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Home My WebLink About09-19-07 (2) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHI:;RITANCI:; AND I:;STATI:; TAX OFFICIAL RECEIPT LUNDBERG LINDA J 5634 AKRON DRIVE HARRISBURG, PA 17109 -------- fold ESTATE INFORMATION: SSN: 178-22-2184 FILE NUMBER: 2107-0613 DECEDENT NAME: DUDEK STANLEY A DATE OF PAYMENT: 09/19/2007 POSTMARK DATE: 09/19/2007 COUNTY: CUMBERLAND DATE OF DEATH: 06/22/2007 NO. CD 008709 ACN ASSESSMENT CONTROL NUMBER AMOUNT 07134265 I $1,706.13 07134259 I $61.38 07137900 I $3,142.67 I I I I I I TOTAL AMOUNT PAID: $4,910.18 REMARKS: CHECK# 8495 . SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG. PA 1712B-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07-0613 07134265 08-10-2007 REV-lSIi3 EX AFP C09-00) TYPE OF ACCOUNT EST. OF STANEY A DUDEK 0 SAVINGS S.S. NO. 178-22-2184 0 CHECKING DATE OF DEATH 06-22-2007 0 TRUST COUNTY CUMBERLAND S [X}-CERTIF. o :3 .' REMIT ~{8ENT ANIthORMS TO: , REGISTER OF,~ILLS rTl ". t'l CUMBERLANOQQ$COURfOHOUSE CARLISLE, P~'~,gvOl{O '--' -"./ ". ** LINDA J LUNDBERG 5634 AKRON DR HBG PA 17109 (J -n -u - ~.. ,~ ~ COMMUNITY BANKS has provided the Depart.ent with the info,..ation listed below whic""~1as been us.r./\n calculating the potential tax due. Theil" records indicate that at the death of the above decedent. you were'a joint owne~neficial"Y of this account. If you feel this infor.ation is incorrect. please obtain written correction fro. the financial institution. attach a cOPY to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth of Pennsylvania. Questions .ay be answered by calling (717) 7B7-B327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 335188490 Date Established 08-10-2006 To insure propel" credit to your account. two (2) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills. Agent". Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x 39,909.65 100.00 NOTE: If tax pay.ents are .ade within three 39,909.65 (3) .onths of the decedent's date of death. .045 you .ay deduct a 5% discount of the tax due. -J)(jt)~\JAnY inheritance tax due will beco.e delinquent 1,795. 93 -~" ~ne (9) .onths after the data of death. x PART ill A. ~he above infor.ation and tax due is correct. 1. You.ay choose to re.it pay.ent to the Register of Wills with two copies of this notice to obtain a discount 01" avoid interest, 01" you .ay check box "A" and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue. [CHECK ] ONE BLOCK ONLY B. [] The above asset has been 01" will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. [] The above infor.ation is incorrect and/or debts and deductions were paid by you. You .ust co.plete PART ~ and/or PART ~ below. OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 6 7 X 8 PART ~ TAX RETURN - COMPUTATION If you indicate a different tax rate, please state your relationship to decedent: LINE l. 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 PART [!] DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID . TOTAL (Enter on Line 5 of Tax Computation) perjury, I declare that the facts my knowledge and belief. c~ have reported above are true, correct and HOME WORK DATE: COMHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07-0613 07134259 08-10-2007 REV-1545 EX AFP (09-00) LINDA J LUNDBERG C/O FULTON 599 N EST. OF STANLEY A DUDEK S.S. NO. 178-22-2184 DATE OF DEATH 06-22-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS liJ CHECKING o TRUST o CERTIF. S\o ~ ~*>~ REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS _- CUMBERLAND em COURT .tDuSE CARLISLE, PAC",,:<Il'013 -' _ :::0 (/) --I' iT! _~ ~~~ -U -:-::::::0 W _.'" ..~.-.~, '\)Q... PA 17843 ~U~~ Q~ \\ \ cl1 ()(--) ; --, FUL TON BANK has provided the Depart.ent with the inforaation listed below which tllll'C~8lfi used ~ .__, calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a-_~ owner/bWfteficiary o~: this acc:ount. If YOU feel this inforaation is incorrect, please obtain written correction froa the financial i.ns~ution, tUach a' COPY ': to this fora and return it to the above address. This account is taxable in accordance with the Inheritance r.x Laws of th.'Coaaonwealth of Pennsylvania. Questions aay be answered by calling (717) 787-8327. >0' Ul CO~PLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCT~S Account No. 0123-58784 Date Established 11-19-2004 To insure proper credit to Your account, two (2) copies of this notice aust accoapany your payaent to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART [!] x 2,871.48 50.000 1,435.74 .15 215.36 TAXPAYER RESPONSE NOTE: If tax payaents are aade within three (3) aonths of the decedent's date of death, YOU aay deduct a 5% discount of the tax due. Any inheritance tax due will becoae delinquent nine (9) aonths after the date of death. x [CHECK ] ONE BLOCK ONLY A. r=J The above inforaation and tax due is correct. 1. You aay choose to reait payaent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you aay check box "A" and return this notice to the Register of Wills and an official asseSSMent will be issued by the PA Departaent of Revenue. B. c:J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. ~he above inforaation is incorrect and/or debts and deductions were paid by you. You aust coaplete PART ~ and/or PART ~ below. OF TAX ON JOINT/TRUST ~ -...~...,~ ~'\ ~ . ~ X 0 '.be ~.I~ PART I!l TAX RETURN - COMPUTATION If you indicate a different tax rate, please state your relationship to decedent:~~~~ 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 PART [!] DATE PAID PAYEE ACCOUNTS 1 2 3 4 5 6 \ .Ar-~~ .")~ 7 ..L ~ Q~S 8 \tA ~lft\ - ~.~ ))~c.. ~ ~,.~ DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID t and TOTAL (Enter on Line 5 of Tax Computation) HOME perjury, I declare that the facts I knOWledge and belief. have reported above are true, correct ("\~ )"~ '-r\~~ WORK ("1\ ) \y)-~ TI=I I=PHONE' NUMBER DATE 0/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07-0613 07137900 08-29-2007 REV-IS'! EX AFP (09-00) REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~ C) = ~~p ~ PNC BANK has provided the Depa..tllent with the info..mation listed below which has :b;J;L1sed ~ r " calculating the potential tax due. Thei.. ..eco..ds indicate that at the death of the above decedent, you we..e a j~intAnine"/beneficia'~ of' this account. If you fee~ this info"lIation is inco..r~ct, please. obtain wri ~ten co....ection. f..oll the fin~ncial ins, t,}~n, ai.f;fch a '-CllPY", ',',' to this fo... and ..etu..n 1t to the above add..ess. Th1S account 1S taxable 1n acco..dance w1th the Inhe"ltance TaX~snof theitollllonwealt~ of Pennsylvania. Questions lIay be answered by calling (717) 787-8327. ,- >'n = "~ C"; COMPLETE PART 1 BELOW 1I 1I 1I SEE REVERSE SIDE FOR FILING AND PAYMENT ~HRUCT~S ,', LINDA J LUNDBERG 5634 AKRON DR HBG EST. OF STANLEY A DUDEK S.S. NO. 178-22-2184 DATE OF DEATH 06-22-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS D CHECKING D TRUST !Xl CERTIF. PA 17109 Account No. 31900297022 Date Established 07-14-2006 (J1 To insu..e p..ope.. c..edit to you.. acc~t, two (2) copies of this notice lIuSt accolIPany your payment to the Registe.. of Wills. Make check payable to. "Registe.. of Wills. Agent". Account Balance Pe..cent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x 73,512.60 100.00 NOTE. If tax paYllents a..e lIade within three 73 , 512 . 60 (3) months of the decedent's date of death, .045 . you lIay deduct a 5% discount of the tax due. ..., "'08. 07_\'Ac:.~\(l Any inhe..itance tax due will beco.e delinquent ~ ~ ~~~ nine (9) 1I0nths afte.. the date of death. x PART [!] A. c=l The above info...ation and tax due is co....ect. 1. You.ay choose to ..ellit paYllent to the Registe.. of Wills with two copies of this notice to obtain a discount 0.. avoid inte..est. 0" you may check box "A" and ..etu..n this notice to the Registe.. of Wills and an official assessment will be issued by the PA Depa..tllent of Revenue. [CHECK ] ONE BLOCK ONLY B. c=J The above asset has been 0.. will be ..epo..ted and tax paid with the PennSYlvania Inhe..itance Tax ..etu..n to be filed by the decedent's ..ep..esentative. C. c=l The above info..mation is incor..ect and/o.. debts and deductions we..e paid by you. You IIUSt complete PART ~ and/o.. PART ~ below. OF TAX ON JOINT/TRUST ACCOUNTS I 2 3 X 4 5 6 7 X 8 PART ~ TAX RETURN - COMPUTATION If you indicate a diffe..ent tax ..ate, please state you.. ..elationship to decedent: 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 PART I!J DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCR I PTI ON AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) $ and have reported HOME C\ \'\ WORK n" TELEPHONE DATE of perjury, I declare that the facts I my knowledge and belief. y