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HomeMy WebLinkAbout01-0486 /G-)3i-1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. ACN DATE 21-'01_ 'I?(;, 01119923 04-19-2001 REV-l!;~l EX AFP (D9-DDJ EST. OF ROBERT G PASS 5.5. NO. 189-46-3083 DATE OF DEATH 02-06-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS 00 CHECKING D TRUST D CERTIF. KATHY J MASLILAK 42 WOODS DR MECHANICSBURG PA 17050 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MELLON BANK has provided the Department with the information 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 information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 579-3978 Date 11-18-1998 Established PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of WillS, Agent". x Tax x NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. "';''''imiOlm:lTHIS1:lilfiJ1f:ICEi1iiii: ...............-.....................-................................................... -....-.......-.-.-.......,.............-.....................'.............-,.."........ .....-...........'...........-._--.---.........-.-..............................-....... c=J The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department 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. ~e above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different tax.r~te, please state your relationship to decedent: f\./ I t:c.1! x "30>. Iv L78B.So o d),.,r o DEBTS AND DEDUCTIONS CLAIMED PART [3] TAX LINE RETURN - COMPUTATION 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax S. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS PART ~ DATE PAID 0).;'"; (), 01 PAYEE DESCRIPTION Cosr 01=- AJ~i- ~wcc AMOUNT PAID I 'bSo "vOl-Fe TOTAL (Enter on Line 5 of Tax Computation) declare that the facts I e and belief. $ J78B.So have reported above are true~ correct and HOME (7 I 7) 7 ,~ - I J .J J- WORK ( ) ,tV, A- TELEPHONE NUMBER J1,4-/0/ DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 8UREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG, PA 17128-0601 j(P-~3)~7 INFORMATIO~NOTIC€ AND TAXPAYER RESPONSE FILE NO. ACN DATE 21-OI--Yr~ 01119924 04-19-2001 REY-1545 EX AFP (09-00) EST. OF ROBERT G PASS S.S. NO. 189-46-3083 DATE OF DEATH 02-06-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [X] CHECKING D TRUST o CERTIF. e K. WEND~lL .J" PASS 42 WOODS DR MECHANICSBURG PA 17050 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MELLON BANK has provided the Department with the information 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 information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of PennsYlvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 579 - 3978 Date 11 -18 -1998 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". x x NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5Z discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART IT] A. [ CHECK ] ONE BLOCK B. ONLY c. c=J The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "An and return this notice to the Register of Wills and an official assessment will be issued by the PA Department 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. ~The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different ~~rat~} please state your relationship to decedent: ~K.(J r",~ TAX ON JOINT/TRUST ACCOUNTS PART ~ TAX LINE RETURN - COMPUTATION 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 OF 1 2 3 4 5 6 7 8 x PART ~ DATE PAID 3 aJ. I V /76b.S"'o o X jl- o DEBTS AND DEDUCTIONS CLAIMED PAYEE P€ P~~ete DESCRIPTION ).-- Co~r lJt:- ICeS AMOUNT PAID '7 J3S,So TOTAL (Enter on Line 5 of Tax Computation) $ I 7 JHs SOu Under penalties of perjury, I declare that the complet~~oi~~~edge and belief. TAXPAYER SIGNATURE facts I have reported above are true, correct HOME (7/7) 7106- II.rJ- WORK ( ) ~A- TELEPHONE NUMBER and rfIJ 1-/ 0 I DATE ; C~ ;-;;23/ -?;. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .-"I,( Ie..... '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOHANCE OR DISALLOHANCE OF DEDUCTION~, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-lS4a EX AFP 02-80> WENDALL J PASS 42 WOODS DR MECHANICSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 09-03-2001 PASS 02-06-2001 21 01-0486 CUMBERLAND 189-46-3083 01119924 Allaunt Rellitted ROBERT G PA 17050 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 ~ REli:isi;i-E3f~FFr-(i2-:00)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-03-2001 ESTATE OF PASS ROBERT G DATE OF DEATH 02-06-2001 COUNTY CUMBERLAND FILE NO. 21 01-0486 TAX RETURN WAS: S.S/D.C. NO. 189-46-3083 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01119924 FINANCIAL INSTITUTION: MELLON BANK ACCOUNT NO. 579-3978 TYPE OF ACCOUNT: () SAVINGS ()Q CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 11-18-1998 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 1,830.71 0.166 305.12 1,788.50 .00 .12 .00 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 PAVABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 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 PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" ( CRl, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) /&'~L~3/ --.7 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE (-~ ,: c......./ . BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESS KENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-IS48 EX AFP Cl2-QQ) KATHY J MASLILAK 42 WOODS DR MECHANICS BURG PA 17050 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 09-03-2001 PASS 02-06-2001 21 01-0486 CUMBERLAND 189-46-3083 01119923 Allount Relli Ued ROBERT G 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 ~ ifEfv=is4-i-i)f-AFP--ri1f=ool------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS~ AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-03-2001 ESTATE OF PASS ROBERT G DATE OF DEATH 02-06-2001 COUNTY CUMBERLAND FILE NO. 21 01-0486 TAX RETURN WAS: S.S/D.C. NO. 189-46-3083 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01119923 FINANCIAL INSTITUTION: MELLON BANK ACCOUNT NO. 579-3978 TYPE OF ACCOUNT: () SAVINGS (}() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 11-18-1998 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 1,830.71 0.166 305.12 1,788.50 .00 .12 .00 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 (-) TOTAL TAX CREDIT .00 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 PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIP' ( CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )