HomeMy WebLinkAbout04-19-08
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
NEFF SHIRLEY
6331 BRANDY LANE
LOT 34
MECHANICSBURG, PA 17050
n______ fold
ESTATE INFORMATION:
FILE NUMBER: 2108-0492
DECEDENT NAME: NEFF JAMES
DATE OF PAYMENT: 05/02/2008
POSTMARK DATE: 04/19/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 03/31/2008
NO. CD 009650
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
08116359 I $3.84
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$ 3.84
REMARKS:
CHECK#102
SEAL
INITIALS: AKK
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
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FILE NO.
ACN
DATE
21' 0 ~ .o.bAL
08116359
04-16-2008
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
CLERK OF
ORPt-W.rs COURT
CUUBE.RLAND CO., M
EST. OF JAMES NEFF
S.S. NO.
DATE OF DEATH 03-31-2008
COUNTY CUMBERLAND
TYPE OF ACCOUNT
Ii] SAVINGS
o CHECKING
D TRUST
D CERTIF.
Z008 MAY -2 PM t2: 5'
SHIRLEY NEFF
6331 BRANDY LANE LOT 34
MECHANICSBURG PA 17050
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS 1 ST FCU has provided the Deparbent with the infor.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 ioint owner/beneficiary of
this account. If you feel this infor.ation is incorrect, please obtain written correction frOM the financial institution, attach a copy
to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the C~Monwealth
of P,nnsvlvania. Questio"$ .ay be answered by callinp (717) 787-8327.
COMPLETE PART 1 BELOW
Account No. 17803-00
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
PART
[!]
. .
. SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Da te 1 0 - 31 - 1 975
EstabUshed
x
511.41
16.667
85.24
.045
3.84
TAXPAYER RESPONSE
To insure proper credit to your account. two
(2) copies of this notice Must acc~pany your
pay.ent to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
x
NOTE I 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) Months after the date of death.
A. D The above infor.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.
[CHECK ]
ONE
BLOCK
ONLY
B. c: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. r=J The above infor.ation is incorrect and/or debts and deductions were paid by you.
You .ust co.plete PART ~ and/or PART ~ below.
1
2
3 X
4
5
,
7 X
8
If you indicate a diffe~ent tax rate, please state your
relat10nship to decedent:
PART
~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE l- Date E~tabli$hed
2. Account Balance
3. Percent Taxable
4. AMount Subject to Tax
5. Debts and Deductions
,. Amount Taxable
7. Tax Rate
8. Tax Due
PART
~
DATE PAID PAYEE
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
I
TOTAL CEnter on Line 5 of Tax Computation)
.
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief.
TAXPAYER SIGNATURE
HOME ( )
WORK ( )
TELEPHONE NUMBER
DATE
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