=~ <;: a i ~./'' ~L Q 0 v~ 3 ~ ~ ~ ~ Q ~ ~ J -- d ~ ~ U ~ ~ 2~3?JUN 14 PAS 3.52 .sL4 ~~~ OPPNr~i`5 %t~t)RT . Cx1M~Rl.AND CO., PA ~ ~ ..... ~ J ~ ~ ..... ~ ~ ~ ~ ~ O ~ Q. °~ ~ W^ ~i t ~-^ ~~ J ~~~ ~f~ '\© °V jit w ` ~J M v •rd ~.., O ~(~ ~ ~'•.. '~ A a 'ri