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HomeMy WebLinkAbout01-0527COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ BUREAU OF INDIVIDUAL TAXES PENNSYLVANIA DEPT.28oso1 INHERITANCE AND ESTATE TAX NO./~ 49 ~ ~~ 7 REV-„~ EX („-ss) HARRISBURG, PA 17128-0601 OFFICIAL RECEIPT RECEIVED FROM: w ERAruT sOBOLEwsK I 1041 ftHt3filA AL.VO MECFiAM I CSHl1RC~, Pfd 1?05'5 FOLD HERE ESTATE INFORMATION: FILE N BER 1-E04t--05~? S3N 34b-54°bbbl NAME ~iU~wS~T~OHERT p(FIRST) (MI) • DATE OF P~A~I~1~ ~~~ g p POSTMAF3LC Q ~T~ f~~01 COUN CUM9~FiLA~lI? ACN ASSESSMENT CONTROL NUMBER +a11Ie248 TOTAL AMOUNT PAID AMOUNT s7.OZ 1~ I rO~ DATE OF DEATH SK + ~ ~ ~~~ f ~~ ~'. C/.. + ! ~~ ~ ~ REMARKS RECEIVED BY GN~CKN 10Qfl REG I sTEI~, w I i,.L~ ~ ~~; SEAL REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG, PA 17128-0801 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: r W GRANT St}39G1l.EWSK I Y 0141 RN(7DA BLVD MgGNANIGtriSURf3, P+A 17f?~5 '-- FOLD HERE ESTATE INFORMATION: FILE NUMBER 21-~`C>41-+4"32? #sSN 34b-~4^,66b 1 NAME OF DECEDENT (LAST) (FIRST) (MI) s©SOLEWBKI RQBERT U DATE OF PAYMENT ~ ~ ~~~ ~ POSTMARK DATE COUNTY CUMHEaLAND DATE OF DEATH 11 /08 l24U~7 REMARKS w ~ttrrr~ 1 a~wvur..cwa~fi a CHECK~i 1U09 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 42i28E49 ~t2B.12 FOLD HERE -°' ~' TOTAL AMOUNT PAID 5K ,;: ' , RECEIVED BY MRR F g REIN I STER W I L.L»S ~~.~'""~ REGISTER OF WILLS '~~~~~~%' . ~~_a~~_3 sx~ CONNONNEALTH OF PENNSYLVANIA ~~ DEPAiQTMENT OF REVENUE INFORMATION NOTICE FILE N0. 21 ~'~ ~' BUREAU OF INDIVIDUAL TAXES AND ACN 01118248 DEPT. 280601 TAXPAYER RESPONSE HARRISBURG, PA 17128-0601 DATE 04-13-2001 REY-1545 EX AFP (R9-OR) TYPE OF ACCOUNT EST. OF ROBERT D SOBOLEWSKI ®SAVINGS S.S. N0. 346-54-6661 ^ CHECKIId; DATE OF DEATH 11-08-2000 ^ TRUST COUNTY CUMBERLAND ^ CERTIF. ,r U' ~ -S REMIT PAYMENT AND FORMS T0: ELOISE D SOBOLEWSKI REGISTER OF WILLS 19 SAN JUAN DR , CUMBERLAND CO COURT HOUSE MECHANICSBURG PA 1705 CARLISLE, PA 17013 ~;i.:;: MEMBERS 1ST FEDRL CREDIT UNION has provided the Departwent with the inforwation 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 inforwation is incorrect, please obtain written correction frow the financial institution, attach a copy to this forty and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Cowwonwealth of Rernfsylt~rl~. Questions aay be answered by calling '_7171 757-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 15706- Date 01-28-1974 To insure proper credit to your account, two r'te'! C2) copies of this notice wust accowpany your Established 3 1 2.0 0 Paywent to the Register of Nills. Make check Account Balance payable to: ^Register of wills, Agent^. Percent Taxable X 50.000 NOTE: If tax paywents are wade within three Amount Subject to Tax 156.00 (3) wonths of the decedent's date of death, you way deduct a 5~ discount of the tax due. Tax Rate X .045 pny inheritance tax due will becowe delinquent Potential Tax Due 7 • UZ nine C9) wonths after the date of death. PART TAXPAYER RESPONSE 1 :.~~ .. ..; . :: ... A. The above inforwation and tax due is correct. ILLLLMMMM 1. You way choose to rewit paywent to the Register of Nills with two copies of this notice to obtain a discount or avoid interest, or you way check box ^A^ and return this notice to the Register of CHECK Nills and an official assesswent will be issued by the PA Departwent of Revenue. C ONE BLOCK B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ONLY to be filed by the decedent's representative. C. ^ The above inforwation is incorrect and/or debts and deductions were paid by you. You wust cowplete PART 2^ and/or PART 3^ below. PART If you indicate a different tax rate, please state your 2 relationship to decedent: TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~~~' LINE 1. Date Established 1 °~ ~'~~a' 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 ~' ~`'` DEBTS AND DEDUCTIONS CLAIMED PART 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I have reported abo~veC are true, correct and (~ cowplete to the best of my knowledge and belief. HOME (11°1 )d.7g~~~ "W ~ ~ ~- ^~ WORK ('?l1 )~?~-1-4141 X~UASr~' _~~I-U1 TFI PHf1NF Nl1MS R DATE F t ~~ ~ 1~ I ~ F C R w t 2 i ~a ~~ !.. _.` ~ ' ,_q d" ~ `} ~,. l ~ .,, ~. ~~ -` ~_ IL '~ ~ J i` V WW Z `' ~F-O Q W ~ N ab ACC t. r ~Z~ a ~Oz°~ aQ~~~ ~~W~~ am?o= U a N H '~tiiiiiiiiiii tee 0 ~'1 a Nt ~ I ~ ~ ~ 1 Q .o W y1 ` ~ F ~ 'v^, ~• =M f ~-~ ~ aO°.~ ~ ... '~ ': ~.. o ~t, a~ 0 0 U a }' M ~ ~ S~ o O t ~~ J~U m~ ~ ~ J ~ ~ o ~ m a~ ~ ~~~~~ ~ .N ~ o •N ~ ~ U m ~" ui ~ ~ U ~ U ~r .:~ ~. ~ ~q ~ ?i ! ^' , L V r 1 N ~ r~ _S t`"~ t' L. c'-' 4 1~-- ~ ~ ~ .. - e~ ~,.~. i 3 i C?> .~ ° ° ~ . ~:. ,i ~ ,~ - iil !t'S CONNONNEALTH OF PENNSYLVANIA DEPARTlg'VT OF REVENUE BUREAIf OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 INFORMATION NOTICE AND TAXPAYER RESPONSE REY-1543 EX AFP (09-00) s~~ FILE N0. 21--GY~spZ, ACN _01118249 DATE 04-13-2001 f ;. ELOISE D SOBOLEWSKI 19 SAN JUAN DR MECHANICSBURG PA 17055,! S ' ,. TYPE OF ACCOUNT EST. OF ROBERT D SOBOLEWSKI ^ snvlNGs S.S. N0. 346-54-6661 ®CHECKING DATE OF DEATH 11-08-2000 ^ TRUST BOUNTY CUMBERLAND ^ CERTIF. .,,. --~? REMIT PAYMENT AND fORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MEMBERS 1ST FEDRL CREDIT UNION has provided the Dapartwent with the inforwation 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 inforwation is incorrect, please obtain written correction frow the financial institution, attach a copy to this forty and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Coaonwealth of Perx)sylvania. Questions way be answered by calling L7171 787-8327. COMPLETE PART 1 BELOW ~ * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 15706-11 Date 06-02-1997 To insure proper credit to your account, two ~_ ~-s Established ~~~ i2i copies of this notice wust accowpany your paywent to the Register of Nills. Make check Account Balance 805.33 payable to: ^Register of Wills, Agent^. Percent Taxable X 5 0. 0 0 0 NOTE: If tax paywents are wade within three Mount SUbjeCt to Tax 402.67 Cal wonths of the decedent's date of death, Tax Rate X .045 you way deduct a 5% discount of the tax due. Any inheritance tax due will becowe delinquent Potential Tax Due 18 • 12 nine C9) wonths after the date of death. PART TAXPAYER RESPONSE ^ :::::: ~: ...; : t1si:~:'t~ ~ A mat. '°.~': ~...:~! , , ~~°~# ~' ~':~.: ~; A. The above inforwation and tax due is correct. 1. You way choose to rewit paywent to the Register of Mills with two copies of this notice to obtain a discount or avoid interest, or you way check box ^A^ and return this rwtice to the Register of CHECK Nills and an official assesseent will be issued by the PA Departwent of Revenue. 0 N E ~ C BLOCK B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N LY to be filed by the decedent's representative. C. ^ The above inforwation is incorrect and/or debts and deductions were paid by you. You oust cosplete PART 2^ and/or PART 3^ below. PART t tax rate lease state your ::::::::::::::::::::::::~::.:.::.:.:.: If ou Indicate a dififeren , P __~~~i'~siii~s~i~i~it= y .:. ...s:. :: ~ ::;:::::::::::: :: i~Z~~i€~~Es:;~~~ ~ ~ ~€~~...;: ..... ~~. decade nt: ' to 'onshs lets re TAX RE _ r .URN COMPUTATION OF / COUNTS '' ST AC T TRU OIN TAX : LINE 1. Date Established 1 •:: :: ..... ' `'~` 2. Account Balance 2 >::~:~:~~~~..:~':.,.,~ :~..~.~~~„ ~.~..::::.;.,: ~~::::.:.,:::, 3. Percent Taxable 3 ~::: X :a~~:::::'` > :':~':~~~:~~:: 4. Amount Sub,7ect to Tax 4 ::: :: ..... ~°~~..i.:~.~.~: .~~.~.:::.~.~:.: .. 5. Debts and Deductions 5 - .•••._,::;::`.:.:. ..:. • _. ..................... 6. Awount Taxable 6 ..:........~_ ...: ..:::......:.•.:: •:......::..:..:,:.: 7 ax Rate 7 :•:. X .:.:.::.::.,_:::~ ' ... . ;;~;.;`-~';~ ~_::~ ~::-:~~:~_~~~:~~:~,: _::;::-::_ .: .;. 8. Tax Due ................_...................... ........... . ......................... . PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reporr~ted above are true, pcorrect and. N~~com(p)lete to the bas of y kn~o~wl1edge and belief. HOME C l~~ ) ~~~ --1Up~ `W ~ ~ lt'~f ~~~-?~r,%~ WORK ('ll1 ) ~~-t -~I ~l~-~ I k~G_5 s _a`7 _G ~ =vZOO~v ~~=~a '° -~'° a ~ ~'a~ca o~ o a ,~ ~~m~~ zm $ ~,°-`c vv~, ~ ~a v~~m as O -1 m o Z~c Nm m ~c W U '~. ,; `~ 1 ^` "', O =``i? L ..f~i U '~ ~~' - ~ . v1 ,,~. ~1 V ~~. ~~~~ ~, ~~ ~._ _ _ I 4 ~ t S ~~ a a ~ e /6-~~y~~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 ELOISE D SOBOLEWSKI `' 19 SAN JUAN DR MECHANICSBURG PA 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT ALLONANCE OR DISALLONANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1566 E% AFP (12-RO) DATE 08-27-2001 ESTATE OF SOBOLEWSKI ROBERT D DATE OF DEATH 11-OS-2000 FILE NUMBER 21 01-0527 COUNTY CUMBERLAND r' SSN/DC 346-54-6661 f ACN 01118248 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP (12-00) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-27-2001 ESTATE OF SOBOLEWSKI ROBERT D DATE OF DEATH 11-08-2000 COUNTY CUMBERLAND FILE N0. 21 01-0527 S.S/D.C. N0. 346-54-6661 ACN 01118248 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FEDRL CREDIT UNION ACCOUNT N0. 15706-00 TYPE OF ACCOUNT: C ~ SAVINGS ( ) CHECKING ( ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 01-28-1974 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 312.00 X 0.500 156.00 _ .00 156.00 X .45 7.02 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 05-30-2001 AA496667 .00 7.02 TOTAL TAX CREDIT 7.02 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 S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. G~ ~a3 ~-ors BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 ELOISE D SOBOLEWSKI 19 SAN JUAN DR MECHANICSBURG PA 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT ALLONANCE OR DISALLOHANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-154! EX AFP (12-RO) DATE 08-27-2001 ESTATE OF SOBOLEWSKI ROBERT D DATE OF DEATH 11-08-2000 FILE NUMBER 21 01-0527 COUNTY CUMBERLAND .`SSN/DC 346-54-6661 ACN 01118249 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER. PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP i12-00) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-27-2001 ESTATE OF SOBOLEWSKI ROBERT D DATE OF DEATH 11-08-2000 COUNTY CUMBERLAND FILE N0. 21 01-0527 S.S/D.C. N0. 346-54-6661 ACN 01118249 TAX RETURN WAS: CX) ACCEPTED AS .FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FEDRL CREDIT UNION ACCOUNT N0. 15706-11 TYPE OF ACCOUNT: ( ) SAVINGS ( ~ CHECKING ( ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 06-02-1997 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 805.33 X 0.500 402.67 .00 402.67 X .45 18.12 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 05-30-2001 AA496666 .00 18.12 TOTAL TAX CREDIT 18.12 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 S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ''CREDIT'' ( CR), YOU MAY BE DUE A REFUND. _-- _-..--..- .. ~..~ ..r pure. rnnu rno TuCTW~PTTnuC 1 ~6 -oZ,~p_~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION NOTICE OF INHERITANCE TAX DEPT. 28oboi APPRAISEMENT ALLONANCE OR DISALLONANCE HARRISBURG, Pa 17128-oboe OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS Rev-i~a ez ~v uz-eon DATE 08-27-2001 ESTATE OF MOWREY JUNE A DATE OF DEATH 05-24-2000 FILE NUMBER 21 01-0587 COUNTY CUMBERLAND SSN~DC 201-16-1294 CYNTHIA L SMEE ACN 01002856 631 HILLTOP DR Amount Remitted NEW CUMBERLAND PA 17070 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP (12-00) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-27-2001 ESTATE OF MOWREY JUNE A DATE OF DEATH 05-24-2000 COUNTY CUMBERLAND FILE N0. 21 01-0587 S.S/D.C. N0. 201-16-1294 ACN 01002856 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT N0. 766288877 TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING C ) TRUST ( ~ TIME CERTIFICATE DATE ESTABLISHED 06-08-1996 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 22,499.14 NOTE: X 0.500 11,249.57 .00 11,249.57 X .06 674.97 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 06-20-2001 AA496755 .00 674.97 BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-21-2001 TOTAL TAX CREDIT 674.97 BALANCE OF TAX DUE .00 INTEREST AND PEN. 19.34 TOTAL DUE 19.34 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU MAY BE DUE A REFUND. -~.- ..~...-....~ .. ~...r ,.r r.,~c. rnnu rno rucrourTrnuc t