HomeMy WebLinkAbout08-25-15 COPY
� enns lvania ,
P Y aEccn�-� �eoF
DEPAPTMEfJT OF REVENUE �,C _.. „ �_v
BIIRE�10 OFINOIVIOIIALTFXES
-n5 n��c 2� ��� 9 is
Telephone
C��.'� . �. � � � 717 787-8327 I
ORPN�„
August6, 2015 CUtdF�:-�.'. � �� �
MS JANE MARFIZO KING
REGISTER OF WILLS
DAUPHIN COUNTY COURTHOUSE
10� MARKET 5T STE 103
HARRISBURG PA 17101
Re: Estate of MARTHA L�NEIDIGH
File Number: 2115-0832
County: CUMBERLAND
Date of Death: 7l29/13
Dear Register of Wills�, �
The subjed decedent legally resided in CUMBERLAND County as of the date of death.
- Accordingly, you are authorized to cancel fle number 2214-0392. All matters conceming this
estate should be maintained under CUMBERLAND County File Number 2115-0832.
All original Inhentance Taz documents for the subject decedent should 6e forwarded to the
CUMBERLAND County Register of Wlls; however, you may wish to retain a copy, including
photocopies of all receipis for the colledion of Inheritance Taxes in the subjec[estate which
have heen issued by your office.
Please contact me at the telephone number above if you have any questions.
Sincerely,
�-- x-n-
i Shawn Robinson, Supervisor
I, Inheritance Tax Division FILED
AUG1g2015
�' dFAN MARFIZO KING
GLERKOF7HE0 PHANS�URT
ry�tiled g��g�2o15�
_.._._� __._� � _..--_-_ __.__._---________�. ..___
� � Department of Rever ue I �Box 2806011 Harrisburg PA 1]12B I �llJeZ832� I w'�"�' revenue state,pa.us
� � _.. . . l. I
_ _ _ _
Z2i4-63�2
� pennsylvania
I NERSiLxLE 1NLDOIV[SIOx iAXFS pPYFA[SENENTE 9LLOWpNCETOflCUISLLLOW.�N[E C��
OEGAPTMFMOFPFVENUE
PO �OS 0eo601 OF DEOIICTIONS, pN0 p55E55MENT OF T<% OM Rev-ISae e1 .1FP [v-li�
W.XRi5911PG P� VVp-o601 JOINTLY HELO OA TR11ST ASSETS
�pTE 06-03-2014
ESTATE OF NEIOIGH MAItTHA L
OATE OF OEATH 0]-29-2013
FILE NUMBER 22 14-0392
COUNTY OAUPHIN
FLO M GUTSHALL p[N 14115883
431 CORHNAN RO pPPEAL BY DATE�OB-02-2�14
CARLISLE PA 1]013-969] (SeereversesiQeunde�Objectiona)
A�aYnt He�fLLeEI—-----�
MAKE CHECK PAYAlLE AND kEMIT PpYMENT T0:
REGISTER OF WILLS
101 M0.FKET STEET� ROOM I03
HAqRISBURG PA P101 �.
CUT ALON6 THIS LINE � RETp3N LOWER PORTION FOR YOUR REC�RDS � ��
"__""_ '""'""____"_""___""____""__'_"______'_"""_'_""___'""'"_"__"__""_"'___"__'"_"__""""
REV-1549 EX AFP C12-13)
I NOTICE OF INHERITANCE T�X APPRAISEMENT� qLLOMANCE DN DISALLOWAN[E OF I
OEDUCTIUNS, ANO ASSESSMENT DF TRX ON JOINTLY HELU OR TRUST pSSETS
DATE� Ob-03-2014
I ESTRTE �F:NEIDIGH MARTHA L DATE OF DEATH:Ol-29-2013 COIINTY:DAUPHIN I
I', FILE No. : Zz 14-0392 5.5/D.C. NO. : 210-26-6445 ACN: 141I5883
TR% RETURN WAS: (%) pCCEPTEO AS FILED O CHANGEU
JOINT OR TRUST ASSET INFORMATIpN i
FINANCIAL INSTITOTION: SANTpN�ER BANK ACCOIINT NO. : 169102]332 I
ITYPE OF ACCWNT: OSAVINGS ( X1 CHECKING ( JTftUST OTIME CERTIFICATE
. DATE ESTABLISHED 0]-24-198] .
AcwunG Balence 1.800.43 NOTE: TO ENSURE PROPER CRE�IT Tp .
Parcent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE �
Nmeunt Subject fo TaY 9U0.22 UPPER PORTION OF TNIS NOTICE
� Debts antl Ocdvctionx - .00 WITH YOUR TAX PAVMENT TD THE
Tazeble Amount 900.22 REGISTER OF WILLS AT THE ��
Tax 2ate v .15 ABOVE p00RESS. MAKE CHECR
Tax �ve 135.03 OR MONEV OROEB PAYABLE T0: '.
•'REGISTER oF WILLS, AGENT."
� TAx CREOITS:
P/�YXENT RECE[PT pISCOUXT (r) �ry011NT P1I0
pATE NUMBER [NTEPEST/PEH V4IO (-]
04-15-20t4 DAOI"/59] .00 135.03
ILED
� TOT�L TAX P�YMENi I35.03
,c���,pqqp,fIZOKING�p lAL4NCE OF TAX DUE .0�
t�{`io���h`��w�Fr�gkiL•� INTEREST AND PEN. .00
B�KOFTHEOftPHAa roT�� OUE .00
• IF F>IO 9FTER iNIS �ATE� SEE REVERSE FON CpLCVLpiION OF ppOITIpNAL IHTEREST. �
IF iOTAL WE IS REFLECTEO AS q ^[PEDIT^ (CR)� YOU MAY iE OVE A qEF11N0.
SEE HEVEGSE SI�E OF TNtS FOFM FOR INSTPUCT[OMS.
�,�m.,rv, vewi�e e,nwsi
�.�Yap q���'���e��� � PENNSYLVANIA
� � ' � INHERITANCE ANO ESTATE TAX DA017597
OFFICIAL REGEIPT
RECEIVED FROM:
FLO GUTSHALL
431 CORNMAN ROAD
CARLISLE, PA 17013
_-____„' —_
ACN AMOUNT
FCTarF INFORMATION� SSN'210-26-6445 14115883 $175.03
IFILE NUMBER: 32740392
�DECEDENTNAME: NEIDIGH, MARTHA, L. ,
�ATE OF PAYMENT: 44117/20'14 09:58:08 AM I
POSTMARK�ATE: �4��5��0�< I
COUNTY'. �AUPHIN �
DATE OF DEATH�. July 29, 2013 �
TOTALAMOUNTPAIO: $135.03
REAMRKS 2214-0392
MARTHA L.NEI�IGH ESTATE
Chack CheckN254 AmounC $13503
RECEIVEDBY'. JES 04/17@074a9:58:OeAM
sea� R�rtrroJXJlJ •rRoJhyh 'Cnu��
��
Jean Marjrzo King '
Register of W ills&Clerk o[Orphans'Cour�
�I NyCammk.iuoCaD�«sFirsiMonEa),Janmry.1416
Regiafera/Wills Copy
. � oF � � rpxE � ennsylvania
Pennsylvania l�hentance Ta�c ■ P
PO BVI 380601'V OEPAflTMENi OF REVENIIE
HARR6BYPG P� IlltO-0601 Intormalion NotiCe `��T „ II . ,
AndTaxpayerResponse FILEN0.22I�y- v�'�
ACN 14N5883
DATE 03-25-2014
Type ol Accounl
Estate of MARTHA L NEIDIGH �Savings
Checking
Date of Death 07-29-2013 Tmst
FLO H GOTSHALL
Counry DAUPHIN Certificate
431 CORNHAN RD
CARLISLE PA 1]013-969]
�I�yFf�
;,�o , 7 ;;;,;i
. . _. ..;i�n I;!D�n'Ivo
E:«�i�.G"*4E C'°�IA�S'GQUh-,
SANTANDER enHK provided the department with the information below indicating that at the death ot ihe
above-named tlecedent you were a joint owner or beneficia of the accouni identified.
Remlt Paymenl and Forms to:
Account No.1fi91027332 REGISTEH OF WILLS
Oate Establis�ed 07�24-198� 101 MAHKET STEET,ROOM f03
Accoun�Balance $1,800.43 HppRiSBURG PA 17101
PercentTaxable X50
Amount Subjec�la T� $90022 _
Tax flate X 0.150 NOTE': If t�paymertls are made within three monlhs of Me
Potential Tax Due $135.03 tlecedenfs date of dealh,deduct a 5 percent discount on tlte tax
WRh 5%Discoun�(Tax x 0.95) $( e NOTE') due- Any inheritance tax due will become delinquent nine months
atter the date of death.
PA� StEP 1: Please check the approprlate boxes below.
7
n �No tax Is due. 1 am ihe spouse oi the deceased or I am the parent of a decetlent who was
21 yeare old or yaunger at date of tleath.
Proceedfo$lep2onreve�se. Donofcheckanyofherboxesandtlismgardtheamount
shown above as Fotenfial Tai'Due.
g �The in(orma[ion Is The abov�inbrma�ion is ccrrec!, no dMoclions are Ceing taken,and payment will be sem
correct. with my response.
Prweetl fo Srep 2 on reve�se. Do no!check any otherboxes.
� ❑The tax rate is incorred. � 4.5% I am 2lineal bene�iCiary(pareni,Child,grandchild,elc.)a�the daceased.
(Select cortect tax rate al
nght,and complete Part � �p/ I am a sibling ot�he deceased.
3 on reverse.)
� 15% All oiher relationships(incWtling none).
p ❑Changesortleduclions TheintoComl�etePart2antlpart3esapproprrafeo�fhebackollbsPorlm.
Ilsted. P
E �Asset will be reported on The above-identified asse�has been or will be repoRed and tax paid with Ihe PA Inhenia�ce Tax
inheriianceta<form ReWrn���edtoeSfe,a2onPeverse.`IDonotcheckanyofherboxes.
REV45W, P
Please sign and date the back of the form when finished.
PAAT
2 Debts and Deductions
Allowable debts and dedudions mus�meet bo�h of Ihe following cri[eria:
A. The decedent was legalty responsiMe for payment,and the esfate is insuRicient to pay ihe deductible items.
B. Vou paid the tlebts after the death ot the decedent and can�urnish proot of payment if requested by the depahment.
(If atltli�ional space is required,you may attach 81/2"x 11"sheets of paper.)
Date Patl Payee Description AmouN Paid
Total Enter on Line 5 of Tax Calculation $
PART Tax Calculation
3 If you are making a correc0on to ihe establishment date(Line t)account balence Line 2,or
( ) percemtaxabie(Line3),
please obtaln a wririen cortectlon hom�he financial institution and attach it to ihis torm.
1. Enter the date Ihe account was establishetl or Gtled as it ezistetl at the tlate of death.
2 Entar the Iotal balance of the account inclutling any interest accmed a�ihe date oi death.
' 3. Enter�heparcerrtageo�iheaccoun�ihatistaxabletoyou.
a. Firsl,determine the percentage owned by the decedent.
i. Accouns that are held"in imst for"another or o�hers were t00%ovmed 6y�he deceEent.
n. Forjoint accounis es[ablished more Ihan ona year prior ro ihe dale o(death,[he percentage t�able is 100%tlivided
bythetatalnumberolown¢rsincludingthedecedenL (Forexample:2owners=50%,3owneB=33.33%,4owners
=25%.etc.)
b. Nex�,divide ihe decedenfs percentage owned by the number ot surviving owners or beneficianes.
4. The amount subject to Imc is determined by multiplying the account balance by Ihe peroent tavable.
5. Enter fie total of eny debis antl tletluctions ciaimed from Part 2.
6. The amount texable is determinetl by subVading Ihe tlebts antl deductions hom the amount subject to tax.
7. Enler ihe appropriate tax rate from Step 1 base0 on your relalianship to fhe decedent.
If intlicating a diReren�tax rate,please state
your relations�ip to ihe tlecetlent:
1. Oate Establlshed 1
2. Accoun[B,lance 2 $
3. Percent Tanabla 3 %
4. Amount 5ubject�o Tax d $
5. Deb[s antl Detluctions 5 -
6. AmouM Taeable 6 $
"/. Tax Rate ] %
B. Tax Oue g $
9. WIth5%Discount(Tacx95) 9 X
StBp 2: Sign and da�e below. ReNm TWO comple�ed antl signed copies ta the Register o(Wlls listetl on Ihe fron�ol�his lorm,
along vnth a check far any payment you are makinB� Checks must be made payable to'Register of Wills,Agent" Do no�sentl
paymenl tlirecily�o the Department of Revenue.
Under penalry of perjury, I declare that ihe facts I have reportetl above are Vue,correct antl complete to the best of my knowletlge antl
belief.
�� � Work
Home
Taxpayer Signature Telephone Number 7�7_a 43 7a Z Date �._��a
IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSVLVANIA DEPARTMENT OF REVENUE
DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR
TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: i-800-447-3020
— � n � �
m o 2 m �
= � F°c, 7
— � 2 3
�c ry = _ �
rt
� j �.'r.' � `Lo
O R � r �
nNn � _ ; _ � �° �'o
r77-' O � C' � "' ° n
a ,
� � x � 3 � � �
m � � � C� W
a °c °z ° �
� � � � �
� � ar °z
� A2r �
r,� C VI ch y �
/
_ t�+7 � � C �
_ y � � � �
- C "� tr' \�' •: _
_ � �
l�7
F+
N �f�a .
— ! �,�
,a
,, .
_y �� � ���� �
, ,� � I'�
�. �
� . � i