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HomeMy WebLinkAbout01-23-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-961 NO. CD 015500 FARRELL JANINE 1323 ASPER DRIVE BOILING SPRINGS, PA 17007 -- fold ESTATE INFORMATION: SSN: 1s9-22-2708 FILE NUMBER: 211 1-1334 DECEDENT NAME: CHESKI THEODORE J DATE OF PAYMENT: 01 /23/2012 POSTMARK DATE: 01 /20/201 2 couNTY: CUMBERLAND DATE OF DEATH: 1 1 /24/201 1 REMARKS: CHECK#111 ACN ASSESSMENT AMOUNT CONTROL NUMBER 12100973 ~ $4,720.63 TOTAL AMOUNT PAID: INITIALS: CJ 54,720.63 SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS `~ PENNSYLVANIA INHERITANCE TAX BUREAU DF INDIVIDUAL TAXES INFORMATION NOTICE Po eox zaocol pen E"e~-':; '' {'~ AND FILE N0. 21 11 - 1334 HARRISBURG PA 17128-0601 ~ ~iJ~ 4m DEPART E FAQ ,i;;., ~. ,~~ ~ ,~ TAXPAYER RESPONSE ACN 12100973 REV-1543 t9~tA-SL~{,11~ u~ :'~~~,LtJ DATE 01-05-2012 ~~~~ SAN 23 P~4 !2~ ~; tlf.~J'1~f~ ~~s n~~ WILLIAM M FARRELL 1323 ASPER DR BOILING SPRINGS PA 17007-9616 EST. OF THEODORE J CHESKI SSN 189-22-2708 DATE OF DEATH 11-24-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS © CHECKING TRUST CERTIF. CITIZENS BANK OF PENNSYLVANIA provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If yoU are the Spouse of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe 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. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6106311092 Date 01-25-1994 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance S 66,254.41 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax $ 33, 127.21 NDTE: If tax payments are made within three months of the decedent's date of death, Tax Rate ~( . 1[j deduct a 5 percent discount on the tax due. Potential Tax Due $ 4,969.08 Any inheritance tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE 0 FAILURE TO RESPDND 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 return this notice to the Register of Will 0 N E ~ an official assessment will be issued by the PA Department s and of Revenue. BLOC K 0 N L Y g, ~ The above asset has been or will be reported and tax paid with the Penns l i filed by the estate representative. van v a inheritance tax return C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. r s~rti ~~ inuica a ng a airrerent tax rate, please state relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due 2 $ 3 X 4 $ 5 - 6 7 X 8 $ PAD OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 rARi 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 reported above are true, correct and complete to the best of my knowledge and belief. HOME ( ) WORK C ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE DEBTS AND DEDUCTIONS CLAIMED COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280607 HARRISBURG, PA 1 7 7 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-96) NO. CD 015499 FARRELL JANINE 1323 ASPER DRIVE BOILING SPRINGS, PA 17007 -------- fold ESTATE INFORMATION: ssrv: 189-22-27os FILE NUMBER: 211 1-1334 DECEDENT NAME: CHESKI THEODORE J DATE OF PAYMENT: 01 /23/201 2 POSTMARK DATE: 01 /20/201 0 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 /24/201 1 REMARKS: ACN ASSESSMENT AMOUNT CONTROL NUMBER 12100972 ~ S 1,044.98 TOTAL AMOUNT PAID: S 1,044.98 CHECK#109 INITIALS: CJ SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS j PENNSYLVANIA INHERITANCE TAX BUREAU OF INDIVIDUAL raxES r,-. - ~rr.Y-,~ F O R MAT I O N N O T I C E Po aox zao6ol @t1Ci ~`' ' ~ ~FO~• AND HARRISBURG PA lrizB-ocol p ~ .4a~ s?;: ~~?!(,~ ~AXPAYER RESPONSE DEPARTMENT REV-1543 EX AFP (OS -11) FILE ND. 21 11-1334 ACN 12100972 DATE 01-05-2012 f~UlL „~iin ~~ ~~ f~i [rE~j TYPE OF EST. OF THEODORE J CHESKI SSN 189-22-2708 ~~ Qtr DATE OF DEATH 11-24-2011 Ll;~~./~',~ ~ ~ COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: WILLIAM M FARRELL REGISTER OF WILLS 1323 ASPER DR 1 COURTHOUSE SQUARE BOILING SPRINGS PA 17007-9616 CARLISLE PA 17013 ACCOUNT SAVINGS © CHECKING TRUST CERTIF. CITIZENS BANK OF PENNSYLVANIA provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If you are the spouse Of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe 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. Please call 717-787-8327 with questions. COMPLETE PART I BELOW ,-,S,.EE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6104512732 Date O 1 - O 1 - 1981 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 14,666.38 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable )( 50.000 Amount Subject t0 Tax $ 7, 333.19 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate X . 15 deduct a 5 percent discount on the tax due. Potential Tax Due $ 1,099.98 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. ^ 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 return this notice to the Register of Wills and 0 N E ~ an official assessment will be issued by the PA Department of Revenue. B L 0 C K 0 N L Y g, ~ The above asset has been or will be reported and tax paid with - the Pennsylvani i h filed by the estate representative. a n eritance tax return C. ~ The above informs ion is incorrect and/or debts and deductions were paid Complete PART ~ and/or PART ~ below. . r ,in i •~ +~~~+~a«~~y d uirrerenc tax rate, please state relationship to decedent: TAX RETURN - CALCULATION LINE I. 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 $ s X 4 5 - 6 7 X 8 $ PAD 1 2 3 4 5 6 7 8 OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE PART 3^ DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTTf1N - -- - --• wmpu~a uonJ g Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. HOME C ) WORK C ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-96) NO. CD 015498 FARRELL JANINE 1323 ASPER DRIVE BOILING SPRINGS, PA 17007 -------- fold ESTATE INFORMATION: ssN: 189-22-2~os FILE NUMBER: 211 1-1334 DECEDENT NAME: CHESKI THEODORE J DATE OF PAYMENT: 01 /23/201 2 POSTMARK DATE: 01 /20/201 2 couNTY: CUMBERLAND DATE OF DEATH: 1 1 /24/201 1 REMARKS: ACN ASSESSMENT AMOUNT CONTROL NUMBER 1 1 21 00974 ~ 53,982.28 TOTAL AMOUNT PAID: 53,982.28 CHECK#110 INITIALS: CJ' SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~ PENNSYLVANIA INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ~ I N F O R M AT I O N N O T I C E ~~~~[. ~ (~ AND FILE N0. 21 11 - 1334 Po eox zao6ol ACN HARRISBURG PA 17128-0601 .7• R~16MI.~f REYftiNU ~f ~ ~ ~ TAXPAYER RESPONSE 12100974 Ws. E~i(IAFF~ces'-iir °' DATE 01-05-2012 ~u~2 JA~i 23 P~ 1~~ 4~ c~~y p~s~(^i~y ~~L7~'111 µ W..' ~.. 17"s WILLIAM M FARRELL 1323 ASPER DR BOILING SPRINGS PA 17007-9616 EST. OF THEODORE J CHESKI SSN 189-22-2708 DATE OF DEATH 11-24-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. CITIZENS BANK OF PENNSYLVANIA provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If you are the Spouse of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe 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. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENfi INSTRUCTIONS Account No. 6258348999 Date 06-16-2010 To ensure proper credit to the account, two Establ ished copies of this notice must accompany AccOUnt Balance ~• 55, 891.58 Payment to the Register of Wills. Make check Percent Taxable payable to "Register of Wills, Agent". X 50.000 Amount Subject to Tax $ 27, 945.79 NOTE: If tax payments are made within three months of the decedent's date of death Tax Rate X . 15 , deduct a 5 percent discount on the tax due. Potential TaX Due $ 4, 191 .87 Any inheritance tax due will become delinquent nine months after the date of death. PART 1^ 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 return this not ice to the Register of Wills and C 0 N E 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 inheritance tax return fil ed by the estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid Complete PART ~ and/or PART ~ below. . PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 $ 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due s X 4 $ 5 - 6 $ 7 X s $ OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 6 7 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION eMniiuT earn Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. HOME C ) WORK C ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE •~•^- ~~-^~~• ~~~ ~+~~~ .+ v~ ~a~c i,v mpuiaL10n7 S January 19, 2012 Register of Wifls 1 Courthouse Square Carlisle, PA 17013 To whom it may concern: Enclosed are the taxes due for the Estate of Theodore J. Cheski (SSN: 189-22-2708, File No. - 21-11- 1334). Since the payment is being made within three months of Mr. Cheski's death, the five percent discount was deducted from the Tax Due as follows: Checking account - $4969.08 - 248.45 = $4 720 63 Checking account - , . $1099.98 - 55.00 = $1 044.98 Certificate - , $4191.87 - 209.59 = $3,982 28 Please contact me if there are any questions. Thank you, ~' ~ f .~~~anme M. Farrell, Executrix 1323 Asper Drive Boiling Springs, PA 17007 (717)241-2489 home (717)961-0401 cell ~' ~ y ~ S ~ ~~ j ~~1`r Zr r.:~; :~. V3 N W =-~ ~~ ""= 7 ~ ~ = ~ ~~ `D ` - ..~~ Y' N -4 T ~ .C- i./1~''~ ~- '~'j