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HomeMy WebLinkAbout06-30-06 COIllONWEALTH OF PENNSYLVANIA *' DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 ,r rv'\ , r,- :-[1 HARRISBURG, PA 17128-060lRI:vuR):D C;-I i iJ'L \ c: IIl'Y+Ui45..!:X AF' m-DI) INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 06-0169 06126291 06-13-2006 TYPE OF ACCOUNT EST. OF HELEN E CALAMAN 0 SAVINGS S. S. NO. 178-16-6371 0 CHECKING DATE OF DEATH 02-15-2006 0 TRUST COUNTY CUMBERLAND [!] CERTIF. REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 2MIf: if;r i ':'\0 P '.. l(: I I , Ui..iv .J:.J(" V I] '-" , ROGER L ~AlAMAN 841 N WEST ST CARLISLE PA 17013 MEMBERS 1ST FCU has provided the Dep.r-tIIIlnt ...ith the info....tion list.d balo... ...hich h.s b.en used in c.lcul.ting the potenti.l tax du.. Their- r-acor-ds indic.t. th.t .t the d..th of the .bov. d.cad.nt, YOU ....r-. . joint o...ner-/b.nefici.r-y of this .ccount. If you f..l this infar-..tion is incor-r-.ct, pl..s. obtain ...r-itt.n cor-,..ction fr-~ the financi.l institution, .ttach . capy to this fa,.. .nd r-etur-n it to the mov. addr-.ss. This .ccount is tax.bl. in .ccor-danc. ...ith the Inh.r-1tanc. Tax L....s of the C_..lth of Pennsylvani.. Qu.stions AY be .n_r-.d by c.lling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 57016-41 Dete 10-18-2004 Est-bUshed x 15,853.12 16.667 2,642.24 .045 118.90 TAXPAYER RESPONSE To insur-e pr-op.r- cr-edit to your- .ccount, two (2) copi.s of this no tic. 8USt .cca.p.ny your- p.y.ent to the Regist.r- of Wills. Mak. ch.ck p.yabl. to: "Regist.r- of Wills, Agent". Account Balance Percent Taxable ~ount Subject to Tax Tax Rate Potential Tax Due x NOTE: If tax paYllants .r-e sade within thr-.. (3) sonths of the decedent's data of d_th, YOU s.y deduct . 5X discount of the tax due. Any inh.r-itance tax due ...ill baeose delinquent nine (9) sonths .fter- the date of de.th. PART [!] [CHECK ] ONE . BLOCK ONLY A. 0 The above infor-..tion and tax due is cor-r-ect. 1. You s.y choose to r-.a1t p.ysant to the Regist.r- of Wills ...ith t...o capies of this notic. to obtain . discount or- .void inter-est, or- you say check box "A".and r-.tur-n this notice to the R.gist.r- of Wills .nd .n offici.l .sses...nt ...ill b. issu.d by the PA D.p.r-ta.nt of R.venu.. B. 1;1 The .bov. .ss.t h.s b..n or- ...ill be r-epor-ted and tax p.id with the P.msylvani. Inher-1tanc. Tax r-.tur-n ~to be fil.d by the d.c.dent's r-.pr-.sant.tiv.. C. 0 Th. .bove infor-..tion is incor-r-.ct and/or- d.bts and deductions ....r-. p.id by you. You BUst coapl.t. PART ~ .nd/or- PART ~ b.lo.... PART ~ TAX RETURN - COMPUTATION OF TAX ON LINE 1. Oate Established 1 2. Account Balance 2 3. Percent Taxable 3 X 4, ~ount Subject to Tax 4 5. Debts end Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. T_~e 8 JOINT/TRUST ACCOUNTS If you indicate a different tax rate, please state your relationship to decedent: . PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tex Co.putationl declare that the facts I and belief. I $ and HOME WORK DATE Cb COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL, I.~ES- 0""\::11"'[ r: DEPT. za0601 Cicr'(','~! iH) 0\' \ 'I'JL .J HARRISBURG, PA I ;i!!2~~i~'a-T:, n: '. 'II' : *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 06-0169 ACN 06126292 DATE 06-13-2006 ."- :~'..- '.-' IEV-1S45 EX AF' t09-DDI '1~I"'" \ r:~_;1 LlJUD ,) ,',-, F ',j t:: 1\ TYPE OF ACCOUNT EST. OF HELEN E CALAMAN 0 SAVINGS S. S. NO. 178-16-6371 0 CHECKI"; DATE OF DEATH 02-15-2006 0 TRUST COUNTY CUMBERLAND IX] CERTIF. REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 {""'! , c..\..\ RICHARD E CALAMAN 24 GOBIN DR CARLISLE PA 17013 MEMBERS 1ST FCU has providlld thll DlIpartllllnt with the inforll.tion listlld blllow Ifhich has blllln uSlld in c.lcul.ting the potllnti.l tax dull. Their rllcords indic.tll that .t thll de.th of thll .bove decedent, you Ifllrll . Joint owner/beneficiery of this .ccount. If YOU feel this infor..tion is incorrllct, plll.sll obtain Nritten corrllction frOll the fin.nci.l institution, .ttach . copy to this fo... .nd rllturn it to the abOVll .ddrllss. This .ccount is taxablll in .ccordancll with thll Inhllritancll Tax LBlfs of the CDllllDf'llfe.lth of Pennsylvani.. Qullstions..y be .nSNlIrlld by c.lling (717) 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 57016-40 Date 12-29-2003 Established Account Balanca Parcent Taxable AIIOunt Subject to Tax Rate Potential Tax DUB x 10,651.29 16.667 1,775.25 .045 79.89 TAXPAYER RESPONSE To insurll proper credit to your .ccount, tlfD (Zl cop ills of this notice .ust .ccOllp.ny your p.~lInt to the RlIgistllr of Wills. Makll check p.yable to: "RlIgistllr of Wills, Aglln~. x NOTE: If t.x pa~lInts .... .adll Nithin thr... (3) .onths of the deClldent'S d.tll of dll.th, yoU ..y dllduct . 5::C discount of thll tax dull. Any inheri tancll tax dull NUl bllCOllll dlllinqUllnt nine (9) .onths .ftllr the date of de.th. Tax PART ill [CHECK ] ONE BLOCK ONLY A. 0 The .bovll info....tion .nd tax dUll is corrllct. 1. You ..y choose to r_it p.y_nt to thll RlIgister of WUls Nith tNO copills of this notice to obtain . discount or .void intllrllst, or you ..y chllck box "A" and return this noticll to thll Register of Wills and .n offici.l .sslls..ent Nill bll issued by thll PA DlIpartaent of RlIvenUll. B. ~ The abovll .SSllt h.s bllen or Ifill bll rllportlld and tax p.id Ifith thll PlInnsylv.ni. Inheritancll T.x return -""'to be fUlId by thll declldent's rllp...SlIntative. C. 0 The abOVll infor..tion is incorrllct and/or debts .nd dllductions Iferll p.id by you. You .ust cOllpllltll PART ~ and/or PART [!] bllloN. PART @ DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationship to decedent: PART [!] TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balanca 2 3. Percent Taxable 3 X 't. AIIount Subject to Tax 't S. Debts and Deductions 5 6. A.ount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax COMputation) I $ perjury, I declare thet the facts I MY knowledge end belief. have reported above are true, correct and HOME ("7/7 ) LV, ~ t..' J L. WORK ( ) T~I ~pwnN~ NIIMlIl= DATE ~ COMMONWEALTH OF PENNSVLVANIA *' DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL T~Ell\r~"'D ,... " DEPT za060l ;-j, -I i'-r .1 I ! J .rl('C ' HARRiSBURG, PA l7lZII-060J:'>:,',::.f,:-, ~,ErIVL. I. '.'- '...)" " '. ; i: i - , ~E~-1545 EX AFP [19-111 INFORMATION NOTICE , AND TAXPAYER RESPONSE FILE NO. 21 06-0169 ACN 06126293 DATE 06-13-2006 CLJ EST. OF HELEN E CALAMAN S.S. NO. 178-16-6371 DATE OF DEATH 02-15-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST '[Xl CERTIF. 211'~~ ':; (l (,l.JU '--, I.J jj {1 L.[.: f I ROGER L CALAMAN 841 N WEST ST CARLISLE PA 17013 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HEHBERS 1ST FCU has provided the Depart..nt lIith the infDnlation listed bDlDll IIhich has been used in calculating the potential taK due. Their records indicate that at the death of the above decedent, you lIere a joint DlInerlbeneficiary of this account. If you feel this infor.ation is incorrect, plea.. obtain IIritten correction fro. the financial institution, attach a copy to this fOnl and return it to the above address. This account is taKable in accordance lIith the Inheritance TaK Lalls of the Coaaonllealth of Pennsylvania. Questions say be anSllDred by calling (717) 7117-113Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 57016-40 Date 12-29-2003 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 10,651.29 16.667 1,775.25 .045 79.89 TAXPAYER RESPONSE To insure proper credit to your account, two (Z) copies of this notice BUst accoapany your payaent to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If taK payaents are .ade lIithin three (3) aonths of the decedent's date of death, you .ay deduct a SiC discount of the taK due. Any inheritance taK due lIill bacoae delinquent nine (9) .onths after tha date of death. TIIX PART IT] [CHECK ] ONE BLOCK ONLY A. 0 The above info....tion and tu due is correct. , 1. You .ay choose to re.it pay..nt to the Register of Wills lIith tllO copies of this notice to obtain a discount or avoid interest, or yOU .ay check boK "A" and return this notice to the Register of Wills and an official assessaent IIi 11 be issued by the PA DepartBent of Revenue. B. 1}lf The above asset has bun or lIill be reported and taK paid lIiththe Pemsylvania Inheritance TaK return ~ to be filed by the decedent's representative. C. 0 The above infor.aUon is incorrect and/or debts and deductions lIera paid by you. You aust coaplete PART 0 and/or PART [!] beloll. If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 X 4. Amount Subject to TIIX 4 S. Debts and Deductions S 6. A.ount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 PART I!I DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line S of Tax Computation) I $ perjury, I declare that the facts wle ge and belief. I have reported above are true, correct HOME (71?) clrf-,,~<r WORK (' ) and DATE G\ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES _ DEPT. 280601 -r-'('C r'." HARRISBURG, P~,",~7i?f'1Ofi')l\,\\/l:..,' ,~,\..:,.)\jt'lv:.~",.~, '~: " '~ ._" ":i . '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 06-0169 ACN 06126290 DATE 06-13-2006 IEV-IS45 EX .FP (89-111 TVPE OF ACCOUNT o SAVINGS o CHECKING o TRUST [X] CERTIF . r,PI'( L'ul':"'.J _r}. (i ,..:' .~, \.: .'\ -. \ \ EST. OF HELEN E CALAMAN S.S. NO. 178-16-6371 DATE OF DEATH 02-15-2006 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 RICKARD E CALAMAN 24 GnBIN DR CARLISLE PA 17013 HEItBERS 1ST FCU has provided the Depal"t.ent with the infol"8ation listed below which has been used in calculating the potential taK duB. Theil" recol"ds indicete that at the death of the above decedent, you were a joint ownBr/beneficiary of this account. If you f..l this infor..tion is incol"rBCt, please obtain wl"itten correction fro. the financial institution, attach a copy to this fol"8 and I"etul"n it to the above address. This account is taKable in accordance with tha Inhar-ltance TRK Laws of the CD88o.....ealth of Pannsylvania. Questions .ay be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 57016-41 Date 10-18-2004 Estebl1shttd )( 15.853.12 16.667 2.642.24 .045 118.90 TAXPAYER RESPONSE To insure pl"oper cl"edit to youl" account, two (2) copies of this notice BUst accaapany youl" pay.ent to th8 Registel" of Wills. Make check payable to: nRegister of Wills, Agentn. Account Babn~ Percent Taxable Ailount Subjact to Tax Rete PotanUal Tax Due )( NOTE: If taK payaents are .ade within thr.. (3) aonths of the decedent.s date of death, you .ay deduct a SiC discount of the taK due. Any inher-i tance taK due will becD88 delinquent nine (9) .onths aftel" th8 date of death. Tax PART ill A. 0 The abave infol"88tion and taK due is cOl"rect. 1. You .ay chaose to I"_it payaent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you .ay check bOK nAn and return this notice to the Register of Wills and an official assessaent will be issued by the PA Departaent of Revenue. B. ~~ above assat has been or will be repol"ted and taK paid with the Pennsylvania Inheritance TRK I"eturn ~ be filed by the decedent.s representative. C. 0 The above infor..tian is incol"l"BCt and/or debts and deductions were paid by you. You .ust coaplete PART [!] and/or PART [!] below. [CHECK ] ONE BLOCK ONLY If you indicate e differant tax rate. please state your relationship to decedent: . PART ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 3. percant Taxable 3 X 4. AIIount Subjact to Tax 4 5. Debts and Deductions 5 6. AlIOunt Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAVEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ perjury. I declare that the facts I my knowledge and belief. have reported above are true. correct and HOME (717 ) L.:~' 4'3 "L- WORK ( ) TELEPHONE NUMBE DATE Under penalties of _".,. .~. of 7fdfiH i-