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HomeMy WebLinkAbout01-03-07 (2) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 ACN 06157519 DATE 11-22-2006 REV-1545 EX AFP 109-001 EST. OF CLARKE R SNEAD S.S. NO. 192-22-5785 DATE OF DEATH 09-11-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT [X] SAVINGS D CHECKING D TRUST D CERTIF. JOSEPH C SNEAD 2432 ARLINGTON AVE TORRANCE CA 90501 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~ -:D ......... c:::::>::o i-I \ '-' ~ qt') ~~ c..- 0~ BELCO COMMUNITY CREDIT UNION has prDvided the Depart.ent with the infDr.atiDn listed belDw which hBi 1IilIfI"'1Ised ji; ~1 0 calculating the pDtential tax due. Their recDrds indicate that at the death Df the abDve decedent, YDU were a ~.', ~~er/benp..fiCiar.JID~ this aCCDunt. If YDU feel this infDr.atiDn is incDrrect, please Dbtain written cDrrectiDn fro. the financial inst~tlan, attsth a CDpy tD this for. and return it tD the abDve address. This aCCDunt is taxable in accDrdance with the Inheritance T~~f the 'CD..Dnwealth Df Pennsylvania. QuestiDns .ay be answered bv calling (717) 787-83<'7. ,'_ -r:' COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS . ,G Account No. 763130 Date 05-19-2000 TD insure prDper credit tD ~r accDunt' tWD Established (2) CDpies Df this nDtice'~ust accD.pa~'yDur pay.ent tD the Register of Wills. Mak~eck payable tD: "Register Df Wills, Agent". ',1 Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 524.86 50.000 262.43 .045 11.81 TAXPAYER RESPONSE NOTE: If tax pey.ents are .ade within three (3) .Dnths Df the decedent.s date Df death, YDU .ay deduct a 5% discDunt Df the tax due. Any inheritance tax due will becD.e delinquent nine (9) .onths after the date Df death. Tax x PART [!] he abDve infDr.atiDn and tax due is cDrrect. 1. YDU .ay chDDse tD re.it pay.ent tD the Register Df Wills with tWD cDpies Df this nDtice tD Dbtain a discDunt Dr aVDid interest, Dr YDU .ay check bDx "A" and return this nDtice tD the Register Df Wills and en Dfficial assess.ent will be issued by the PA Depart.ent Df Revenue. [CHECK ] ONE BLOCK ONLY B. [] The abDve asset has been Dr will be repDrted and tax paid with the Pennsylvania Inheritance Tax return tD be filed by the decedent.s representative. C. [] The abDve infDr.atiDn is incDrrect and/Dr debts and deductiDns were paid by YDU. YDU .ust cD.plete PART ~ and/Dr PART ~ belDw. PART [!J DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION OF LINE 1. Date Established I 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 TAX ON JOINT/TRUST ACCOUNTS x x PAYEE DESCRIPTION AMOUNT PAID I $ TOTAL (Enter on Line 5 of Tax Computation) of I declare that the facts I and belief. have report.d above are true, correct HOME ("?/()) 9 3l- c-o f/ WORK ( 11 0) S / ~ 77~' ELEPHONE NUMBER and /Z~'-'711Ho DA E