The URL can be used to link to this page

Home My WebLink About06-01-05 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG, PA 17128-0601 Telephone (717) 787-6670 5/24/2005 Sandra Snyder Register of Wills Dauphin County Courthouse Harrisburg, PA 17101 >" Dear Ms. Snyder: Re: Estate of: File No. : County : Date of Death: Dorothy M. Taylor 2204-1250 Dauphin July 1, 2004 en -~"J The subject decedent at death legally resided in County; accordingly, you are authorized to cancel File No. 22 04-1250. 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 in your county files. Included should be photocopies of all receipts for the collection of Inheritance Taxes in the subject estate which have been issued by your office. All matters concerning this estate should be maintained under Cumberland County File No. 21 05-0286. Sincerely, Steven Jam ,TACT Post Assessment Review Unit Inheritance Tax Division Telephone (717) 787-6670 S-IT:INH12 Dec'13 04 04:19p John Br"'d~ 717-236-4390 p.3 'I-tiS -tJ~(" COMMONWEALTH DF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIYIDUAL TAXES lJEPT. 28D6111 HARRISBURG, PA 11128-0601 * " REV~l5U EM AFP (U9-uCl INFORMATION NOTICE AND TAXPAYER RESPONSE REVISED NOTICE """ FILE ACN DATE NO.. I .""~": fi~ 04140443 12-07-2004 " EST. OF DOROTHY M TAYLOR S.S. NO. 172-01-7359 DATE OF DEATH 07-01-2004 COUNTY DAUPHIN TYPE OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTIF. PA 17103 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS DAUPHIN CO COURT HOUSE HARRISBURG, PA 17101 SUSAN 2813 BUTlER HBG BRADY ST PSECU has providod the lIepartlllent with the information lis:tod bliilow whic:h has. bll~n used In calculating the potential tax due. Thoir rllcords indicate ~hat at the death of tho ~bOVD decadent. you waro a joint owner/boneficiary of this account. If you ~eel this infor~Dtion is incorrect, plo3So obtain written correction from the fInancial institution, attach a co~~ to this for.. and return it to tho abo\,u addras,s_ This account is taxable in ..ccordllueo with the InnaritanciJ Tax Lows of tho C:olIAICnwealth of Ponnsyl~ania. QU8$tions ~ay be answerad by calling (717) 787-8327. COMPLETE PART 1 BELOW " . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0172017359 Date 11-09-2000 Establim.d 6,800.32 50.000 3,400.16 .045 153.01 PART TAXPAYER RESPONSE [1]j1\~!!!i~~~~81:\~~im~'!!~~~Rrrm!~~Hj~~~~~~:iii!~~i!,ii~rf~~,~~~~~~~~ijmlf~~:jii&;~~~!I,~mlf;~~~~~~11[~!!!.j\\:~~~~]~~~~~i~~ill,j Account Balance Percent Taxable Amount Subject to TBX Rate potential Tax DUB To insure proper credi~ to your account, two (Zl capias of this notice !RUst acco~pany ~our pa~.Gnt to thQ Register of Wills. Hake check payablfil to: "Register of Wills, Ag&nt.,. )( )( NOTE: If tax pa~tlents are ~ad8 within three (3) ~nths of the decedent's data of dfilath, yo~ ~a~ deduct a 5~ discount of the tax due. Any Inharitance tax dUG will beco~e delinquent nine (9) Qonths after the datQ of death. Tax [CHECK ] ONE BLOCK ONLY A. 0 The oboyo ini'or/llation and t~x dUQ is correct. 1. You tlay choose t:o relllJt payl1ant to the Register of' Wills with two COpie5 of" this notice to obtilin l!l di~count or avoid interest~ or you mal( chBCk ball; "A" and return this notIcQ to the Regist9r of Wills and an o"'flcial assessment will be issued b::.r the PA DepartAant of RevQ~ue. B. ~ The above assat has been or will be reporteo and tax pEld with the Pennsylvania Inheritance Tax return ~to bR filed by the dacudent's representatIve. C. 0 The above iJlfor~l!ltion is im::orrec:t and/or dQbts and deductions were paid by you. You lIust cOlllplete PART ill and/or PART ~ beloN. It you indicate a different tax rate~ please st~tB your relationship to decedent: PART @] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PART ~ TAX lINE RETURN - COMPUTATION 1. Oate establjshed 2. Account Balanee 3, Percent T.xable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax ~atlt 8. Tax DUB OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 )( 4 S 6 7 )( 8 PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties of perjury, I dec~are that the facts I have reported above arb true, correct and eompl.te tp the best of ny knOWledge and belief. ( WORK ( TELEPHONE ) ) NUMBER DATE HOME TAXPAYER SIGNATURE ~ ~ CJ 1 ~-' ~ ~ I . ~ 'K ~- 0 ------, .~ 0 r Dee 13 04 04:18p John Brad~ )'/,>-/ 717-236-4390 p.2 COHMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES lIEPT. 250601 HARRISBURG, PA 17126-0601 '*' ,. .eY-1S~3 U AFP {IlJ-OU INFORMATION NOTICE AND TAXPAYER RESPONSE ,. REVISED NOTICE ,.,.,. :!I-~S:- tJc28'0> FILE NO. . ~ ACN 04140444 DATE 12-07-2004 TYPE OF ACCOUNT IX] SAVINGS o CHECKING o TRUST o CERTIF. TO, PA 17105 EST. OF DOROTHY M TAYLOR 5.5. NO. 172-01-7559 DATE OF DEATH 07-01-2004 COUNTY DAUPHIN REMIT PAYMENT AND fORMS REGISTER OF WILLS DAUPHIN CO COURT HOUSE HARRISBURG, PA 17101 SUSAN 2815 BUTlER HBG BRADY ST PSECU h21S pr-o\lidQd the Departlllent with the inforlllation listed below which has boan used in calculating tho potBntlel tax due. Thair records indicate that ~t the death of the above decedont~ YOU wora a joint owner-/beneficiary of this account. If you fllel this infornation is incorrect. please obtain written correction from the financial institution, attach a copy tD "this fo,:J ;:;Ind r..turn it: 1:0 thlill abovlJ address:. This account is taxClbliil in aecord.t:nclill with tho InhlJrit'flOce T~x L.SW$ of the COlllK)nwlIl'llth of Pennsylvania. Questions ~BY be Bnswerlilld by calling t717} 787-8327. Date Established REVERSE SIDE FOR 11-09-2000 FILING AND PAYMENT INSTRUCTIONS COMPLETE PART 1 BELOW Account No. 0172017559 " " " SEE Accouni: Balance 2.. 124 . 38 Percent Taxable X 50.000 A.ount Subject 'to Tax 1..062.19 Tax Rate X .045 Potential Tax Due 47.80 PART TAXPAYER RESPONSE IT] \~m~~l~l~~~~\\j,t~~~~l~~~~,~~l~~~J,~~'l[;~!~~~I~~~lm~f:.~~~!~~~!!i~~~~!!Ui~~~~!~~.1J(~~~~~j!~~';ii~~~,~!~~, ::!l:~~~~1 To insure proper ~redlt to your account, two (Z) ~opies of this notice must accompany your paynont to thB Register of Wills. H8ke check payebllil to: "Register of Wills, Agent... NDTE: If tax pay.ants are nade within threB (3) months of the decadunt's date of death, you may deduct a 5:4 discount of the tax due. Any inheritance tax due will becollu delinquent ninu (9) nonths after thu date of doeth. [CHECK ] ONE BLOCK ONLY A. 0 The above lnfor~ation and tax due is corroct. 1. You II11Y choose to relllit payment to the Register of Wills with two copios of this notice to obtain a discount or llvoid intllrest, or YDU may check box "A" and return this noticR to the Register of Wills and an official assessrlllmt will be is:sued by the PA Deparblent of Rav&flue. B. '" Thll abovliI assot has bellln Of' will be reported 21nd tax paid with the Pennsylvania InheritancQ TClx return )!!I& to be f1lad by the decedent's represantative. C. c=J The above Inforllation is incorrect and/or debts and dllductlons wero paid by you. You ~ust complate PART 0 Clnd/or PART @] below. If you indicate a different tax rats, please state your relationship to decedent: PART @] TAX LINE 1. 2. 3. 4. 5. 6. 7. 8. RETURN - COMPUTATION TAX ON JOINT/TRUST ACCOUNTS Date Established Account Ba~anc8 Percent Taxable Amount Subject to Tax Debts and Deductions Amount Taxable Tax Rat. Tax DUB OF 1 z 3 4 5 6 7 8 x x PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I . Under penaltie$ of perjury.. I declare that the facts I have reported above are true.. correct and complete to the best of my knowledge and belief. HOME ( WORK ( TELEPHONE ) ) NUMBER DATE TAXPAYER SIGNATURE --- ~ <::::::. , ~ 1 ~ t~ ~ ;t ~ ~ - --.~ ( ~ ~ ( (-:.) \ 1"-- ~ o o if} (,':,:,1 D" ,'" ',,f,. JC)\tn(~ ~"I c " ~ ,. " " i:>- ~ <:> ~';; ,~ ::.:: v ~ & "'" I.:':S-", ';::t?- ;s-\~ E. o~ '" = ~ t.) ~' V) ;i ~s ~ '-.5 ~c ~~ < <:ll ~ ' t:$ ~ <S:: <3 tt:. '>- ..... ..... C\ i-- ~ g, ""~.z ~ ~...u c,~ I:S ~ ~ t: V) <...:::. o:j t.) '';:t; (f). ~ ~ \'5 ~~ 8...~ ~~Q;3 ~~g~ (f).~l"l ~8g~ ~~\~ 4\~u';j ~~~~ -::: .- -:: ,- .~ .--;:: ~ - '.-::; ::::: .;s - .--::; - :-; --: .- .--::; .- ::::; ..::; <,' I?\ t.) ,1' <1' \ 0,.4 () ,y} l') .1" <'I ...... .., I... I'" .,.4'