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HomeMy WebLinkAbout01-0216 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU aF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171Z8-0601 *' XNFORMATXON NOTXCE AND TAXPAYER RESPONSE /fa-(;;I../€... FILE NO. 21- 0/- a.,.. I Co ACN 01104066 DATE 02-06-200l REV-1S45 EX AFP (09-DD) EST. OF MARGARET BONNEAU 5.5. NO. 112-10-3878 DATE OF DEATH 11-16-2000 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS [iJ CHECKING o TRUST o CERTIF. HERBERT KRUGER 312 LANCASTER AVE ENOLA PA 17025 REMIT PAYMENT AND FORMS TO: ~EGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 WAYPOINT BANK has provided the DepartlKlflt with the inforll8Uon listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this inforeation is incorrect, please obtain written correction froe the financial institution, attach a COpy to this fore and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Coeeonwealth of ..ennsylv8t.i~. Wu":;ition~ .cI~ u., 'an::t"'H'~eU Uy ~d~:;'ln" ~;:17J. tu7- ~jZ7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 900023532 Date 03-13-1995 Established x 2,452.43 16.667 408.75 .15 61. 31 TAXPAYER RESPONSE To insure proper credit to your account, two (Z) copies of this notice eust accoepany your pay..nt to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Amount SUbject to Tax Rate Potential Tax Due x NOTE: If tax payeents are _de within three (3) eonths of the decedent.S date of death, you _y deduct a 5% discount of the tax due. Any inheritance tax due will becoee delinquent nine (9) eonths after the date of death. Tax PART ill A. [ CHECK ] ONE BLOCK B. ONLY c. ~ The above inforuUon and tax due is correct. I~l. You eay choose to r..it payeent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you Uy check box "A" and return this notice to the Register of Wills and an official assesseent will be issued by the PA Departeent of Revenue. r=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. r=J The above inforeation is incorrect and/or debts and deductions were paid by you. You eust coeplete PART ~ and/or PART ~ below. x If you indicate a different tax rate, please state your relationship to decedent: PART I!l TAX RETURN - CQ~PU!AT.ION 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 TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME ( WORK ( TF! EPHONE ) ) NUMBER DATE cOMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. tB0601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 - 6/- .2./'- 01104067 02-06-2001 REV-1S4S EX AFP lU9-DDl EST. OF MARGARET BONNEAU S.S. NO. 112-10-3878 DATE OF DEATH 11-16-2000 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS [iJ CHECKING o TRUST o CERTIF. BARBARA L KRUGER 312 LANCASTER AVE ENOLA PA 17025 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 WAY POINT BANK has provided the Departaent with the inforaation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above deCedent, you were a joint owner/beneficiary of this account. If you feel this infor~tion is incorrect, please obtain written correction fr~ the financial institution, attach a COpy to this fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Coa_nwealth of Pennsylvania. Questions ~y be answerQd by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 900023532 Date 03-13-1995 Established x 2,452.43 16.667 408.75 .15 61. 31 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice aust accoapany your pay..nt to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Anount Subject to Tax Rate Potential Tax Due x NOTE: If tax pay.-nts are aade within three (3) _nths of the decadent.S date of death, you aay deduct a 5Z discount of the tax due. Any inheritance tax due will beco.. delinquent nine (9) aonths after the date of death. Tax PART [!I The above inforaation and tax due is correct. 1. You aay choose to reait pay-.nt 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 assess..nt will be issued by the PA Depart..nt of Revenue. [CHECK ] ONE BLOCK ONLY B. c=l 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. c=l The above inforaation is incorrect and/or debts and deductions were paid by you. You aust coaplete PART ~ and/or PART ~ below. x If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION OF LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 S. Debts and Deductions S (,. Amount Taxable (, 7. Tax Rate 7 8. Tax Due 8 TAX ON JOINT/TRUST ACCOUNTS x PART [!l DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME ( WORK ( TELEPHONE ) ) NUMBER DATE I~ - &./2..- , '-f' COMMUNWEALTH 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 .... o.J - 01104066 02-06-2001 :L/~ REV-1S4$ EX .\FP (09-00l EST. OF MARGARET BONNEAU S.S. NO. 112-10-3878 DATE OF DEATH 11-16-2000 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS [X] CHECKING o TRUST o CERTIF. HERBERT KRUGER 312 LANCASTER AVE ENOLA PA 17025 REMIT PAYMENT AND fORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 WAY POINT BANK has provided the Departllent with the infortl8tion listed bel_ which has been used in calculating the potential tax due. Their records indicate that at the death of tha above decedent, you were a ioint owner'b_ficiary of this account. If YOU feel this infor.ation is incorrect, please obtain written correction fr~ the financial institution, attach a copy to this fo,.. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the C~onwealth of PiOnns"lvania. Questions .ay be answered by ceiling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 900023532 Dat. 03-13-1995 Established x 2,452.43 16.667 408.75 .15 61. 31 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust acc~any your pay~t to the Register of Wills. Hake check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Aaount Subject to Tax Rate Potential Tax Due x HOTE: If tax pa~ts are II8de within three (3) Rnths of the decedent's date of death, you .ay deduct a 57. discount of the tax due. Any inheritance tax due will beco~ delinquent nine (9) .onths after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. tv! The above infor_tion and tax due is correct. ~l. You _y choose to r..it pa~t 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 assess~nt will be issued by the PA Depart.ent of Revenue. 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:J The above infor.ation is incorrect and'or debts and deductions were paid by you. You .ust c~lete PART ~ and'or PART ~ below. 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 ~OINT/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 PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Co.putation) I $ Under penalties of perjury, I declare that the facts I have reported above are true, correct and co~lete to the best of my knowledge and belief. HOME ( WORK ( TElEPHONE ) ) NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIvIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171Z8-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE I t -;J. / z -/ tj NO. 21...0 /- ?,;I " 01104067 02-06-2001 REY-1545 EX AFP <09-DD) EST. OF MARGARET BONNEAU S . S. NO. 112 -10 - 387,8 DATE OF DEATH 11-16-2000 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS [iJ CHECKING o TRUST o CERTIF. BARBARA L KRUGER 312 LANCASTER AVE ENOLA PA 17025 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 WAYPOINT BANK has provided the Depart.ent with the infor.ation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this infor~tion is incorrect, please obtain written correction fr~ 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 C~onwealth of Pennsylvania. Questions .ay be answered by calling (717) 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 900023532 Date 03-13-1995 Established x 2,452.43 16.667 408.75 .15 61. 31 TAXPAYER RESPONSE To insure proper credit to your account, two (Z) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Nake check payable to: "Register of WillS, Agent". Account Balance Percent Taxable A.ount Subject to Tax Rate Potential Tax Due x HOTE: If tax pay.ents are .&de within three (3) .onths of the decedent's date of death, you ..y deduct a 5X discount of the tax due. Any inheritance tax due will beco... delinquent nine (9) .onths after the date of death. Tax PART ill A. [ CHECK ] ONE BLOCK B. ONLY c. ,111 The above infor_tion and tax due is correct. ~ 1. You..y ChoOse to re.it pay.ent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you .aY check box "A" and return this notica to the Register of Wills and an official assess.ent will be issued by the PA Depart...nt of Revenue. c=l 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=l The above infor.ation is incorrect and/or debts and deductions were paid by you. You .ust co~lete PART ~ and/or PART ~ below. x If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. A~unt Subject to Tax 5, Debts and Deductions 6. AROunt Taxable 7, Tax Rate 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and c~lete to the best of .y knowledge and belief. HOME ( WORK ( TI=II=PHONE ) ) NUMBER DATE 'D1 FL :r: c:n:n ~(')c ;.; -r-'~: J, ~;, .~ U') " tr C r'> ("', c') ,<e,_ ; ~,,',",'1 ~____d t.,....,; c: ~C. oJ -"'"'" -"" -....J -.11 M CO . ~ o - .....-~.. l. C"~ ~'.~'.; -....L _".J (:1' 't-..A <l"'~<i;, o ,,'i i;; ,..1. 2! ....1 (:, nn~x :D ,.,1. (.,1 ~i~i !!t .+. (.J ~~ij~ i (.J I.fl tO~filn I',:' )II n f.;j , :-0 1-A~1!J~ = ....:I t-<U2 ::: o t-< :- ~~U2 - n - - 0 ~ - ~ - - c:: - U2 - PJ -- -" -. -" _. -., - _. -. -, - "'>., ,;t.~, < ~ 3 t/l iD ~ z~.... ~ zzl- ~ wo.w~ !R :>- .. u-w::) ;:: Oa:Q - xl-u-S <, ~0i5 0. <l-~ . wZu.-~ ~~oi~ ~~~~!12 ~~~k~ OW::)W< OOIDOX !z ::> o ~ tn OJ . lJ) If) ,. ...0 ..0 o I- ". ~5a: 0 z::E ~ a: ~ :: o 1-"" 0 <CUJz:; (/)oz (/)0 <C j i u. fa ~ ~L 4' OJ . CD ., . t' ..0 o 4' o ... ... o a: ~ J ex:. ~ t- o::: Ul in a: W :t w :> z w :>10 <tOJ o OCt' W'" t- fS) <t<t ua.. Z <t · J<I J MO ...z p,w I- I ffi :s: ~ ... Q) r- lJ) ('I') i o .... I OJ ~ ... a: ~ ~ ..0 z.... o l\l ~ ? ~ (; o 0 ~ a:tU _ wi W d)", I- ~(U <(::> I-z CJ)~ ffi W u: :s: ~ u. z U1 en - ! to- W cr: <t t=i ~<t ~I: ffii g~ ~Z ~ 0111 w ~ z .... o o N ~..... mt'l ~Ql ~..... o.(U U- o w ~ o 0- 4" :l .-'~ U ..0 ... .... .- ~ ~ '1::-:-' 'j o <. Q.. !z ::> o ~ ~ b I- u.. o a: .w '='. .... ..J~ ~ ~i to fal:~ > ~ UJ a: .... o o N ..... ~ g <t 0 J N a: ""- w x..o en ~...c E. w..... :J 0'" (/) ~U ~.... ~ 5 ~ ~ 8 a a: 1 1 I \ , 1 1 \ 1 1 , 1 \ i 1 1 1 1 1 1 1 1 ~1 -1 ~l ~1 0:1 wI ~l ffil 0:1 i 1 \ I 1 1 \ \ \ \ \ 1 \ I I } \ I \ 0- eD {U .... ~ I , 001 - - ~ \: "'<-." ~ \11~ i~% ~\ w....g ~ _HI) -;C- o: _ ~ ~.... u..OO ~ O~~ t 'ffi~';.~i 2u..ii:) ~Oi(i?A C(::)\::N~ Ri~ffita: fii'8~ ~ Sl ... ~ ~ i ;c. $;,;~' \21' ~ !:1 ~ - -; -= - 1 - -; - ; ... - -= - :: - -= -; - ; ; - ~ - /6 -,2/0:)-/;;/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISE"ENT~ ALLOHANCE OR DISALLOHANCE OF DEDUCTION~. AND ASSESS"ENT OF TAX ON JOINTLY HELD OR TRUST ASSETS Recome Registe: REY-1541 EX AFP 1l2-01l .02 JAN 11 of DATE Niils ESTATE OF DATE OF DEATH FILE NUMBER P 3 ..,f;pUNTY 'LSSN/DC ACN 01-07-2002 BONNEAU 11-16-2000 21 01-0216 CUMBERLAND 112-10-3878 01104067 MARGARET BARBARA L KRUGER 312 LANCASTER AVE Cierk ENOLA PA 170lSumbe;ianc Allount Rellitted PA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rtlfv:i5~i-E)f-AFii-(i1f:ool------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-07-2002 ESTATE OF BONNEAU MARGARET DATE OF DEATH 11-16-2000 COUNTY CUMBERLAND FILE NO. 21 01-0216 TAX RETURN WAS: S.S/D.C. NO. 112-10-3878 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01104067 FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 900023532 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 03-13-1995 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 2.452.43 0.166 408.75 .00 408.75 .15 61. 31 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-11-2001 AA478065 3.07 58.24 TOTAL TAX CREDIT 61.31 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. · ( IF TOTAL DUE IS LESS THAN $1. NO PAY"ENT IS REQUIRED. IF TOTAl._~E_:J;~_R~EL~q~D_~~..A_:~R~~!!:..i~~!l.... Y<<?" "AY BE DUE A REFUND. /{, -.:J/~ - /y COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOKANCE OR DISALLOKANCE OF DEDUCTION~. AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1541 EX AFP 112-001 HERBERT KRUGER '02 JAN 11 312 LANCASTER AVE ENOLA P~~R~~ C',umbei,W,C P3 :21 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 01-07-2002 BONNEAU 11-16-2000 21 01-0216 CUMBERLAND 112-10-3878 01104066 MARGARET ReCOlf~(';; . "'_4.'>-0' ~.A Re[JisTE'i ,:,c of Allount Rellitted _~: l..~. t PA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .. R-EV=is~8-i)f-AFii-(i2~OO)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-07-2002 ESTATE OF BONNEAU MARGARET DATE OF DEATH 11-16-2000 COUNTY CUMBERLAND FILE NO. 21 01-0216 TAX RETURN WAS: S.S/D.C. NO. 112-10-3878 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01104066 FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 900023532 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 03-13-1995 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 2,452.43 0.166 408.75 .00 408.75 .15 61. 31 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-11-2001 AA478065 3.07 58.25 TOTAL TAX CREDIT 61.32 BALANCE OF TAX DUE .01CR INTEREST AND PEN. .00 TOTAL DUE .01CR . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND. - -- ----- ---... --- ...............-"I"'I'n...C! l