HomeMy WebLinkAbout03-01-07
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue '*'
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-D601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
r.........................................,.............................................. m.
[' 199-07-2446
...............................................................
Decedent's Last Name
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Date of Birth
10/10/2006
07/31/1919
OFFICIAL USE ONLY
County Code Year
'mm';'1.mm. [....06
I
File Number
10999.
Hilda
Decedent's First Name
Suffix
Clawser
(If Applicable) Enter Surviving Spouse's Information Below
Last Name
,~Jl<lLJ~f)'~~i~~~~.IiI.'.!1f).
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
c::> 4a. Future Interest Compromise (date of
death after 12-12-82)
c::> 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c::> 10. Spousal Poverty Credit (date of death c::> 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECnON MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENnAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
...........................................mm._....._.__.....__.................................... .
FILL IN APPROPRIATE OVALS BELOW
<a> 1. Original Return
c::>
2. Supplemental Return
c::> 4. Limited Estate
c::> 6. Decedent Died Testate
(Attach Copy of Will)
c::> 9. Litigation Proceeds Received
Dissinger and Dissinger
First line of address
400 South State Road
Second line of address
City or Post Office
sville
17053
ZIP Code
Correspondent's e-mail address:
c::>
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Retum Required
c::>
...:Q:.:......
8. Total Number of Safe Deposit Boxes
: (717) :5!~~~!.~.~. .
f"'o-.)
=
=
...........--.1......
REGISTER OF wili ; SE ONL~
'IO :=0
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. ....:.....- ~.,.....,.
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::.:~
DATE FILED
.ml
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....1
MI
M
MI
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DDRESS
2158 MerrimacAvenue, Mechanicsburg, PA 17055
~EOFPO~~. _....
ADDRESS ~
400 South State Road, Marysville, PA 17053
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
DATE
~,/..2 if;/ CT7
15056051058
---I
-I
15056052059
REV-1500 EX
Decedent's Social Security Number
Decedent's Name:
RECAPITULATION
Hilda
M Clawser
199-07 -2446
1. Real estate (Schedule A). ............................................ 1.
0.00
0.00,
0.00 :
0.00 !
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
18,525.00 !
13,914.061
6. Jointly Owned Property (Schedule F) c:::J Separate Billing Requested .. . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c:::J Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
0.00.
32,439.06 1
6,985.42 i
67 .
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). . . . . . .. . . . . . .. . . . . . . . . . . . . . . . . .. . . 11.1
7,663.77
24,775.29
0.00
24,775.29
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPUCABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of line 14 taxable
at lineal rate X.O 45
17. Amount of line 14 taxable
at sibling rate X .12
18. Amount of line 14 taxable
at collateral rate X .15
0.00
15.
0.00
1,114,89
0.00
0.00
1,114.89
24,775.29
16.
0.00
0.00
17.
18.
19. TAX DUE... .. ......... .,. ... ...... . ....... .. . ....... . ......... . .. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
<8>
L
15056052059
Side 2
15056052059
-.J
REV-1500 EX Page 3
File Number
0~
Decedent's Complete Address: 21 06 1109999 I
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER
Hilda M Clawser 199-07 -2446
STREET ADDRESS
3545 Rolo Court
CITY I STATE I ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
1,114.89
0.00
1,632.48
85.92
Total Credits ( A + B + C ) (2)
1,718.40
3. InterestlPenalty if applicable
D. Interest
E. Penalty
0.00
0.00
TotallnterestJPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Une 20 to request a refund. (4)
0.00
603.51
0.00
0.00
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 ~
b. retain the right to designate who shall use the property transferred or its income: ............................................ 0 ~
c. retain a reversionary interest; or.......................................................................................................................... 0 [iJ
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [KJ
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV.,... EX. (....) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHIDULI I
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Hilda M. Clawser
FILE NUMBER
Indude the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must b. disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
Miscellaneous personal property (appraisal attached)
2. : Mobile Home (appraisal attached)
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
1,525.00
17,000.00
18,525.00
REV-1509 EX+ (.....
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Hilda M. Clawser
FILE NUMBER
If an ..lit was made joint within one year of the decedent's date of death, It mUlt be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
2158 MerrimacAvenue
Mechanicsburg, PA 17055
A.. Patricia A. Hanshaw
c.
JOINTLY-OWNED PROPERTY:
TOTAL (Also enter on line 6, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
DATE Of DEATH
VALUE OF
DECEDENT'S INTEREST
LETTER DATE
ITEM FOR JOINT MADE
NUMBER TENANT JOINT
DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
1.
A.
02121102 . Acct #6100742474 with Citizens Bank
5,280.96
8,633.10
13,914.06
REV.1511 EX. (12-991*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Hilda M. Clawser
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
EUNEBALE~PENSES:
Cocklin Funeral Home
1.
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant .. Robert Jr.
Street Address 3545 RoJo Court, Mechanicsburg, PA 17055
City Mechanicsburg StatePA ,Zip 17055
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7. Patriot-News
Magee (appraisal)
AMOUNT
330.7
0.00
TOTAL (Also enter on line 9. Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12..03)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIUTIES, & UENS
FILE NUMBER
ESTATE OF
Hilda M. Clawser
Report debtllncurnd by the decedent prior to death which remained unpaid al of the date of death, Including unrelmburaed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. West Shore EMS - ALS
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
leNIDULI J
BENEFICIARIES
FILE NUMBER
ESTATE OF
Hilda M. Clawser
AMOUNT OR SHARE
OF ESTATE
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under
, ..~13.~.:....~,1.1..~..(~1..{~..'?)]
1. James Clawser, 136 Walnut St., Rm. A, Harrisburg, PA 17101
Son
Son
2.
Robert Clawser, Jr., 3545 Rolo Ct., Mechanicsburg, PA 17055
25
Son
John Clawser, 3145()"B S. Country Rd. 4370, Kinta, OK 74552
3.
Daughter
Patricia A. Hanshaw, 2158 Merrimac Ave., Mechanicsburg, PA 17055
4.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
II
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
DAVID I. MAGEE
320 Cameron Street
MarysviUe, P A 17053
Mary Dissinger
Attorney at Law
400 State Road
MarysviUe,PA 17053
Re: Estate of Hilda Clauser
Executrix Patricia Handshaw
Address 3545 Rolo Court, Mechanicsburg
In regard to the above property consisting of 1994 Fleetwood Double Wide
manufactured home, this property which consists of living room, combination
dining room and kitchen, small utility room, three bedl"O()ms and two baths. The
living room and kitchen are an open floor plan. The house utilizes gas heat. After
advertising costs and commission, I feel that this property could net 517,000 if sold
at auction. This home is in good condition although the kitchen 000.. does need to
be replaced.
nSHERSTRUCTURESHED
Shed is approximately 8 X 12 feet 5300.00
Three plastic Chairs; snow shovel, plastic table; hose reel and'
Twelve inch table fan 510.00
LIVING ROOM
Three cushion couch
Recliner
Rocking Chair
Two Brass like table lamps
Table Lamp
Two End Tables
C~.e.;CJ.I.li.o Cabinet and cOll{eQts
Oak Entertainment Center - 4 X 4 feet
Clock and other various wall decorations, various
Ceramic wall decorations and religious figurines
Small Painted Country Chest
550.00
550.00
535.00
520.00
515.00
525.00
550.00
535.00
. .~. ,.. .
. I
575.00
540.00
BEDROOM ##1 and Bathroom
Occupied by son of Hilda Clauser - did not appraise any items
Page #2
~
BEDROOM ##1 (SPARE ROOM)
Card Table and two Chairs
Approximately thirty pieces of milk glass
And some Anchor Hocking Pieces
Four Wan Decorations
Dresser with five drawers
End Table
Christmas Decorations-
Table Lamp
Fiber Optic Christmas Tree
Sman amount of garden tools
Sewing Box
Two Vacuum Cleaners
KITCHEN
Formica Table and four chairs
Varioos Kitchen tools, dishes, small appliances, pots
And pans, microwave
BEDROOM #11Fonnerlv occuoied bv Hilda Clauser)
Double Bed; Chest of Drawers; Dresser with Mirror;
Two bedside tables; two lamps; box spring and mattress
And various bed coverings
Jewelry box containing variety of rings, earrings and
Necklaces
(please note one Bulova watch and Four Timex Watches
Were gifted prior to Ms. Clauser's death)
$20.00
$10.00
$ 5.00
$30.00
510.00
510.00
$ 5.00
5 5.00
S 5.00
$ 5.00
$25.00
$10.00
$30.00
$300.00
5350.00
. .."".,..~.
TOTAL OF-.PERSONAL P~OPERTY INCLUDING SHED BUT EXCLUDING
T _ _.~A~D~O~.IS5152S.
a~~
. r
a Citizens Bankw
Account Number 6140-280990
Account Title HILDA M CLA WSER or PATRICIA A HANSHAW
Date Opened 8/29/2001
Account Type Savings
Principal Balance as ofDOD $17,263.88
Interest from Last Posting to DOD $2.13
Account Balance as ofDOD $17,266.01
YTD Interest to DOD $64.43
Already Joint before 06/21/2002
. __.0
"L"!";": .
J...I
"1 .
. i
a Citizens Bank-
Account Number 6100742474
Account Title HILDA M CLA WSER or PATRICIA A HANSHAW
Date Opened 10/18/1974
Account Type Checking
Principal Balance as ofDOD $10,561.92
Interest from Last Posting to 000 $.00
Account Balance as of 000 $10,561.92
YTD Interest to ODD $.00
Already Joint before 06/21/2002
. .-.'
.r.' .:::>:.':.t..i
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COMMOMfllEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
Mi-
INFORMATION NOTICE
'-~-'I'_ '.." AND
~AX~~ER RESPONSE
FILE NO. 21 06-0999
ACN 07104419
DATE 02-05-2007
REV-1543 EX ~p '(...'.')
TYPE OF
ACCOUNT
[i] SAVINGS
o CHECKING
o TRUST
o CERTIF.
2007 MAR - J PH 1!;1 D OF HILDA M CLAWSER
s.s. NO. 199-07-2446
CLERK OF DATE OF DEATH 10-06-2006
ORPHAN'S COUf11OUNTY CUMBERLAND
CUiW3r]'I_/!'.}") CO . PA
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PATRICIA A HANSHAW
2158 MERRIMAC AVE
HECHANICSBURG PA 17055
CITIZENS BANK OF PA has provided the Depart.ent with the info~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 joint owner/beneficiary of
this account. If you feel this info~ation is incorrect, please obtain written correction fro. the financial institution, attach a cOPY
to this fo~ and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Cu..onwealth
of PennsYlvania. Questions .ay be answ~red by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 6140-280990 Date 08-29-2001 To insure proper credit to your account, two
Established (2) copies of this notice .ust accapany your
payaent to the Register of Wills. Make check
payable t01 "Register of Wills, Agent".
x
17,266.01
50.000
8,633.01
.15
1,294.95
NOTE I If tax pay.ents are .ade within three
(3) .onths of the decedent's date of death,
yOU .ay deduct a sn discount of the tax due.
Any inheritance tax due will beco.e delinquent
nine (9) aonths after the date of death.
Account Balance
Percent Taxable
AMount Subject to
Tax Rate
Potential Tax Due
x
Tax
PART
r!I
TAXPAYER RESPONSE
&1!!i:::!!J~~!~:~:~~~.~:~1~:Jl~~~;~l;1!~;~!:':1~~I~i!:MII~;f;r~;;;~~~:~~~II1~tI!dir:~~~;;[tl:~~~:ri~
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The above infor.ation and tax due is correct.
1. You aay 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.
I. ~he 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. [:] The above inforaation is incorrect and/or debts and deductions were paid by you.
You aust co.plate PART 0 and/or PART ~ below.
x
If you indicate a different tax rate, please state your
relationship to decedent:
PART
[!]
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
4
5
6
7
8
x
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
.
perjury, I declare that the facts
my knowledge and belief.
have reported above are true, correct and
HOME ('1/'1) kJ t} 1- tY 17 S
WORK () ~ -;)..'8-a7
TELEPHONE NUMBER DATE
COMMOMIIEAL TH OF PEtIISYLVAHIA
DEPARTMENT OF REVENUE
JUREAU OF INDIVIDUAL TAXES
DEPT. 280'01
HARRIS8URG, PA 17128-0'01
*cs C!CF9i:p~".;E1NO~NEsNpO:NISCEE
" ,..,l ;
REV"l~~ ~,~..~qO..~V'~ i ~
FILE NO. 21 06-0999
ACN 07104418
DATE 02-05-2007
PATRICIA A HANSHAW
2158 HERRIHAC AVE
MECHANICSBURG PA 17055
CLERK OF
QRPHt'\N'S CQ~RT .
[ n" : " ni\
CIUu, .~..), ,... ,', ' ,\'.. 1"1
\'1'., I .' .
P\~ \: \ 0 EST. OF HILDA M CLAWSER
S.S. NO. 199-07-2446
DATE OF DEATH 10-06-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
liJ CHECKING
D TRUST
o CERTIF.
ZOOl MAR - \
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CITIZENS BANK OF PA has provided the Depart.ent with the info,..ation listed below which has been used in
calculating the potential tax due. Theil' records indicate that at the death of the above decedent, you were a joint owner/beneficia"y of
this account. If YOU feal this info,..ation is incorrect, please obtain written correction fro. the financial institution, attach a copy
to this fo,.. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth
of PennSYlvania. Qu..Ucns ..y be. an:JWe,.ad by calling (717) 787-8327.
COMPLETE PART 1 BELOW
II II
II SEE REVERSE SIDE FOR FILINS AND PAYMENT INSTRUCTIONS
Date 10-18-1974
Account No. 6100742474
x
10,561.92
50.000
5,280.96
.15
792.14
TAXPAYER RESPONSE
To insure propel' credit to YOUI' account, two
(2) copies of this notice .ust acco.pany YOUI'
pay.ent to tha Regist.r of Wills. Make check
payable tal "Register of Wills, Agent".
Establ1shed
Account Balance
Percent Taxable
A.ount SUbject to Tax
Tax Rate
Potential Tax Due
x
NOTE I If tax pay.ents are .ade within three
(3) .onths of the decedent's date of death,
YOU .ay deduct a SX discount of the tax due.
Any inheritance tax due will beco.e delinquent
nine (9) .onths after the date of d.ath.
PART
[!]
SiJ~1J2:::~~i&;:i!::~7;:~:~;J{;!I;'tJ:li;Jiii~I~;JlZ;~lIJj::3i~~:-;tI~;r::I::~~iJ~~:~:=;!:;~!~tii~~:~~~~~~1:1
[CHECK ]
ONE
BLOCK
ONLY
A. [] The above info,..ation and tax due is correct.
1. You..v choose to re.it pay.ent to the Register of Wills with two copies of this notica to obtain
a discount 01' avoid interest, 01' 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..nt of Revenue.
B. ~Th. above .sset has been or will be reported and tax paid with the PennsYlvania Inheritance Tax return
~o be filed by the decedent's representative.
C. [] The above infor..tion is incorrect and/or debts and deductions were paid by YOU.
You .ust co.plete PART 0 and/or PART [!] below.
x
If you indicate a different tax rate. please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. A.ount 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
4
5
6
7
8
x
PART
I!J
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
.
I
TOTAL CEnter on Line 5 of Tax Computation)
Under penalties of perjury, I declare that the facts I
co.plete to the best of my knowledge and belief.
1jtr;~~AA. fI~c. ' GJ.d.LA.(
TAXPAY R SIGNATURE '
have reported above are true, correct and
HOME (17/'t}) ~ 9/- () J 7~
WORK () ;a - ~~ ~()7
TELEPHONE NUMBER DATE
y.