HomeMy WebLinkAbout03-10-10COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 012439
NEAL REBECCA
1406 PRINCETON ROAD
MECHANICSBURG, PA 17050
fold
ESTATE INFORMATION: ssN: 21 ~-36-4593
FILE NUMBER: 2110-0238
DECEDENT NAME: NEAL JOHN
DATE OF PAYMENT: 03/10/2010
POSTMARK DATE: 03/ 10/2010
couNTY: CUMBERLAND
DATE OF DEATH: 01 / 1 5/2010
REMARKS:
CHECK# 3155
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
10107881 ~ 5281.47
10107883 ~ 544.11
10107885 ~ 528.71
10107887 ~ 54.26
10107889 ~ 528.85
10107891 ~ 54.10
10107893 ~ 512.11
10107895 ~ 511.62
10107897 ~ 522.92
TOTAL AMOUNT PAID:
INITIALS: CJ
REV-1162 EX(11-96)
5438.15
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
(~1r'•
BUREAU OF INDIVIDUAL TAXES ' nk •'~~~ 1,ji AND
Po BOX 280601 '~ ~' TAXPAYER RESPONSE
HARRISBURG PA 17128-0601 '- ~
REV-1543 IX AFP (0e-OB)
Z~~~~~-9 ~~{i~
eLEi::>~ C~~
ih
~1t~,~'~~{V 7 „~~4 ~~E
_ r^. A,
REBECCA NEAL
1406 PRINCETON ROAD
MECHANICSBURG PA 17050
FILE N0. 21-~~•o~~j~j
ACN 10107881
DATE 02-11-2010
EST. OF JOHN NEAL
SSN 211-36-4593
DATE OF DEATH 01-15-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
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 Soint owner/beneficiary of this account.
If you feel the information is incorrect, Dlease 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 (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 238830-0 0 Date 12-18-2003 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 39,503.04 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax NOTE: If tax payments are ^ade within three
$ 6,583.97 months of the decedent's date of death,
TaX Rate X .045 deduct a 5 percent discount on the tax due.
Potential TaX Due $ 296.28 Any Inheritance Tax due will became delinquent
~~,~ ~ nine months after the date of death.
P~T TAXPAYER RESPONSE
1
~.
A. ~he above information and tax due is correct.
77ClT~ 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
C 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 Pennsylvania 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 3~ below.
PART If indicating a different tax rate, """"' """
please state
relationship to decedent:
TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 $
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $
5. Debts and Deductions 5 -
6. Amount Taxable 6 $
7. Tax Rate 7 X
8. Tax Due 8 $
PART DEBTS AND DEDUCTIONS CLAIMED
a
DATE PAID PAYEE DESCRIPTION AMnIINT porn
Under penalt s of perjury, I declare that the facts I have reported above are true, correct and
complete to a be of m knowledge and belief. HOME C~l )
WORK C , ~ ) ~ /~
TAXPAYER ST[~NATIIRF rr: r,~......~ ........~.. _
er wn amine ~ or lax l:O mpuLaLlOn) $
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL 7 S , ~`~- ~ AND FILE
PO BOX 280601
HARRISBURG PA 17128 o6olur 1 ~~;~~~~ TAXPAY E R R E S P O N S E AC N
DATE
REV-1543 EX AfP 108-oe)
20C0~1AR-9 Arili: ~
EST. OF JOHN NEAL
~~,~,~,~{~~ SSN 211-36-4593
~(~~~,,C~,}; ~ ~~~~~5 DATE OF DEATH O 1-15 - 2 010
C{~i~J~F%'~'~t_~~'~a~}'._1~,,~.. ~A~ COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REBECCA NEAL REGISTER OF WILLS
1406 PRINCETON ROAD 1 COURTHOUSE SQUARE
MECHANICSBURG PA 17050 CARLISLE PA 17013
N0. 21 „~D'~~
10107883
02-11-2010
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provided tha 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. Rlease call (717) 787-6327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 238830-40 Date 12-18-2003
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 6 ~ 190.64 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax $ 1 ~ 031.79 NOTE: If tax payments are wade 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 $ 46.43
~1 Any Inheritance Tax due will become delinquent
.
Y nine months after the date of death.
P~T
1 TAXPAYER RESPONSE
~:
A. ~e above information and tax due is correct.
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
C 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 Pennsylvania 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 3~ below.
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 $
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $
5. Debts and Deductions 5 -
6. Amount Taxable 6 $
7. Tax Rate 7 X
8. Tax Due 8 $
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT Porn
Under pe alties of perjury, I declare that the facts I have reported ablIove are ter~,ue, correct and
comple o est o my knowledge and belief. HOME ~(1 ) ~ /1~~ ~ ~
~~~ WORK C "~1'1 ) ( ,., ~ 17-0
TOYPAVFR CiGAIA TIIDC
IVIML icnLer on nine 5 or lax Computation) ~
PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ^ "" "~"'''""~
PO BOX 280601 ice; ;:•j~ .~ 1~t° AND
HARRISBURG PA rnze-o6o1 ~, ~ . ~ „~ r TAXPAYER RESPONSE
~,.`,I ` ~.t ., v t.~:.t
REV-1543 EX AFP (OB-08)
FILE N0. 21~~~.a'3~S
ACN 10107885
DATE 02-11-2010
ZQ14 BAR -9 AM I1 ~ 25
EST. OF JOHN NEAL
~~~~~ ~~ SSN 211-36-4593
(}RP~iA~~'~ ~ ~~/~~~T DATE OF DEATH O 1-15 - 2 010
~~~`A~,-~; ~~~~ ~~, • ~A COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REBECCA NEAL REGISTER OF WILLS
1406 PRINCETON ROAD 1 COURTHOUSE SQUARE
MECHANICSBURG PA 17050 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 Saint 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 faro
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 (717) 787-8327 with questia~s.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 238830-42 Date 12-18-2003
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 4 ~ 027.50 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax $ 671 .26 NOTE: 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 $ 30.21 ~~}}pp
~` Any Inheritance Tax due will become delinquent
O`t) nine months after the date of death.
P
T TAXPAYER RESPONSE
~
~ .... ,,,: .... ,wa ..
A.~e above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
CHECK 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 Department of Revenue.
BLOCK
0 N L Y g, ~ The
t above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
o be filed by the estate representative.
C. ~ The above informs ion is incorrect and/or debts and deductions were paid
Com
plete PART 2~ and/or
PART ~ below. .
PART If indicating a different tax rate, please state
relationship to decedent: -
F
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS .a
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4. Amount Subject to Tax 4
5. Debts and Deductions 5 -
6. Amount Taxable 6
7. Tax Rate 7 X
8. Tax Due g $
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION eMniiNT porn
Under penalties of erjur I dec are that the facts I have reported above are r~e, o rect and
complete to the b s of Howls ge and belief. HOME C )~~
WORK C )
TAXPAVFR Cii:NAT rte. ~.,~.....~ ......___
•~nae~ vn mane ~ or iax l,O mpuLaLlOn) $
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU DF INDIVIDUAL TAXES ~.,. AND FILE N0. 21'-
PD Box z8o6B1 ~'~ ~'~~~~~ XPAYER RESPONSE ACN °- a3~
HARRISBURG PA 17128-8601 ! 101078$7
REV-1543 ~x{Ss~#Ca9 `O~i i t ~ ' ~I ~~ ! ~ DATE 02 -11- 2010
20iQ MAR -9 AM i i ~ 25
C~~R~ ~F
ORPA~"~'S L'OUR'"
CUP'~~~ E' ~' ""t" ::~ , PA,
REBECCA NEAL
1406 PRINCETON ROAD
MECHANICSBURG PA 17050
EST. OF JOHN NEAL
SSN 211-36-4593
DATE OF DEATH 01-15-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
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 call C717J 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 238830-44 Date 12-18-2003
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 597.56 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax $ 99.60 NOTE: 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 48 Any Inheritance Tax due will become delinquent
~1. ~-~ nine months after the date of death.
P~T TAXPAYER RESPONSE
1
A. above information and tax due is correct.
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
C 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 Daid with the Pennsylvania 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 3~ below.
PART If 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 DEBTS AND DEDUCTIONS CLAIMED
3^
DATE PAID PAYEE DESCRIPTION AM[111NT porn
Under pe ies f perjury, I declare that the facts I have report
complet o, th~k eft of myAknor~,l.e~ge and belief. „~,,..
re true, correct and
AP YER IGN~A LRF~~'-"--`LX v 1"10RKc~C^~~,)
v„ mane ~ ur pax i.o mpuLailOn) $
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE NCI. 21-~(~
PO BOX 280601 t'~ ~ +1~ ~r
HARRISBURG PA 17128-0601 '.~ ~ ,... ~~ TAXPAYER RESPONSE ACN 10107889
`~ ~;` ~= rs ~ ~ DATE
xsv 15Nr3 0: ~P'eabloer 1 L.c.. ~ 02- 11 -2010
~~~~ ~~~ _9 ~~ (~; ZJ TYPE OF
[? CLEAR
~~~~;~~~, ~ l~iUl~~T
EST. OF JOHN NEAL
SSN 211-36-4593
DATE OF DEATH 01-15-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REBECCA NEAL REGISTER OF WILLS
1406 PRINCETON ROAD 1 COURTHOUSE SQUARE
MECHANICSBURG PA 17050 CARLISLE PA 17013
ACCOUNT
SAVINGS
CHECKING
TRUST
X~ 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 (717) 787-8327 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 238830-52 Date 12-18-2003
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 4, 049.04 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax $ 674.85 NOTE: 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 $ 30.37 ~~ ~~ Any Inheritance Tax due will become delinquent
nine months after the date of death.
P~T TAXPAYER RESPONSE
1 .. .. .
A~he above information and tax due is correct.
Resit 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
C 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 Pennsylvania Inheritance Tax return
O 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 3~ below.
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 $
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $
5. Debts and Deductions 5 -
6. Amount Taxable (, $
7. Tax Rate 7 X
8. Tax Due g $
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION ~..~,,.:r ,,..,.
Under penalties of pe ur I dec are that the facts I have reported bove are ,true, correct and
complete to the best ovule ge and bel HOME C )
WORK C )
TAXPAYER SIGNATUR r.-. ~........_ ...... _
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ~~ '-~t~~ '~~
i_t i t:.;t_ ;,,Jt` AND FILE
PO BOX 280601
WIRRISBURG PA 171za-o6a1 4a ,t„~ n TAXPAYER RESPONSE ACN
REV-1543 Ex AFP (Ofi-087 DAT E
N0. 21, ~~(-a~~
10107891
02-11-2010
ZQlO BAR -9 AM t 1 ~ 26
CLERK ~F
/'~JORPN~,G~r! c ant .!RT
Llli ~~~- r {~
r.
REBECCA NEAL
1406 PRINCETON ROAD
MECHANICSBURG PA 17050
EST. OF JOHN NEAL
SSN 211-36-4593
DATE OF DEATH o1-15-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
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 ioint 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 farm
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 C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 238830-59 Date 02-05-2007
Ta ensure proper credit to the account, two
Established conies of this notice must accompany
Account Balance $ 576.43 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to TaX $ 96.07 NOTE: 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 $ 4.32 ''`` Any Inheritance Tax due will become delinquent
- `ti~ Q nine months after the date of death.
P~T TAXPAYER RESPONSE
1
CHECK
C ONE
BLOCK
ONLY
above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
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. ~ 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 2~ and/or PART 3LJ below.
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION OF
TAX ON JOINT/TRUST ACCOUNTS
LINE I. Date Established 1
2. Account Balance 2 $
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $
5. Debts and Deductions 5 -
6. Amount Taxable 6 $
7. Tax Rate 7 X
8. Tax Due g $
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION eMniiur owrn
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete best of my//~~kn wledge and belief. H OME 6~ )
Y~ WORK C~L1 ) ~_ fl<'CV ~, 1 ~"
, v,~ amines ~ yr ~ ax l.OmpULaLlOn) $
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
PENNSYLVANIA INHERITANCE TAX
art{ REV-1543 IX AFP (Oe-0e)
Y
EST. OF JOHN NEAL
C(..Ef#~C ~~ SSN 211-36-4593
~~?t~~'~1'~ ~~~;RT DATE OF DEATH 01-15-2010
CUr~~~~=~{~r~'~D 1;~ , PA. COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
INFORMATION NOTICE
j..
,. ' ~~° <<~ ~-~~ AND
_ _ ~~= )' L~ ~' TAXPAYER RESPONSE
IO MAR -9 AID I!~ 2.,
REBECCA NEAL REGISTER OF WILLS
1406 PRINCETON ROAD 1 COURTHOUSE SQUARE
MECHANICSBURG PA 17050 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 (717) 787-6327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 238830-71 Date 12-18-2003
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 1 ~ 700.14 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax $ 283.36 NOTE: 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 $ 12.75 ~~,~ Any Inheritance Tax due will become delinquent
nine months after the date of death.
P~r TAXPAYER RESPONSE
1
A. ~e above information and tax due is correct.
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" a nd return this notice to the Register of
C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue.
B L 0 C K
D N L Y B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax retu
to be filed by the estate representative. rn
C. ~ The above informs ion is incorrect and/or debts and deductions were paid
Complete PART 2~ and/or PART 3LJ below. .
PART
TAX RETURN - COMPUTATION OF
TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 $
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $
5. Debts and Deductions 5
6. Amount Taxable 6 +fi
7. Tax Rate 7 X
8. Tax Due g $
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION e..n~~ur .,.r„
..., ,. - ~r r1.l.(/1 l~ Al1Y WORK (~
CTf~NAT1IRF __. __.___ ~____
FILE N0. 21`-~~~a~~
ACN 10107893
DATE 02-11-2010
If indicating a different tax rate, please state
relationship to decedent:
- - ~: pax ,.ompuLaLlOnl $
Under penalties o/~ per3ury, I declare that the facts I have reported above are true, correct and
complete to the ~S,f~t aA~y knoy~ledge a~~b~li~. HOME (~1.~1 ~ Gf37~drP
PENNSYLVANIA INHERITANCE TAX
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 ioint 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 C7171 787-8327 with questions.
INFO}R_~M(ATION NOTICE
BUREAU OF INDIVIDUAL TAXES ' ~' ~f~ M~. `~"'7t~~ ~i~. AND FILE N0. 21-~~`~~~
PD eax 280601 ~ J " ~"A~PiA~YER RESPONSE ACN 10107895
HARRISBURG PA 17128-0601 ~~~ w.t : ~,,,
DATE 02-11-2010
REV-1543 IX AFP (OB-OB) ~ ~ `
~` J TYPE OF ACCOUNT
EST. OF JOHN NEAL ~ SAVINGS
~~-~~~ ~~ SSN 211-36-4593 ~ CHECKING
d~H,'J ~~~~~j DATE OF DEATH O 1-15 - 2010 ~ TRUST
CGh.~~ ~ ~`'~ ~~, PA. COUNTY CUMBERLAND ~ CERTIF.
REMIT PAYMENT AND FORMS T0:
REBECCA NEAL REGISTER OF WILLS
1406 PRINCETON ROAD 1 COURTHOUSE SQUARE
MECHANICSBURG PA 17050 CARLISLE PA 17013
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 238830-77 Date 12-18-2003 To ensure proper credit to the account, two
Established copies of this notice must accompany
$ 1 , 630.03 payment to the Register of Wills. Make check
Account Balance
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
2 7 1 . 6 8 NOTE: If tax payments are made within three
Amount Subject to TaX months of the decedent's date of death,
TaX Rate X .045 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential TaX DUe $ 12.23 ~~,~/Z nine months after the date of death.
P~T TAXPAYER RESPONSE -
~ ~, - -
CHECK
C ONE
BLOCK
ONLY
above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
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. ~ 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 2~ and/or PART 3LJ below.
PART If 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
L
2
3 X
4 +~
5
6
7 X
8 +~
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penaltie of perjury, I declare that the facts I have reported
complete to the bestX of mX knowledge and belief. un ur
WORK
ov® are #.rue, correct and
IUTAL ctnter on Line 5 of Tax Computation) $
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601 °7f
HARRISBURG PA 17128-0601 ~.~~
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE N0. 21„~~'t11
TAXPAYER RESPONSE ACN 101078 i~
i~; Vii.
eae'1~~itl~ DATE 02-11-2010
ZDlD MAR -9 AM 11 ~ Z~
V~L,il~ ~I
REBECCA NEA'L~P~~ ~~ ','`*` fi, '''~. ~A.
1406 PRINCETON ROAD
MECHANICSBURG PA 17050
EST. OF JOHN NEAL
SSN 211-36-4593
DATE OF DEATH o1-15-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
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 call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 238830-8 0 Date 03-03-2008
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 3, 217.13 payment to the Register of Wills. Make check
"
payable to
Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax $ 536.20 NOTE: 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 $ 24.13 ~~~ ~ Any Inheritance Tax due will become delinquent
i
n
ne sonths after the date of death.
P
T TAXPAYER RESPONSE
~
~ Y
A ~~fhe above information and tax due is correct.
~/ ~ Resit 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.
BLOCK ~ B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y to be filed by the estate representative.
C. ^ The above informs ion is incorr~ect and/or debts and deductions were paid.
Complete PART 2~ and/or PART L.__I below.
PART If indicating a different tax rate, please state -~
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE I. Date Established 1
2.
Account Balance 2 i
3. Percent Taxable 3 X
4. Amount Subject to Tax 4
5. Debts and Deductions 5 -
6. Amount Taxable 6
7. Tax Rate 7 X
8. Tax Due 8 $
PART DEBTS AND DEDUCTIONS CLAIMED
3^
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
IUTAL Fencer on a ne 5 of Tax Computation) $
Under pen ties of perjury, I declare that the facts I have reported o/ve are true, correct and
complete the st of y know dge and belief. HOME ( )
D WORK ( )
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