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HomeMy WebLinkAbout07-19-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: HOCKENBERRY TATUM L 155 RUSTIC DRIVE SHIPPENSBURG, PA 17257 --- fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 2o5-3s-7s73 FILE NUMBER: 211 2-0789 DECEDENT NAME: HOCKENBERRY RONALD L DATE OF PAYMENT: 07/19/2012 POSTMARK DATE: 07/19/2012 couNTY: CUMBERLAND DATE OF DEATH: 06/04/2012 ACN ASSESSMENT CONTROL NUMBER AMOUNT 12136975 ~ 5186.55 12136976 ~ 5218.38 12136977 ~ 5109.18 TOTAL AMOUNT PAID: REMARKS: 5514.11 INITIALS: CJ SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REV-1162 EX111-961 NO. CD 016275 REGISTER OF WILLS ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES FILE N0. 21-/;.,2~7~ Po eox zao6ol p ~~a~~~ f~,~ nC AND ACN 12136975 HARRISBURG PA nlza-oeol o~~~ef~ak~tek~1~C'11t.. Vt~ TAXPAYER RESPONSE DATE 06-20-2012 w{- R ~3I . •A P}-i'0 $"I1) ~.:I~i C TYPE OF G~~E~JU~ !9 PrY i~ ~cl t~ 1~' ((~~ ~~~~~~pp~ICC~~~L vU~iTt+ VVIVIG; ~~~~~ ~~„ TATUM L HOCKENBERRY 155 RUSTIC DR SHIPPENSBURG PA 17257-9463 EST. OF RONALD L HOCKENBERRY SSN 205-36-7673 DATE OF DEATH 06-04-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 ACCOUNT © SAVINGS CHECKING TRUST CERTIF. OR RST DWN 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. 744000809 Date 04-02-2009 To ensure proper credit to the account, two Established copies of this notice must accompany Dayment to the Register of Wills. Make check Account Balance $ 8,727.53 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 4,363.77 months of the decedent's date of death, Tax Rate X 15 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 654.57 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 an official assessment will be issued by the PA Department of Revenue. 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 2~ and/or PART ~ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF relationship to decedent: ~~A-~-~~~h~4 `r ~' PA DEPARTMENT DF REVENUE TAX RETURN - 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 $ 4 5. Debts and Deductions 5 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X ` l'~c`~'1 ~i C 7 8. Tax Due 8 $ ~ Cl~ G' .~7~ $ PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TAXPA I tLtF'HUNt NUMBtK DATE TOTAL CEnter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I reported above are true, correct and vco~mplete to the best ofp my~ knowledge and belief. HOME C~ l-1 ~ ~ ~~ - ~~3~ ~-, ~i~ .1 1 .~Yl ~'1 ~ Y~1~:~~ C? +fl~ *--QJUI..~/~ WORK ( ~ INFORMATION NOTICE FILE N0. 21'`~~7~~J7 BUREAU OF INDIVIDUAL TAXES ~"/. ,,-,-.,,. / Po Box zso6ol Pe~~~~ ~~~ ~~ AND ACN 12136976 HARRISBURG PA 17128-0601 DEPARl~N.~,~RE~P~RUF" ~, TAXPAYER RESPONSE DATE 06-20-2012 REV-15~43C'XrA1=P ~PD5-11Y'~ •'.~~ PENNSYLVANIA INHERITANCE TAX P~'1r`"tl`V ~ ' '+ T QR 4 (,t.Jr~ CUMBERt.ANU CO., PA TYPE OF EST. OF RONALD L HOCKENBERRY SSN 205-36-7673 DATE OF DEATH 06-04-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: TATUM L HOCKENBERRY REGISTER OF WILLS 155 RUSTIC DR 1 COURTHOUSE SQUARE SHIPPENSBURG PA 17257-9463 CARLISLE PA 17013 ACCOUNT SAVINGS CHECKING TRUST CERTIF. ORRSTOW 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. 4000032268 Date 03-31-2009 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 $ 10 ~ 216 • 40 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject t0 Tax $ 5 ~ 108.20 months of the decedent's date of death, TaX Rate X lrj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax DUe $ 766.23 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 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. ®,The above informs ion is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. PART a TAX If indicating a different relationship to decedent: RETURN - CALCULATION OF tax rate, please state `L~C~A~k-Q ''~ ~- TAX ON JOINT/TRUST ACCOUNTS OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE 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 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X 7 8. Tax Due 8 $ .~ ~ ~ ~ ~ 8 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 11 comp+lete to the best of my knowledge and belief . HOME C~ ~"l ) j.~ ~ - ~.F3"~ L'1 R SIGNATURE ~ TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) S ~,\ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21'%,~-7~i' BUREAU OF INDIVIDUAL TAXES PD Box 280601 @n n ~ A N D HARRISBURG PA 17128-0601 ~ ~ ~.~ y ACN 12136977 DEPARI~YTj ~a~ -FP(.,~ QFTAXPAYER RESPONSE DATE 06-20-2012 REV-154 7~(RKN~~(0~-.j~ ~ r ~~`~ t C _ !- . 1 TYPE OF rA(~ 12 JUL 19 P~ 1 ~ 0 6 TATUM L HOCKENF~~L~~~~ C'~" PA 155 RUSTIC DR SHIPPENSBURG PA 17257-9463 EST. OF RONALD L HOCKENBERRY SSN 205-36-7673 DATE OF DEATH 06-04-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 ACCOUNT SAVINGS CHECKING TRUST CERTIF. ORRST OWN 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 IkSTRUCTIONS Account No. 4000032269 Date 03-31-2009 To ensure proper credit to the. account, two Established copies of this notice must accompany Account Balance 5 108.20 Payment to the Register of Wills. Make check ~ payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to TeX $ 2,554.10 months of the decedent's date of death, Tax Rate X 15 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 383.12 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. Complete PART 2~ and/or PART 3^ below. PART If indicating a different tax rate, p ease state relationship to decedent: T~C-i i l0 ~-~( 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 1 2 $ 3 X 4 5 - 6 $ x . ~y~ 8 $ l ~l , 1 ~S PAD OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 PART 3^ 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 knowledge and belief. HOME C~~1 ~ ~~c~ - ~ 3 ~ ~-~ `~ C~~ ~ ~~c~~~-k.~.~.~~. WORK C ~ R DATE TOTAL (Enter on Line 5 of Tax Computation) S ~ ~ PENNSYLVANIA INHERITANCE TAX '~ INFORMATION NOTICE FILE N0. 21-~~_~`'~L~~ BUREAU OF INDIVIDUAL TAXES , ~ PD BDX Z8o6oI Pennsylvania AND ACN 12138203 HARRISBURG PA 1~IZa-o6ol ~, { ~~^~~(p AY E R R E S P O N S E DEPARTMENT ~ ~ '[ S.) DATE 0 6 - 28 - 2012 REV-1543 EX P 0~}}) t., - t ?.~ 11,lUL 17 FM 12~ 36 . ~. JOAN M W I L S O N CUMBE~t.AND l~l., PA 217 FINEVIEW RD CAMP HILL PA 17011-8449 EST. OF JAMES B WILSON SSN 176-30-6932 DATE OF DEATH 05-27-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SUSQUEHANNA 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 art 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. 1730002100 Date 08-07-2008 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 $ 12 ~ 113.13 payable to "Register of Wills, Agent". Percent Taxable X 16. b67 NOTE: If tax payments are made within three Amount Subject to Tax $ 2 ~ 018.90 months of the decedent's date of death, Tax Rate X . 15 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $` 302.84 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL 7AX 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 B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return O N L Y filed by the estate representative. C. The above information 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: ~~ TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Aniouni 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 PAD OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 PART DEBTS AND DEDUCTIONS CLAIMED 3^ TOTAL CEnter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I reported above are true, correct an complete to the best of my knowledge and belief. HOM E C ~~ ) p~ ~ ""~ / ~ ~ ~~i~u. ~ ~~~~~k- WORK (`I~7 ) IO.J~-L3D~ l~P2G ~~5~ AXPAYER SIGNATURE TELEPHONE NUMBER ~ DAT DATE PAID PAYEE DESCRIPTION AMOUNT PAID ~~, .,~ ,.a ~,,, n-1 -~i <.« ~.. r r,j '^+' - ~ `~, `~ p. n ,r i?'~ -y-1 ,i.. a Q ~ ~ ~ 'fl •.+ r+ 3° ~ ~~ 7 5a . ~ N '~ E~0~° ~ U ~ l''tt It `-~ n,l t v ~~i1t„ 6 ~ ! Vi'i' ~ ~,t~ ~,11 ?G t 2 JUL f 7 PM IZ: 36 V~ N y~ ':: b ~~ ~~ T PJQ 7 ~~ ~ ~C'J U {t~ ~f i <<3 i~t j?~ is .1..} !, ,5 .;..}