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HomeMy WebLinkAbout03-01-13COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 017254 KRETZING JACOB E JR 9 MILLER LANE OLEY, PA 19547 fold ACN ASSESSMENT AMOUNT CONTROL NUMBER 12135807 ~ $90.93 12135808 ~ $90.93 12135809 ~ 524.63 12135810 ~ 524.63 ESTATE INFORMATION: FILE NUMBER: 2112-0685 DECEDENT NAME: KRETZING JOYCE ELIZABETH DATE OF PAYMENT: 03/01 /2013 POSTMARK DATE: 02/25/2013 COUNTY: CUMBERLAND DATE OF DEATH: 05/31 /2012 REMARKS: CHECK# 4810 SEAL TOTAL AMOUNT PAID: INITIALS: HMW REV-1162 EX(11-96) 5231.12 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~~ ' ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE tj ~! ¢~' BUREAU OF INDIVIDUAL TAXES FILE NO. 21 •"~ Gt-% Y~aJ Po Box zso6ol Erli1S ~Vdt11d AND Y ACN 12135 07 HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE TAX P AY E R R E S P O N S E DATE 06-12-2012 REV-1543 EX A~ ~~'11A1; ~ ~. ~ ~ r ~. - _.-.~v Vf C ~~C ~~' R£G~ST~'R Q~' '~~.LS EST. OF JOYCE E KRETZING ~Q~~ ~~~ ~7 D~y^~ ~ ~SN (!1 ATE OF DEATH 05 31 2012 ~~~~~ ~~ COUNTY CUMBERLAND ®~~~~~~~ ~~~~~ REGISTEREOFAWItLS s To: JACOB E KRETZING OLEYLLER LN PA 19547~851~1L~~~ ~`~'' ~Q CAR~ISLEOUPA 5Q7013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. MEMBERS 1 S T F C U 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 he 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. ~^..r -- ~-~` ~:~'irtPLETE PART 1 BELOW * SEE. REVERSE SIDE FOR FI,.L,~NG .AND .PAYMENT -INSTRUCTIQNS ~. Account No. 27704-00 Date 07-21-1981 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance payment to the Register of Wills. Make check $ 12 123 30 " ~ . payable to Register of Wills, Agent". Percent Taxable X 16 . b67 Amount Subject to NOTE: If tax payments are made within three Tax $ 2 020 59 ~ . months of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. Potential Tax Due Any inheritance tax due will become delinquent $ 90.93 nine months after the date of death. PART TAXPAYER RESPONSE 1^ A. M The above information and tax due is correct. I~ 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. 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 PA RT ~ and/or PART 3~ below. PART If indicating a different tax rate, please state a relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ 7. Tax Rate 7 X 8. Tax Due 8 $ PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE P AID PAYEE DESCRIPTION AMOUNT PAID Under penal s of perju , declare that the facts I reported above //are true, correct and comple to a bes knowledge and belief . HOME ((Ol0 ) ~ ~ ~ -U WORK C ~~~ ) tv ~ .3 -C~ ~~~~ Z --Z3 /3 AY~6K SIGNATURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) S r ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21°'I~-Q~~S BUREAU OF INDIVIDUAL TAXES Po BOX 280601 Pennsylvania AND ACN 12135808 HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE ~CP Y~ ~,~5 P O N S E REV-1543 EX AFP (05-11) RE~'i~P+~~~,~1 ~i 1~~ t1~' DATE 06-12-2012 TYPE OF ACCOUNT `~.=sa ~(~~~ _ ~~~_ ~ ~~~ :~~~ FEB ~~ ~~~SN~ ¢F~JOYC204-30E8155G ^ CHECKING '~ U TE OF DEATH 05-31-2012 ^ TRUST ~'~-~~~ ~UNTY CUMBERLAND ^ CERTIF. QE~PCIANa7~ ~f~~AYMENT AND FORMS T0: CASEY STOKESKRETZING (~`~~E~{~,,,A~~RI~(~,~~S~~R OF WILLS 9 MILLER LN 1 COURTHOUSE SQUARE OLEY PA 19547-8511 CARLISLE PA 17013 MEMBERS 1 S T F C U 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 BELDM! * SEE REVER"SE SIDE FOR. FIl~.ING_AI~D PAYMENT INSTltUC.TIONS Account No. 27704-00 Date 07-21-1981 To ensure proper credit to the account, two Established copies of this notice must accompany oavment to the Register of Wills. Make check DATE PAID PAYEE DESCRIPTION AMOUNT PAID U e penalties of perjury, I declare that the facts I reported above rare true,~correct a(n`d mp ete to th est o my knowledge and belief . HOME C V r~ )~ p ~ --~ '1 ~/ WORK C ) Z-Z~~/3 YER S G A URE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) S i ; ~ PENNSYLVANIA INHERITANCE TAX p t INFORMATION NOTICE FILE N0. 21^~a'~~pb~ BUREAU OF INDIVIDUAL TAXES PO BOX 280601 pennsyLvania AND ACN 12135809 HARRISBURG PA I7I2E-o6ol Y E R R E S P O N S E DEPARTMEN V ~`~~''~~ ~~~„ DATE 06-12-2012 REV-1543 P (0 -11) r ~" TYPE OF ACCOUNT t'CI~ € ~p ~? ~i~ v ~i.EST. OF JOYCE E KRETZING ^ SAVINGS t U $SN ® CHECKING C~~~~ ~ DATE OF DEATH 05-31-2012 ^ TRUST ~~~~~~~, ~~~~.~, COUNTY CUMBERLAND ^ CERTIF. REMIT PAYMENT AND FORMS T0: JACOB E KRETZING ~>MBERLA~D Cfl., PA REGISTER OF WILLS 9 MILLER LN 1 COURTHOUSE SQUARE OLEY PA 19547-8511 CARLISLE PA 17013 MEMBERS 1 ST F C U 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 Under penalties of perjury, I declare that the facts I reported above are true, correct, a/nd compl the be my knowledge and belief . HOME { ~~(~ ) -/ ~~ -a `'~,~~ WORK C~j jo' ) ~ [3--~°~`(~~i Z_Z~- T P ER SIGNA RE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) S r BUREAU OF INDIVIDUAL TAXES PO BOX 280601 pennsylva~ HARRISBURG PA 17128-0601 DEPARTMENT OF RE REV-1543 EX AFP (05 Date 11-13-1985 Established s'C13 F~8 ~? ~~ ~ ~~. OF JOYCE E KRETZING ~~~~~ ~~ DATE OF DEATH 05-31-2012 ('3~~~~~Sj ~~~~-.COUNTY CUMBERLAND ~~~pc~t ~~1~ ~~•' REMIT PAYMENT AND FORMS T0: CASEY STOKESKRETZING DG L. tY IR~GISTER OF WILLS 9 MILLER LN 1 COURTHOUSE SQUARE OLEY PA 19547-8511 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. MEMBERS 1 S T F C U 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 de artment of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe ~he 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. 27704-11 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due $ 3,284.07 X 16.667 $ 547.36 X .045 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21"'`~~~~~~~ AND ACN 12135810 ~~~~~ ~T~~K~'~~~ RESPONSE DATE 06-12-2012 24.63 To ensure proper credit to the account, two copies of this notice must accompany payment to the Register of Wills. Make check payable to "Register of Wills, Agent". NOTE: If tax payments are made within three months of the decedent's date of death, deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE ^ ~ 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. 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. dnd r penalties of perjury, I declare that the facts I reported above are true, corre//c~~,,t ancd/ co lete to th best of my knowledge and belief . HOME C ~ ~~ )~~~' ' V ~"t J( WORK C ) 2 -Z '" . 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