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Home My WebLink About02-23-12BUREAU OF INDIVIDUAL TAXES PD BOX 280601 fi[~. HARRISBURG PA 17128-06 ;~.~_ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 - ~ ~, -~'1~14 AND ACN 12110832 ~ ik~n~ DATE 02-15-2012 ,«.,~;,~.'b~„l~hF TAXPAYER RESPONSE v i ; RE8 -I.54~ E1(; ~~~? ~~~ ~~ P~ ~~ G~ QRPH~~'S ~;0~.)PiT TERRY A GLASS 2 HILLTOP DR MT HOLLY SPGS PA 17065-1800 EST. OF MARY J TREGO SSN 177-16-0188 DATE OF DEATH o2-O1-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU provided the department with the information below. which was used in calculating the inheritance tax due. Records indandtanhaamounte ther thanezeroeisareflectedtbelowwoo theoP tentialb Tax~Dueylineh~note~no tax mayo be due,h but you must he checking Box C in PART 1 below and writing "Locthe11fo°m eAdTreturn deceased Y notify the department of your relationship to the deceased by If you believe the information is incorrect, please obtain written correction from the financial institution, attach a copy 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. 233525-40 Date 07-31-2003 To ensure proper credit to the account, two copies of this notice must accompany EStablished payment to the Register of Wills. Make check 16 ~ O 16 , 87 payable to "Register of Wills, Agent". Account Balance 50.000 Percent Taxable X NOTE: If tax payments are made within three Amount Subject to TaX $ 8 ~ ~~$ • 44 months of the decedent's date of death, . 0 4 5 deduct a 5 percent discount on the tax due. Tax Rate X Any inheritance tax due will become delinquent $ 360.38 nine months after the date of death. Potential Tax Due TAXPAYER RESPONSE PART FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMEN A, ^ The above information and tax due is correct. f Wills with two copies of this notice to obtain Remit payment to the Register o this notice to the Register of Wills and a discount or avoid interest, or return PA Department of Revenue. C H E C K an official assessment will be issued by the ONE orted and tax paid with the Pennsylvania inheritance tax return C BLOC K B. ICI The above asset has been or will be rep r-v filed by the estate representative. 0 N L Y r debts ~ The above informs ion is incorre~t and deductions were paid. C, below PART 2~ and/or PART t l e e Comp ~-1 w w C PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION 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 e T~v nua PART DESCRIPTION AMOUNT PAID s TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I reported above are true, correct and / 81g complete to the best of my knowledge and belief. HOME ~ ~ 7 ~ y~~ Zz~S z~Z3--1~- _ ~ WORK ( .J TELEPHONE NUMBER DATE _....~.vr crGUATIIRF OF TAX ON JOINT/TRUST ACCOUNTS 1 2 $ 3 X 4 5 6 `~ X 8 PAD 1 2 3 4 5 6 7 8 urr 11.1RL U~~ ~~.~ , L^a ,,. .. PA DEPARTMENT OF REVENUE DEBTS AND DEDUCTIONS CLAIMED .~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21-I~"Cbl~-f 4` BUREAU OF INDIVIDUAL TAXES ~r~ r`; ". lr'~,~",~ ~c AND ACN 12110833 Po Box 26o6oI pennsy~il~ ,' " yAXPAYER RESPONSE DATE 02-15-2012 HARRISBURG PA 17128-0601 pEPARrr+eNTO~'~p{~...1/' [t9Ue ~~~ REV-1543 EX AFP-(~'ii> ~" ~ ~~ ~~., ~ ~ ~` ~j ~g } TYPE OF ACCOUNT '-ljz 4 '.i.3 L~ ~1~~ ~' ~~) ~ SAVINGS EST. OF MARY J TREGO CHECKING SSN 177-16-0188 C~~R~ C1~ DATE OF DEATH 02 - o l - 2012 ~ TRUST CUMBERLAND X~ CERTIF. C~?~{-!Q~}'~ ^()~,;~~T COUNTY ~'`llftJ~f-~-~;y ~~~~, ~ r1 , R~ REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS TERRY A GLASS 1 COURTHOUSE SQUARE 2 HILLTOP DR CARLISLE PA 17013 MT HOLLY SPGS PA 17065-1800 MEMBERS 1ST FCU provided the department with the information below, which was used in calculating the inheritance tax due. deceased dandtanyaamounteother thanezeroeisareflectedtbelowwonetheoP tentialbeTax, Dueylineh~noteono tax mayo be due h but you must he notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. it touthelabove addresermaPleasescallo717c787p8327ewobhaquestionsn correction from the financial institution, attach a copy to this form and return COMPLETE PART I BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT TNSTRUCTiONS Account No. 233525-41 Date 07-31-2003 To ensure proper credit to the account> two copies of this notice must accompany Established payment to the Register of Wills. Make check $ 14,560.80 payable to "Register of Wills, Agent". Account Balance 50.000 Percent Taxable X NOTE: If tax payments are made within three Amount Subject to Tax $ 7 ~ 280 • 40 months of the decedent's date of death, . 0 4 5 deduct a 5 percent discount on the tax due. Tax Rate X Any inheritance tax due will become delinquent Potential Tax Due $` 327 • 62 nine months after the date of death. TAXPAYER RESPONSE PART FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT The above information and tax due is correct. A ies of t o his notice to obtain , ^ Remit payment to the Register of Wills with p two c the t Register of Wills and a discount or avoid interest, or return this o notice PA Department of Revenue. C H E C K an official assessment will be issued by the ONE orted and tax paid with the Pennsylvania inheritance tax return C B L 0 C K B. ~ The above asset has been or will be rep filed by the estate representative. 0 N L Y r debts t formation is incorre i and deductions were paid. c n C, ~ The above below PART 2~ and/or PART t l e e Comp t 1, r~ A A C PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION 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 n~~e OF TAX ON JOINT/TRUST ACCOUNTS 1 2 s X 4 '~ 5 6 '~ 7 X 8 `~ PAD urr 11.1NL IJJL ~~,~ , ~~ ••••• PA DEPARTMENT DF REVENUE 1 2 3 4 5 6 7 H DEBTS AND DEDUCTIONS CLAIMEu PART PAYEE DESCRIPTION DATE PAID AMOUNT PAID s TOTAL CEnter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I reported above a~ tru ~ G irec~` d~ ;~~ HOME C 7 ~ ~ GJ!/ dn/ `~`. complete to the best of my knowledge and belief. WORK C 7~7 ~ .Ti/-3~~Z~S Z~2,~-'{ Z T TELEPHONE NUMBER DATE BUREAU OF INDIVIDUAL TAXES PD BDX 266601 pennsylvar~d HARRISBURG PA 17128-0661 DEPARTMENT OF REVENUE REV-1543 EX AFP (OS-11 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE -' '~"~'"'~ ~}F AND ACN =Tq;~~~RAtYER RESPONSE DATE ~~~~ ~ ~ ~.B ~3 ~~ 3' ST. OF MARY J TREGO SSN 177-16-0188 ,r,LF~~ {~i {(^; DATE OF DEATH 0 2 - O 1- 2 012 IJiT~~.~~e"!~ ~~~~r}T COUNTY CUMBERLAND CI'fv.~...r~ ~~~\~~ ~~ RAREMIT PAYMENT AND FORMS T0: TERRY A GLASS 1 REGISTER OF WILLS 1 COURTHOUSE SQUARE 2 HILLTOP DR CARLISLE PA 17013 MT HOLLY SPGS PA 17065-1800 No. 21-i~.-Ci`I (,n 12110834 02-15-2012 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST F CU provided the department with the information below, which was used in calculating the inheritance tax due. Records d dandtanyaamounteother thanezeroelsareflectedtbelowwonethe~PotentialbeTaxl Dueyl~nehlnoteono tax mayo be due.h but you must he notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing 'spouse" in P R decease lease obtain written correction from the financial institution, attach a copy to this form and return If you believe the information is incorrect, p ;t to the above address. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Date 07-31-2003 To ensure proper credit to the account, two Account No. 233525-48 copies of this notice must accompany Established payment to the Register of Wills. Make check Account Balance $` 90,460.01 payable to "Register of Wills, Agent". X 1 6 . 6 6 7 NOTE: If tax payments are made within three Percent Taxable Amount SUbjeCt t0 TaX $ 15 ~ 076 • 97 months of the decedent's date of death, . 0 4 5 deduct a 5 percent discount on the tax due. Tax Rate X -Any inheritance tax due will become delinquent $ 678.46 nine months after the date of death. Potential Tax Due TAXPAYER RESPONSE PART FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMEN A, ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or return this notice to the Register of Wills and C H E C K an official assessment will be issued by the PA Department of Revenue. C ONE B L 0 C K B. ® The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return D N L Y filed by the estate representative. C, ~ The above informs ion is incorrect below, debts and deductions were Paid. Complete PART ~ and/or PART OFFICIAL USE ONLY ~ AAF PART If indicating a different tax rate, please state PA DEPARTMENT OF REVENUE relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD1 LINE 1. Date Established 1 2 $ 2 2. Account Balance X 3 - 3. Percent Taxable 3 $ 4 4. Amount Subject to Tax 4 5 5. Debts and Deductions 5 $ 6 6. Amount Taxable 6 ~ X 7 7. Tax Rate $ $ r..., n,~e B PART DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID s TOTAL CEnter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I reported above are true, Goer/rect~n~! 8 ~ `\ complete to the best of my knowledge and belief. HOME ~ 7~7 ~ ~~d ~ ~ 2^~3~/~ woRK c 7i ~ .,~ 3- TELEPHONE NUMBER / DATE _ .-~... r,mr ~~~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE No. 21-~i-(,i~r~~~. BUREAU OF INDIVIDUAL TAXES _~~~ AND ACN 12110835 PD Box zao6ol pennsylvani ; lam(}~'; ~~; T~X~R~4G~ER RESPONSE DATE o2-15-2012 HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE ~~ - ~ _ ~ ~. ',, ~ '; (~ eEV-:saa ex AFP cos-a> ~ "-~ ~- ~ --~ -•~~ ~ ~ TYPE OF ACCOUNT ~~~k~ i C.U ~~ ~~ ,~j: T. OF MARY J TREGO ~ SAVINGS $$N 177-16-0188 ~ CHECKING 1 DATE OF DEATH 02-01-2012 ~ TRUST CLERIC (~~ ~ CERTIF. r~ ~~ ;-~ , ~ T COUNTY CUMBERLAND ORPh.:i~ S ~.,G~F , C~~~PRI-~%3 ,~r,`A~ ~,~ PA REMIT PAYMENT AND FORMS T0: KELLY REGISTER OF WILLS JOANN 1 COURTHOUSE SQUARE 16 MOUNTAINVIEW DPA 17013-1097 CARLISLE PA 17013 CARLISLE MEMBERS 1ST FCU provided the department with the information below. which was used in calculating the inheritance tax due. Recorased dandt any aamounteother than ezero ei sa refl ectedtbel owwone theoPotenti albeTax1 Dueyl i ne h~ note ono tax m y be due.h b t youe must he dece checking Box C in PART 1 below and writing "toothie"fonm PAdTreturn notify the department of your relationship to the deceased by it toutbelabove addresormaPleasesca11o717c787p8327ewobhaQUestionsn correction from the financial institution. attach a copy COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Date 07-31-2003 To ensure proper credit to the account, two Account No. 233525-48 copies of this notice must accompany Established payment to the Register of Wills. Make check 90 , 460 . O1 payable to "Register of Wills, Agent". Account Balance 16.667 Percent Taxable X NOTE: If tax payments are made within three AmOUnt Subject to Tax $ 15, 076 • 97 months of the decedent's date of death, . 0 4 5 deduct a 5 percent discount on the tax due. TaX Rate X Anv inheritance tax due will become delinquent 678 , 46 nine months after the date of death. Potential Tax Due TAXPAYER RESPONSE PAR T ~ FAILURE TO RESPDND WILL RESULT IN AN OFFICIAL TAX ASSESSMEN A CHECK ONE [ BLOCK ONLY C. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. ® The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return filed by the estate representative. The above informs ion is incorrect belowr debts and deductions were paid. Complete PART 2~ and/or PART ONLY ~ AAF PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION LINE 1. Date Established p. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate o Tom,, n:,e PART DATE PAID PAYEE PAD 1 2 3 4 5 6 7 ~, 8 OFFTCIAL USE PA DEPARTMENT OF REVENUE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) s of perjury, I declare that the facts I repor oV 't eC e Under penalties cpmglete to th; (/ /~/,J~ best /f/j o~ ~ ;,dge and belief. -- HOME WORK ( ~~, -^ ^„r C , L0 ~T'7 ) uuunCO ~7 / 7 7 _a~ -~/F+ DATE OF TAX ON JOINT/TRUST ACCOUNTS II 1 2 $ 3 X 4 '~ 5 6 '~ 7 X 8 $ \.~ PENNSYLVANIA INHERITANCE TAX {~'~, INFORMATION NOTICE FILE No. 21_ ~•~--Cj~1~~~ BUREAU OF INDIVIDUAL TAXES ~",~~ tF r ~~V~' ~ AND ACN 12110944 Po Box 2eo6B1 pens ~ ! ` DATE 02 -16 - 2012 HARRISBURG PA 17128-0601 DEPARTMENTSE~ENLJB '`_ k~ _,^'~AXPAYER RESPONSE RFV-1543 E% AFP (05-11) Q CLERK ~Jtr' +~{ ~{ ~~~f',~~,rr~- ,~~;r C:^.> FAA. EST. OF MARY J TREGO SSN 177-16-0188 DATE OF DEATH o2-O1-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS ~* TERRY A GLASS 1 COURTHOUSE SQUARE 2 HILLTOP DR CARLISLE PA 17013 MT HOLLY SPGS PA 17065-1800 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU provided the department with the information below, which was used in calculating the inheritance tax due. deceaseddandtanyaamounte ther thanezeroeisareflectedtbelowwonetheDPotentialbeTaxlDueylinehlnoteDno tax mayobe due hbut you must he 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. 233525-49 Date 11-12-2011 To ensure proper credit to the account, two copies of this notice must accompany EStablished payment to the Register of Wills. Make check ACCOUnt Balance $ 7 , 842 22 payable to "Register of Wills, Agent". X 5 ~ • ~ ~ ~ NOTE: If tax payments are made within three Percent Taxable $ 3, 921.11 months of the decedent's date of death, Amount Subject to Tax 045 deduct a 5 percent discount on the tax due. TaX Rate X Any inheritance tax due will become delinquent Potential TaX Due $ 176 • 45 nine months after the date of death. TAXPAYER RESPONSE PART FAILURE TO RESPDND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT The above information and tax due is correct. A s of t i his notice to obtain , ^ e Remit payment to the Resister of Wills with two cop the Register of Wills and t a discount or avoid interest, or return this o notice PA Department of Revenue. C H E C K an official assessment will be issued by the ONE orted and e b tax paid with the Pennsylvania inheritance tax return BLOC K C p e r B. ~ The above asset has been or will filed by the estate representative. 0 N L Y r debts t information is incorre and deductions were paid. 3 C, ~ The above below PART ~ and/or PART t l e e Comp ~~ w wC PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION 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 a Tnv rlue PART DATE PAID PAYEE DESCRIPTION AMOUNT PAID s TOTAL CEnter on Line 5 of Tax Computation) 7 ``/// Under penalties of perjury, I declare that the facts I repor HOME ov( /~7 ~y'J~rr~'L~~ ~ complete to the best of my knowledge and belief. 7~7 , ~ y3 - Z Z ,s~Z WORK C TELEPHONE NUMBER DATE r ....,wvro rr_-dA Tll F OF TAX ON JOINT/TRUST ACCOUNTS 1 I 2 $ 3 X 4 $ 5 6 '~ 7 X 8 PAD C1F4-il~1AL UJt UnL ~ LJ nn( PA DEPARTMENT DF REVENUE 1 2 3 4 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED BUREAU OF INDIVIDUAL TAXES lvi nns PD BDX 2BB6111 y pe HARRISBURG PA 17128-0601 DEPARTMENT OF REVEN}}..~~ ( REV-1543 EX RFP (05 ~1 ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE r AND ACN ~~- ~~?~1gc~C~YER RESPONSE DATE l\^. f~~.~. a!'I r \' ,_ A ~,,i~ ~~8 ~3 ~~~ ~' ~~ SSN OF MARY J TREGO 177-16-0188 C~~R~ ~~ DATE OF DEATH 02-01-2012 ORPHATa(~ J~j, ~^~ r COUNTY CUMBERLAND COM~~(~'+; h1 ~, ~V~1' REMIT PAYMENT AND FORMS TD: :. 't,.~r ~,.~ S a 1 ~F+. KELLY REGISTER OF WILLS ~~ JOANN 1 COURTHOUSE SQUARE 16 MOUNTAINVIEW DPA 17013-1097 CARLISLE PA 17013 CARLISLE 12110945 02-16-2012 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU 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. it toutbelabove addresormaPleasesca11o717c787p8327ewithaquestionsn correction from the financial institution, attach a copy to this form and return COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Date 11-12-2011 To ensure proper credit to the account, two Account No. 233525-49 copies of this notice must accompany Established payment to the Register of Wills. Make check 7 r 842 , 22 payable to "Register of Wills, Agent". Account Balance 50.000 Percent Taxable X NOTE: If tax payments are made within three $ 3,921.11 months of the decedent's date of death, Amount Subject to Tax , 045 deduct a 5 percent discount on the tax due. TaX Rate X Anv inheritance tax due will become delinquent 176 , C{5 nine months after the date of death. Potential Tax Due TAXPAYER RESPONSE PART FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMf CHECK ONE C BLOCK ONLY A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. g, rn( The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return 11r~~( filed by the estate representative. C, ~ The above information is incorre-c~t belowr debts and deductions were paid. Complete PART 2~ and/or PART PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION 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 OF TAX ON JOINT/TRUST ACCOUNTS 1 ~ 2 $ 3 X 4 5 - 6 '~ ~ X 8 $ PAD urrl~~r.~ PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 PART DATE PAID PAYEE DEBTS AND DEDUCTIONS GLAlPItL DESCRIPTION AMOUNT PAID s i' TOTAL (Enter on Line 5 of Tax Comp~uytation) ~ Under penalties of perjury, I declare that the facts I rePOrHOME oVC / ~~~ ei~~ect a~ `~~ wledge and belief. J m lete to the best of my ~ ~ _ ~~ ._~~ C/_'Y/,y WORK TELEPHONE NUMBER DATE __......~r, crr_ueTIIRF USE ONLY ~ AAF