HomeMy WebLinkAbout03-10-10 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
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
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
10107899 ~ 514.96
10107901 ~ 522.51
10107903 ~ 514.91
10107905 ~ 522.30
10107907 ~ 522.05
10107909 ~ 522.09
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 3155
SEAL
INITIALS: CJ
RECEIVED BY:
51 18.82
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REV-1162 EX(11-961
NO. CD 012440
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES r
PO BOX 280601 i ;_ ,
HARRISBURG PA 17128-0601 ,_ ,.n
n~Jj:srs eic ~ ~o`ev66:
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE
~~~ ~'~" TAXPAYER RESPONSE ACN
~~ , ^ DATE
,.,~,J
No. 21-1u-~3g
10107899
02-11-2010
2~ii0 BAR -9 AK i f = ~5
CLEF~~t ~F
Oftf'~k~'~ ~~J~T
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 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 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 C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 238830-90 Date 10-31-2008 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 2, 099.63 payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are ^ade within three
Amount Subject to Tax $ 349.95 months of the decedent's date of death,
X .045 deduct a 5 percent discount on the tax due.
Tax Rate Anv Inheritance Tax due will become delinquent
Potential Tax Due $ '{
15 • 75 'y ~~(~ nine months after the date of death.
TAXPAYER RESPONSE
PART
p. e 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
CHECK Wills and an official assessment will be issued by the PA Department of Revenue.
ONE
C
BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsy lvania 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.
If indicating a different tax rate, please state ~ IJS ~ „:
PART
relationship to decedent: ~'~`~{~~"~" ~}~' j~~(~(j~
a
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
nwrr oern POVFF
DESCRIPTION AMOUNT PAID
Under penalties perjury, I declare that the facts I have reported above are/~tgrue, correct and
complete to th est of my k wledge and belief. HOME C'7 ) ~ L 7 5 20
WORK C (7) ~d S 'P{~~ 7 ~~
rr, rounur W~~MIICD i]ATF
DEBTS AND DEDUCTIONS CLAIMED
IUTAL lCn[er un Li~~e ~ v -
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE
BUREAU OF INDIVIDUAL TAXES }^*.~ ~-~"~ ~!'
PO BOX 280601 .' ~~~..~~ `.~='TAXPAYER RESPONSE ACN
HARRISBURG PA 17128-0601 { Tyr ~ j,;9~ 4 (~ DATE
eEV-is~3 ~x 7fFd ~Cde' odf ° _ •.
ZOjO ~~R -9 A~1 I1 ~ 26
CLE~;~ ~Y
0~~6~;~~~#'S ~JUi T
3J
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 SQUARE
CARLISLE PA 17013
N 0. 21-, o"a 3~
10107901
02-11-2010
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 5oint 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) 7B7-8327 with questions.
rnMai~TF PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 238830-91 Date 10-31-2008 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 3,158 .52 payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are ^ade within three
Amount Subject to TaX $ 526.43 months of the decedent's date of death,
045 deduct a 5 percent discount on the tax due.
Tax Rate X . Any Inheritance Tax due will become delinquent
Potential Tax Due $ 23 • 69 o2+)h~~'? nine months after the date of death.
TAXPAYER RESPONSE
PART
0
CHECK
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 incorrrect and/or debts and deductions were paid.
Complete PART ~2 and/or PART 3LJ below.
PART If indicating a different tax rate, please state F ~~.~1r
~
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 Taxabl® 6 $
7. Tax Rate ~ X
8. Tax Due 8 $
PART DEBTS AND DEDUCTIONS CLAIMED
.....~ .,. r., oevGG DESCRIPTION AMOUNT PAID
Under penal es of perjury, I declare that the facts I have reported `above are true, ~or~r"e~ctp~~ d
complete to he st of knowledge and belief. HOME C 0~ ) ~ J "~
r' ~An~ /~/ ~ h r A- WORK C ~i 7 ~ ~0 6 , t
E NU
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
my-1543 IX APP
~~~ ~x~ _g ~~ I M ~ 2E~EST. OF JOHN NEAL
SSN 211-36-4593
~~~'~~( (~~ DATE OF DEATH O 1-15 - 2010
Q~~ ~ ,~~..~j COUNTY CUMBERLAND
C~1~,~~'~~ f (~ !'`n , ~~ REMIT PAYMENT AND FORMS T0:
REBECCA NEAL
1406 PRINCETON ROAD
MECHANICSBURG PA 17050
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 (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 238830-92 Date 12'06'2008 To ensure prover credit to the account, two
Established copies of this notice must accompany
M k h k
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
PART
CHECK
ONE
[ BLOCK
ONLY
$ 2,091.31
X 16.667
$ 348.56
X .045
$ 15.69 ~ ;
TAXPAYER RESPON
payment to the Register of Wills. a e c ec
payable to "Register of Wills, Agent".
NOTE: If tax payments are made within three
months of the decedent's date of death,
deduct a 5 percent discount on the tax due.
Anv Inheritance Tax due will become delinquent
nine months after the date of death.
A. ale above information and tax due is correct.
LL[[JJ Remit Dayment 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 ~ 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
...rr nwrn PAVFG
DESCRIPTION AMOUNT PAID
Under penal es of perjury, I declare that the facts I have reported
complete t hep~ st of (aIy knowledge and belief. HOME
1~1iV l ~ a .f .~..'~'G WORK
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE N0. 21-~(~-2~
`~` ,` r,'~',~y~~~CER RESPONSE ACN 10107903
DATE 02-11-2010
IV L.1 F -~J1 ~ i.. t...~~ -
DEBTS AND DEDUCTIONS CLAIMED
e are true, correct and
r
~- t-
~~~..
BUREAU OF INDIVIDUAL TA7~S I ..
PO BOX 280601 f ~,i }
NARRISBURG PA 17128-0601~,'Wt~,•~
REV-1543 IX AFP
PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE N0. 21"~D'~~jg
ACN 10107905
DATE 02-11-2010
ZD~O FAQ -9 an t ~ ~ ~~
EST. OF JOHN NEAL
C~E~'~Cf~~ SSN 211-36-4593
Q~Pi-'~.A~~,'~ ~,~;~)`~ t DATE OF DEATH O 1-15 - 2 010
{' `~'~~ ~~• COUNTY CUMBERLAND
G~1~~~,. -sue' `.!°'` ',,u
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
ou were a joint owner/beneficiary of this account.
d
t
en
, y
potential tax due. Records indicate that at the death of the above-named dece
lease obtain written correction from the financial institution, attach a copy to this form
t
If you feel the information is incor , p
rec
account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of
Thi
and return it to the above address. s
Pennsylvania. Please call 0717) 787-8327 with questions.
BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
COMPLETE PART 1
Account No. 238830-94 Date 12-26-2008 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 3 ~ 130.38 payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject to TaX $ 521 • 74 months of the decedent's date of death,
0 4 5 deduct a 5 percent discount on the tax due.
TaX Rate X .
+~, Anv Inheritance Tax due will become delinquent
~
Potential Tax Due nine months after the date of death.
$ 23 • 48 ~ rl
PART TAXPAYER RESPONSE
p, 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
CHECK Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
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 Daid.
Complete PART 2~ and/or PART ~ 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
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
2
3 X
4 $
5 -
6
7 X
8
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) ~
Under pgrfalties of perjur , I declare that the facts I have reported bove are trCU~,e, correct and
eomple o ~t'kq~ best of ~ knowledge and belief . HOME C~'~ ~ ~ "~~ ~~ ~ ~
WORK C~ ~~1 ~
rFl FPNf1NF NU
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
~~ ~,~~~ Li` AND FILE N0. 21-~(~ `p~
BUREAU OF INDIVIDUAL TAXES V ACN 1010790
PO BOX 280601 ,,, `.., ,~ `t ~+TAXPAYER RESPONSE
HARRISBURG PA )71za-B6o1 _. ,;, ~ ev,,: DATE 02-11-2010
L,;r. ._
REV-1543 E% 11FP [OB-00)Y
ZQID ~4~R _g AM I I = 2~
CI~E~r. ~~
Q~~`r i~~sjJ v~~~.)~~~
CUat~Y~; ~~'~? ~ C~` ~ , ~P.
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 SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU
t provided the Departwent with the inforwation below, which has been used in calculating the
t at the death of the above-pawed decedent, you were a 3oint owner/beneficiary of this account.
th
e
potential tax due. Records indica
feel the inforwation is incor
If a
rect, please obtain written correction frow the financial institution, attach a copy to this forty
lth
f
you
and return it to the above address. o
This account is taxable in accordance with the Inheritance Tax laws of the Cowwonwea
Pennsylvania. Please call (717) 787-8327 with questions.
SEE REVERSE SIDE FOR FILING
AND PAYMENT INSTRUCTIONS
COMPLETE PART 1 BELO W *
Account No. 238830-95 Date 01-05-2009 To ensure proper credit to the account, two
Established copies of this notice roust accowpanv
paywent to the Register of Wills. Make check
Account Balance $ 3, 095.32 payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax paywents are wade within three
Amount Subject to TaX $ 515.90 wonths of the decedent's date of death,
X .045 deduct a 5 percent discount on the tax due.
uent
lin
d
b
Tax Rate ~}
~ q
ecowe
e
Any Inheritance Tax due will
Potential Tax Due $ 23.22 p.a• nine wonths after the date of death.
TAXPAYER RESPONSE
PART
0
A.~he above inforwation and tax due is correct.
`''~-~ Rewit paywent 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
CHECK Wills and an official assesswent will be issued by the PA Departwent of Revenue.
C ONE
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 inforwa ion is incorrect and/or debts and deductions were paid.
Complete PART ~2 and/or PART 3lJ below.
PART Lf indicating a different tax rate, please state ~~,~ ~:Y z. ~'!
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 $
s X
4 $
5
6 `~
7 X
8 $
PART
a
_-_~ ...-.. DAVCC
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION AMOUNT PAID
WORK C h'1 ~
tu:ri~
Under penalties of perjury. I declare that the facts I have reported.sp] a are true correc~,t~{and
complete ty~he best of my~knowledge and belief. HOME C / ~ ) ~Z~~~~~1 ~ ;,~T
PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
~- AND
BUREAU OF INDIVIDUAL TAXF,$,~,..~;~-;~-~ ~ TAXPAYER RESPONSE
PO BOX 280601 ~, i' {t , _ _•
HARRISBURG PA 17128-060I - it , `~.
Y"i ~l ~€ ~ lJj lir i.'
~.- ! `~ °~IX-1541 IX AFP (OB-OB)
2at0 44AR -g AM tt ` 2b
C~.R~ v~
pRPHA~RS C~UR~ A
V~"~~ .~• ,4.,
REBECCA NEAL
1406 PRINCETON ROAD
MECHANICSBURG PA 17050
FILE N0. 21`~~~'~,'~
ACN 10107909
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 ioint 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. 238830-96
Account Balance Date 01-30-2008
Established
$ 3, 099.29 To ensure vroper credit to the account, two
copies of this notice must accowpany
payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable )( 16.667
NOTE: If tax payments are made within three
Amount Subject to TaX $ 516.56 months of the decedent's date of death,
t discount on the tax due.
TaX Rate
Potential Tax Due X . 0 4 5
$ 23 • 25 . ~~ deduct a 5 percen
Any Inheritance Tax due will become delinquent
nine months after the date of death.
PART TAXPAYER RESPONSE
p. T 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
CHECK 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
C ONE
0 N L Y to be filed by the estate representative.
C. ~ The above informs ion is incorrect and/or debts and deductions were vaid.
Complete PART ~2 and/or PART ~ below.
If indicating a different tax rate, please state .; ~~+'~--;
PART relationship to decedent: ~~~T{'~ ~ ~~~~~'
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Sub7eet 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
DATE PAID PAYEE
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) #
Under penalties of periury, I declare that the facts I have HOME ed('~ I'~ ) e~~~e, co~arceSCt and
complete t,,~ the best of my knowledge and belief. _ , ~ ~~. ~ ~ ~ ~/ T -
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