HomeMy WebLinkAbout02-13-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
PENNSYLVANIA NO. PR002114
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601 INHERITANCE AND ESTATE TAX
HARRISBURG, PA 17128-0601 OFFICIAL RECEIPT
Received Ft^om:
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ANE L MAHONEY
605 VU1 CHRIS GT :
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DEBARY, FL 32713 ~
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==Fold Here NUMBER AMOUNT
ESTATE INFORMATION: SSN; 193-12-9209
FILE NUMBER
5011-0212
NAME OF DECEDENT (LAST) (FIRST} Q1At)
TEZAK FRANK J
DATE OF PAYMENT
12/30/2011
POSTMARK DATE
12/11/2011
couNTY
PERRY
DATE OF DEATH
11/16/2011
11178997 11033
11178995 19.06
REMARKS TOTAL AMOUNT PAID `129.39
SEAL
RECEIVED BY CDu~ ,C
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TERENCE R MAHONEY 0949
DIANE L MAHONEY ss-~stisst
605 Via Chris Ct ~'""c" °0~''
Debary, FL 32713 __ `/
(386) 668-8373
Pay to the __- - ~C~(/,Yj~C~~'~~'~,"~C I / ' G
Order of _
~ WACHOVIA
Wachovia Bank, a division of Wells Fargo Bank. N.A.
Por _ _ ~ _ --- ._ __ - - ^p
1:063 1075 i3~: i0 i0 2048 1003011' 0949
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TERENCE R MAHONEY ..
0950
DIANE L MAHONEY ssaetreat
605 Via Chris Ct s"^"c" °0~
Reba ,FL 32713
~3~~~73 Datc
Pay to the
Order of !~
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Wachovia Bank, a division of Wens Fargo Bank, N.A. '"
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x:063 107513: 10 LO 2048 LO 3011' 0950
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~ penns~lvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
February 2, 2012
MS. WENDY M. WELFLEY
REGISTER OF WILLS
PERRY COUNTY COURTHOUSE
PO BQX 22~
NEW BLOOMFIELD, PA 17068
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~t3i2 FEB ! 3 PM !Z~ 03
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'H~N~S CQURT
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Telephone
717 787-8327
Re: Estate of FRANK J. TEZAK, JR
File Number: 2111-1333
County: CUMBERLAND
Date of Death: 11/23/11
Dear Register of Wills:
The subject decedent legally resided in CUMBERLAND County as of the date of death.
Accordingly, you are authorized to cancel file number 5011-0212. All matters concerning this
estate should be maintained under CUMBERLAND County File Number 2111-1333.
All original Inheritance Tax documents for the subject decedent should be forwarded to the
CUMBERLAND County Register of Wills; however, you may wish to retain a copy, including
photocopies of all receipts for the collection of Inheritance Taxes in the subject estate which
have been issued by your office.
Please contact me at the telephone number above if you have any questions.
Sincerel~r,
Laurel Fulmer, Supervisor
Inheritance Tax Division
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Department of Revenue ~ PO Box 2806011 Harrisburg, PA 17128 1717.787.8327 ~ www.revenue.state.pa.us
BI~EAU OF SNDIYIpUAL TAXES
PO BOX 280601
HARRISBURG PA 17126-0601 t
PENNSYLVANIA. INHERITANCE TAX
INFORMATION .NOTICE FILE No. 501 -o.aJa
AND ACN 11178995
~~+ TAXPAYER RESPONSE DATE 11-30-2011
TYPE OF ACCOUNT
~Qj~ ~E$ ~ 3 PM `Z' 03 EST.. 'OF .FRANK J TEZAK (~ savlNCs
SSN' 193-129249 Q CN&CKIN6
(~ ,~ bA'Y'E OF DEATH i l 16 - ~ 011 Q TRUST
~A COUNTY PE-RRY "_;,; .. Q ~EaTiF.
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'~ R7i R$MIT PAYMENT AND FORMS T0:
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DIANE L.MAHONEY: REGISTER OF 4lILLS
60S YIA CHRIS CT P 0 BOX -223' ~ ,, . r
DEBARY FL 32713-5426. NEW:BLOOMFIELD. PA<"'_17068
MEM$ERS 1ST FCU provided the department with the information below, which was used in calculating the inheriisance'~x 8oe.
Records indicate thet et the death of the above-named decedent, you were a Joirtt owner/bene,ffciary of this account. h1` yoU bra the Bpfli~tlh
Ot the
,
deceased and"spy aBro t other than zero is reflected below on the Poteetial Tax Due line, note no tax er be doe. but ~~uoust
notify the dd
illrtuBen~ot your relationship to the 'deceased Dy checking Box C 1`n PARfi 1 be]ow and writiri~p "s
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If ou believe he Information is incorrect, please obtain written correction from the financial institution, attack a copy to this #orm end roturn
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COMPLEYE PART 1 BELOW * SEE'~EVERSE SIDE FDR FILiN6 AND PAYNENT INSTRUCTIONS -•
;
account No. 266483-00 Data 06-17-2005
To ensure yroDir'credit t`o the accoutlt. twe
"
Established cooids of this notice ^usi sc~oepany G
payaent to the R~aister of Wills.. Meke check
Account Balance 2 541.48
payable to ^Reaister of Wills, Aaent^.
Percent Taxable X 1b.667
NOTEa If tax payaents''arr aide within throe
Amount Subieet to Tax $ 423
59 +~. °,
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~
.
aonths of the decedsnt'a date of death, '
~
Tax Rate X Ol~r deduct a 5 vareent dlsbdunt ¢n the tax due.
Potential Tax Due ~9',0~ "`- Aro inheritancs tax dua_will becaN delnauant
~
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Wino wonths of#sr
the date of death.
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PART
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A. " Ths above inforsation and tax due is correct.
r Roast pavaent #o :.the iiagsdiir-"oA Mil3e~ with two conies of this nuti'ea to obtain "
a discount or avoid interost..or rsT;u~n'this.notice^Yo the Reaistlr of Wi11s and- "'` '
CNECK
an official assessaent w121 be issued by tht PA Delbartaent of Ravonw. -
C: ONE ~ ,_ -
$LOCK B. ~ Thy above asset has been or will be roported and tax Daid with the Pennsylvania inheritance tax return
DNLY filed by the estate rooresentative.
C. ~ The above info~ don is incorr ~ct~ and/or debts .and deductions wero paid.
Coavlete PART
snd%or PART
below.
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ppRT If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN.- CALCU.I~ATION OF TAX ON JOINT/TRUST .ACCOUNTS;
, .
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LINE 1. Dat• ~6sRabii3hsd - .. ,., 1 ,
2: Acc~u~ht ialsneo ~2 ~~
_3: fsrcrnt Taxable ,_3 - _..
4. Aaount Subject to Tax 4 ~
5. Debts and Deductions 5
6, Amount Texable 6 ~
7. Tax Rat• 7 X;
8. Tax .Due 8 $
PART DEBTS AND DEDUCTIONS CLAIMED
-DATE PAID PAYEE DESCRIPTION AMOUNT PAID
_ TOZ'A~.'.CEtltfr oa Luna 5 of :ax ~oiputafipn) _ t "
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Under P~~#Mp" of i~or~jury, I declaim that' !h• facts I reported above ar• rue, co reef alnd
com ti '~~f, t, iD sir': of knowledgar and belief. FiDME ' t ~ °
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5 A TELEPHONE NUM D~TT_
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE N0. 50 ~' ~-Qa~a
BUREAU OF INDIVTDUAL TAXES _.
Po Box zsgsel' P~ny-j/( r- AND ACN 11178997
HARRISBURG PA 17121-L601 DEMRMEwT of „CYE R' RE S P O N S E
.y;~ r` 4~ DATE > . 11- 3~1 r.2Q 17.
REY-lSf3 EE Ai- SR !, ~ 1,'
TYPE OF ACCOUNT
2~#~ ~~~ ~ 3 PM I2~ d~EST. OF FRANK J TEZAK SAVINGS
. SSN' 193-12-9209 ~ ~'CNECKING
£~ QF DATE 'OF DEATH' I 1-16 - 20.11 ~] TRUST
rc ~~~ . .COUNTY PERRY Q CERTIF.
Axyr1 /y1 4 ryA . REMIT PAYMENT AND FORMS T0:
DIANE L MAHONEY !, tr~tVJ ~r''1Tii REGISTfiR OF WILLS
605 VIA-rGHRIS CT ..P 0 :BOX 223
DEBARY -_~ FL 32713-5426 NEW BLOOMFIECD PA 17Db8
NEMB6RS 1ST.FCU ~ prov~idedtf~e depar;sent with~the 1nfoFwattos- below, which was used in~calculatin9 the inAeriterice~tRx due.
ReCOi'04;.tr~dicaka tha>y,e4 the death of i:ht.agore~• 6edgAx, i'ouyMeFe a ~o1;~t. ownflrdbeneftclarY of :this account. It: .you arat~heti~ous~, i the
det ed And9"Bny- t other than aerp iB t~~~e ~@d del "on the Po entla~ Tax Due ,time, note no t X be dus.,but Yo st
noti~y~ the a~~ArtBf~t~"ot yoU"r"relatfonship' tid th~ decbas~ by chetkl~q Box C'1h hARI` 1` below end Wr~ting "spouse" 9n PART '
If yyou believe he in oraation is incorrect please obtain written correction from the financial institution, attach a copy to this .forvn antl return
1t to tM-absva address. filease call 711-7~7-83F7 witA Auestiotts.
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.... ..._
C011PLBTE "PART I BELOW * SEF'REYERSE SIDE FflR FILING AND PAYMEN'i'~3NSTRUCTIONS ; ''
.~
Account No. 2,66483-11- Data' 06=1-2005 To ensure proper credit ~d the aecoubt, t-ro,
Established copies .ofi this notice. must accowpaaa~
Account Balance ~ 14,709.81 vavwent to the Register of Wills. Make cMek
payable to "Register of Wills, Agent".
Parcaht Taxable X 16.667
NOTES If tax paywents are wade within three
Amount Sub}art to Tax g 2,451.68 wonths of the decedent's data of death, „ s
Tax Rata X .045 deduct a 5 percent discount on the tax dwc"
Potential, Tax Due $ 110.33` Any inheritance taor due will becwo delinquent
nine wonths after the date of tleath. ~
PART P Y~ PpNSE
1
_ .. ..,..
A. Thr above inforwation and tax due fs correct. `~+
Reaft paywanY to tM Register of Willa with two copies of this notice to obtain ~""'
CHECK a discount or avoid intsnst,' or return this' notice to' #ha Register' oi/ Wills antl
ONE an official assassP9nt will ba issued by the PA Departwent of Rewnw.
[ BLOCK ~ B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inh6ritanc• tax roturn
,ONLY _ filed. br the estate npnsentative.
C. ~ The above info~ ioA fs ineor and/or debts and deductions wen paid.
Cowplete PART L_=.J and/or PART 3E below.
PART If indicating a diffiarant tax rata, Rleas• state
`"relationship to.dacedent:
TAX RETURN - CA4.CUC~-TION OF TAX -gN~JOINT/TRUST ACCOUNTS
LINE 1. Detd .titab~;shtd _. ..._ ., # .. .. ,. _ ....... .-,_. .
2. Account Basneo 2~ ~ :.
.
_ ____-
3. ParcaAt T~][#h12 - 3,,,,~ ,.,,, .' _ .. -_. __ ,
4. Amount Sub3set to Tax 4 - B
5. Debts and Deductions 5
6. Amount Taxable 6 ~
7. Tex RaU 7 X - -
8. Tax ..Due. 8 ~` _~` . ~ ~~
PART DEBTS AND DEDUCTIONS 'CLAIMED
0
DATE PAID PAYEE DESCRIPTLON AMOUNT PAID
5.. . .. ,.
;TOTA~I GEntrr on LiM 5 0 ' . ar~h# t a );; Y' _ „A; , , r
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Undaw , D~~ies p{. peirjury, 2 declare thrt' the facts' I raPOrte'd ~Ibo'Y~r i'y~, . ct= d ~ '
¢ e0~ ,~ i~'-~87 `the `boot of wy owladge an4 belief. HOME ~. ~ •
I6N U ~ TEL NO U R A'~S T
WENOir M. W~~r
Rexssroe OF 1MUa
Rrcoimoe OF Does
C~.sinc Or TMs
O~ruws' Coutr
T1r1~oNe Nerw COD[ 717
882-2 131
E7cr. 2236-2238-2237-6 148
....-
OFFlCE OF
REGISTER AND RECORDER
OF PERRY COUNTY
P.O. BOX 223
NEW BLOOMFIELD, PA
17088
February 10, 2012
Hon. Glenda Fazner Strasbaugh
Register of Wills/Clerk of Orphans' Court
Cumberland County Courthouse
1 Courthouse Squaze Room 102
Cazlisle, PA 17013
In Re: Estate o Frank J. Tezak, Jr. No. 2111-1333
Dnlel~lE E. ZElol~e
DarrY
K/-17~Y HOLLlY
C~oac
Deaz Glenda,
Enclosed please fmd all the filings that were filed in our county with regard to inheritance tax on
the above listed estate. Pursuant to direction from the Department of Revenue, we aze
forwazding all these documents to you for filing.
Should you have any questions, please feel free to contact me.
S' ce ely,
Wendy elfley
Enclosures
File
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