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
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