HomeMy WebLinkAbout04-16-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
'*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21 07-0430
07125542
06-08-2007
REV-1543 EX AFP (09-00)
TYPE OF ACCOUNT
EST. OF ANN HUNCHARIK
S.S. NO. 196-18-0778
1 . ( 0ATE OF DEATH 10-20-2006
<::::"" h / 1--1. Lt. f'\C~'n t< S pkl> t. OUNTY CUMBERLAND
J e r: ~ ('-;'\ "/ I) REMIT PAYMENT AND FORMS TO:
JAMES HUNCHARIK . uec..e-uS'~ 3~/f)' Ob REGISTER OF WILLS
557 WOODLAND AVE CUMBERLAND CO COURT HOUSE
JOHNSTOWN PA 15902 CARLISLE, PA 17013
(") ~
C; 0 2i5
.... :0 :z,.. ;
IJ~f p ;g}
PNC BANK has provided the Depart..ent with the information listed below which has ~~sed ...... ,..)
calculating' the potential tax due. Their records indicate that at the death of the above decedent, you were a ~~~ ~ner/bfJI9fici~~~., cif"'.l
this account. If you feel this information is incorrect, please obtain written correction from the financial insti)~on, attach a .-co.p.. y:::J
to this form and return.it to the above address. T~is account is taxable in accordance with the Inheritance T~~~of t~ommo~e~~
of Pennsyl"'ania~ QuestIons may be answer~d by cilll:'-ng (717) 787-8327. ;~'-')(,:...: ::J::' ~.';'i
COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT JLNSfRUCTtDNS-~~
..J.;'> .' -
To insure proper credit to your ac~nt, t~o ~ . , :
(2) copies of this notice must acc~anY your
payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
[i] SAVINGS
o CHECKING
o TRUST
o CERTIF.
Account No.
5003157946
Date
03-13-2000
Established
x
3,056.72
50.000
1,528.36
.15
229.25
NOTE: If tax payments are .ade 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.
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
x
PART
ill
TAXPAYER RESPONSE
[CHECK ]
ONE
BLOCK
ONLY
A. [] 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 ..ay 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.
B. [] 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. [] The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
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
PART
~
DATE PAYEE
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5 II../- J I~}? I () 0
6
7 X
8
PART
~
TAX RETURN - COMPUTATION
If you indicate a different tax rate, please state your
relationship to decedent:
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
Under penalties of perjury, I declare that the facts
complete to the best of my knowledge and belief.
have reported above are true, correct and
"'I'"__na""r-n C""-Tro...IATIIDI:'
HOME (
WORK (
TELEPHONE
)
)
NUMBER
DATE
~1
TOTAL ~ $
u.s. INFORMATION RETURN
FOR 2007
I Sua.:::: B for I ~~.
Stalement for
RecIpIents d
Proceeds from Broker and
Barter Exchange Transactions
T} X~=~
0I5101f2007
56501R10
:z &lOCkS, Bonds, etc:.
11140.25
3 BarterIng
4 FEIIERAllNCOlE TAX W\'l14HELD 7 DescitPUon
0.00 MANULlFEFlNANCIAL.'CORPORATlON - -
5 No. d WIleS exch8nged
6 Classes d stock exchanged
~mrHARIKSHERAOOOO
00175056501R10
w:,. SHERIAL A HUNCHARIK
PAID 557 WOODLAND AVENUE
JOHNSTOWN PA 15902-2666
RECIPIENT'S Idelltlfbtlon number on file
189-38-5160
~S......1IdcIIess, ZIP code and Federal
IcfentIIiaitIon number
MELLON
INVESTOR SERVICES
480 WASHINGTON BLVD
JERSEY CITY NJ 07310
(800) 249-7702
WWW.MELLONINVESTOR.COM
22-3367522
FORM 109&08
D CORRECTED
If checked
0Zl DUPUCATE
YotJl can quickly access payment history of dividends and more on your account online. Please refer to the
above referenced website address.
VieW Infonnation
Diviidend Check History
Dividend Reinvestment Activity
Account Detail
Certificate History
Boolk Entry History
Hist.orical Stock Price Information
Transactions Available
Change Your Address
Requesta. Dividend Check Replacement
. Request a Duplicate Reinvestment s.tatement
Request a -Duplicate Form 1099
J
,G~~VL;.,<
~ \[\ \1\ ~f\.v V~e < ~ u-
~ Y- ~oJ\
c.s \t/./
GLENDPl FARNER STRASBAUGH
cumberland County - Register of Wills
One Courthouse Square
Carlisle, PA 17<J13
Receipt Date:
Receipt Time:
Receipt No. :
5/03/2007
14:17:33
1048330
nUNCHARIK ANNA
Estate File No. :
Paid By Remarks:
2007-00430
SHERIAL A HUNCHARIK
CJ
Fee/Tax Description
PETITION LTRS TEST
WILL
SHORT CERTIFICATE
JCP FEE
AUTOMATION FEE
Check# 126
Total Received.... .....
Receipt Distribution ------------------------
Payment Amount Payee Name
45.00
15.00
8.00
10.00
5.00
----------------
$83.00
$83.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
CUMBERLAND COUNTY GENERAL FUN
~
~
-i
o
-i
)>
r
o
'T1
~
m
:JJ
(")
:I:
)>
Z
o
en
m
en
m
r
m
(")
-i
m
o
:@
~
m
)>
r-
)>
z
o
m
c
c
m
~
(")(")~:JJ)>
0"a;(1)~~~
~~5~5iii
eo <=:-< ~ ~ lS-_
o 'T1 ID CD
~Q.8~
:; ~,..Q)
iil ' ~
:u 3-
ill (")
'< III
~ ~
(")
III
a.
fI)
"U 0
)> 0
-< s:
s: "U
m r-
Z m
-i -i
:0 m
m -i
o 0
m -i
<: )>
m r-
o
"'Tl
:0
o
s:
)>
o
o
=i
6
Z
)>
r-
=i
m
s:
Ul
o
:0
o
m
:0
m
o
>
-i
m
:0
-ien
o III
~ i!"
(")-i
III III
~!<
)> ::;;
a. III
~ :g
5 5-
Q) III
fI) CT
CD
g
~ 0 NO'"
ci>z,iJ~~
1 f ~:
a. a.
o
c:
Q) ~
i I
(")
o
::J
Pi
S'
m
(\:
~:
~ ~
(5" iii
.., ~
~
~
'\
-iCJ)
5tc
!!!.;:
~;:
illJ>
"'::0
!!!.<
:I:
o
3
(1)
(")
=r
III
...
eo
(1)
fI)
);
+
ID
+
.9
-i
o
~
r-
o
'T1
o
)>
~ ~
o 'I
~ I'b
Z
rn ~
~ ~
~
~
It'
~~
III 0
2 ~
""eo
~~
fI) 0
.,..... c:
-i
CD
CD
."
g
CD
fI)
.c
a:
a.
()
III
~ ~
~ !!.
~Q
Sl.
l
~
III
l
.!:
!D
o
:x:
)>
:EI
G)
m
"'"
o
:EI
s:
m
:EI
o
:x:
)>
z
c
Ui
m
U)
m
r-
m
o
-t
~~
~
-\
(")
~~
~~
,,-<
11)
~I
-i
o
~
r
o
'T1
(I)
m
:JJ
<
o
m
(I)
(I)
m
r
m
()
-I
m
o
~
~
, , t~
~:~: s
'~ '('n." III
, '~)" ..
, ,1\, CI)
:~:t:~1ll
, ,,t'\.~ s.
. '\~~ C'l
~: :~ ~
, ~, ."" III
~ :"-:l' !l
.~ .~~' :::::
~: : i
ij\: ~\~
\:~:~1
:1\ .t-. :~~
~ ~~~ ~
:1" :'!'
g>g>~if
:2 i 0 ~
o' ::J i 0
Q) S" CD
CD
~
.?l
<
(I)
=r
O'
CD
~ ~~
z
CD
~
o
'C
III
j
...
z
5t
o'
(I)
o
s::
c:
o
(')
iii'
::J
~
VI
"
()
CD
tt3
'<
(")0
CD.
',~O
~ 16' J>
a.CJ)
b':J:
o "Q. J>
~r~ ~
-J>
liz
, !!!. 0
\ =r m
~CJ)
CD ::l.
P> ::;:
o -,
=r 0
. III
CD
~
to
0- - - ~
O~5'i"(")
g':;"~.!. "
~[~E~
<. I~~~~ :e
r~~J~ ~
....'i2:0
~i (8 ~ Q
i. c m
f ~li ~
~!6 -l
!!g~ ~
~ ~ ;~~ ~
~ =!!}4D:Ja.
~;'a- C)
~~3:D
:J.::JOI m
l;l.-:i m
r-':: ~ 3:
![!!" ~
[~~ -f
"'''
t:D:J -.
::Jo!e-
:::"T\
lD 5-
::l -
'< ."
."lD
lD'<
'< i
3 ::l
CD _
::l _
- ..
~
~
\
d Q 3'
-i CD 3
"f!. !l [
~ :; a
Ul 3 CD
~ !!!. g-
00"'"
5> ? j[
r
o
:r
)>
:II
C>
m
rn
$
I
~
-i ;t
ill III
::J ::)
~i
ai
:JJ;!;
~ ~
III
S'
o
0'
."
c:
::J
CD~
~
:I:
o
3
CD
w
'(
~
'\
:JJ
CD
o
CD
<"
S'
eo
ii!
3
III
s-
a>
-
a
3
d'f)
i CJ)
a"U
s-m
eo 0
iil );
3 r-
~o
o :J:
5J>
::D
C)
m
CJ)
a"" ::0 .....";[""0
~ ~t~ E ~ ~.e! ~~ iii
\ ,-' A!!!. Cl'~l:(')
".~iii '" 3l:......11p..
...~ ~Cl' '5" ...;e-O
~ r-~~ ~ i ~ ;I~i~
'" \.i~'[ ~a'5"l:"'m
11\ "lii'~ ~~. ;;!:l!Q i i en
l' :!. ~ ~". i ~ ~ '< i.
fA ~~~ ~ ~i!f~
~ iii~~I\''''oo6"~
" ~ ~ ~~" i ::. -"2 ~
"I)... I' 6"3~'" at
\ ~!! t;IE i a Cl'~
l' .t~~ 9:~;i"
1\33 !.'t""il~
"...... "''''18::1
Dt\::a.ij. gg~i
~ or",. ~"c6~
~ ... 18 !!t It' '5"
~ {l ~ :.. ~ ~~
is'' -arc:::fIJ
,'5"~ ~Q. ~
~ ft1~E; ~!?R-;:)-
CCC
a> 0 fI)
CD CD (I)
aaa
mm'T1
..0 ..0 III
~.~. ~
3 3 CD'
(I) CD fI)
a3.Qo
ll"ll"en
en(l)~
a Dr
....=Q'
~~3:
OCi)CD
? ill 3
o Ci g.
=r 0 !!!.
en 5: en
CD (I) (I)
:2 (I) ~,
s' ~ fa
2'
900
~t-i
III ~
~ ll> tr1
:3 ea !:7
III g j:::>,
lil'~ tr1
-< i3' Z
Sl:::. J-3
~[ 0
3 III ~
!!t~~
~~ C
os Z
Iii!!!. tr1
Ill~ ~
ll>c::
~ln
-,~ t"""
lil'~
~ III CJ
. Q. 0
~Sl 0
~S 0
::: ~ r;J)
~~ >
iD.,. @
s1:
s S.
Illea 00
m~tr1
"'.... ~
o ~ ~
:::J III -..
'" ll> -
Sea ()
~ ea tr1
~~ 00
~ ~i" 00
t:r Q. tr1
~ t:r t"""
"'<:: tr1
~f q
Sl tr1
~O
III
!\)
lFlF~
CD (I) a
a a:::::
~~j
g,;:::;... 9.
g:j11
iif !ll Ii
ll" ll" ]
(I)(I)!
~~-
__llo
~ ~ (I)
'T1<it
c: -. :;:t
::J ~ ..
!!l :r
!!!.eo
~<
~ i
o d:
::> 0
'< ::J
o 0
)> m
-i 0
m ~
o Ul
'T1 m
~ 0
~
:r
~)..
,~
~~
6
~
f
f\
~
o ~
~ ,
m ,
~ "
rn
-i
)>
-i
m
s:
m
z
-i
'-
~
I
~z
\9
\)
~
:-"
om
:T5-
!!l III
"03
CD 5'
"Ceo
III ,
a
o.
::J
S-
ID
o
a.
'<
ID~
III a
enr
en'"
(1) II)
:2()
_. :::s
o III
(1)-
~~
:;;s.
c: C'l
:J III
CD III
~ ..
'/>
o
:x:
)>
:EI
C>
m
'T1
o
:EI
U)
m
:EI
<
o
m
U)
U)
m
r-
m
o
-t
m
c
o
;'
o
0'
...
ll"
(I)
Pi
=:
(X)
~
~
L~ m "" m
~~coC
::t~~~
t::. N (J) _
~....:-+:xJ
t,; N~ C
~'"T1o=-
~$I)::r=-
~X:JO
;::r C):) rn
~.~~~
'::'10,:J)>
~~ ~~ ~
.~:J c:
'N~ Z
N,< m
~)><:xJ
~. $I) ~ )>
~ ~ iii' ...
Io-l. .....:t
\0:0010
NCDCO
00-.03:
\:0.0) m
:-n
~