The URL can be used to link to this page

Home My WebLink About02-28-13 (2)COMMONWEALTH 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 017247 BENJAMIN JEFFREY H 435 WEST SOUTH STREET CARLISLE, PA 17013 -- fold ESTATE INFORMATION: ssN: 476-56-3934 FILE NUMBER: 211 1-0875 DECEDENT NAME: HAMMEL SUSAN RIDGWAY DATE OF PAYMENT: 02/ 28/ 2013 POSTMARK DATE: 02/28/2013 COUNTY: CUMBERLAND DATE OF DEATH: 08/08/201 1 REMARKS: ACN ASSESSMENT AMOUNT CONTROL NUMBER 13107266 ~ 535.97 13107267 ~ 54.00 13107268 ~ 545.04 13107269 ~ 587.10 TOTAL AMOUNT PAID: 5172.1 1 CHECK# 3516 INITIALS: HMW SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 ~~~~~~~~ Dr-A. _ Pennsylvania Inheritance Tax Information Notice And Taxpayer Response ~-~~ 17013 2829 (;Q,~ 1QA ~ pennsyLvania DEPARTMENT OF REVENUE REV-1543 EX DocEXEC (OB-12) FILE NO.•~-1-r~6- ~.~" /~ ~~~`S~ ACN 13107269 DATE 02-14-2013 Estate of SUSAN R HAMMEL SSN 476-56-3934 Date of Death 08-08-2011 County CUMBERLAND Type of Account Savings Checking Trust X Certificate CORNERSTONE Fcu provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No. 453110 Remit Payment and Forms to: Date Established 02-11-2000 REGISTER OF WILLS Account Balance $ 3,870.96 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $ 1,935.48 Tax Rate X 0.045 Potential Tax Due $ 87.10 NOTE*: If tax payments are made within three months of the d d ' With 5% Discount Tax x 0.95 ( ) $ (see NOTE*) ece ent s date of death, deduct a 5 percent discount on the tax due. Any inheritance tax due will become d li i e nquent n ne months after the date of death. PART Ste 1: Please check the a 1 p ppropriate boxes below. A ~ No tax is due. B ~ The information is correct. C ~ The tax rate is incorrect. (Select correct tax rate at right, and complete Part 3 on reverse.) p ~ Changes or deductions listed. E ~ Asset will be reported on inheritance tax form REV-1500. ~G13 F~8 ~~ ~ ? ~~ ~L~~K {3 KIRBY R BENJAMIN Q~PHQ~S' CQ~1RT 435 W SOUTH ST ~~g'~~L~Ni*} CARLISLE PA - I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. The above information is correct, no deductions are being taken, and payment will be sent with my response. Proceed to Step 2 on reverse. Do not check any other boxes. 4.5% t am a lineal beneficiary (parent, child, grandchild, etc.) of the deceased. 12% I am a sibling of the deceased. 15% All other relationships (including none). The information above is incorrect and/or debts and deductions were paid. Complete Part 2 and part 3 as appropriate on the back of this form. The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax Return filed by the estate representative. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. PART Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment, and the estate is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required, you may attach 8 1/2" x 11"sheets of paper.) PART Tax Calculation 3 If you are making a correction to the establishment date (Line 1) account balance (Line 2), or percent taxable (Line 3), please obtain a written correction from the financial institution and attach it to this form. 1. Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of the account that is taxable to you. a. First, determine the percentage owned by the decedent. i. Accounts that are held "in trust for" another or others were 100% owned by the decedent. ii. For joint accounts established more than one year prior to the date of death, the percentage taxable is 100% divided by the total number of owners including the decedent. (For example: 2owners = 50%, 3 owners = 33.33%, 4 owners = 25%, etc.) b. Next, divide the decedent's percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent. If indicating a different tax rate, please state you r relationship to the decedent: 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 ~ X 8. Tax Due $ ~ 9. With 5% Discount (Tax x .95) 9 X Official Use.Only ^ AAF PA Department of Revenue PAD 1 2 3 4 5 6 7 8 Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to "Register of Wills, Agent." Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. ,~~ Work Home T/ 7 ~ 3~ ~~~ Taxpay~r ignature Telephone Number Date 2 ~ ZOt.~ IF YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ON LY: 1-800-447-3020 n.,+o Doi PaVP.P. Description Amount Paid BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 Pennsylvania Inheritance Tax Information Notice And Taxpayer Response REGIST~~ ~~ `l~~.S Pennsylvania DEPARTMENT OF REVENUE REV-1543 EX DocEXEC (08-12) FILE NO. ;?~~ 2/- /~ -~',~ ACN 13107268 DATE 02-14-2013 Type of Account ~~i3 FHB ~ 8 ~~ ~ta~~f SUSAN R HAMMEL Savings SSN 476-56-3934 Checking ~ ~ ~ ~ ~ (~ ~ Date of Death 08-08-2011 Trust 435BW SOUTHJSTIN aR~~~NS' (~®~C~o,~unty CUMBERLAND Certificate CARLISLE PA 17013-2829 C~~:B-ERLANO CO., PA CORNERSTONE Fcu provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No. 453118 Remit Payment and Forms to: Date Established 11-09-2007 REGISTER OF WILLS Account Balance $ 2,001.97 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $ 1,000.99 Tax Rate X 0.045 Potential Tax Due $ 45.04 NOTE*: If tax payments are made within three months of the d d ' d With 5% Discount Tax x 0.95 ( ) $ (see NOTE*) ece ent s ate of death, deduct a 5 percent discount on the tax due. Any inheritance tax due will become d li i e nquent n ne months after the date of death. PART Ste 1: Please check the a 1 P ppropriate boxes below. A ~ No tax is due. B a The information is correct. C ~ The tax rate is incorrect. (Select correct tax rate at right, and complete Part 3 on reverse.) p ~ Changes or deductions listed. E ~ Asset will be reported on inheritance tax form REV-1500. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. The above information is correct, no deductions are being taken, and payment-will be sent with my response. Proceed to Step 2 on reverse. Do not check any other boxes. ,~ 4.5% I am a lineal beneficiary (parent, child, grandchild, etc.) of the deceased. 12% I am a sibling of the deceased. 15% All other relationships (including none). The information above is incorrect and/or debts and deductions were paid. Complete Part 2 and part 3 as appropriate on the back of this form. The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax Return filed by the estate representative. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. PART Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment, and the estate is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required, you may attach 8 1 /2" x 11 "sheets of paper.) PART Tax Calculation 3 If you are making a correction to the establishment date (Line 1) account balance (Line 2), or percent taxable (Line 3), please obtain a written correction from the financial institution and attach it to this form. 1. Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of the account that is taxable to you. a. First, determine the percentage owned by the decedent. i. Accounts that are held "in trust for" another or others were 100% owned by the decedent. ii. For joint accounts established more than one year prior to the date of death, the percentage taxable is 100% divided by the total number of owners including the decedent. (For example: 2owners = 50%, 3 owners = 33.33%, 4 owners = 25%, etc.) b. Next, divide the decedent's percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent. If indicating a different tax rate, please state you r relationship to the decedent: 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 ~ X 8. Tax Due 8 ~ n 1A/:aL. CO/ Il........ ~.,+ /Tnv v ~r.\ ~ / X Official Use Only ^ AAF PA Departrn~nt of Revenue PAD 1 2 3 4 5 6 7 8 Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to "Register of Wills, Agent." Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. . Work . ~~~, ~` ,~ Taxpayer signature Home 7~ '7 2`~~ Telephone Number Z3 ~C~j3 Date ~J F YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS DNLY: 1-800-447-3020 ~~~y n~+o p~~~ PaVPP. Description Amount Paid BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 Pennsylvania Inheritance Tax Information Notice RED And Taxpayer Response S~`~'~~f_~~,~~_ ~ pennsyLvania DEPARTMENT OF REVENUE REV-1543 EX DocEXEC C08-12) FILE NO. ~8 Z! • /!- ~! ~~~ ACN 13107267 DATE 02-14-2013 1013 ~f~ ~g ~ _ ~ ,? ~ `t ,~~,~'~~ ~ Estate of SUSAN R HAMMEL aRp~~~$' ~~~ Date of Death 08 08-2011 435BW SOUTHJSTIN ~~~E~~A~~ ~ ~~ County CUMBERLAND ~., p,~ CARLISLE PA 17013-2829 Type of Account Savings X Checking Trust Certificate CORNERSTONE Fcu provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No. 620453100 Remit Payment and Forms to: Date Established 08-20-2007 REGISTER OF WILLS Account Balance $177.89 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $ 88.95 Tax Rate X 0.045 Potential Tax Due $ 4.00 NOTE*: If tax payments are made within three months of the d d ' d With 5% Discount Tax x 0.95 ( ) $ (see NOTE*) ece ent s ate of death, deduct a 5 percent discount on the tax due. Any inheritance tax due will become d li i e nquent n ne months after the date of death. PART Ste 1: Please check the a 1 P ppropriate boxes below. A ~ No tax is due. B ~ The information is correct. C ~ The tax rate is incorrect. (Select correct tax rate at right, and complete Part 3 on reverse.) p ~ Changes or deductions listed. E ~ Asset will be reported on inheritance tax form REV-1500. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. The above information is correct, no deductions are being taken,. and payment wiA be sent with my response. Proceed to Step 2 on reverse. Do not check any other boxes. 4.5% I am a lineal beneficiary (parent, child, grandchild, etc.) of the deceased. 12% I am a sibling of the deceased. 15% All other relationships (including none). The information above is incorrect and/or debts and deductions were paid. Complete Part 2 and part 3 as appropriate on the back of this form. The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax Return filed by the estate representative. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. PART Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment, and the estate is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required, you may attach 8 1 /2" x 11 "sheets of paper.) PART Tax Calculation 3 If you are making a correction to the establishment date (Line 1) account balance (Line 2), or percent taxable (Line 3), please obtain a written correction from the financial institution and attach it to this form. 1. Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of the account that is taxable to you. a. First, determine the percentage owned by the decedent. i. Accounts that are held "in trust for" another or others were 100% owned by the decedent. ii. For joint accounts established more than one year prior to the date of death, the percentage taxable is 100% divided by the total number of owners including the decedent. (For example: 2owners = 50%, 3 owners = 33.33%, 4 owners = 25%, etc.) b. Next, divide the decedent's percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent. If indicating a different tax rate, please state you r relationship to the decedent: 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 ~ 9. With 5% Discount (Tax x .95) 9 X Offjcial Use Only U AAF PA Department of Revenue PAD 7 2 3 4 5 6 7 8 Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to "Register of Wills, Agent." Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. ...--~ , ~ ~ ~ Work `' ` ~ ~ ~ ~% ~ n Home ~ f 7 ~ r ~ 3~ ~' Z3 ~e!3 ~J, ~~ ~~ ~ ~~~~ T T~axp r Signature ~ Telephone Number Date F YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 n.,+„ o-~i.-! PaVP.P. Description Amount Paid BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 I am the spouse of the deceased or 1 am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. The above information is correct, no deductions are being taken, and payment will be sent with my response. Proceed to Step 2 on reverse. Do not check any other boxes. ~ Pennsylvania DEPARTMENT OF REVENUE REV-1543 EX DocEXEC (OB-12) FILE N0.21-~6- ,ZI- / J ~ ~ ~j~ ACN 13107266 DATE 02-14-2013 ~~~~ r ~~ ~8 ~~ ~ 1 `~ SSNt476 56-3934R HAMMEL Date of Death 08-08-2011 KIRBY R BENJAMIN ~~~~K ~~ County CUMBERLAND 435 W SOUTH ST ~}~p;~Q~s= ~~~~T CARLISLE PA 17013-2829 Type of Account Savings Checking Trust Certificate CORNERSTONE Fcu provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No. 453101 Remit Payment and Forms to: Date Established 03-23-1994 Account Balance $ 1,598.56 REGISTER OF WILLS 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $ 799.28 Tax Rate X 0.045 Potential Tax Due $ 35.87 NOTE*: If tax payments are made within three months of the d d ' With 5% Discount Tax x 0.95 ( ) $ (see NOTE*) ece ent s date of death, deduct a 5 percent discount on the tax due. Any inheritance tax due will bec li d ome e nquent nine months after the date of death. PART Ste 1: Please check the a 1 p ppropriate boxes below. A [~ No tax is due. B ~ The information is correct. C ~ The tax rate is incorrect. (Select correct tax rate at right, and complete Part 3 on reverse.) p ~ Changes or deductions listed. E ~ Asset will be reported on inheritance tax form REV-1500. Pennsylvania Inheritance Tax Information Notice And Taxpayer Response «vvritli~U t~f` l~ S~~ 4F RfGtS?'f~ 0~ ~~i~ ~ ~ 4.5% I am a lineal beneficiary (parent, child, grandchild, etc.) of the deceased. 12% I am a sibling of the deceased. 15% All other relationships (including none). The information above is incorrect and/or debts and deductions were paid. Complete Part 2 and part 3 as appropriate on the back of this form. The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax Return filed by the estate representative. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. PART Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment, and the estate is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required, you may attach 8 1/2" x 11"sheets of paper.) PART Tax Calculation 3 If you are making a correction to the establishment date (Line 1) account balance (Line 2), or percent taxable (Line 3), please obtain a written correction from the financial institution and attach it to this form. 1. Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of the account that is taxable to you. a. First, determine the percentage owned by the decedent. i. Accounts that are held "in trust for" another or others were 100% owned by the decedent. ii. For joint accounts established more than one year prior to the date of death, the percentage taxable is 100% divided by the total number of owners including the decedent. (For example: 2owners = 50%, 3 owners = 33.33%, 4 owners = 25%, etc.) b. Next, divide the decedent's percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent. If indicating a different tax rate, please state you r relationship to the decedent: 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 ~ X 8. Tax Due 8 $ 9. With 5% Discount (Tax x .95) 9 X Official Use Only C7 AAF PA Department. of Revenue PAD 1 2 3 4 5 6 7 8 i Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to "Register of Wills, Agent." Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. i, , ,, ., /~ ~ ~ay~r Signature ~ Work Home '71~~ ~cC~ Telephone Number 6 ~ :~` z 2~~ ate F YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS DN LY: 1-800-447-3020 { ~~r~~:~. n.,+o a~~~ PaVP.P. Description Amount Paid