HomeMy WebLinkAbout95-0357REVm15L3, EX AFP (8-94)
COMKONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVEMRIE
8UREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE N0. 21 - QS- ~57
ACN 95114688
DATE 04-20-95
TYPE OF ACCOUNT,
ESTATE OF JACQUELIN W YEAGER ^ SAVINGS
S.S. N0. 847-00-6078 ^ CHECKING
DATE OF DEATH 12-12-94 ^n rRUSr
COUNTY CUMBERLAND I~ CERTIFT:ATE
REMIT PAYMENT AND FORMS T0:
ALICE K WEARY REGISTER OF WILLS
134 S PITT ST CUMBERLAND CO COURT HOUSE
CARLISLE PA 17013 CARLISLE, PA 17013
FARMERS TRUST COMPANY has provided the Departant with the information listed below which has boon used in calculating the
potential tex duo. Their records indicate that at the death of the above decedent, you ware a 3oint owner/beneficiary of this account.
If you feel this information is incorrect, please. obtain written correction frog the fin~cial institution, attach a copy to this fora
and return it to the above address. Th1s account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania.
Questions aay be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1-A69452 Dat• 10-02-86 To insure proper erodit to Your account, two
Established (2) copies of this notice must accompany your
Account Balance 14, 016.33 Payment to tho Register of Nills. Nake chock
payable to: ^Register of Wills, Agent^.
Psrc•nt Taxable X 50.000
NOTE: If tax payments arm wade within three
Awount Subj•Ct t0 T•X 7, 008.17 (3) ~sonths of the docedent•s date of doath,
Tax Rat• X , 06 You may deduct a 5X discount of the tax duo.
Any inheritance tax duo will become delinquent
Potential T•X Due 420.49 Wino (9) months after the data of death.
PART TAXPAYER RESPONSE
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A. ~ Tha above information and tax duo is correct.
1. You way choose to rewit payment to the Ragistar of Nills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you may chock box ^A^ and return this notice to the Registor of
C 0 N E ~ Nills and an official assessment will be issued by the PA Department of Revenue.
BLOCK 8. ~ Tha above asset has boon or will be reported and tax paid with the Pennsylvania Inheritance Tax rotur~
ONLY to be filed by the decedent's representative.
C. ~ Tha above information is incorrect and/or debts and deductions ware paid by you.
You oust completm PART 2^ and/or PART 3^ below.
PART If you indicate a different tax rate, please state your
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Esta,lish®d 1~,
2. Account Balane• 2
3. Percent Taxable 3 X
4. Awount Subject to Tax 4'
5. Debts and Deductions 5
6. Aaount Taxable 6
7. Tax Rat• 7 X
8. Tax Due 8
PART DEBTS AND DEDUCTIONS CLAIMED
3
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
~ i iu u~ ~ent•r on ~in• s of Max uoaiwtationl S
Under penalties of perjury, I declare that the facts I have reported abovea/re trw, Cordr ct and
coa/pi~'•(t• to the bfe-st of ny knowi•dg• and b•11•f. HOME ( ~ ) ~`~~ !~°~ V l
lit ,C.c~t°.(~ J~-. W~ ~c ~ WORK C ) -z~-~'d~
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REV-154, EX AFP (8-94) ~~ ~~
CDNNONWEALTH OF PENNSYLVANIA INFORMATION NOTICE FILE N0. 21 -QtS - c3,j'
DEPARTMENT OF REVENUE AND 7
BUREAU OF INDIVIDUAL TAXES TAXPAYER RESPONSE ACN 95114706
DEPT. 280601
HARRISBURG, PA 17128-obol DATE 04-20-95
TYPE OF ACCOUNT
ESTATE OF JACQUELIN W YEAGER ^ snvlNCs
S.S. N0. 847-00-6078 ^ cNECKINc
DATE OF DEATH 12-12-94 n^n TRUST
- COUNTY CUMBERLAND LOCI CERTIFICATE
REMIT PAYMENT AND FORMS T0:
ALICE K WEARY REGISTER OF WILLS
134 S PITT ST CUMBERLAND CO COURT HOUSE
CARLISLE PA 17013 CARLISLE, PA 17013
- FARMERS TRUST COMPANY has provided the Departeent with the inforeation listed below which has boon used in calculating the
,. ., potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account.
If you feel this inforeation is incorrect, please. obtain written correction free the financial institution, attach a copy to this fore
and return it to the above address. This accow-~: is tarab?. r. in accordance with the Inhwritance Tax Laws of the Coeeonweelth of Pennsylvania.
Questions eay be answered by calling C717) 787-8327.
COMPLETE PART 1 BELOW ~ x x SEE REVERSE SIDE FOR EYEING Aii~i PAY~SENT INSTRUCTIONS
Account No. 1-A91127C Dat• 06-07-90 To insure proper credit to your account, two
Established (2) copies of this notice oust accoepany your
Account Balance 1, 314.15 ~°'-"" `" ` ' ^-^~° `-' ~ w.... na nr6R
payable to: ^Register of Wills, Agent^.
Percent Taxable X 50.0 0 0
NDTE: If tax payeents era soda within three
Amount Subject to Tax 657.08 (3) eonths of the decedent's date of death,
Tax Rat• X , Q( you eay deduct a 52 discount of the tax due.
3 9.4 2 Any inheritance tax due will becoee delinquent
Potential Tax Due nine (9) eonths after the date of death.
PART TA O
:::...... .::::..........:..............:.: . :.. .:.:... ,.,; .,,,....,......,.::.:;,....:;r;:x P~,ti~N
A.~The above inforeation and tax dw is correct.
1. You eay choose to reelt payeent to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you eay check box ^A^ and return this notice to the Register of
C ONE ~ Wills and an official assesseent will be issued by the PA Departeent of Revenue.
BLOCK B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
ONLY to be filed by the decedent's representative.
C. ^ The above inforeation is incorrect and/or debts and deductions wore paid by you.
You Bust coeplete PART 2^ and/or PART 3^ below.
PART If You indicate a different tax ratb, please atat• your ?y;;~~;;;;;;;;;~;~;~i;4~;;;;~ " ' ; ;;~y ~" ' ;y' ~ ;~;~s~~ ,:.,::€~;
^Z relationship to decedent: .;;;~?~r~';;;°$!~~ {r ~~L.~~,~;,: ,~;~,,~ r•~~~ . .,
TAX RETURN - COMPUTATION
~iNIE 1. Date Establfsfiird
2. Account Balance
3. Percent Taxable
4. Aaount Subject to Tax
5. Debts and Deductions
6. Awount Taxable
7. Tax Rat•
S. Tax Due
PART
a
DATE PAID PAYEE
OF TAX ON JOINT/TRUST ACCOUNTS ~jirRr
2 ~;;r~,,,;,:,:: ~ ..
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ti4'i*i"''i'i'~'r44'i':45
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above are trw, correct and
coeplst• to the best of ey knowledge and belief. 4
/~ / ~ ~ HOME ( ) 02`{3 - 5~~
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