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HomeMy WebLinkAbout04-18-06 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG I PA 17128-0601 "* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 OiP 0812. ACN 05148381 DATE 10-19-2005 REV-151i5 EX AFP (09-00) " '\ . .i.-....... EST. OF HELEN T ESTOK S.S. NO. 188-01-6605 DATE OF DEATH 07-29-2005 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [X] CHECKING D TRUST D CERTIF. MICHAEL C ESTOK 4440 MOTTER LN CAMP HILL PA 17011 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEJ PA 17013 SOVEREIGN BANK 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 decedentl you were a joint owner/beneficiary of this account. If you feel this information is incorrectl please obtain written correction from the financial institutionl 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 ba answared by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 2331047642 Date 02-16-1999 Established PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due 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 deathl 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 x .;I~m~NIIIil~[~1~~ ....................-.-.-........................ -................................................... ....................................................................... ...... .... ...... [] 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 interestl 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 rat~~ please state your relationship to decedent: r () !L PART ~ TAX LINE RETURN - COMPUTATION 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax S. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX 1 2 3 X 4 5 6 7 X 8 ON JOINT/TRUST ACCOUNTS ~/t(;('l1 qq~J.r? LO. DO "'1~1 .,-q '17 rt;: 3 ~ o .Ol.lr o DEBTS AND DEDUCTIONS CLAIMED PART @] DATE PAID ., PAYEE TOTAL (Enter on Line 5 of Tax Computation) $ Under penalties of perjurYJ I declare that the facts I have reported above are trueJ correct and complete to the best of m~ knowledge and belief. HOME (., (7 ) ) ?:;o . f-r<? () WORK ( ) TELEPHONE NUMBER If ff'({06 DAT TA Thomas R. Drew, Jr. :Drew)4.emorilll eOmpllHII 16 INMAN AVENUE COLONIA, NEW JERSEY 07067 Tel. (732) 388-4396 Fax (732) 382-9370 February 6, 2006 The lettering has been completed on the ESTOK monument. Enclosed is the deed to the plot. We thank you for your valued business! .::,-) (~J ~ " \ I:' Parrott Funeral Home 8355 Sanoia Road Fairburn. GA 30213 PHONE: (770)964.4800 No. 05-204 DECEASED Helen Theresa Estok DATE OF DEATH July 29, 2005 PLACE OF DEATH Decedent's Residence Fairburn, GA DATE OF STATEMENT July 29, 2005 A. CHARGE FOR SERVICES SELECTED 1. Professional Services: Basic Services of Funeral Director & StafL _ _ Embalming _ _ _ _ _ _ _ _ _ _ _' _ _ Other preparation of body_ _ _ _ _ _ _ _ _ o 575.00 200.00 o 2. Facilities, Equipment & Staff: Use of Facilities & Staff for ViewlngNisitation_ Use of Facilities & Staff for Funeral Ceremony_ Use of Facilities & Staff for Memorial Service_ Use of Equipment & Staff for Graveside Service _ _ Use of Equipment & Staff for Church Service _ _ _ Extra Night's Visitation _ _ _ _ _ _ _ _ _ _ 3. Transportation Transfer of Remains to Funeral Home _ _ _ _ _ Hearse_ _ _ _ _ _ _ _ _ _ _ Limousine_ _ _ _ _ _ _ _ _ _ Sedan_ _ _ _ _ _ _ _ _ _ _ Service / Utility Vehicle_ _ _ _ _ _ _ 225.00 o o o 150 00 4. Other TOTAL OF SERVICES SELECTED B. CHARGE FOR MERCHANDISE SELECTED Casket (or other receptacle) _ _ _ _ _ _ _ Name/No. EMERALDTONE .. 20 GAUGE Material Color GREEN Outer Burial Container _ _ _ _ _ Name/No. WILBERT MONARCH Material Acknowledgement Cards _ _ _ _ _ _ _ _ _ _ _ _ _ _ Register Book. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Memory Folders/Prayer Cards. _ _' _ _ _ _ _ _ _ _ __ Clothing _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ .Panel_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . Cremation Urn _ _ _ _ _ _ _ _ _ _ _. _ _ _ _ _ _ ~~~------------------_. TOTAL OF MERCHANDISE SELECTED C. SPECIAL CHARGES @$ 35.00 each Clerav OraanlstlPlanist Soloist Paid Newsoaoer Notice Cemetery .. OoeninQ & Closina Motor Escort Flowers Air Transoortation TOTAL CASH ADVANCES $ $ 35.00 o o o o o o o o 350.00 o o 385.00 We charge you for our services in obtalning:(specify cash advances Items). 775.00 o o o o o o SUMMARY Total Funeral Home Charges_ _ _ _ _ _ _ $ Local Sales Tax (if applicable) _ _ _ _ _ _ $ State Sales Tax (if applicable) _ _ _ _ _ _ $ Total Cash Advances _ _ _ _ _ _ _ _ _ $ GRAND TOTAL $ o Less Credits and Prepayments 375.00 $ $ Total Credits_ _ _ _ _ '- _ _ _ $ BALANCE DUE ~ I $ Billing ToJane Estok 390 Greenvlew Circle o o o - $ Fairburn, GA 30213- DISCLOSURES 1,150.00 Reason for embalming Family viewing/visitation 1.595.00 If any law, cemetery or crematory requirements have required the purchase of any items listed, the law or reqUirement is explained below. 3.940.00 o 195.30 385.00 4,520.30 ACKNOWLEDGEMENT AND AGREEMENT I hereby acknowledge that I have the legal right to arrange the final services for the deceased, and I authorize this funeral establishment to perform services. furnish goods, and incur outside charges specified on this Statement. I acknowledge that I have received the General Price List and the Casket Price List and the Outer Burial Container Price List. 995.00 $ o o o o 75.00 o 125.00 o 2,790.00 Terms of Payment: Full payment is due no later than September 12. 2005 If any payment Is not paid when due,an unanticipated LATE CHARGE of % Der month (ANNUAL PERCENTAGE RATE o/.2L- on the unpaid balance will be due. I agree to pay the Balance Due listed on this Statement, plus any Late Charge. In the event I default i __...___"._ a.a...:_ &....._~I _.......,.......u......................... I ""',...,ft..ft. +^ """"'..., ..a"'!l~^r\.t!!Ihla '"C'{"';'?-ct""2-'C"'T'-7~C''';T?~<r;>~~'-----'---~-~~~;; ;;;;~ ,",- C"=~~=c"~~-"'~"0')~0JfJ7)0;C<?<"""""- / . } vtlA~":st:~.'^D.!! .-'. '. .'.. .' .... "~S' '''I'IIW '.1....1.3 '6' 2'3(1ltttl?nltr (lJ~ju.'.,.'....', tttrt~~" SG. .... '. . ',' . c, ~. --"." . .;...,.(;) j"';, .' '. . .. . J\tt~~intt!it Qf Ntlllark lU '" 1.;L{. i;~.... AddreSs .q~met~ry ('\ \~ ,- GRAVE NO. 4.: ; Dote 8~OCI<' .~e c,.rtfflcate to be r~i"'red in ~. na,..e of: ~'.'" . .... ..~Clme .ab~ve name Clnd Its correCtness u'nd cate has ....n issued'. .1 ~i~nQt'~re (NOT T9~~ SlG~'~'.FU~~.~IRECTOR) . - '" . " - - . .. -:.-'~~ .. . . - . .' - .," '. .-' ':.' ',. . ,'. : -' -.:_~~";,# "-. RETURN, Up;p'~lc PORrlO.NTa: O'fAl" ClmFICATE . .'. . '" :..,0 - f.teceived From f!~~1~~ CAsH ,CHECK M.O, ODD" 'Acldtess . -. ~.:.,_<t ", .~-:.;~ Interment of pk,."~ BLO:C;K . r1 /) SEC. TIER'" GRAVE No':!33B New GraVe Permanent, Annual Care. D.~ficote Deeds Re~vaI5' New Plo, Opening t.rif V~~Renf Fo'undations Received For ~.. . By Dote .1'_ 'J 0' ~...... -'- -: ()5 . . - ~ . -. ... Allor.,. accepted sublectto the rUles and regulations 01 the ~metery. SG 113623 I MJAMJ SYSJiMS(973) n3-8800 189176-BR FORM A -L- -='k~'. .... ....~~ 2219 ...../i"~~.--~{bf . "t~~~:::;:~D4 StjBovereignBaIlk .... . . .,.... .. -:~'~~m~:l~~- nHO~~~' . . 2331035504 # 2219 08/04/05 $1;525.00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 0 (p () 3/2- ACN 05149229 DATE 10-26-2005 REV-1543 EX AFP (09-00) EST. OF HELEN T ESTOK S.S. NO. 188-01-6605 DATE OF DEATH 07-29-2005 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [X] CHECKING D TRUST D CERTIF . t- '~ J \ ~-? MICHAEL C ESTOK 4440 MOTTES IN CAMP HIll PA 17011 REMIT PAYMENT AND FORMS TO: REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARlISlE~ PA 17013 SOVEREIGN BANK 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 cf'llJing (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 2331035504 Date 06-22-1998 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 3~705.39 16.667 617.58 .15 92.64 · 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". x NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5Z discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax A. D 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. [] 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. ~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 ta~ r,~~~ please state your relationship to decedent: ...\ ~-IH PART ~ TAX LINE RETURN - COMPUTATION 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 I 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS ~/~~~ f (~~'197 , I ) . ),f J ro> ,.00 ::; D DEBTS AND DEDUCTIONS CLAIMED x PART ~ DATE PAID o PAYEE DESCRIPTION AMOUNT PAID .f: TOTAL (Enter on Line 5 of Tax Computation) $ / Under penalties of perjury~ I declare that the facts I have reported above are truel correct and complete to the best of my knowledge and belief. HOME (1/)) ') 30 . 't r? d fJrJA~C ~ WORK ( ) TAXPA~R SIGNATURE . TELEPHONE NUMBER if! fir tl6 DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG I PA 17128-0601 *' INFORMATION NOTICE AND TA_XPAYER RESPONSE FILE NO. 21 D& 63/.2 ACN 05149230 DATE 10-26-2005 REY-1543 EX AFP (09-00) : EST. OF HELEN T ESTOK S.S. NO. 188-01-6605 DATE OF DEATH 07-29-2005 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [i] CHECKING D TRUST D CERTIF . JANE M ESTOK 390 GREENVIEW CIR FAIRBURN GA 30213 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 SOVEREIGN BANK 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 decedentl you were a joint owner/beneficiary of this account. If you feel this information is incorrectl please obtain written correction from the financial institutionl 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. 2331035504 Date 06-22-1998 Established x 3,705.39 16.667 617.58 .15 92.64 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 Willsl Agent... Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x NOTE: If tax payments are made within three (3) months of the decedent"s date of deathl 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 interestl 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. LINE 1. Date Establ~shBd 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. x () t/ r o DEBTS AND DEDUCTIONS CLAIMED PART ~ TAX RETURN - COMPUTATION OF TAX If you indicate a different tax r~, rlease state your relationship to decedent: /) A {~J t: Tax DUB 1 2 3 4 5 6 7 8 x ON JOINT/TRUST ACCOUNTS (~. ~>I q 1 ':l 71JC:. :) 'i I to. (g" 'I GII.~ C. r r-. 00 PART ~ DATE PAID 7/J'~{ DC t~Y/J PAYEE DESCRIPTION FII AI G <t.l-: .t E RtI I CE I HI ~ I:-f 4~ r IE If 11 ( t-€:f' TOTAL (Enter on Line 5 of Tax Computation) AMOUNT PAID I cy:~ $ " .0;) perjury, I declare that the facts I have reported above are true, correct and knowledge and belief. HOME (/({ ) 730 - I{rC(O WORK () ~~1/i" TELEPHONE NUMBER TAX