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HomeMy WebLinkAbout11-09-07 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 008938 REST AGNO NANCY P PO BOX 396 LEWISBERRY, PA 17339 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ---------- -------- 07144148 I $23.95 ESTATE INFORMATION: SSN: 205-62-2415 I FILE NUMBER: 2107-1023 I DECEDENT NAME: RESTAGNO SARA L I DATE OF PAYMENT: 11/09/2007 I POSTMARK DATE: 10/24/2007 I COUNTY: CUMBERLAND I DATE OF DEATH: 07/03/2007 I I TOT AL AMOUNT PAID: $23.95 REMARKS: CHECK# 5162 INITIALS: CJ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE IUREAU OF INDIVIDUAL TAXES DEPT. 210'01 HARRISIURG, PA 17121-0'01 ~..' .,- ''WQ' INFORMATION NOTICE AND 'TAXPAYER RESPONSE FILE ACN DATE NO. 21-01-101.-1 07144148 10-19-2007 REV-1S1i5 EX MP (09.00> ":1.(111,,-\,) -9 Pi'l 12: 2 \ L.cd \'1... 't TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST IX] CERTIF. ""I E",\/ '~'F OP;;:(\I\!\ ;:/.)il~T CU','! -" EST. OF SARA L RESTAGNO 5.5. NO. 205-62-2415 DATE OF DEATH 07-03-2007 COUNTY CUMBERLAND NANCY P RESTAGNO PO BOX 396 LEWISBERRY PA 17339 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MEMBERS 1ST FCU has p..ovid.d the D.pa..t..nt with the info...ation listed below which has b..n used in calculating the pot.ntial tax du.. Thei.. ..eco..ds indicate that at the death of the above d.ced.nt, you w.... a joint own.../b.neficia!"Y of this account. If YOU f..l this info...ation is inco....ect, pl.ase obtain w..itten co.....ction f..o. the financial institution, attach a copy to this fo... and ...tu..n it to the above add..ess. This account is taxabl. in acco..danc. with the Inh...itance Tax Laws of the Co..onw.alth of Pennsylvania. Qu.stions~ be answ....d by calling (717) 717-1327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT I~STRUCTIONS Account No. 228093-41 Date Established 03-28-2006 To insu... P"OP." c..edit to YOU" account, two (2) copi.s of this notic. .ust acco.pany you.. pay..nt to the R.giste.. of Wills. Make ch.ck payable to. "R.giste.. of Wills, Agent". Account Balance Pe..cent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x 1,064.25 50.000 532.13 .045 23.95 TAXPAYER RESPONSE NOTE. If tax pay..nts a..e .ada within th...e (3) .onths of the d.c.d.nt's date of d.ath, YOU .ay d.duct a 5% discount of the tax du.. Any inh...itanc. tax due will b.cu.. d.linqu.nt nine (9) .onths aft... the date of d.ath. x PART [!] A. ~h. above info...ation and tax due is co.....ct. ~l. You.ay choos. to ..e.it pay..nt to the R.gist... of Wills with two copies of this notice to obtain a discount 0.. avoid inte..est, 0.. you .ay check box "A" and ...tu..n this notic. to the R.giste.. of Wills and an official assess.ent will be issu.d by the PA O.pa..t.ent of Revenu.. [CHECK ] ONE BLOCK ONLY I. [J Th. above ass.t has be.n 0.. will be ...po..t.d and tax paid with the PennSYlvania Inh...itance Tax ...tu..n to be fil.d by the d.c.dent's ...p...s.ntativ.. C. [J Th. above info...ation is inco.....ct and/o.. d.bts and deductions we..e paid by you. You .ust co.Plate PART 0 and/o.. PART ~ below. PART If YOU indicate a diffel"ent tax I"ate, please state YOUI" [!] I"elationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date EstabUshed 1 2. Account Balance 2 3. Pel"cent Taxable 3 X 4. Amount Subject to Tax 4 5. Debts and Deductions 5 ,. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 PART ~ DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Entel" on Line 5 of Tax Computation) . pel"jul"Y, I declal"e that the facts I my knOWledge and belief. HOME ( WORK ( TELEPHONE COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 ~..."""i ,..., FILE ACN DATE NO. 21.-o1-101?7 07144148 10-19-2007 ltiFORMATION NOTICE , . AND TAXPAYER RESPONSE REV~ 1543 EX MP C09- 00> ""'f'1 ,.1 -0 Fl'r'l. 17_: 21 LIJj .I EST. OF SARA L RESTAGNO ('Lr::~:;,r\ Cf 5.5. NO. 205-62-2415 O-~""'~I (" t\",1 ir~r DATE OF DEATH 07-03-2007 11\'''' 1f i : _; Ci Ii'!:' f),~ COUNTY CUMBERLAND I,..... ,I TYPE OF ACCOUNT D SAVINGS D CHECKING D TRUST IX] CERTIF. NANCY P RESTAGNO PO BOX 396 LEWISBERRY PA 17339 REMIT PAYMENT AND FORMS TD: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MEMBERS 1ST FCU has provided the Depart.ent with the info,..ation 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 fro. 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 Co..onwealth of Pennsylvania. Questions _ay be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 228093-41 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART [!] Date Established 03-28-2006 To insure proper credit to your account. two (2) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to. "Register of Wills. Agent". x 1,064.25 50.000 532.13 .045 23.95 TAXPAYER RESPONSE NOTE. If tax pay.ents are .ade within three (3) .onths of the decedent's date of death. you .ay deduct a 5X discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. x [CHECK ] ONE BLOCK ONLY The above info,..ation and tax due is correct. 1. You.ay choose to re.it 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 assess.ent will be issued by the PA Depart.ent of Revenue. B. c=l 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. c=l The above infor.ation is incorrect andlor debts and deductions were paid by you. You .ust co.plete PART ~ andlor PART [!] below. OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 6 7 X 8 PART [!] TAX RETURN - COMPUTATION If YOU indicate a different tax rate. please state your relationship to decedent: LINE 1- 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 PART [!] DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TDTAL (Enter on Line 5 of Tax Computation) . facts I HOME ( WORK ( TELEPHONE "-:-rVT;'~-'~'J, ....!,~T'.y~;" ,~:F-'iT,~-\ ~1t;':~;'J-"'l-,'. "6 10 ' NANCY P. RESTAGNO ., :.1 RAYMOND J. RESTAGNO . ~ .. ! r;b~J~ J ~~ ,,-p uJ' tJ s &mO~ /. t= $ ~ 3,1:_ ! ;-r' ~ . iJ DOLLARdl =_ i : _ WACHOVIA. ~ ~~~~~Y~~c~~nk, N.A. ... J I e I~' ;';'; 3 1000503': 1000 b I 5 B ? bl-;~~ ~~~-'---~_.. 5162 i -- ---. -..___.u_ I =9F~ f"'l , ~ t tt: ~ ~ 8 tn N < .... u u Z 0 ~ ~ ~00 ZCG7 :I{O';' - 9 Hi I?: 2 I CtFF)!.-' " .T-;T CUi.' C:'\ w0 ::)w z><z ... wi!o ! >..JCi) 0 wllll(_ a:::)~ ~ U.cc .... Os;:>< ... "'i5i!...~ --i~woCJ :lIE... u. () ! a: a:O~~i ~~t:><!a wwffiga: Ca::z: a: ~il:~~ ~ .. I I ! I i ~ I .. ! I c f i ~ ! ! I ! w 4( ; , i I I i I l , ! - - - - - - - - - " -0-, "