HomeMy WebLinkAbout10-27-08COMMONWEALTH OF PENNS'lLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-961
N0. CD 010460
PAPA DAVID V
602 ERIC DRIVE
SHIPPENSBURG, PA 17257
fold
ESTATE INFORMATION: SSN:
FILE NUMBER: 2108-1064
DECEDENT NAME: PAPA CLAIRE J
DATE OF PAYMENT: 10/27/2008
POSTMARK DATE: 10/25/2008
couNTY: CUMBERLAND
DATE OF DEATH: 09/20/2008
REMARKS:
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
08149127 ~ 5175.56
08149126 ~ 516.06
08149128 ~ 54, 283.63
TOTAL AMOUNT PAID:
54,475.25
CHECK#1087
INITIALS: CJ
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21-~~J-l0~~i
Po Box 280601 TAXPAYER RESPONSE ACN 08149126
HARRISBURG PA 17128-0601
DATE 10-21-2008
REV-1543 EX AFP (OB-OB)
EST. OF CLAIRE J PAPA
SSN
~`'~~~~ '' nr DATE OF DEATH 09-20-2008
~~' I ~"^, COUNTY CUMBERLAND
~i
=~ REMIT PAYMENT AND FORMS T0:
** DAVID V PAPA
601 ERIC DRIVE
SHIPPENSBURG PA 17257
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, You were a point owner/beneficiary of this account.
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form
and return it to the above address. This account is taxable in accordance with the Inheritance Tax'. laws of the Commonwealth of
Pennsylvania. Please ca31 (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 318878-11 Date 11-27-2007
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 85 payment to the Register of Wills. Make check
$ 356
.
payable to "Register of Wills, Agent".
Percent Taxable X 100.00
Amount Subject to Tax 85 NOTE: If tax payments are made within three
$ 356
.
months of the decedent's date of death,
Tax Rate )( .045 deduct a 5 percent discount on the tax due.
Potential Tax Due Any Inheritance Tax due will become delinquent
$ 16.06
nine months after the date of death.
P
T TAXPAYER RESPONSE
~
~
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K
0 N E a discount or avoid interest, or check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
[ B L 0 C K ~ B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y ~~1J to be filed by the estate representative.
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART IJ below.
PART lr indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION
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
OF TAX ON JOINT/TRUST ACCOUNTS
1
2 +~
3 X
4
5
6
7 X
8 $
PART
PAD
OFFICIAL USE ONLY ~ AAF
PA DEPARTMENT OF REVENUE
1
2
3
4
5
6
7
8
DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION eMniiNT peTn
n r penalties of perjury, I declare that the facts I have reported above are true, 7correct and
complete to the best of m knowledge and belief . HOME C 1i ~ ~ 5~` .7~ ~->J
/ ~~~ ,~,1
WORK c,'3~t' ~~i7/ ~~ 7Jy ~ It?~~.Sl~~~'
T PAYER SIGNATURE TELEPHONE NUMBER DATE
~u,~r r- on une ~ or iax Computation) $
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AN D
PD Box zao6ol TAXPAYER RESPONSE
HARRISBURG PA 17128-0601
REV-1543 E% AFP (OB-OBJ'
FILE N0. 21~-f~~-~~(~~
ACN 08149127
DATE 10-21-2008
,, _ \
-,~ iti ' -, ~ r ~~'t
Lam,..;
DAVID V PAPA
601 ERIC DRIVE
SHIPPENSBURG PA 17257
EST. OF CLAIRE J PAPA
SSN
DATE OF DEATH 09-20-2008
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account.
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of
Pennsylvania. Please call 1717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 318878-0 0 Date 11-27-2007 To ensure proper credit to the account, two
Establ ished copies of this notice must accompany
Account Balance $ 3, 901.41 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 100.00
Amount Subject to Tax $ 3, 901.41 NOTE: If tax payments are made within three
months of tlhe decedent's date of death
TeX Rate
X
.045 ,
deduct a 5 ipercent discount on the tax due.
Potential Tax Due
175 • 56 Any Inheritance Tax due will become delinquent
nine months after the date of death.
P~T
~ TAXPAYER RESPONSE
FAILURES TO RESPOND WILL RESULT IN AN OFF ICIAL TAX ASSESSMENT
A. 11 YThe
LJ above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K a discount or avoid i nterest, or check box "A" and return this notice to the Register of
0 N E
~ Wills and an official assessment will be issued by the PA Departmment of Revenue.
B L 0 C K
0 N L Y g, ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the estate representative.
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART Z~ and/or PART 3^ below.
TAX RETURN - COMPUTATION
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 lr indicating a different tax rate, please state
relationship to decedent:
OF TAX ON JOINT/TRUST ACCOUNTS
z $
3 X
4
5 -
6
7 X
B $
PAD
1
2
3
4
5
6
7
8
OFFICIAL USE ONLY ~ AAF
PA DEPARTMENT DF REVENUE
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION eMniiur oArn
Upd-e penalties of perju y, I declare that the facts I have reported above are true, correct and
omp ete t the best of y knowledge and belief. 7"s .°
t ~ HOME C ~'/ 7 ) 53~- .3 ~ 1c1~~
{,~.~ /_ WORK C .~ ~ ~ ~ 7~i3 /(
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
~.+~ «,~~er qn amine ~ or iax Computation) S
BUREAU DF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1543 ~X AFP (OB-OB>
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND
_ TAXPAYER RESPONSE
FILE N0. 21•(~-~Dld~
ACN 08149128
DATE 10-21-2008
1. { c. ,
,i . -
~.:i`, ~
- ,,
** DAVID V PAPA
601 ERIC DRIVE
SHIPPENSBURG PA 17257
EST. OF CLAIRE J PAPA
SSN
DATE OF DEATH 09-20-2008
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a point owner/beneficiary of this account.
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of
Pennsylvania. Please tail i717) 7B7-B327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 318878-05 Date 03-0 8-2008
To ensure proper credit to the account, two
Establ ished copies of this notice must accompany
Account Balance
$ 100 201 78 payment to the Register of Wills. Make check
, . Day able to "Register of Wills, Agent".
Percent Taxable X 100 .00
Amount Subject to Tax $ 100 201 78 NDTE: If tax payments are made within three
, . months of the decedent's date of death,
Tax Rate X . 045 deduct a 5 percent discount on the tax due.
Potential Tax Due ~` 4 ,509 .08 Any Inheritance Tax due will became delinquent
nine months. after the date of death.
P
T TAXPAYER RESPONSE
~
~
FAILURE TO RESPOND WILL R ESUL T IH AN DEE ICIAL TAX ASSESSMENT
A. 19 /The above information and tax due is correct.
L10 Remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of
0 N E
~ Wills and an official assessment will be issued by the PA Department of Revenue.
B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the F'eAnsylvania Inheritance Tax return
0 N L Y to be filed by the estate representative.
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different tax rate, please state OFFICIAL
USE ONL Y Q AAF
relationship to decedent: ,
PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ 6
7. Tax Rate 7 X ~
8. Tax Due 8 $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
a
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have
onr~lete to the best of knowledge and belief. reported above are true,
HOME C Z~ 7 ) ,~j_ j~ correct and
~~3~
LG~, ~~ ~
A PAYER SIGNATURE WORK ( :~lUl ~ ~I (
TELEPHONE NUMBER 7 ~'3 ®~ ~ ~ '
DATE
IUTAL itnter on Line 5 of Tax Computation) $
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