The URL can be used to link to this page

Home My WebLink About07-09-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 111 2 8-0601 RECEIVED FROM: REV-1162 EX111-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SAFFOLD JULIET A 15088 CRABTREE FALLS HWY MONTEBELLO, VA 02446-4000 ACN ASSESSMENT CONTROL NUMBER ESTATE INFORMATION: SSN: 2z5-s8-8195 FILE NUMBER: 2112-0745 DECEDENT NAME: ROSE KENNETH R DATE OF PAYMENT: 07/09/2012 POSTMARK DATE: 07/09/201 2 COUNTY: CUMBERLAND DATE OF DEATH: 06/09/2012 NO. CD 016225 AMOUNT 12138300 ~ 521.53 12138301 ~ 577.55 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 3102 INITIALS: HEA RECEIVED BY: 599.08 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE No. 21 BUREAU OF INDIV IDUAI TAXES r PD BOX 280601 p@III~~~~l ~~Lf~ AND ACN 12138301 HARRISBURG PA 17128-0601 oEPARrm N nye -~~ ~ ;' 1pTAXPAYER RESPONSE ~:~-y(;~~ ~~i~:. ,h1~_1$ DATE 06-28-2012 REV-156} 2DiY JU~- -~ AN 9~ 58 EST. OF KENNETH R ROSE SSN 225-98-8195 n~p ~~',`t~` DATE OF DEATH 06-09-2012 tJf~~'~ ~N(+(u~~Tr~A COUNTY CUMBERLAND '~~t,r~V •D LRV•, m REMIT PAYMENT AND FCIRMS T0: JULIET A SAFFOLD REGISTER OF WILLS 82 BIG SPRING TER 1 COURTHOUSE SgUARE NEWVILLE PA 17241-9109 CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU provitletl the department with the tnforma ti on below, which was used in calculating the inheritance tax due. Records intlica to that at the death of the above-nametl tlecedent, you were a joint owner/beneficiary of this account. If ypU are the BDOUSe 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 info rma tt on is incorrect, please obtain written correctt on from the financial ins tt to ti on, attach a copy to this form and return it to the above address. Please call 717-78]-8327 with puesti ons. COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 298850-00 Date OI-12-2007 To ensure uroper cretlit to the account, two Established copies of this notice oust accompany Account Balan<0 1.034.05 pavmenk to the Register of Wills. Make check Day able to '•Register of Wills. Agent". Percent Taxable X 50.000 NOTE: If tax pavnents are node within three Amount Subde<t to Tax $ 517.03 months of the decetlent's tlate of death, Tax Rate X 1 5 deduct e 5 percent discount on the tax due. Anv inheritance tax due will become delinquent Potential Tax DUe g 77.55 nine months after khe date of tleath. PART TAXPAYER RESPONSE 1^ A. ~ The above inform ation antl tax due is correct. Remit pavment to the Resister of Wills with two copies of this notice to obtain a discount or avoid interest, or return this notice to the Register of Wills and C HECK ONE [ an official assessment will be issuetl by khe PA Oepa rtmenk of Revenue. BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inhe rikance tax return ONLY Filed by the estate reprosentative. C. ~ The above inf orma ton is incorreck and/or tlebts antl detlu ctions were paid. C on plete PART 2~ and/or PART ~ below. PART If intlicatin9 a different kax rata, please skate j~ ~~i ~ CJs i ~~? tt (ty ~'~ ~~~ 4 ! ~~' ~ relationship to decetlent: ~~ . ~ 4 i i I I( i" {~ { i ~~ t ~ TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Halaneo 2 $ 3. Percent Taxable 3 X 4. Amount Sub3aei to Tax 4 S 5. Debts antl Datlu<tions 5 6. Amount Taxable 6 7. Tax Rate 7 X e. Tax Oua a +k Untler penalties of perjury, I declare that the facts I reported above are trueqq, correct and comp ~l etpe tp the best of myQknowledge antl bolt af. HOME C 7/7 :) p0~~+ O(v/Z~ (~{uX~-,~' A- E~4,~F,~/ WORK ( :) DATE PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 BUREAU OF INDIVIDUAL TAXES Po BOX 280601 ri' p,~[s~Vania AND ACN 12138300 HARRISBURG PA 1TI~{B` u~{:,j~C' D~ r fne~ewue TAXPAYE R RE S P O N S E ( r,.~ ~ ~~ ~'~ DATE 06-28-2012 GiF\,151[~ ! '. ~isvek ttynrr <os-::: 2012 JUL -9 AM 9158 ~.j~ .,~ SOUR? o CO.. ~ JULIET SAFFOLD 82 BIG SPRING TER NEWVILLE PA 17241-9109 EST. OF KENNETH R ROSE DATE OF DEATH 06-09-2012 COUNTY CUMBERLAND RENIT PAYMENT AND FDRMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU provi tled the department with the information below, which was used in calculating the inheritance tax tlue. Records indicate that at the tleath of the above-named decedent. you were a Joint owner/beneficiary of this account. If y0U are Lhe 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 atltl ress. Please call A7-787-8327 with questions. COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account Np. 298845-00 Data 01-12-2007 To ensure proper cretlit to khe account, two EStab lfshed copies of this notice oust accompany pavnent to the Repi star of Wills. Make check Account Balan<a S` 287. D5 oar able to '•Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If fax payments are Wade within three Amount Subject to lax 5` 143.53 months of the decedent's date of death, Tax Rate X 1 5 deduct a 5 percent discount on the tax due. Anv inheritance tax tlue will become delinquent Potential Tax Due S` 21.53 nine nonkhs of ker the date of death. PART TAXPAYER RESPONSE CHECK ONE [ BLOCK ONLY The above inf ornation and tax due is correct. Remit pavn enk to the Register of Wills with two copies of this notice ko obtain a discount or avoid inters s4, or return this notice to the Register of Wills and an official assessment will be 'i ssued by the PA Department of Revenue. B. ~ The above asset has been or will be reported and tax Daid with the Pennsylvania inheritance tax return filed by the estate representative. C. ~ The above inforna ton is incorrect and/or tlebts and deductions were Daitl. Complete PART ~ antl/or PART ~ below. PART If indicating a different tax rate, please state ISW~YtSE~1( !' v w~i ~~~'~~ 1 relationship to decedent: 14 ~ ki t y : ~ +' 7 TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS ' '~'~~ " 1" ~'"``lt ~' LINE 1. Date Established 1 ~`t'° 2. Account Balance 2 +~ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 +S 5. Debts antl Deductions 5 6. Ampunt Taxable 6 $ 7. Tax Rate 7 X e. Tax Due e PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computati.o n) e U ntlar penalties of perjury, I declare that the facts I reported above are tru¢, correct and~9 co//m''p~~let~pp ko kh¢ best oof nmyA nknowledge and b¢liaf. HOME C ~~? ) aa~-y~!!) 1. J6c .tt.d~ ~- ~~~/ WORK ( ) TAXP VER SIGNATURE TELEPHONE NUMBER DATE