HomeMy WebLinkAbout02-18-09 (2)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIOWL TAXES , ' 1 ~' ^' AND FILE N0. 21- ~9 ~ U/~
PD Box 2e9co1 tAXbAYER RESPONSE ACN 09102367
HARRIS BURG PA 17129-0601 ~ .i;. ~I~ ;
'~ -- DATE 01-16-2009
eEV-,sea u .r. ne-es~
FE8 18 PH l2: 27 TYPE OF ACCOUNT
EST. OF VIRGINIA M MEALEY ^ savlNSs
~'i Li^ ~ ri- SSN 155-34-1345 ® CHECKING
~RPr~4 J ~ ~ -~~1~T DATE OF DEATH 10-11-2008 ^ rrsusT
CUI `r~ '_ I r-.~, pq COUNTY CUMBERLAND ^ cERttF.
REMIT PAYMENT AND FORMS T0:
JOSEPH D MEALEY REGISTER OF WILLS
823 WERTZVILLE RD CUMBERLAND CO COURT HDUSE -
ENOLA PA 17025 CARLISLE, PA 17013
WACHOVIA BK NA previdatl the Dapartaant with the inforaal ion below, which has bean used in caleulatina the
potential tax tlue. Recortls indicate that at the death of the above •naaed decadent. you yore a ioint ornar/boneticlarv of this account.
If you foal the infonat ion is incorrect, Please obtain written correction frw the financial institution, attach a copy to this fan
and return it to the above address. This accoun! is taxeblo in accordance with the Inheritance Tax laws of the Coaaonwealih of
Pendsvlvahls. Pl aasd caIiCTITi TaT-8327 with aoostiens: ----------- ----- -
COMPLETE PART I BELOW 1~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 100032014 3727 Dat• 03-30-1987
To ensure Dreyer credit to the account. two
Established copies of this notice oust aecoaparo
Payaant to the Register of Wills. Make check
Account Balanea aS L 129.95 payable to ^Regisf er of Wills. Agent^.
Percent Taxable X 50.000 ---..___. __._ ._ __... .__. _. ?
NOTE: It tax payaents are wade within three
Amount Subject to Tex S 564.98 aonths of the tlecadsnt's data of death,
Tax Rata ~( , 1 rj datluct a 5 percent discount on the tm~ due.
Aro Inheritance Tax tlue will becoae dellnauant
Potential Tax Due ~ 84.75 nine aonths attar the tlab of tleath.
A. ~ The above inforaation antl tax due is correck.
Raait Payaant to the Register of Wills with two copies of this notice to obtain
r CHECK a discount or avoid ink crest, or chock box ^A^ antl return this notice to the Register of
Wills arxf an official assassaant will Da issued by the PA Oapartaent of Revenue.
I ONE ~
L BLOCK B. ~ Tha above asset has bean ar will ba repertetl and tax paid with the Pennsylvania Inho ritanca Tax return
ONLY to 0e Filetl by the estate representative.
C. ~ The above inf ores ion is incorrect and/or debts and deductions ware paid.
Coapl vto PART 2~ antl/or PART 3~ below.
PART If indicating a different tax rate, pia as• State
relationship to decadent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
--" TINE-1--bat e--EstaDlisFetl _ '----"-T'------
2. Account Balaneg 2 ~
3. Pere ant Taxable 3 X
4. Amount 3ub0ect to Tax 4 $
5. Debts antl Deductions 5
6. Amount Taxable 6
7. Tax Rate 7 X
8. Tax Due 8
PART
3^
DEBTS AND DEDUCTIONS CLAIMED
Untler penalties of oeriu ry, I declare that the facts I have reported above are true, correct antl
DATE PAID PAYEE DESCRIPTION AMOUNT PAID