HomeMy WebLinkAbout08-25-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
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INFORMATION NOTICE
~ __ AND
:- ('r: TAXPAYER RESPONSE
-4' REVISED NOTICE 4 4 4
FILE
ACN
DATE
NO. 21 O~ -7),{
06131013
07-12-2006
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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
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WORK () J'd 310//
TELEPHONE NUMBE I ATE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
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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
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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
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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