Loading...
HomeMy WebLinkAbout12-01-09COMMONWEALTH OF PFNNSYLVAIJIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PETRULLO ANTHONY J 1 129 RANA VILLA AVENUE CAMP HILL, PA 17011 REV-1162 EX(11-961 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER fold ESTATE INFORMATION: SSN: 206-3o-s1o4 FILE NUMBER: 2109-11 12 DECEDENT NAME: PETRULLO ROSE C DATE OF PAYMENT: 1 2/01 /2009 POSTMARK DATE: 1 1 /30/2009 COUNTY: CUMBERLAND DATE OF DEATH: 08/ 24/ 2009 AMOUNT 09160774 ~ 53,964.73 09160773 ~ 51,228.41 09160377 ~ 5578.73 09160378 ~ 51,316.22 09160379 ~ 5597.69 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 7061 INITIALS: CJ RECEIVED BY: 57,685.78 .~+~ rw~r~n rnn~fro cTCACQ/~I IGL.I REGISTER OF WILLS NO. CD 012057 REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES _;~-~- AND FILE N0. 21 ~~9-j112 Po BOX 280601 ~ •~T -+ `• ~ TAXPAYER RESPONSE ACN 09160378 HARRISBURG PA 17128-0681 ;-~~ +~r° ~ s-~ __ DATE 09-21-2009 nv-iscs oc Avv coe-oe~ PENNSYLVANIA INHERITANCE TAX 2009 ~~~ ' ~ PM 1 ~ ~$ TYPE OF ACCOUNT EST. OF ROSE C PETRULLO ^ SAVINGS ~~~ ~~ SSN 206-30-8104 ^ CHECKING ~~,~ C~UR7 DATE OF DEATH 08-24-2009 ^ TRUST /+~ ~~p ~ p p/~~ pp~~ COUNTY CUMBERLAND ~ CERTIF. Cl~u4BEFl~'~~© l~V•, ~J"' REMIT PAYMENT AND FORMS T0: ANTHONY J PETRULLO REGISTER OF WILLS 1129 RANA VILLA AVE CUMBERLAND CO COURT HOUSE CAMP HILL PA 17011-6931 CARLISLE, PA 17013 PNC BANK NA provided the Departwent with the inforwation below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-pawed decedent, you were a ]oint owner/beneficiary of this account. If you feel the 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 Pennsylvania. Please call (717) 787-a327 W1tn questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 000031200258876 Date 03-22-2005 To ensure prover credit to the account, two Established copies of this notice wust accowpany paywent to She Register of Wills. Make check Account Balance 58, 498.74 Dayable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax paywents are wade within three Amount Subject to Tax $ 29,249.37 wonths of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will becowe delinquent Potential Tax DUe $ 1 , 316.22 nine months after the date of death. PART TAXPAYER RESPONSE ^ u~.ti c " ' nx as.. ~ ~ A. Tha above inforwation and tax due is correct. Rewit paywent to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of Wills and an official assesswent will be issued by the PA Departwent 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 inforwa ion is incorrect and/or debts and deductions were paid. Cowplete PART 2~ and/or PART ~ below. PART If indicating a different tax rate, please state „ ~ ~1G', 0 relationship to decedent: .I~~AF~~'!~ • TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 ~ ~"''~"'~~ ~" ""''r' ~ ` "`''"' {$`~~~'~- 6. Amount Taxable 6 $ ~ "' } ~'"~ 7. Tax Rate 7 X ~~ °'4`j~'` £ 8. Tax Due 8 ~ " PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID nder en tie , I declare that the facts I have reported above are true, correct and ompl te~ e b t of m Niowle~e sand belief . HOME (7~7 ) ~6 ~ ~~ ~ Z INFORMATION NOTICE WORK C'~I9) TOTAL CEnter on Line 5 of Tax Computation) S PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE `~`- ~ '~ ~'` AND FILE N0. 21 ~~~'~~~~ BUREAU OF INDIVIDUAL TAXES `,, ~ '. ~i ' % PD Box zageol y TAXPAYER RESPONSE ACN 09160377 FU-RRISBURG PA 17128-0681 r; ~~`~;, t L,:; .:• ~..~. DATE 09-21-2009 REV-1543 IX 11FP (OB-oBl ZOQ9 OEC - I PM 1 C~}~~~~~cc~ {~~~~+~y' T tJl1T fly y~3 i.rlJ~~ 1 ANTHONY J PETRULLO 1129 RANA VILLA AVE CAMP HILL PA 17011-6931 EST. OF ROSE C PETRULLO SSN 206-30-8104 DATE OF DEATH 08-24-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO CDURT HOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. PNC BANK NA provided the Dapartwent with the inforwation below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-pawed decedent, you were a joint owner/beneficiary of this account. If you feel the 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 Pennsylvania. Please call (7175 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 000031600258279 Date 03-22-2005 To ensure proper credit to the account, two Established copies of this notice wust accowparq~ paywent to the Register of Wills. Make check Account BelanCe $ 25, 721 • 45 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax paywents are ^ade within three AmOUnt Subject to Tax $ 12, 860 • 73 wonths of the decedent's date of death, TaX Rate X .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 578 • 73 nine months after the date of death. PART TAXPAYER RESPONSE FJFI L ti T C ~ T A. The above information and tax due is correct. Rewit Dayment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or check box "A" and return this notice to the Register of CHECK Wills and an official assessment will be issued by the PA Department of Revenue. C ONE BLOCK 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 informs ion is incorrect and/or debts and deductions were paid. Cowplete PART ~2 and/or PART ~ below. diff ent tax rate please state ~ ~ ~ PART Z^ If indicating a er relationship to decedent: ~~~~~~ ~ ~ TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Sub~eet to Tax 4 $ _ ~ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ Y 7. Tax Rate 7 X 8. Tax Due B DEBTS AND DEDUCTIONS CLAIMED PART 0 narE PAID PAYEE DESCRIPTION AMOUNT PAID Under enaltie f , decl re that the facts I have reported a co a to a st of le ~ and belief. HOME C~ .~. ~ w~/ ~/.~ WORK C' /7 ~rT6~ /b ~~ d IUTAL ltnier on ~inu ~ w~ .a+• .... ~~~r..~o.. -••- - __ PENNSYLVANIA INHERITANCE T INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES ~_ .~ AN D PO BOX 280601 r ~': '.~-; ~~- `~~'7AXPAYER RESPONSE W-RRISBURG PA 17128-0601 •. r raEV-sas'~x ~~tbe~.oe~ '` _.. ~ . FILE N0. 21 -(~-1112, ACN 09160773 DATE 09-23-2009 209 DEC - I PM i ~ 4$ Ct-t-i ~!~ ~~ QRi'HAN`S ~O~RT Ct~~Ir3P4~j..F~~ r~,.,, PA ** ANTHONY J PETRULLO 1129 RANA VILLA AVE CAMP HILL PA 17011-6931 EST. OF ROSE C PETRULLO SSN 206-30-8104 DATE OF DEATH 08-24-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. PNC BANK 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 decadent, you were a ioint owner/beneficiary of this account. If you feel the inforeation is incorrect, please obtain written correction from the financial institution, attach a copy to this fors and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commenwaalth of Pennsylvania. Please call C717) 7a7-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 000031400337459 Date 12-18-2008 To ensure proper credit to the account, two Established copies of this notice must accompatn/ payment to the Register of Wills. Make check Account Balance $ 27, 297 • 89 payable to "Register of Wills, Agent". Percent Taxable X 100.00 NOTE: If tax payments are ^ade within three Amount SUbjeet to TaX $ 27,297.89 months of the decedent's date of death, )( .045 deduct a 5 percent discount on the tax due. TaX Rate Any Inheritance Tax due will become delinquent Potential Tax Due ~ 1 , 228 • 41 nine months after the date of death. PART TAXPAYER RESPONSE ~' _„ ~ ~.: The above inforeation and tax due is correct. A. ~ Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or check box "A" and return this notice to the Register of CHECK Wills and an official assessment will be issued by the PA Department of Revenue. ONE C BLOCK 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 informs ion is incorrect and/or debts and deductions were paid. Complete PART ~2 and/or PART ~ below. If indicating a different tax rate, please state 'f ,,. PART 2 relationship to decedent: ,~~~: TAX 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 +fi 3 X 4 5 6 7 X 8 $ PART a neTG porn PAYEE DESCRIPTION AMOUNT PAID Under en ties I dare that the facts I have reported a''b~Iove are true, correct and compl o t e be of my ge belief. HOME C / ~~ ) ~/ ~ ~~ WORK C / ) 2 ~~ L~ _____ _ __ ..__. TFI FPNONE NU BER TE DEBTS AND DEDUCTIONS CLAIMED ...,:.. ~ .m 1 U I NL lCf:lC ,- w:~ ~a~~o ~ ... o.. ..- r-- PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE .AND FILE N0. 21-Q~-11~~,, BUREAU OF INDIYIDUAL TAXES ao6ol 1 i t ' ~~ ~~~fPAYER RESPONSE ACN 09160774 Po Bar z HARRISBURG PA 17128-0601 _~_, r. DATE 09-23-2009 REV-1543 EX I1FP'(QVUe! ` ~ w~ . e 1L e... TYPE OF ACCOUNT ~QQ9 U~C - ~ PM I ~ 48 EST. OF ROSE C PETRULLO ^ SAVINGS SSN 206-30-8104 ^ CHECKING DATE OF DEATH 08-24-2009 !{ C~ G ~ ~ ^ TRUST 7 ~y~ p L~ p ~~ ~~ C~~RI COUrITY CUMBERLAND Vllt"(IWY ~ CERTIF. q ~~=~~~t',~ti~~ ~~ ~ REMIT PAYMENT AND FORMS T0: ** ANTHONY J PETRULLO REGISTER OF WILLS CUMBERLAND CO COURT HOUSE 1129 RANA VI CAMP HILL LLA AVE PA 17011-6931 CARLISLE, PA 17013 PNC BANK 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 ioint 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 forty 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 C717) 7a7-8327 wi#h questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 000031100339849 Date 03-11-2009 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 $ $8, 105 • 00 payable to "Register of Wills, Agent". Percent Taxable X 100.00 NOTE: If tax payments era made within three Amount Subject to TaX $ 88, 105.00 months of the decedent's date of death, X . 0 4 5 deduct a 5 percent discount on the tax due. TaX Rate Any Inheritance Tax due will become delinquent Potential Tax Due $ 3, 964.73 nine months after the date of death. PART TAXPAYER RESPONSE M3f NAT D ~€~ L p.~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or check box "A" and return this notice to the Register of CHECK Wills and an official assessment will be issued by the PA Department of Revenue. C ONE BLOCK B. ^ The above asset has bean 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 informs ion 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 relationship to decedent: TAX 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 9. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 2 $ 3 X 4 $ 5 6 $ 7 X 8 $ PART DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION :, AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) $ nder en lties per ury, I declare that the facts I have reported abyovelare trLue, correct and comg}® e t of owle~e~nd belief . HOME C / // ) w ~ ~~ / Z` ~ //// WORK C 7/7) d~"6 ~4~Z7 /~ t Q~ BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 PENNSYLVANIA INHERITANCE INFORMATION NOTICE AND - ~ i~",'t7~C~7AYER RESPONSE REY-1543 IX AFP (ABhoq~- i 'yj~ - hf1o~ ~~~ ^ ( 1 t~1 '` 48 EST. OF ROSE C PETRULLO LU SSN 206-30-8104 ~~~~~ ~~ DATE OF DEATH 08-24-2009 ~pHANIS COl~Rjn COUNTY CUMBERLAND ~~~C~~_f~av~ ~~ f~ REMIT PAYMENT AND FORMS T0: ANTHONY J PETRULLO REGISTER OF WILLS 1129 RANA VILLA AVE CUMBERLAND CO COURT HOUSE CAMP HILL PA 17011-6931 CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. PNC BANK 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 CODs 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 1717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 000005140049618 Date 06-01-1957 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 $ 26,563.84 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are ^ade within three Amount Subject to TaX $ 13, 281 • 92 months of the decedent's date of death, X . 0 4 5 deduct a 5 percent discount on the tax due. Tax Rate Any Inheritance Tax due will become delinquent Potential Tax Due $ 597.69 nine months after the date of death. PART TAXPAYER RESPONSE ,. :, . ,. - T A. ~y~ The above information and tax due is correct. 'Jq` Remit D~mant to tha Register of Wills with two copies of this notice to obtain a discount or avoid interest, or check box "A" and return this notice to the Register of CHECK Wills and an official assessment will be issued by the PA Department of Revenue. C ONE BLOCK 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 inforwa ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3~ below. If indicating a different tax rate, please state ~ L4~/4'f PART t t a : relationship to deceden /~ _~ t ~ ,.,~~r ~ s aas TAX RETURN - COMPUTATION OF TAX ~ ~ ~ ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 ,~y 2. Account Balance 2 $ 3. Percent Taxable 3 X bject to Tax 4 t S $ a 4. u Amoun 5. Debts and Deductions 5 ble 6 T $ ~`' 6. axa Amount 7. Tax Rate 7 X B $ 8. Tax Due DEBTS AND DEDUCTIONS CLAIMED PART ...~ ~ ., .r„ aevGC DESCRIPTION AMOUNT PAID Under pe lties ur Tj~declare that the facts I have reported'•a~bove are 'tjru®, correct and rnlaoi to e ® t of owle~g~nd belief. HOME l/ ~ ~ ~ / ~ / ~~ ~~ TAX FILE N0. 21'~- ~~~~ ACN 09160379 DATE 09-21-2009 WORK C7/~J ~ QQL. t4'Z7 IVIMG lGll~a, v.. .. -..- - -~ ---- _ ,, a ~' 7 X, .~. .~, ~ ~. ~. ~. ~: ;~,, r 4~ :M; Ky' ~r i ,,N~ ~~c,+/~ :lli i' ..~ . M O ~ ^, ;~ aQ° ; ~~ ti~Q ~~a j ° ~ 9 a r~gL~x i ~ ~~ CS,: '.,~~~i ~: O ti.~ ti~ r.~ u... ~.... ~w r ~w+ M ~ o ~ ~~,, ~ ~ _ Q '.." r .... ~ ~~ j.`'t ~ ~ ~ ;.~ ~. ~ ~ ;~; V ~ ~ .:.:, ~ ~ ~ 1~f1C?~ S,~InHc ~G ?~~~1~ S £ ~Z Fid ! - 33~ 600Z ~ ,~ } v .~ ~~ .~