HomeMy WebLinkAbout04-12-07
COMIlOHWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
IlEPT. 280601
HARRISBURG. PA 171Zlt-0601
.
(y.c..
INFORMATION NOTICE
AND
. .TAXPAYER RESPONSE
NO. 21-dYJ'7.....359
06133038
07-07-2006
TYPE OF ACCOUNT
EST. OF SANFORD J NEER 0 SAVIN8S
S.S. NO. 078-12-0375 lilCHECKINCl
DATE OF DEATH 03-29-2006 0 TRUST
COUNTY CUMBERLAND 0 CERTIF.
REHIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
FILE
ACN
DATE
REV-UU EX 'AFP (It-II)
2D07 APR /2 Pi"l 2: L,t 5
Cf FO'/ ('r
OPP~lli;.I'~\ l,~'
0t L / ii""i;'.! ,"". r,/ \'t"r
vllt\,./n-...... '..... \,~!~)l...'tll
CAROLE A SHAFER
6222 WALLINGFORD WAY
MECHANICSBURG PA 17050
COI1ItERCE BANK h.s provld8d the n.pe...t.nt with the Info.....tlan Ustlld b.lDlf which h.s bewI uslld In
c.lcul.tlng the potentl.l tax due. Thel... ~Dn:lS Indlc.te th.t .t the rIlI.th Df the abDVII declldant. YOU ....... . jDlnt _...lbwwflcl....y Df
this .ccount. If YOU feel this Info.....tlon Is IncD..."ect. pl..s. obtain wdttan CD.......ctlan f..._ the flnancl.l Institution. .tbch . copy
to this fD.... and ....tu...n It tD the abDv. add....ss. this IICcount Is taobl. In .CCDn:Ianc. with the Inha...ltanc. Tme L..s Df the C_nw..lth
Df PwlnSVlvanl.. IluastlMs 1Il!~ be ~.....1"8d by ~lUng (7171 7117-11;527.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 023152523 o.t. 06-14-2000
Est_l1shec1
Account h1_
P.rcent T__1.
Mount Subject to T_
T_ IhIt.
Potentle1 Tex au.
x
31002.43
50.000
11501.22
.15
225.18
TAXPAYER RESPONSE
TD Insu.... pr-op." cl'"lldl t to YOU'" IICcount. two
(2) capl.s Df this notlc. ...st .cc~y YOU'"
PBl/IIant to the RlIlIIst.... Df lUlls. "*. check
p.YIIbl. to: ""RlIlIlsta... Df IIUls. Agent"'.
x
NOTE: If tax p._ts ..... .1Ide within th.....
(3) aonths Df the rIlIcadant.s d.t. Df duth.
YDU RY deduct. S;C discount Df the tmc due.
Any Inha...ltance tmc due will bacD8a delinquent
nine (9) .anths .fte... the date Df rIlI.th.
PART
[!]
The abDVII Info....tlon and tmc due Is ca......ect.
1. You RY chaDH to ....It p~t tD the RlIlIlsta... Df IIl1ls with two capl.s Df this notice tD obtain
· discount D'" .vold Int.....st. D'" YDU ..y check box "A" end ....turn this notlc. tD the Raglst.... Df
II1l1s and an Dfflcl.l .SHSsaant will b. Issulld by the PA Dap....ta.nt Df R.venue.
II. D The abDv. .SHt h.s bewI D" will be ...apa...tad and tmc p.ld with the PlUV1sylvanl. Inha...ltance T.x ....turn
tD be fl1l1d by the rIlIclldent.s ...ap....SIII1tatlV..
c. D The abDVII Info.....tlon Is IncD"'l'"8Ct IlI1d/DI'"~abts and dllductlons ....... p.ld by YOU.
You IIIlst caapl.ta PART [!] aneVD'" PART ~ belDlf.
[CHECK ]
ONE
BLOCK
ONLY
If you Indlcet. e different t_ ret.1 p1_s. stet. your
r.1etlonshlp to decadent:
PART
[!J
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Get. Est_Ushed ~
2. Account Be1enc. 2
3. P.rcent Tex8b1. 3 X
4. AIIount Subject to Tex 4
5. Debts end Dllcluctions 5-
6. AIIount T__1. 6
7. Tex Ret. 7 X
8. Tex Due 8
PART
[!J
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Ent.r on Line 5 of Tex eo.putetlon)
I
.
Under pene1 ti.. of per jury 1 I clec1er. thllt the fech
1.te to the bes f ey knowledge end bel1.f.
I hev. reported .a>>ov. er. true, correct end
HOME (~/1) ~I 37 -",J.l/.0 I ,
WORK () ~'il(; tz
TELEPH NE HUM E .
"-""""~';~-\-<,;_~~:... ~'i~~-----""
COMMONWEALTH OF PENNSYLVANIA
DEPARTlENT OF REVEIIJE
BUREAU OF INDIVIIJUAL TAXES
DEPT. 2110601 ~
HARRISBURG,.PA 171211-0601
X", .,i.:r....~:
C:".,'~...
u,~is~ Ix UP II9;nl
2001 ~iPR 12 Pr\ 2: 4.5
"l E'" C'!
I . ._.c.!,~ 11-
V._I.;' "
ORPHlS\I'S COURT
r'L'}" r p/\
CAROLE ,A SHAFER'J '"
6222 WALLIN6FORD WAY
MECHANICSBURG PA 17050
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21-c:K:J57 -359
06133038
07-07-2006
TYPE OF ACCOUNT
EST. OF SANFORD J NEER D SAVINIilS
5.5. NO. 078-12-0375 IXlCHECKIN8
DATE OF DEATH 03-29-2006 D TRUST
COUNTY CUMBERLAND D CERTIF.
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
COMMERCE BANK h.s prDvldBd the D8pBrtlHmt IIlth th. InfD,...tlan ilstBd b.1D11 IIhlch h.s bHn USBd In
CBlculBtlnll th. pabntl.l tBx dull. ThBlr rllCDrds IndlCBt. th.t .t the dB.th Df th. BbDVlI dllCBClBnt, IIDU lI.r. . jDlnt DllnBr/bBnBflol.rll Df
thls .ooaunt. If YDU f..l this InfD,...tlan Is Inoarr.ot, pl.... abaln IIrlttBn oDrr.otlDn frDB thB fln.nol.l InstltuUan, .tach . OllPY
tD this fDrB IInd r.tum It tD the BbDV. lIddr.ss. This lICoaunt Is aXBblB In .ooDrdllnoB with the InhBrlt_B Ta LBWS Df the C_nwRlth
Df PBMsYlvBnI.. lIIIBstlans RY bB .._rlld blI' Cltl1lAg (717) 787-8127.
COMPLETE PART 1 BELOW - . -SIE REVERSE SIDE FOR FILl", AND PAYMENT INSTRUCTIONS
ACCOW'It No. 023152523 DIIt. 06-14-2000
Ed_Ush.d
Account Be1_
P.rcent Tax_Ie
AIIount Subject to Tax
Tax Ret.
Pot..,tl.1 Tax Due
TD InsurB prllPBr OrBdl t tD IIDUr IICODunt, twa
(2) caplBS Df this nDtloB BUst BOODBpBnY YDUr
PBl/IIIII1t tD thB RBIIIstBr Df NUls. MIlkB chIICk
p.lIBblB tD: "RBIIIstBr Df NUls, AgBnt".
3.002.43
50.000
1.501.22
.15
225.18
TAXPAYER RESPONSE
x
x
PART
[!]
NOTE: If tBx PBl/IIIII1ts .rB Rd. within thr..
(3) _nths Df th. dllCBd8nt's dBt. Df dBBth,
lIDU -Y d8duc:t . 5% dlsoaunt Df the ox dull.
Mil InhBrltBno. ox dull wUl bllCDH d8lll'lqUBnt
nln. (9) BDnths .ft.r the dlItB Df dB.th.
~r!:~~L~ ,'oc,",,':c::'::, ".:' .:. . .;~. ..- - ;...~~;~o- o~ ~~'o :".;.. ~fr ~~;~:_:~:X'~:'5.: ~,~.:;:: o~~.:~~l~~~~;~~:~:::.,: ;~.;:;;~.~:o~o~.:~.~r:~~~;:::~:~~.:jCJ~:::_:~;~~kl~5~~~;~;'~I
A. 0 ThB IIbDVII InfDrBBtIan Bnd tBx duB Is ODrrllCt.
1. YDU RY ohDD.. tD r..lt PBY_nt tD thB R8IIlst.r Df NUls with tllD ollPI.s Df thls natIOB tD abtBln
· dl-.nt Dr BVDld IntBr.st, Dr IIDU nil chllCk bDx "A" Bnd rBtum this natloB tD thB RBIIlstBr Df
NUls Bnd Bn Dfflol.l .SSBSSBBnt IIUl bB IssuBd bll thB PA DBp.rtlHmt Df RBVBnUB.
B. 0 ThB BbDVlI .s..t IIBs bHn Dr will b8 rBPDrtBd Bnd ox p.ld with th8 PBnnSl/1VBnI. InhBrltBno. T.x r.tum
tD bB fUBd bll the d808dBnt's rBPrB..ntBtlv..
C. 0 TIIB BboVB InfD,...tIan l,-\noDrrllCt IInlIID~ts .nd dlHluctlans w.,.. p.ld by YDU.
YDU BUst QDBplBtB PART L!..J _dlDr PART ~ bBID11.
[CHECK ]
ONE
BLOCK
ONLY
If you lndlc.t. . dlff.rent tex ret.. p1.... st.t. your
r.1.tlonshlp to decedent:
PART
[!J
TAX RETURN - COMPUTATION OF TAX ON JOINT'TRUST ACCOUNTS
LINE 1. o.t. E.teb11Shed 1
2. Account Be1MC. 2
3. P.rc..,t Tax_1. 3 X
4. AIIount Subject to T.x 4
i. Debt. Md Deductions i-
6. ~t T.x_1. 6
7. Tax R.t. 7 X
8. Tax Due 8
PART
I!J
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Ent.r on Une i of Tax CoIIput.Uon)
I
.
Under pww1U.. of perjury. I dec1.,.. thllt the fech
1.t. to the"s of IIY knowledge Md beU.f.
I hev. reported 8bov. .,.. t7 correct Md
HOME (~~~1):~7 ~ A~3~. /I
WORK () <}t; ~ /'
TELEPH NU E
~~.~..._-~----
I cd. ~"
~. ~ ""
~
f
;1
I
" . ..' (
;1:
,~
N
Ii
'I;
Q..
"
.~
'~
.1(
'8
wen
::)~ ,..
ZCz 0
~~~ !
a:4(> ~
::::t;:: .....
LLO.. ,..
.0 >>< c(
....-!C a.;
''% Q ~ ,..
!I~~i~
~O~Nm
Im;2!
fi~~:J:
"
,"
, ,
'; ~<;>>
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601 _
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHAFER CAROLE A
6222 WALLINGFORD WAY
MECHANICSBURG, PA 17050
-------- fold
ESTATE INFORMATION: SSN: 000-00-0000
FILE NUMBER: 2107-0359
DECEDENT NAME: NEER SANFORD J
DA TE OF PAYMENT: 04/12/2007
POSTMARK DATE: 04/06/2007
COUNTY: CUMBERLAND
0
DA TE OF DEATH: 03/29/2006'
.. .
NO. CD 008015
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
06133038 I $225.18
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 994
SEAL
INITIALS: WZ
RECEIVED BY:
REGISTER OF WILLS
$225.18
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS