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HomeMy WebLinkAbout08-25-06 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 Cy-!*_ .,'~_ ~ \ - '; - - - - ,. _\.- . " , ,.,' i ,i,. 4 REY-1545 Ell AFP rb9-IOI INFORMATION NOTICE ~ __ AND :- ('r: TAXPAYER RESPONSE -4' REVISED NOTICE 4 4 4 FILE ACN DATE NO. 21 O~ -7),{ 06131013 07-12-2006 "-'.~ ".-~ C'. "..,.>' ~.. 1 26 EST. OF LEO FABAS S.S. NO. 036-16-3999 DATE OF DEATH 04-15-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS D CHECKING o TRUST !Xl CERTIF . r ;. . SUSAN V STEWART 410 CHEROKEE DR MECHANICSBURG PA 17050 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 SOVEREIGN BANK has provided the Departalent with the inforaation 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 infor.ation is incorrect. please obtain written correction froa the financial institution. attach a copy to this fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the C~8Dnwealth 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. 45100012165 Date 02-02-1977 Established Account Balance Percent Taxable Allount Subject to Tax Rate PotenUal Tax Due x 11,305.97 16.667 1,884.37 .045 84.80 TAXPAYER RESPONSE To insure proper credit to your account. two (2) copies of this notice aust accompany your pa~ent to the Register of Wills. Make check payable to: "Register of Wills. Agent... x NOTE: If tax pa~ents are aade within three (3) .onths of the decedent's date of death, you .ay deduct a 5Z discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. Tax PART [!] The above infor.ation and tax due is correct. 1. You .ay choose to reait pay.ent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest. or you .ay check box "A" and return this notice to the Register of Wills and an official assessaent will be issued by the PA Departaent 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 infor.ation is incorrect and/or debts and deductions were paid by you. You .ust coaplete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: PART [!J TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 X 4. A.ount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on line 5 of Tax Co.putation) I $ declare that the facts I and belief. have reported above are true~correct and HOME (7 (7 ) 7 ~ 1- I ~ ~ 0 , WORK () J'd 310// TELEPHONE NUMBE I ATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171Z8-0601 ""',OC,p ,:~ , ,,{JiN . .~. REV-1sU EX AfP U9~D" INFORMATION NOTICE AND TAXPAYER RESPONSE REVISED NOTICE ~ ~ ~ FILE ACN DATE NO. 21_ O(p;07ff 06131015 07-28-2006 ~ n i!"~ ') ~::: ( '>,..i r. \' j 26 TYPE OF ACCOUNT EST. OF LEO FABAS D SAVINGS S. S. NO. 036-16-3999 0 CHECKING DATE OF DEATH 04-15-2006 D TRUST COUNTY CUMBERLAND 00 CERTIF. REMIT PAVMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 f-;-', 1 SUSAN V STEWART 410 CHEROKEE DR MECHANICSBURG PA 17050 SOVEREIGN BANK has provided the nepartment 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 inforllation is incorrect, please obtain written correction from the financial institution, attach a copy to this fo~ and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the COII.onwealth of Pennsylvania. Questions ~y be answered by calling (717) 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS ACCO\H1t No. 45105033364 nate 04-27-2000 Established ACCO\H1t Balance Percent Taxable AIIount Subject to Tax Rate Potential Tax Due x 40~059.84 16.667 6~676.77 .045 300.45 TAXPAYER RESPONSE To insure proper credit to your account, two (Z) copies of this notice lIust acco.pany your paYllent to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax paYllents are ..ade within three (3) .onths of the decedent's date of death, you lIay deduct a 5% discount of the tax due. Any inheritance tax due will becolle delinquent nine (9) .onths after the date of death. Tax PART [!] The above inforllation and tax due is correct. 1. You lIay choose to rellit paYllent 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 assesSllent will be issued by the PA Depart.ent 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 inforllation is incorrect and/or debts and deductions were paid by you. You lIust cOllplete PART ~ and/or PART ~ below. PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate~ please state your relationship to decedent: PART [!] TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balence 2 3. Percent Taxable 3 X 4. A.ount Subject to Tax 4 5. Debts and Deductions 5 6. AMount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) pe~ury~ I declare that the facts I knowledge and belief. HOME ~J~)-a;U- I $ and ER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 .oAd..~ ~}I INFORMATION NOTICE Ir-T /\.- AND 't:C I,TAXPAYER RESPONSE * REVISED NOTICE * * * FILE ACN DATE NO. 211) Co'" 7q 06131011 07-12-2006 ., ,'~' REY-U4&EX AFP ('09-GO> ,of,: ~ i ~i~ [r( :'.J f""" ,..., 26 ;",: .,: EST. OF LEO FABAS S.S. NO. 036-16-3999 DATE OF DEATH 04-15-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST [iJ CERTIF . SUSAN V STEWART 410 CHEROKEE DR MECHANICSBURG PA 17050 REHIT PAYHENT AND FORHS 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 b~ calling (717) 7~7-8~l7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 45105002757 Date 05-29-1992 Established x 85,,144.35 16.667 14,,191.01 .045 638.60 TAXPAYER RESPONSE To insure proper credit to your account, two (Z) copies of this notice .ust acc~pany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, 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 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 [!J 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. [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. ~ 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 OF,I TAX ON ~OIN~~RUST ACCOUNTS LINE 1. Date Established 1 (..~ - 2.;, ...., k' ~ ~ 2. Account Balance 2 P2 4~ 3S 3. Percent Taxable 3 X t" tL> 7 4. Mount ....joct to Tax 4 / "" ~. <:l / 5. Debts and Deductions 5 - :ij'~ '7'~ 6. AMount Taxable 6 9 .3. ;}. 7 7. Tax Rate 7 X. () ~ 8. Tax Due 8 ~.3 /~ Lj DEBTS AND DEDUCTIONS CLAIMED R lEST PAID $ Under penalties co~ple to the best /J / perjury, I declare that the facts I owledge and belief. have reported above are true" correct and HOME (7 Ii ) 7: /- /J',;?3 WORK () 7/r9I/fJ h TELEPHON NUMBE DATE