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
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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.
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