HomeMy WebLinkAbout03-18-10BUREAU OF INDIVIDUAL TAXES
Po Box zao601
HARRISBURG PA 17128-0601 _
;,r ~~~
REV-1543 'ER~71FP (OB-OB)
PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
rF'i' +E-
(~` AND
,.. J
,,;~ ~ TAXPAYER RESPONSE
FILE N0. 2r"~0-OZ~~
ACN 10111619
DATE 03-04-2010
~~ C~; r'C
G~ fit, °^
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** JANET GALLAGHER
344 HADDENVILLE ROAD
UNIONTOWN PA 15401
EST. OF EDNA L SOULERET
SSN 182-12-3912
DATE OF DEATH o1-22-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
^ SAVINGS
^ CHECKING
^ TRUST
CERTIF.
MEMBERS 1ST FCU 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 taxablo in accordance kith the Snheritanca Tax laws of the Commonwealth of
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 265359-41 Date 03-11-2009
7o ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 25 ~ 016.7$ payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 33.333
Amount Subject to Tax $ 8, 338.84 NOTE: If tax payments are made within three
months of the decedent's date of death,
Tax Rate X .045 deduct a 5 percent discount on the tax due.
Potential Tax Due $ 375.25 Any Inheritance Tax due will become delinquent
nine months after the date of death.
P~r TAXPAYER RESPONSE
1
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX A55E55MENT
C H E C K
0 N E
~ A. ^ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of
a discount or avoid interest, or check box "A" and return
Nills and an official assessment will be issued by the PA
this notice to obtain
this notice to the Register of
Department of Revenue.
B L 0 C K
0 N L Y B. The
to above asset has been or will be reported and tax paid with
be filed by the estate representative. the Pen -
nsylvania Inheritance Tax return
C. ^ The above informs ion is incorrect and/or debts and deductions
Complete PART 2~ and/or PART L-J below. were paid.
rwrci +~ +,iu+caiing a aitrerent 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
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
1
2 $
3 X
4
5
6
7 X
8 $
PART
OFFICIAL U5E ONLY ^ AAF
PA DEPARTMENT OF REVENUE
PAD --,......._---,.._._______.
1
2
3
4
5
6
7
8
DATE PAID PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) g
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my kn Sledge and belief.
HOME (' c/ ~ o7y,f- g ~/~
~ '~ WORK (7a~/ ~ Si.37- ~/7c~~ _3 / /s`V
TA AYFR c7r en(vc
DEBTS AND DEDUCTIONS CLAIMED
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAxES ~ C ~~ AND FILE N0. 21
PD Box zaosol ~. TAXPAYER RESPONSE ACN 10111618
HARRISBURG PA 17128-0601
` ``~ DATE 03-04-2010
REV-1543 EX'AFP(On-OB)
2010 ~'~.p ! 8 P~~ 2~ Oy
~~__ rT
rtp i~r~~ t '-i~
** LARRY SOULERET
4727 BALDWIN MANOR RD
PITTSBURGH PA 15227
EST. OF EDNA L SOULERET
SSN 182-12-3912
DATE OF DEATH o1-22-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU 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 acccrdance with the Inheritance Tax laws of }he Commonwealth or
Pennsylvania. Please call (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 265359-4 1 Date 03-11-2009 7o ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 25, 016.7$ Payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 33.333
Amount Subject to Tax NOTE: If tax payments are made within three
$ 8, 338.84 months of the decedent's date of death,
TaX Rate X .045 deduct a 5 percent discount on the tax due.
Potential Tax Due $ 375.25 Any Inheritance Tax due will become delinquent
nine months after the date of death.
P~T TAXPAYER RESPONSE
7
FAILURE TO ~tESPOND WILL RESULT IN AN OFFICIAL TAX AS5E55MENT
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
0 N E is and an official assessment will be issued by the PA Department of Revenue.
B L 0 C K ~ B. he 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 3LJ below.
PART If indicating a different tax rate, please state OFFICIAL U5E ONLY ~ AAF
relationship to decedent:
PA DEPARTMENT OF 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 $ 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ 6
7. Tax Rate 7 X 7
8. Tax Due g $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) g
Under penalties of perjury, I declare that the facts I have reported above ar'e^t rue, correct and
comp ete my knowledge and belief. HOME CQ~Z )~ - ~Z
ev o crruernor WORK_ lZ ) ~~OVX Z/~ ~ lZ IV
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
y,_ ,_;,- AND FILE
_, TAXPAYER RESPONSE ACN
REV-1543 E% AFF (OB-08) DAT E
n.~
N0. 21
10111617
03-04-2010
~c ~ tS 1~r~ 2~ 05
C;~EF,K ~"r
~ ~p ..,, ~i „~
~, ~~
- ~ Y;.1
** JUDY SOULERET
313 WEST GREEN STREET
SHIREMANSTOWN PA 17011
EST. OF EDNA L SOULERET
SSN 182-12-3912
DATE OF DEATH 01-22-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU 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 ~oWmonwealth of
Pennsylvania. Please call (717) 787-8327 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 265359-41 Date 03-11-2009
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 25, 016.7$ payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 33.333
Amount Subject to Tax $ 8, 338.84 NOTE: If tax payments are made within three
months of the decedent's date of death,
Tax Rate X .045 deduct a 5 percent discount on the tax due.
Potential Tax Due $ 375.25 Any Inheritance Tax due will become delinquent
nine months after the date of death.
P~r TAXPAYER RESPONSE
1
FAILURE Tq 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 twa copies of this notice to obtain
CHECK a discount ar avoid interest, or check box "A" and return this notice to the Register of
C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue.
B L 0 C K B.\YL/-JI The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
O 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 3L_..J below.
YAKI +~ +„~+ca a ng a aifterent 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
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4 +t
5
6
7 X
8
PAD
1
2
3
4
5
6
7
8
OFFICIAL USE ONLY ~ AAF
PA DEPARTMENT OF REVENUE
PART
DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) 8
U er penalties Df perjury, I declare that the facts I have reported a-b7ove are tru/e, correct and /
co plete to t bes of my~owledge and belief . HOME ( 1 ~ ) 7 to `j f ~ ~ y!J
;v
WORK C ll-1 ) ~~ ~ 3~~ ~' ~..`~ ~1~ ~(~
j T XPAYE SIGNATURE r~. ~...._.._ -
BUREAU OF INDIVIDUAL TAXES
PD BOX 280601
HARRISBURG PA 17128-0601
PENNSYLVANIA INHERITANCE
INFORMATION NOTICE
AND
_ 3~EPAYER RESPONSE
1 „
REV-1543 E% AF~ ZOB}118)'-.
T
FILE N0. 21
ACN 10111620
DATE 03-04-2010
ZOIO~R 18 P ,~. pg
n
CJP, ~ ~ ~,t, f 1,
JUDY SOULERET ~, ~-a
313 WEST GREEN STREET
SHIREMANSTOWN PA 17011
EST. OF EDNA L SOULERET
SSN 182-12-3912
DATE OF DEATH 01-22-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU 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 (717) 787-8327 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 265359-42 Date 04-28-2009
Ta ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 30,561.78 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 33.333
Amount Subject to TaX $ lU, 187.16 NOTE: If tax payments are made within three
Tax Rate months of the decedent's date of death,
X . 0 4 5 deduct a 5 percent discount on the tax due.
Potential Tax Due $ 458.42 Any Inheritance Tax due will become delinquent
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 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 i nterest, or check box "A" and return this notice to the Register of
C 0 N E ~ Wills and an official
\ assessment will be issued by the PA Department of Revenue.
B L 0 C K
0 N L Y B.
® The above asset has been or will be reported and tax paid with the Pennsylvania Inherit
T
to be filed by the estate
representative. ance
ax return
C. ~ The above informs ion is incorrect and/or debts and deductions were paid
Complete PART ~2 and/or
PART 3~ below. .
r,alci •~ iiiuica~ins a airrerent 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
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS IPA
1 h
2
3 X
4 +fi
5
6
7 X
8
OFFICIAL USE ONLY ~ AAF
PA DEPARTMENT OF REVENUE
D
1
2
3
4
5
6
7
8
PART
0
DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) g
Un penalties of perjury, I declare that the facts I have reported above are true, correct and
omp et e/ to th e'st f my k wledge and belief. _ ~ /
zC~- ,~'Z~~ HOME C / 1 ) _ G 17r~
TA PAYE. SIGNATURE WORK C~/ -.7 ) ~ ~ 33 ~ ~ ~ / ~'
TCI CILIA AIC \Illun r,-. _ _-
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601 ~' r •~ ; ~;, AND FILE N0. 21
HARRISBURG PA 171za-0601 ' ' `T'AXPAYER RESPONSE ACN 10111621
- :, ~.
REV-1543~E7t'-A~P~Y08-oe'~` `"~ -' - DATE 03-04-2010
Z~E~ ~i~~ ~ ~ ~ L~ 0~
CLFrt~< `,:~
~~
LARRY SOULERET
4727 BALDWIN MANOR RD
PITTSBURGH PA 15227
EST. OF EDNA L SOULERET
SSN 182-12-3912
DATE OF DEATH 01-22-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU Drovided 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. Thisaccount is taxable ;n accordance with the Inheritance Tax laws of the Commonwealth of
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 265359-42 Date 04-28-2009
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 30,561.78 payment to the Register of Wills. Make check
Percent Taxable X payable to "Register of Wills, Agent".
33.333
Amount Subject to Tax $ lU ~ 187.16 NOTE: If tax payments are made within three
Tax Rate months of the decedent's date of death,
X . 0 4 5 deduct a 5 percent discount on the tax due.
Potential Tax Due $ 458.42 Any Inheritance Tax due will become delinquent
nine months after the date of death.
PART
~ TAXPAYER RESPONSE
FAILURE TO RESPDNB WILL RESULT IN AN OFFICIAL TAX ASSE55MENT
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 CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of
0 N E "115 and an official assessment will be issued by the PA Department of Revenue.
B L 0 C K B. he above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax
0 N L Y to be filed by the estate representative. return
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART L_J below.
rHrti ~~ +naicau ng 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
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4 +~
5
6
7 X
s $
OFFICIAL ti3FE ONLY ~ AAF
PA DEPARTMENT OF REVENUE
PAD ._
1
2
3
4
5
6
7
8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) g
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete o the be a and belief.
HOME c-Q~Z ~ ZO - ZfPP~
TAX R S URE WORK__ C ~ ~ ,. xLJs•~ ~ /2~~
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
_~
REV-3543 EX AFP (pp -0e),
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
,.. AND FILE
- T~~CP'~iYER RESPONSE ACN
'J+
.. ~' ~ ^ DATE
zoro ~ r 8
JANET GALLAGHER
344 HADDENVILLE ROAD
UNIONTOWN PA 15401
N0. 21
10111622
03-04-2010
EST. OF EDNA L SOULERET
SSN 182-12-3912
DATE OF DEATH 01-22-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
XI~ CERTIF.
MEMBERS 1ST FCU 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 C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 265359-42 Date 04-28-2009
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 30,561.78 payment to the Register of Wills. Make check
Percent Taxable X payable to "Register of Wills, Agent".
33.333
Amount Subject to Tax $ 10, 187.16 NOTE: If tax payments are made within three
Tax Rate months of the decedent's date of death,
X . 0 4 5 deduct a 5 percent discount on the tax due.
Potential TaX Due $ 458.42 Any Inheritance Tax due will become delinquent
nine months after the date of death.
P~T TAXPAYER RESPONSE
1
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 C H E C K a discount ar avoid interest, or check box "A" and return this notice to the Register of
0 N E Nills and an official assessment will be issued by the PA Department of Revenue.
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.
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE I. Date Established 1
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 $
PAL
1
2
3
4
5
b
7
8
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) g
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the be ~# of my know dge and belief.
HOME C /~f/ ) aYS -~3i~
WORK (7oZ[r ) `~~ 7 `~/ 7ui ~//.~ //r
TAXPAYER crrNeT7ior
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3~ below.
~;
rn
~~~ en ~. t~~..'t ~~
OFFICIAL USE ONLY ~ AAF
PA DEPARTMENT OF REVENUE
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