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Home My WebLink About04-24-12COMMONWEALTH 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 015887 STERNER MICHAELA 335 WESLEY DR APT 519 MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: FILE NUMBER: 2112-0365 DECEDENT NAME: MARKEL ESTHER E DATE OF PAYMENT: 04/24/2012 POSTMARK DATE: 04/23/201 2 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 7/ 201 1 REMARKS: ACN ASSESSMENT AMOUNT CONTROL NUMBER 12122614 ~ 54.88 12122618 ~ 52.37 12122622 ~ 514.45 TOTAL AMOUNT PAID: 521 .70 CHECK#2119 INITIALS: HMW SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~, PENNSYLVANIA INHERITANCE TAX /,r,_ INFORMATION NOTICE FILE NO. 21 /~~~~~GJ BUREAU OF INDIVIDUAL TAXES I4~ '' PD Box zeo6ol pennsyl~a~~a` ~ ;_.t \~ ~!" AND ACN 12122614 HARRISBURG PA lriza-o6ol „ TA9C P AY E R R E S P O N S E u.,~ DATE 04-02-2012 REV-1543 EX AFP (05-11) r:~'~~b~ F~I~I~~ ~ TYPE OF ACCOUNT EST. OF ESTHER E MARKEL ^ SAVINGS X^ CHECKING r r '~f ,~ ~ T ~~~ ~~` ~' ~ ~~~ DATE OF DEATH 11-17-2011 ^ TRUST " `'`~ '~ ~ t Gt1f,q~' ~.~ ti ~ ~ n-~ ~/~ - COUNTY CUMBERLAND CERTIF. ^ f ! REMIT PAYMENT AND FORMS T0: MAYNARD S MARKEL REGISTER OF WILLS 1783 MOUNTAIN VIEW RD 1 COURTHOUSE SQUARE MIDDLETOWN PA 17057-3462 CARLISLE PA 17013 SOVEREIG 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 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 I BELOiV * SEE REVERSE SYDE 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 ~( lj 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 1^ 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 an official assessment will be issued by the PA Department of Revenue. C ONE B L 0 C K g. ^ 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. omplete PART 2~ and/or PART ~ below. 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 NT/TRUST ACCOUNTS TAX ON J DI PAD LINE I. Date Established 1 .~ v ~, /~` `'~~ 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X ~ 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 '~ 6 7. Tax Rate 7 X ~ ~ ~ 7 8. Tax Due 8 $ ~ 8 PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID nder penalties of perjury, I declare that the facts I reported above are ^t rue, correct and y, mplete to the best f my knowledge and belief. HOME C ~ ~ L) ~ ~~ -- ,~~ ~ WORK C ) dU /~' TAXP YER SI NA U E TELEPHONE NUMBER ATE TOTAL CEnter on Line 5 of Tax Computation) S BUREAU OF INDIVIDUAL TAXES ~'_;~~~~ ~ :.•i- PO BOX 280601 p+~'rrr~~y{vani~ HARRISBURG PA 17128-0601 o~rtrtn~r~wr of eEVENUE REV-1543 EX AFP (DS-11) PENNSYLVANIA INHERITANCE TAX /~~_~ ~~ INFORMA AND NOTICE FILE N0. 21"-~~'L~-~' ACN 12122618 `~ TAXPAYER RESPONSE ' DATE 04-02-2012 EST. OF ESTHER E MARKEL ~~-~~^,t.f lY,~ P ~ '~ r'~~'; ~~,r DATE OF DEATH 11 - 17 - 2011 ~~~~~~~~ ~, ~~~~ ~ i ~~~ ~~ COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: MAYNARD S MARKEL REGISTER OF WILLS 1783 MOUNTAIN VIEW RD 1 COURTHOUSE SQUARE MIDDLETOWN PA 17057-3462 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SOVEREIG 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 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. 1681718006 Date 09-09-1996 To ensure proper credit to the account, two EStablished copies of this notice must accompany ACCOUnt Balance 1 054.37 payment to the Register of Wills. Make check ~ 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 ~( lj 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 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 information is incorrect and/or debts and deductions were paid. omplete PART 2~ and/or PART ~ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF relationship to decedent: ~d~1 - ~ PA DEPARTMENT OF REVENUE TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established I 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 - ~ ~ ~ 4. Amount Subject to Tax 4 $ -_ ~_____ . . -~ 4 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 //~~ i X 'riJ 7 8. Tax Due 8 $ ~~. 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 est of my knowledge and belief. HOME C ) '`~~ WORK C ) r ER SIGNATURE TELEPHONE NUMBER TE TOTAL (Enter on Line 5 of Tax Computation) 5 ~ VANIA INHERITANCE TAX E INFORMATION NOTICE "~ ~'' BUREAU OF INDIVIDUAL TAXES ~ ~` ~ ~ ;~ ~-I- ~ ,~~.. AND FILE NO . 21 ~-"~/~'~~C~?~ Po eox zsocol pennsylvarna _ - ~~ (,,, ACN 12122622 HARRISBURG PA 1riza-0601 oePnaTMeNTOFaeveNUe ~ TAXPA?1/ER RESPONSE DATE 04-02-2012 REV-1543 E% AFP (05 -11) ~~ "~ -;i ;, ~3 ~~} ~,~ , ~ , TYPE OF ACCOUNT ~~T. OF ESTHER E MARKEL X^ s,avlNGs SSN C~~~~ a~p~ ~~! / 1^ DATE OF DEATH 11-17-2011 ~ TRUST ~ `' Ct1t AF~ ~' 4 .1~~~F(T COUNTY ~ CUMBERLAND ~ CERTIF. > ! 4 ~ r ;~~ ~~ - REMIT PAYMENT AND FORMS T0: MAYNARD S MARKEL REGISTER OF WILLS 1783 MOUNTAIN VIEW RD 1 COURTHOUSE SQUARE MIDDLETOWN PA 17057-3462 CARLISLE PA 17013 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 farm 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 7o ensure proper credit to the account, two Established copies of this notice must accompany ACCOUnt Balance 6 4 2 4 . 1 $ payment to the Register of Wills. Make check ~ 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 $ 4 $ • 1 $ 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 information 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 OFFICIAL USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - CALCULATION OF TAX ON~,IOINT/TRUST ACCOUNTS PAD LINE I. 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 - 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X / ~~ _ 7 8. Tax Due 8 $ ~ ~ • ~~ $ PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are true, correct andr~ omplete to e b st of my know edge and belief. HOME C"7 ~~ ) ~ ~ f "~~~~ ~ WORK C ) ~i ~~ /~ / r TAX YER SIGNATURE TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) S p; ,} ~~~ ~~ ~~ } ~ > ~ C ~. ~~, `~; a'' z ~ *~! _: ~` y ## ~ ' SS } fir, r¢ ~.. 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