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HomeMy WebLinkAbout02-23-12BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 ~~ PENNSYLVANIA INHERITANCE INFORMATION NOTICE ~ennsyly~ ~ ~' ~ ,.~- AND DEPARTMENT OFREVENw~ ! ~~ '~~1AY E R R E S P O N S E ~, ( REV-1543 EX AFP (~5`-}1-a' ,_ ~E } TAX FILE ACN DATE 'a;i ti~ ~~ t ,~~. r~ ~~~ ~~ EST. OF HAZEL K WOLF SSN 188-03-1302 CLCF?f( !~~' DATE OF DEATH O 1 - 04 - 2012 F ~, ~~t~ir COUNTY CUMBERLAND Ct~~~~~-r~ '~r.~' ~~ REMIT PAYMENT AND FORMS T0: WILBUR E WOLF JR ~ ;'!;, { r ~ 833 MOUNT ROCK RD REGISTER OF WILLS CARLISLE PA 17015-9455 1 COURTHOUSE SQUARE CARLISLE PA 17013 N0. 21 12-0059 12110673 02-15-2012 TYPE OF ACCOUNT SAVINGS XL~ CHECKING TRUST CERTIF. SOVEREIGN BANK 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, deceased and any amount other than zero is reflected belowwonetheoPotentialb Tax~Dueylineh~noteonottaxlmayo be due h but ouse of the 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 a~dOre USt it to the above address. Please call 717-787-83p7 with questions. COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 2761034732 Date 11-30-1995 To ensure proper credit to the account, two Established copies of this notice must accompany AccOUnt Balance $ 6 ~ 000.44 Payment to the Register of Wills. Make check Percent Taxable X payable to "Register of Wills, Agent". 50.000 Amount Subject to Tax $ 3, 000.22 N07E: If tax payments are made within three TaX Rate X months of the decedent's date of death, . 1 5 deduct a 5 percent discount on the tax due. Potential Tax Due $ 450.03 Any inheritance tax due will become delinquent PART nine months after the date of death. TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A. ^ The above f in ormation and tax due is correct. Remit payment to the Register of Wills with two i CHECK a discount or avoid interest or ret cop es of this notice to obtain 0 N E , an official assessment will be urn this issued b th notice to the Register of Wills and C ~ B L 0 C K y e PA Department of Revenue. O N L Y B. ® The above asset has been or will be reported and ta i filed by the estate representative . x pa d with the Pennsylvania inheritance tax return PART C. ~ The above information is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. -• -•~--~=~~~~a d uirrerent tax rate, please state relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS 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 PART DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I reported above are true, correct and complete~Jto~the best of my nowledge and belief. .~E%vL-C ~~ H_O M E C 7/ 7) 7 7(~ .~. j `~/ 7 TAXPAYER SIGNATURE WORK ( ) T_~-I ~~ TELEPHONE Nl1MRFR 1 2 3 X 4 5 - 6 7 X 8 OFFICIAL USE ONLY (~-1 AAF PA DEPARTMENT DF REVENUE PAD 1 2 3 4 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED -, PENNSYLVANIA INHERITANCE TAX BUREAU DF INDIVIDUAL TAXES r ~ ,_~.,.,~ I N F O R MAT I O N N O T I C E PD Box 2BO6o1 %~~~~~~~ ~~ AND FILE N0. 21 12-0059 HARRISBURG PA 17128-0601 }~~aPNaT~,ENZoF~~~ro~ ~ TAXPAYER RESPONSE ACN 12110674 REV-15143 EX qFP (05-1i7-(- ~ DATE 02- 15-2012 ~`°{'2 ~~ ~ 23 ~~ 3~ C~~>~ ~~ QRPHF=,,~''S t~l1~T ;, , PA. ** WILBUR E WOLF JR 833 MOUNT ROCK RD CARLISLE PA 17015-9455 EST. OF HAZEL K WOLF SSN 188-03-1302 DATE OF DEATH 01-04-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT ^ savlNGs ^ CHECKING ^ TRUST X^ CERTIF. SOVEREIGN BANK Records indicate that at the death of the aboveVnamedtdecedenttment with the information below, which was used in calculating the inheritance tax due. deceased and any amount other than zero is reflected belowwonethe~PotentialbTax~Dueylineh~note~no taxlmayobe due hbut ouse of the notify the department of your relationship to the deceased by checking Box C in PART 1 below and writin If you believe the information is incorrect, please obtain written correction from the financial institution, attach a copy'to this form a~duretuSt it to the above address. Please call 717-787-8327 with 9 'spouse" in PART 2. questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1675551707 Date 12-20-2011 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance payment to the Register of Wills. Make check $ 53, 159.47 payable to "Register of Wills, Agent". Percent Taxable X 100.00 Amount Subject t0 TaX $ 53, 159.47 NOTE: If tax payments are made within three TaX Rate X months of the decedent's date of death, . 1 5 deduct a 5 percent discount on the tax due. Potential Tax Due $ 7,973.92 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 - f - in ormation and tax due is correct. Remit payment to the Register of Wills with two i C H E C K a discount or avoid interest, or return thi cop es of this notice to obtain 0 N E an official assessment will be s issued by th notice to the PA Register of Wills and C ~ B L 0 C K e Department of Revenue. 0 N L Y B. ~ The above asset has been or will b e re orted and p tax paid i filed by the estate representative . w th the Pennsylvania inheritance tax return C. ^ The above information is incorrect Complete PART 2^ and/o PA 3 and/or debts and deductions were paid. rc r RT ^ below. -• -^--~a~~~~y a airrerent 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 $ 3 X 4 $ 5 6 $ 7 X 8 $ OFFICIAL USE ONLY ^ AAF PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 6 7 8 DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) 5 Under penalties of perjury, I declare that the facts I reported above are true, correct and compl to to the best of my knowledge and belief. ~' HOME ( 7(7 ~ 77 ~`~~ "'°~ '~' W O R K ( ~ TAXPAYER SIGNATURE _,- -_~~ TELEPHONE NUMBER nnrr }/~•~+1 BUREAU OF INDIVIDUAL TAXES ~**m^ PO BOX 280601 s"~^ ~ HARRISBURG PA 17128-0601 Pen -. f~'~a. DEPARTMpF REVENAiE j REV-1543~EX 7(F P'(~04'-'ll)'- ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 12-0059 j ~~~ Q~ AND ACN 12109759 ;1 ~ ~ TAXPAYER RESPONSE DATE .L~~ 02-10-2012 3,~1;~;.EB 23 FEi 3- t7 CLERK ~~' ORPHaJ~,"~ ~~~L~,PT WILBUR E WOLF JR 833 MOUNT ROCK RD CARLISLE PA 17015-9455 EST. OF HAZEL K WOLF SSN 188-03-1302 DATE OF DEATH o1-04-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SUSQUEHANNA BANK 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. 10004884192 Date 06-09-2008 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 8,580.62 payment to the Register of Wills. Make check Percent Taxable X payable to "Register of Wills, Agent". 50.000 Amount Subject to Tax $ 4,290.31 NOTE: If tax payments are made within three Tax Rate X months of the decedent's date of death, . 0 4 5 deduct a 5 percent discount on the tax due. Potential TaX Due $ 193.06 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 infor t- ma ion and tax due is correct. Remit payment to the Register of Wills with two copies of this notice t C H E C K a discount or avoid interest, or return this notice to th o obtain R C 0 N E an official assessment will be issued by the e PA Departm t egister of Wills and f ~ B L 0 C K 0 N L Y B. ~ The above asset has been or will be reported and en tax paid i o Revenue. filed by the estate representative. w th the Pennsylvania inheritance tax return PAR1 TAX C• ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. -~ i~~uicattng a airrerent tax rate, please state relationship to decedent: RETURN - CALCULATION OF LINE I D t TAX ON JOINT/TRUST ACCOUNTS a e 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 g $ PART DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED 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. f !' HOME C 1~ ~ ) ~7~G' ;~~/ ) ~ ,u ~ '~ ~ ~~~ WORK C ) +TAXPAYER S ATU TELEPHCINF NIIMRCD _ ~ _ /~ i;' PAD OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 ~. Pennsylvania DEPARTMENT OF REVENUE REV-1543 EX AFP (OS -11) T FILE N0. 21 12-0059 ACN 12109760 DATE 02-10-2012 ~'l~lz ~t..~l ~`3 ~~'~ ~Sg~' OF HAZEL K WOLF SSN 188-03-1302 C~E~~(~~ DATE OF DEATH 01-04-2012 OF{~PI-~A~1J'~ u~~~£OUNTY CUMBERLAND C~~(t/1;~~~''I ~S,t1~~r; r'^ jt~5MIT PAYMENT AND FORMS T0: WILBUR E WOLF JR REGISTER OF WILLS 833 MOUNT ROCK RD 1 COURTHOUSE SQUARE CARLISLE PA 17015-9455 CARLISLE PA 17013 TYPE OF ACCOUNT ^ savlNGs ^ CHECKING ^ TRUST CERTIF. SUSQUEHANNA BAN K 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 REYERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 10004884283 Date 06-09-2008 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 117, 167.72 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to TaX y` 58,583.$6 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 $ 2, 636.27 A^y 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 Will C 0 N E ~ an official assessment will be issued by the PA Department s and of Revenue. BLOC K 0 N L Y B. ~ The above asset has been or will b e reported and tax paid with the Pennsylvani i h filed by the estate representative . a n eritance tax return C. ^ The above information 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 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 3 X 4 $ 5 6 7 X 8 PENNSYLVANIA INHERITANCE ~.. r, I NFORMATION NOTICE ,,'t',~-7~PA~~~RESPONSE _i~ l OFFICIAL USE ONLY ^ AAF PA DEPARTMENT DF REYENUE PAD 1 2 3 4 5 6 7 8 rnrc ( 0 DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) g Under penalties of perjury, complete t th I declare that the facts I reported above are true, correct and o e best of my knowledge and belief. HOME ( _ ) ~; ~ ~ ~~ Ztti L!~L"~ WORK ( ~ TAXPAYER SIGNATUR s~~Zl1 L` TELEPHONE NUMBER - ., DATE ~. ~~ PENNSYLVANIA INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ~ )?~LI iF~~ i~ ~ ~Ia~},;'~!'~''^TION NOTICE Po eox zaocol •'~ t"lir. lJ~ FILE NO HARRISBURG PA 17128-0601 Pennsylvani 1, '? a, AND DEPARTMENT OPREVENU '~~° ~ ~-~TI~pAY E R RESPONSE AC N REV-1543 E% AFP (OS-11) DAT E G~.~~}{n,~ SSN 188-03-1302 ~~~~"~FZ~~`~ ~(~1~,'~7j DATE OF DEATH 01-04-2012 C~)(tf~ ~~ ~:~ iC ~,',. ~ (?~ COUNTY CUMBERLAND ?3 ~ 3~ ~~ EST. OF HAZEL K WOLF REMIT PAYMENT AND FORMS T0: WILBUR E WOLF JR REGISTER OF WILLS 833 MOUNT ROCK RD 1 COURTHOUSE SQUARE CARLISLE PA 17015-9455 CARLISLE PA 17013 21 12-0059 12109145 02-OS-2012 TYPE OF ACCOUNT SAVINGS © CHECKING TRUST CERTIF. PNC BANK NA 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 I 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 * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5112072079 Date 09-10-2007 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 3,385.00 payment to the Register of Wills. Make check Percent Taxable X payable to "Register of Wills, Agent". 50.000 Amount Subject t0 TaX $ 1 , 692.50 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 $ 76.16 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 C H E C K C 0 N E A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with a discount or avoid interest, or return this an official assessment will be issued by the two copies of notice to the PA Department this notice to obtain Register of Wills and of Revenue. B L 0 C K J 0 N L Y B. l~/I The above asset has been or will be reported and filed by the estate representative. tax paid with the Pennsylvania inheritance tax return C. ~ The above information is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART 3^ below. rARi it inaicating a different 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 3 X 4 $ 5 6 7 X 8 $ PAD 1 2 3 4 5 6 7 8 OFFICIAL USE ONLY G AAF PA DEPARTMENT OF REVENUE rARi DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) g Under penalties of perjury, I declare that the facts I reported above are true, correct and comp ete to the best of m knowledge and belief. v HOME C 7/ 7) ~~~ - L~~ S TAXPAYER SIGNATU E TGi FPLIflA1C AIIIUDrn ~`~~'~ ~'~ ~