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. )