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Home My WebLink About11-14-06 (2) COMMONWEAL TH OF PE"'SYLVAHIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 11128-0601 * INFORMATION NOTICE , ,," ["', (,CC-'('~ r'," AND ' . ' .~" y'::::' \:,"r~:'7f~~PAYER RESPONSE --;, .. 1 ~': ..:....;" . i. " REV-1545 dill' 'ii,~"OiI) FILE NO.21 0l.D ~ ACN 06154044 DATE 10-25-2006 CLEF~f\ OF ORPHAN'S COURT ('11~,!r::.;c' /~r-, r'f', p,~, VUi'", ., ' i,H, TYPE OF ACCOUNT Pt1 2: 5&T. OF JAMES W REXRODE D SAVINGS S . S. NO. 218 - 30- 0366 D CHECKING DATE OF DEATH 09-16-2006 D TRUST COUNTY CUMBERLAND 00 CERTIF. REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 2006 NOV 14 DEBORAH MCCALLISTER 1306 PHEASANT DRIVE S CARLISLE PA 17013 HEHBERS 1ST FCU has provided the DepartMnt with the inforation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above dec8dent, you were a joint owner/beneficiary of this account. If you feel this infor..tion is incorrect, please obtain written correction fro. the financial institution, attach a copy to this fo~ and return it to the 8bove address. This account ls taxable in accordance with the Inheritllnce Tax Laws of the Cu..unwealth of ~SYlvanta. Gu8stions "~b8 answared by calling (7171 la1-&Sl7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 129896-44 Dete 10-12-2001 Estebl1shed Account Belenee Percent Tex_le AIIount Subjeet to Tex Tex Rete Potentiel Tex Due x 21487.08 50.000 11243.54 .045 55.96 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust accu.pany your paYllent to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax pay.ents are .lIde within three (3) .onths of the decedent's date of death, you .ay deduct II 5" discount of the tax due. Any inheritance tax due will becu.e delinquent nine (9) .onths after the date of death. PART [!] The Bbove inforation and tax due is correct. 1. You .ay choose to r..it pay..nt to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or yoU ..y check box "A" lInd r-etur-n this notice to the Register of Mtlls and an official assesseent will be issued by the PA Depart-ent of Revenue. [CHECK ] ONE BLOCK ONLY B. 0 The Bbove asset has been or will be r&ported and tax paid with the Pemsylvanill Inhedtllnce Tax return to be filed by the decedent's representative. C. 0 The above infor.ation is incorrect lind/or debts and deductions were paid by you. You .ust coeplete PART [!] end/or PART ~ below. PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicete . different tax r.te~ pl..se st.t. your reletionship to decedent: PART [!] TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. o.te Established 1 2. AccOW1t Belence 2 3. Percent Texable 3 X 4. A.ount Subject to Tex 4 S. Debts end Deductions S 6. AIIount Texeble 6 7. Tax Rete 7 X 8. Tex~ 8 PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line S of Tex Co~t.tion) feets I I $ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *1'< INFORMATION NOTICE AND nT1\'XPAYER RESPONSE \..,.; I ,I"f.. \_'; FILE NO. 21 otg 1013 ACN 06154046 DATE 10-25-2006 IEMI4S EX AI! C""'.,J . :, ~ TYPE OF ACCOUNT 1iI SAVINGS D CHECKING o TRUST D CERTIF. FORtIS TO: DEBORAH MCCALISTER 1306 PHEASANT DRIVE S CARLISLE PA 17013 2006 NOV I 4 PM ~SJ2 OF JAMES W REXRODE 8.8. NO. 218-30-0366 CLr-R'( or DATE OF DEATH 09-16-2006 DHi~~ 'c.;,/: (-',~1 'fOUNTY CUMBERLAND O~~I~~':' ~ -, ,- \~XR RE"IT PAY"ENT AND CU!VI"'" '.. Pr\ REGISTER OF WILLS CUMBERLAND CO COURT CARLISLEI PA 17013 HOUSE "EHlERS 1ST FCU has provided the Depart.ent with the inforsation 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 B joint owner/beneficiary of this account. If YOU f..l this infcJraation is incorrect, please obtain written correction froa the finencial institution, attach B copy to this fcJr. end retur-n it to the above IIddress. This acoount is taxable in accordance with the Inheritence Tax Laws of the COllllOnNealth of Pennsylvania. Ques~ions aay be answered by calling (717) 1&J-83~7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 129896-00 Date 11-25-1992 Est_ush8d Account BalW1Ce Percllnt Tax_le AIIowIt Subject to Tax Rate Potllntial Tax Due x 597.78 50.000 298.89 .045 13.45 TAXPAYER RESPONSE To insure proper credi t to your BCCO\rlt, tNO (2) copies of this notice BUst accoapany your payaent to the Register of Nills. Milke check payable to: "Register of Wills, Agent". x NOTE: If tax payaents are .ade within thr.. (3) .onths of the decedent.s date of death, you _y deduct a S:lC discount of the tax due. Any inheritance tax due will becOllll delinquent nine (9) eonths after the date of death. Tax PART [!] The above infonaetion and tax dUll is correct. You .ay choose to r..it pay..nt to the Register of Nills with two copies of this notice to obtain a discount or avoid interest, or yOU _y check box "A" and return this notice to the Register of Nills and an official assessaent will be issued by the PA Departaent of Revenue. [CHECK ] ONE BLOCK ONLY B. 0 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. 0 The above infcJraation is incorrect end/or debts and deductions were paid by you. You .ust coaplete PART 0 and/or PART ~ belON. PART I!J DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax ratel pleas. state your relationship to decedllnt: PART [!] TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account BalW1Ce 2 3. Percent Taxable 3 X 4. AIIount Subject to Tax 4 5. Debts and Deductions 5 6. AIIount Taxable 6 7. Tax Rat. 7 X 8. Tax ~ 8 PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax C~tation) fact. I I . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 ._ ,~.- INFORMATION NOTICE ') \ )~-'i lU::. t.J.- AND !" ...... ",::,,'. ('TAXPAYER RESPONSE Q~',< _<~ .1 \~, :";:" ~l IlEv~J541 EI ",p (19':.') FILE ACN DATE NO. 21 ota 16/J 06154045 10-25-2006 CLERK OF ORPHi\N'S CqURT Cu\ '-::..r--" i n PA \'./!L ..' ..... , E8T. OF JAMES W REXRODE 8.8. NO. 218-30-0366 DATE OF DEATH 09-16-2006 COUNTY CUMBERLAND TVPE OF ACCOUNT D SAVINGS o CHECKING D TRUST [X] CERTIF . 2006 NOV t 4 PI; 2: 5 1 DEBORAH MCCALISTER 1306 PHEASANT DRIVE S CARLISLE PA 17013 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 MEMBERS 1ST FCU has pr-ovlded the Depar-t..nt with the InfoMlation 11*ted below which has been used In calculating the potential tax due. ThIIlr- r-ecor-ds Indicate that at the death of the above decedent~ you were a joint owner-/bel1llficlllr-y of this account. If you feal this Infor'Wlltlon Is Incor-r-lICt~ please obtain wr-Itten corr-ectlon fr-o. the financial Instltutlon~ attach 8 copy to this foMl and r-etur-n it to the above addr-ess. This account Is taxable In accordance with the Inheritance Tax Laws of thII Co.lIOnwealth of Pennsylvania. Questlons..y be answer-edby cailing (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 129896-46 Data 11-25-1992 EstebUshed Account Balence Parcent Taxebla AIIowat Subject to Tax Tex Reta Potential Tex Due x 3~801.61 50.000 1~900.81 .045 85.54 TAXPAYER RESPONSE To Insur-e proper cr-edl t to your- 8Ccount~ two (2) copies of this notice .ust accOllpany your paYllent to the Register- of Wills. Milke check payable to: "Register- of WIlls~ Agent". x NOTE: If tax PlIYll8nts 8r-e .ade wi thin thr-ee (3) IIOnths of the decedent"s date of death~ you BY deduct a 5;( discount of the tax due. Any Inher-ltance tax due will bllCOlIe delinquent nine (9) .onths after- the date of death. PART [!] above Infor-Btion and tax due is corr-ect. You .ay choose to r-ea1t pay..nt to the Register- of Wills with two copies of this notice to obtain a discount or- avoid inter-est~ or- yoU BY check box "A" and r-etur-n this'notlce to the Register- of Wills and an official lIssesSllent will be Issued by the PA Dapartaent of Revenue. [CHECK ] ONE BLOCK ONLY B. 0 The above asut has been Dr- will be r-epor-ted and tax paid with the Pennsylvania Inheritance Tax r-etur-n to be filed by the decedent"s r-lIpr-e.ntative. C. 0 The above Infor-Btion i~cor-r-lICt and/or- debts and deductions were paid by you. You .ust coaplete PART I!J and/or- PART @] below. PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicete a different tax rate~ please stata your relationship to decedent: PART ~ TAX RETURN - COMPUTATION OF TAX ON JOINT'TRUST ACCOUNTS LINE 1. Date EstebUshed 1 2. Account Balence 2 3. Percent Texeble 3 X iii. AIIowat Subject to Tex iii S. Debts end Deductions S 6. AIIowat Texeble 6 7. Tex Rate 7 X 8. Tex~ 8 PAVEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line S of Tax Computation) facts I .