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HomeMy WebLinkAbout11-21-05 (2) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL T~~ _ DEPT. Z8060l HARRISBURG, PA l71Z8-050l "= (, ~- .'W'l' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 J'\::l S - \~'<...~ 05146817 10-04-2005 'REV-15~S EX AFP 109-00l I r', , '...;',-1 TYPE OF EST. OF FLORENCE J WESOLOSKIE 5.5. NO. 195-16-5463 DATE OF DEATH 07-27-2005 COUNTY CUMBERLAND ACCOUNT IX] SAVINGS o CHECKING o TRUST o CERTIF. j r'. , -',' DANIEL R WESOLOSKIE 636 ASPEN LN LEBANON PA 17042-9069 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Department with the information listed below which has been 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 information is incorrect, please obtain written correction from the financial institution, attach a copy to this for. and return it to the above address. This account is taxable in accordance with the lnheritc'nce Tax Laws of tile Commonwealth of PsnnsYlvonia. Questions Nay be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0191700971 Date 02-26-1996 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 78.39 16.667 13.07 .045 .59 TAXPAYER RESPONSE To insure proper credit to your account, two (Z) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Tax x NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART [!] A. [J The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or yoU may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY B. [J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. [J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION 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 @J DATE PAID DEBTS AND DEDUCTIONS CLAIMED OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties 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 ( ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 f--f'.', "-, --- '*' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 ~ <:'l S - '\\))..Q 05146819 10-04-2005 REY-1543 EX AFP C09-00l .'>'. ~ ,.~ . I. . 1.: J: ~ TYPE EST. OF FLORENCE J WESOLOSKIE S.S. NO. 195-16-5463 DATE OF DEATH 07-27-2005 COUNTY CUMBERLAND OF ACCOUNT o SAVINGS o CHECKING o TRUST [Xl CERTIF. " DANIEL R WESOLOSKIE 636 ASPEN LN LEBANON PA 17042-9069 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Department with the information listed below which has been 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 information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of PGnnSylVDnia. Questions lIay b6 answ8i-ed by c8IllillY {ill) 7a7-a3l7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0191700971 Date 02-26-1996 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 8,161.70 16.667 1,360.31 .045 61. 21 TAXPAYER RESPONSE To insure proper credit to your accountl two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 57. discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART m A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and 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 to be filed by the decedent's representative. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION 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 [!J DATE PAID DEBTS AND DEDUCTIONS CLAIMED OF I 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties 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 ~r- TAXPAYER SIGNATURE DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAliTAlfE~' DEPT. 280601. . HARRISBURG, PA 17128-0601 I *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21'~, ~ - \""~\:; 05146821 10-04-2005 REV-1543 EX AFP 'D9-DDl {~ ,~ l ~ ~.-.i ; r', " I , . ;I. U ....1 TYPE OF EST. OF FLORENCE J WESOLOSKIE S.S. NO. 195-16-5463 DATE OF DEATH 07-27-2005 COUNTY CUMBERLAND ACCOUNT o SAVINGS D CHECKING o TRUST [Xl CERTIF. (,. .--..,/ c' -~T II DANIEL R WESOLOSKIE 636 ASPEN LN LEBANON PA 17042-9069 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 PSECU has provided the Department with the information listed below which has been 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 information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of PennsYlvania. Questions may be answerea by calling (717) 787-6327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0191700971 Date 02-26-1996 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 7.225.47 16.667 1.204.27 .045 54.19 TAXPAYER RESPONSE Ta insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and 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 to be filed by the decedent's representative. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different tax rate. please state your relationship to decedent: PART [!J DATE PAID DEBTS AND DEDUCTIONS CLAIMED PART @] TAX RETURN - COMPUTATION 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 OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties 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 ~K TAXPAYER SIGNATURE DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TA)<ES. DEPT. 280601 HARRISBURG, PA 17128~0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 - ~ ~ - \ ~ '(. ~ 05146823 10-04-2005 REY'154S EX AFP lU9-00l I l._ i , I j ]:j TYPE OF EST. OF FLORENCE J WESOLOSKIE S.S. NO. 195-16-5463 DATE OF DEATH 07-27-2005 COUNTY CUMBERLAND ACCOUNT o SAVINGS o CHECKING o TRUST IX] CERTIF. (' ,"" r,-j DANIEL R WESOLOSKIE 636 ASPEN LN LEBANON PA 17042-9069 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Department with the information listed below which has been 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 information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of PennsYlvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0191700971 Date 02-26-1996 Established .~ Account Balance Percent Taxable Anount Subject to Tax Rate Potential Tax Due x 1,362.77 16.667 227.13 .045 10.22 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Tax x NOTE: If tax payments are made within three (3) months of the decedent's date of death, yoU may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART [!J A. [ CHECK ] ONE BLOCK B. ONLY c. [J The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. [J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent.s representative. [J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: PART @J TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Anount Subject to Tax 5. Debts and Deductions 6. Anount Taxable 7, Tax Rate 8. Tax Due PART @J DATE PAID DEBTS AND DEDUCTIONS CLAIMED OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Conputation) I $ Under penalties of perjury, I declare that the facts I have reported above are true, correct and conplete to the best of ny knowledge and belief. HOME ( WORK ( TELEPHONE ) ) NUMBER r<K TAXPAYER SIGNATURE DATE