HomeMy WebLinkAbout10-02-09~t 6~-t~9.~~~
September 25, 2009
To: Register of Wills
Dauphin Co Court House
Harrisburg, Pa 17101
From: Sal Boscia, Husband of Deceased Lois M Boscia
Re:: Pennsylvania Inheritence Tax-File No.22-ACN 09158541
Enclosed are two copies of the Pennsylvania Inheritance Tax Notice which I completed
after talking to an agent in your office. Because the checking account (the account taxed) was
established jointly between my wife and I more than a year prior to her death, it is exempt from
being taxed. He advised that I return two copies of the notice with a "check mark" in Block "C"
of Part 1, and to write "SPOUSE" in Part 2 after the word "decedent". I trust that I have correctly
followed your procedure. Please advise if this satisfies your office, and that I am exempt from
the Inheritance Tax referenced in your notice.
~ " :7
Sincerely Ypur~/~` _
Cr
~f'Sal Boscia
1605 Fox Hollow Road
Mechanicsburg, Pa 17055-6786
n ~~-~
o ~ ~r~~
~, a
-~
"~
~ ~
{{ m
! .
f ~ _.r
a
- ~ l
~--~ c -t-, ~ _ _'~
--a
o
w
~_
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601 ~ ~,^,
HARRISBURG PA 17128-D601
REV-1543 EX AFP (OB-OB)
PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
-~~~~~ ~~'~ AND
TAXPAYER RESPONSE
FILE N0. 2'~ o21_d9~~~3n
ACN 09158541
DATE 09-17-2009
~~v~ ACT -Z ~~~ 9~ G3
Cu~A~~+~ ~ __
C~^.~I b"11V~5 ~,r ~~ill
~~ ~
SALVATORE J BOSCIA
1605 FOX HOLLOW RD
MECHANICSBURG PA 17055-6786
EST. OF LOIS M BOSCIA
SSN 153-20-4321
DATE OF DEATH 06-17-2009
COUNTY DAUPHIN
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
DAUPHIN CO COURT HOUSE
HARRISBURG, PA 17101
TYPE OF ACCOUNT
^ SAVINGS
® CHECKING
^ TRUST
^ CERTIF.
WACHOVIA BK NA provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a point owner/beneficiary of this account.
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of
Pennsylvania. Please call CIlI) 78%-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1000304104326 Date 05-24-1979
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 5,92$.47 payment to the Register of Wills. Make check
Percent Taxable X payable to "Register of Wills, Agent".
50.000
Amount Subject to Tax $ 2, 964.24 NOTE: If tax payments are made within three
Tax Rate months of the decedent's date of death,
X . 1 5 deduct a 5 percent discount on the tax due.
Potential Tax Due $ 444.64 Any Inheritance Tax due will become delinquent
nine months after the date of death.
PART TAXPAYER RESPONSE
0
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT
A. ^ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of
C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue.
B L 0 C K B. ^ The above asset has been or M111 be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y to be filed by the estate representative.
C. ~ The above informs ion is incorrect and/or ~ and deductions were paid.
Complete PART 2~ and/or PART 3LJ below. _~~.
PART If indicating a different tax ate, plea~5e state
relationship to deceden~~~'~ l~ ) per-'
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 $
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $
5. Debts and Deductions 5 -
6. Amount Taxable 6 $
7. Tax Rate ~ )(
8. Tax Due g $
OFFICIAL U5E ONLY ^ AAF
PA DEPARTMENT OF REVENUE
PAD
1
2
3
4
5
6
7
8
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) g
Under penalties~-of perjury, I declare that the facts I have reported above are tr e,
complete t Y,lfe be t of my knowle.d 7 7 rr ~~jt and
~,. ge and belief. HOME ( /~/ ) C+~'' ~~3
- -
TAXPAYER SIGNATURE TCI C'n
-""°
r R.,i
i {
rt" nn - ~'~. '~'~
'i~''._-
+
~ t~o ~
~
..
+
-' ~ ~
9• ti3 ~,
tJz
OCZ -~ ~`
209
~ x
~o~
nt,1 r',•T
C1.E~ ` ~`r~; t~~ ~, ~ o
`~'~" ' PA
QR
t
~
C
~~
~,
4,
~-'
S
yr
s~~~
2~~ a
;..' ~2 ~ ~...._;_
~.~ ~
~
'G ~~:
r°
S..e• ~ t
~
.~~tti ~
~ ~
~Y
^.
~, „~ R-;
^~ ~~
r~ ~J ~ ~~
~ ~'.. Y
'~~.
y;
~'
. ~
~~~ v
~Y .,.~,
1 r .~
(`a
non"' ~` .r
~~~ \ ~
". ~
^
r-~ *..~
W,
~"
-
w~ ~ .
c,
~' C: !~~
'~ 9 ~ ~~a
a
:..^
~,.r• ~
A S
x
:~
~•