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Home My WebLink About11-03-10COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECE{VED FROM: CAROL A KAUFMAN 607 WALRADT ST FULTON, NY 13069 -~------- fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 013590 ACN ASSESSMENT AMOUNT CONTROL NUMBER ---------- -------- ESTATE INFORMATION: SSN: 240-28-9514 FILE NUMBER: 2110-1093 DECEDENT NAME: THOMAS ANNA W DATE OF PAYMENT: 1 1 /03/2010 POSTMARK DATE: 1 1 /03/2010 COUNTY: CUMBERLAND DATE OF DEATH: 09/ 30/ 2010 REMARKS: SEAL CHECK# 3566 10159668 $59.42 10159670 ~ $38.74 10159672 ~ $39.11 TOTAL AMOUNT PAID: $137.27 INITIALS: HMW RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PENNSYLVANIA INHERITANC INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D Po Box 280601 TAXPAYER RESPONSE HARRISBURG PA 17128-0601 REV-1543 EX AFP (OB-OB) E TAXI FILE N0. 21'~~C~Q' i~-~j~ ACN 10159668 DATE 10-21-2010 CAROL A KAUFMAN 607 WALRADT ST FULTON NY 130b9 EST. OF ANNA W THOMAS SSN 240-28-9514 DATE OF DEATH 09-30-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. PSECU 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. 8702318828-S1 Date 02-07-2003 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $- 7 ~ 922.14 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 16.667 Amount Subject to Tax $ 1 ~ 320.38 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate )( . 045 deduct a 5 percent discount on the tax due. Potential Tax Due $ 59.42 Any Inheritance Tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT- A. (n/ The above information and tax due is correct. l~ 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 Wills 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. C. ~ The above information is incorrect and/or debts and deductions were paid. Complete PART ~2 and/or PART L.__I below. PART If indicating a different tax rate, please state relationship to decedent: DFFI'CIAL USE O~Y ~ AAF TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD PA DEPAR~~T OF ~YENLlE :~`=~ .. LINE 1. Date Established 1 1 , ~~,. , ..r.... ~_, 2. Account Balance 2 $ 2 f:_._ t _. 3. Percent Taxable 3 X 3 ~ ~ ~ _;,~~ 1 4. Amount Subject to Tax 4 $ ~ ~ ,,,~ 5. Debts and Deductions 5 - 5 ,~ ~ - _ 6. Amount Taxable 6 $ --~i ...-. ~ -'v ;.. .; 6 .. 7. Tax Rate 7 X 7 _ ~ '~" 8. Tax Due 8 $ 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID r` TOTAL CEnter on Line 5 of Tax Computation) $ !d'nder ~p~"nalties compl,~e to h of perjury eclare that the facts "E~est of y k I have reported above are true, correct a d GG~ ge and belief. 7 HOME ( ~~~SC~°~ G~ ~C~~ '~ PAYER S GNA RE WORK C ~ C ~ ~~li'~a TELEPHONE NUMBER DATE PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D PO BOX 280601 HARRISBURG PA 171zs-o6o1 TAX P A Y E R R E S P O N S E REV-1543 EX AFP (88-08) EST. OF ANNA W THOMAS SSN 240-28-9514 DATE OF DEATH 09-30-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 FILE N0. 21~- ~c~'1G~,~ ACN 10159670 DATE 10-21-2010 CAROL A KAUFMAN 607 WALRADT ST FULTON NY 13069 PSECU 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. 8702318828-S4 Date 02-07-2003 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 5, 165.26 payment to the Register of Wills. Make check Percent Taxable payable to "Register of Wills, Agent". X 16.667 Amount Subject to Tax $ 860.89 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 ~` 38.74 Any Inheritance Tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WIE.L 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 0 N E Wills 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. C• ~ The above information is incorrect and/or debts and deductions were paid. Complete PART ~2 and/or PART 3~ below. DADT Tf .. .I;....ac- - --~-------~~~ a ..~ ~ ~ Brent tax rate, please state relationship to decedent: TAX RETURN - 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 - 6. Amount Taxable 6 $ 7. Tax Rate ~ X 8. Tax Due 8 $ rAKi 0 DATE PAID PAYEE Unde 'penal ies of perjury, I declare th co~ete the be~o~m~jknowledge aye ~ AXP~CYER SIGNA RE DEBTS AND DEDUCTIONS CL OFFICIAL USE ON~Y ~] AAF PA DEPAR~ENT OF $~VENUE , . PAD +~ 1 ~r ~ ~C _ 2 ~: 4 :~ ~ ~ -~ 5 ~~ ~... -~ -~ ~ -i , lr- 6 ~ ~ _ '~ ~-r=} .. 8 «..,.. AIMED DESCRIPTION TOTAL CEnter on Line 5 of Tax Computation) TYPE OF ACCOUNT SAVINGS XC~ CHECKING TRUST CERTIF. AMOUNT PAID t the facts I have reported ab e re~rue~ cor~ t and ielief. HOME t l~j ~p ~~~ --~ WO R K ( ~ ' f ~ ~lJ TELEPHONE NUMBER DATE INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21~-~C1-~~1~ Po aox 2so6o1 TAXPAYER RESPONSE ACN HARRISBURG PA 17128-0601 10159672 REV-1543 EX AFP (08-08) DATE 1 0- 2 1- 2 0 1 0 PENNSYLVANIA INHERITANCE TAX EST. OF ANNA W THOMAS SSN 240-28-9514 DATE OF DEATH 09-30-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. PSECU 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 Pe~,nsyl:rania. F~aasa call :717) 787-8327 vri'Ch questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 8702318828-C50 Date 02-07-2003 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 5, 214.04 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable )( 16.667 Amount Subject to Tax $ 869.02 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 $ 39.11 Any Inheritance Tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE 0 FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A. ~/I The above information and tax due is correct. I~ 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 Wills 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. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. 1"~ Complete PART 2~ and/or PART ~ below. ~ ~ PART If indicating a different tax rate, please state ~ c~ ""~- ,H~ relationship to decedent: OFFIC E Ok~~~~Y A'~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD PA DEPAR ~ F R~VEN~E.~::~- ~~n r..; , LINE 1. Date Established 1 1 F__ 2. Account Balance 2 $ 2 r ~'1 u_.. 3. Percent Taxable 3 X 3 _„~~ .. .~~ 4. Amount Subject to Tax 4 $ ~ ~. ,' ,: ~ ` 4 ~-- "? t_:_~ 5. Debts and Deductions 5 - 5 N a 6. Amount Taxable 6 $ 6 7. Tax Rate ~ X 7 8. Tax Due g $ 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Ur;Nder pgenalties of perjury comply~te to the: best 'of roof TAXPAYER SIG ATU CAROL A KAUFMAN 607 WALRADT ST FULTON NY 13069 TOTAL (Enter on Line 5 of Tax Computation) $ I declare that the facts I have reported above are ue, correct and a~d~'ledge and belief. HOME ( ~~ ) ~~~ ~ ~' ~~~ .-- WORK ( 3 ll I ~~~ TELEPHONE NUMBER DATE Ms . Carol A . Kauffman _ . ~ ~ b07 Walradt St ; , , ...,. ~ r ..~, ~ ~:.~ ~ ~~ ~ , ~, `i :, Fulton NY 13069-1027 r,; _ rte" M1Yy:.~. r ~~M• ... ~` ~ ^ .:.~.- ~- ::~*'"~" ° usA ~, ~~ ~~ ~ ~} c.~ -"~' s "-'~- ~ ,~ ~' i ,~ -L7 _. / ~ ~3 ~ ~ y, --.~ ,~~ r, ~ ;~ ~ .- ..~..~.........: j j} jj jj}} j jj ff ji ] j •~ ...•`~,~~~'"}•`£µ?;`°' ~f))t~~}ff~fi}f!}fff~ifl()if~~f)k~l}~f~ifffJki~}~ff~}, ff}f~fF