HomeMy WebLinkAbout08-22-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG. PA 1712B-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21 07-0548
07134269
08-10-2007
REV-IS43 EX AFP (09-00>
EST. OF GLADYS B SMEAL
S.S. NO. 160-16-9264
DATE OF DEATH 05-20-2007
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
Ii] CERTIF.
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS r'~
CUMBERLAND COJCOURT H~SE
CARLISLE, PA~;~013 ~
<3~O ~
=t~ :~~j 1"')
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PSECU has p..ovided the Depa..t.ent with the info...ation listed below which has~li~~ed i;;~ . .
calculating the potential tax due. Thei.. ..eco..ds indicate that at the death of the above decedent. you we..e a :lObtt::::owne../beiiiiiciar-y of
this ~ccount. If you fee~ this info...ation is inco....~ct. please. obtain w..i~ten co....ection.f..o. the fin~ncial iristi~ion. at~h a copy...'
to th1s fo... and ..etu..n 1t to the above add..ess. Th1s account 1S taxable 1n acco..dance w1th the Inhe"1tance T~jLaws of the_Cv..onwealth
of Pennsylvania. Questions .ay be answe,,"d by calling (717) 787-8327. ,-" .t...V
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIO~
PRISCILLA HETZEL
1110 HETRICK AVE
PALMYRA PA 17078
Account No. 0160169264-51
Date
Established
07-17-2006
To insu..e p..ope.. c..edit to you.. account. two
(2) copies of this notica .ust acco.pany you..
pay.ent to the Registe.. of Wills. Make check
payable tOI "Registe.. of Wills. Agent".
Account Balance
Pe..cent Taxable X
Amount Subject to Tax
Tax Rate X
Potential Tax Due
20,053.41
50.000
10,026.71
.045
451. 20
TAXPAYER RESPONSE
NOTE. If tax pay.ents a..e .ade within th..ee
(3) .onths of the decedent's date of death.
you .ay deduct a 5% discount of the tax due.
Any inhe..itance tax due will beco.e delinquent
nine (9) .onths afte.. the date of death.
PART
[!J
[CHECK ]
ONE
BLOCK
ONLY
A. c=J The above info...ation and tax due is co....ect.
1. You.ay choose to ..e.it pay.ent to the Registe.. of Wills with two copies of this notice to obtain
a discount 0.. avoid inte..est. 0.. you .ay check box "A" and ..etu..n this notice to the Registe.. of
Wills and an official assess.ent will be issued by the PA Depa..t.ent of Revenue.
B. ~ The above asset has been 0.. will be ..epo..ted and tax paid with the Pennsylvania Inhe..itance Tax ..etu..n
to be filed by the decedent's ..ep..esentative.
C. c=J The above info...ation is inco....ect and/o.. debts and deductions we..e paid by you.
You .ust co.plete PART ~ and/o.. PART ~ below.
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
PART
~
DATE PAID PAYEE
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
8
PART
~
TAX RETURN - COMPUTATION
If you indicate a different tax rate, please state your
relationship to decedent:
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
.
TOTAL (Enter on Line 5 of Tax Computation)
Under penalties of perjury, I declare that the facts
complete to the b~Of my knowledge and belief.
rx_if~!'{t~_,~~IfJ -
I have reported above are true, correct and
HOME ( )
WORK ( ) 8-lltJ-o( ~
TI:I I:gunll.ll: Il.IIIMRI:D nAT!:
BANGS LAW OFFICE
4~SOUTHI8rnSTREET
CAMP HILL, PA 17011
E-mail: mikebangs@verizon.net
PHONE: 717-730-7310
FAJ{: 717-730-7374
MICHAEL L. BANGS, Attorney-at-Law
WENDY K. STRAUB, Paralegal
WILLIAM E. MILLER, JR.
Of Counsel
August 20, 2007
C"J
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
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RE: Estate of Gladys V. Smeal
File No. 21-07-0548
W
1..0
Dear Mrs. Strasbaugh:
Enclosed you will find three completed Information Notice and Taxpayer Response forms signed
by Priscilla Hetzel regarding various accounts held by the decedent with PSECU at the time of her
death. As indicated, the assets will be reported and the tax paid by the estate on the appropriate
inheritance tax return.
VvC::
Michael L. Bangs
wks
Enclosures
cc: Mr. Eugene Hetzel