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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: DI ~ c~ n ANE L MAHONEY 605 VU1 CHRIS GT : ~ . n DEBARY, FL 32713 ~ ~ ~ ~~i ' ~ N ~' ,:._ ~ a ~. - . ACN ASSESSMENT CONTROL. ==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 ister of s ° o z "~' Q z - ~ a c -1 ae a~ t,.i, ~ ~ m ~ a m r a c r n M-~ ~ f~ "" a ~~ w 9~ m o u -n ~~-+` -v -a b i z " ` d pp ~ ~ " " ' ~ C ~J ~J ~O "C Y1 C S .P xcw C7 S 1 H ma l ~ C? I 4 C7 .-~mat~n ( 9 o~x . ~~s °x tic -+z -r iiz°c.x~4 z ~ ~~~~ m o v7 x> --i ~ w ~ ~ ~ N --~ ~ o ° •t a ~ "~ V ~ ~ ~' ~ ~ ~ ~ ~''~ x ~ _ ~ REGIS ~ OF I ILL S ~ ~ ~~ W .:..~ 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 .: 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 !~ ~e~~4~«J ~lL~s .ts-w°~--'°~'~ // ~ ciC~ ` . ~ _ --- - --- Dollars ~i `° o.. ~:~,'~. ~ wACHOVIA Wachovia Bank, a division of Wens Fargo Bank, N.A. '" Fur--- ---- _ ___~ _ ..~-.~~- ----- ---- - -- --_ron x:063 107513: 10 LO 2048 LO 3011' 0950 r . Erw1 .,.. . - .... ,.,, ~ 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 ~~~ ~~ 33 „ ~I~ ~t3i2 FEB ! 3 PM !Z~ 03 • CLGI-u~ ~~ 'H~N~S CQURT ~~~Q ~., 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 ~N ~, rn coo 0 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. ,. '~ R7i R$MIT PAYMENT AND FORMS T0: ~,. , DIANE L.MAHONEY: REGISTER OF 4lILLS 60S YIA CHRIS CT P 0 BOX -223' ~ ,, . r DEBARY FL 32713-5426. NEW:BLOOMFIELD. PA<"'_17068 MEM$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 ou " in 9AR~' 2 ~ p se , If ou believe he Information is incorrect, please obtain written correction from the financial institution, attack a copy to this #orm end roturn tt~n tp sio ova~dee Pleaa c 11Z a s ll Z th ~7 ,_:. e_ --~; _ a -. 8J= ~ ,4 :,, .gi{es ,4 ns. _ _ _ ._" - - _ __ ~w; :.: ", :r. :...~ _ _. - - -- , 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 +~. °, '" ~ . 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 ~ • Wino wonths of#sr the date of death. ~:., PART ., _ ~ ~ ,z~io- .~ ~~~ 1 _, _. „ ~ ,. . - 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. .L..J l.=J ppRT If indicating a different tax rate, please state relationship to decedent: TAX RETURN.- CALCU.I~ATION OF TAX ON JOINT/TRUST .ACCOUNTS; , . .r, . , ..,.-.. ,. ~:: 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 " .~r~.u~~rra r ~ ~ ~ ~~ - - + + " l , i e ~r r. 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 ~ ° . ~„ _ 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. .:. .... ..._ 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 .'~ : ,. r x .~,:., 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 °~~ w x~ ~~ c~~-~ ~ ,.p tom.;'; c~ `~` cam. ~, ~~ ~a O ! c°Da W ~a~Q ~ _ CO N ~- F- ~ ° c PO O o .~ tL ~ ~~ aa~seH U ~ cV '~ c o ~ r~~ b.~~° ~ ~U~ Q a ~. --~ ~~~ .~ ~ ~~° ~ ~~ w3~~~ .-r C3:~ ~P~--`'t ~ ~~~ Q ~ ~" ~ 'Q ~ ~ ~ ~ ~~ ~ ~ .~ ,,,, o ~• a } ~ v ~ ~t°~iz ~ M Q 3ooc°~ix4 Z w ~ O W ~~F~m~ Z~ o LL a o w~~o m ~ W V Z o Z a ..,. ~;. -„ ...; ,. .: -. r .~ .Y.c" and t~# !~ ~,~-