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HomeMy WebLinkAbout07-07-09Lisa D. Soud 4802 Water Oak Court Palm Beach Gardens, FL 33410 Home: (561) 776-0929, Wk: (561) 745-5805, Cell: (561) 309-9499 July 1, 2009 Register of Wills Cumberland County Court House Carlisle, PA 17013 RE: Pennsylvania Inheritance Tax Information Notice and Taxpayer Response File #21, ACN 09136681, Date 06-18-2009 Dear Sir or Madam: Enclosed are the above referenced forms generated by the Bureau of Individual Taxes for the Estate of Albert Tooze. My name is on this savings account due to the fact that I lease a home at 4802 Water Oak Court, Palm Beach Gardens, FL 33410. The funds in the savings account represent a security deposit for my lease agreement with Albert and Carol Tooze. I spoke to Mrs. Tooze regarding the notice, and she recommended that I return the notice and response form with a letter explaining the circumstances. Should you need to reach me, my work telephone number is (561) 745-5805 and my mobile number is (561) 309-9499. Thank you in advance for your assistance in this matter. Sincerely, ~. Lisa D. Soud N _ ~~ ce i L i ' . ("` J C ~ RRR111 t ~~ ...1 f;~ii_3 ~ „ C t ~ ~ - 3 _ s ~ '~ , `~' _ ,~T~ CYJ PENNSYLVANIA INHERITANCE TAX INFORMATIuON NOTICE BUREAU OF INDIVIDUAL TAXES ~i,i^1~ ~` "~,}~~ PD Box zao6ol ~- rt%~`Xp.~'{~'~,"a ;,RESPONSE HARRISBURG PA 17128-0601 __ _ ~, ._ .. ~i1 ~~; s:L~_i3 REV-1543 EX I1FP (OB-oB) FILE N0. 21~(~a-O(~O~ ACN 09136681 DATE 06-18-2009 EST. OF ALBERT TOOZE CLE~~Jti SSN 148-34-1710 D~~~s ~v~,Q1,TE OF DEATH 02-06-2009 ~~ ~C r~;,NTY CUMBERLAND aE I PAYMENT AND FORMS T0: LISA D SOUD REGISTER OF WILLS 4802 WATER OAK COURT CUMBERLAND CO COURT HOUSE PALM BEACH GARD FL 33410 CARLISLE, PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. WACHOVIA BK NA provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account If you feel the 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. Please call (7171 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 30 0 0 0 9865428 7 Date 09-14-2007 To ensure proper credit to the account, two Established copies of this notice must accompany 1 , 002.04 Payment to the Register of Wills. Make check Account Balance payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ 167.01 months of the decedent's date of death, Tax Rate X ~ 15 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 25.05 nine months after the date of death. PART TAXPAYER RESPONSE 1^ FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A. ~ The above information and tax due in correct. Remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or 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 ONE B L 0 C K B The ab t h b i . ~ ove asse as een or w ll be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the estate representative. C. ~ The above information is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3~ below. PART If indicating a different tax rate, Please state OFFICIAL U5E ONLY ~ AAF relationship to decedent: PA DEPARTMENT DF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 +fi 4 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 +~ 6 7. Tax Rate 7 X 7 8. Tax Due 8 +fi g PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL center on Line 5 of Tax Computation) 8 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 C ) WORK ( ) TAVDAVCD CT!`AIA TIIDC rr, rr,,,...~r ........~.. __-_ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES _ r r,_,_..,t ....AND FILE Po Box 280601 a.'I ~AXPAY'~R RESPONSE ACN HARRISBURG PA 17128-0601 ~ ~ _ , ;y ~ ' ~~ DATE REV-1543 E% AFP (OB-OB) `" ` N0. 21 09136681 06-18-2009 ~~~~ JU~. _~ ~~ ~`E'~. OF ALBERT TOOZE SSN 148-34-1710 C~~~ QF DATE OF DEATH 02-06-2009 ©~p~{,S CQURTCOUNTY CUMBERLAND CjU~~p~1'Si-;~€L ~'l.'., 1-REMIT PAYMENT AND FORMS T0: LISA D SOUD REGISTER OF WILLS 4802 WATER OAK COURT CUMBERLAND CO COURT HOUSE PALM BEACH GARD FL 33410 CARLISLE, PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. WACHOVIA BK NA provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a point owner/beneficiary of this account. If you feel the 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. Please call (717) 787-8527 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 3000098654287 Date 09-14-2007 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check AcCOUnt Balance $ 1, UU2. U4 payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ 167.01 months of the decedent's date of death, Tax Rate ~( 1 rj deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 25 • U5 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or 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 ONE B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the estate representative. C. ~ The above information is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3^ below. PART TAX If indicating a different tax rate, please state relationship to decedent: RETURN - COMPUTATION 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 OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 6 $ 7 X 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 6 7 8 WORK ( ) ~..... ...~.. .. ~..... T~...~ rr, rn~~n ur ununrn nwrr TOTAL (Enter on Line 5 of Tax Computation) S 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 C ) ~~r ~' o `~ N ~ W ~ N (n O ~ ~ Q ~ ~ v ~ ~ ~ a ~ ~ O 7 ~ N ~ 'r1 r F.. }. S ..~.~ i ~~} J~t• SI~ (~{~i (~7 9 9 ~ i..:. j'~{ (:_3 3 .~i p. . `/ `/ mN ~ ~ ~ ~ ~ ~ D~ o Q C ~ O Z ~ ~ ~ ~ ~ W ^'~ ~^ l I C .~~ a c c~ dd ~~~~ ulrfiv~'i~~~Wf l~ iafl(33 S.Iv~Hd~iO ~ ~~# g+~ : { Nd L- ~tlf 6~~Z ;f i~a :', .asp: _ _,. . r, ~"~ w w