HomeMy WebLinkAbout01-04-10PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIYIDUAL TAXES AND FILE N0. 21' ~0 _ GOO
NARRISBURG6PA nlzB-o6o1 _ ,.`~~ ~ ;~~-~-~;~= ~J3'AXP~-YER RESPONSE ACN 09179999
r ~• ~ ; ~., DATE 12-18-2009
REV-155~~A~P (9~~) ~ ...ya__.
2010 JAN -4 PM I ~ 26
C~~~~ C~
ORPHAN'S GOURT
CUMB~fi~~.~D C~U., PA
LEONARD BOURINSKI
1171 BOILING SPRINGS RD
MECHANICSBURG PA 17055
EST. OF JOYCE BOURINSKI
SSN
DATE OF DEATH 12-03-2009
CO[1NTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provided the Departwent with the inforwation below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-pawed decadent, you were a point owner/beneficiary of this account.
If you feel the inforwation is incorrect, please obtain written correction frow the financial institution, atRach a copy to this forty
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Cowwonwealth of
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INS7~RUCTIONS
Account No. 190277-0 0 Date 01-14-2000 To ensure proper credit to the account, two
Established copies of this notice ^ust accowpany
Account Balance 914
64 paywent to the Register of Wills. Make check
"'
. payable to
Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax
~
152
44 NOTE: If tax paywents are made within three
'
. wonths of the decedent
s date of death,
Tax Rate ~( , 00 deduct a 5 percent discount on the tax due.
Potential Tax Due • 0 0 Anv Inheritance Tax due will becowe delinquent
nine wonths after the data of death.
P
T TAXPAYER RESPONSE
~
1 :
~~
A. I,YThe above inforwation and tax due is correct.
IICCJJ Rewit p~went 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
Wills and an official assesswent will be issued by the PA Departwent of Revenue.
C 0 N E ~
B L 0 C K B. ~ The above asset has bean or will be reported and tax paid with the Pennsylvania Inheritance Tax return
D N L Y to be filed by the estate representative.
C. ~ The above inforwa ion is incorrect and/or debts and deductions were paid.
Cowplete PART 2~ and/or PART ~ below.
PART If indicating a different tax rate, please state ``
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 $ ,,,~,,, a ~ } t`~'
3. Percent Taxable 3 X ~M ? 4'~ '~
4. Amount Subject to Tax 4
5. Debts and Deductions 5 - ,'~ ~s`'~ f v~~~ 3' 'K~ °~~~~ je°F ~~'`,r~~r?,
6. Amount Taxable 6 ~ ~d r,',- R'~~~~i
7. Tax Rate 7 X
8. Tax Due 8 $ '.~
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported ab ve are tru e rrect a ~ ~~
~mplete to t be of owledg~ and b li~ f. HOME ( ~l ~) ~ QQI "'°
WORK C )
,XPAYER SIGN TELEPHONE NUMBER DATE
TOTAL (Enter on Line 5 of Tax Computation) 4
BUREAU OF INDIYIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601 ~`-•'
REY-1543 IX AFP (OB-00)
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
~,-rf~~'~. ;""!~ AND FILE N0. 21r~U''(~Ub2
;, ; ;;TAXPAYER RESPONSE ACN o9' 80002
" ~°~ DATE 12-18-2009
2010 JAN -4 PM I ~ 26
CLERK C~
QRPHAN`S ~uURT
CUMPERL~'~D CC1., PA.
LEONARD BOURINSKI
1171 BOILING SPRINGS RD
MECHANICSBURG PA 17055
EST. OF JOYCE BOURINSKI
SSN
DATE OF DEATH 12-03-7009
GOUNTY CUMBERLAND!'
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
® CERTIF.
MEMBERS 1ST FCU 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 coDY 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 L717) 7E7-83tTwith ttuestioBS.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 190278-42 Date 01-14-2000 Ta ensure proper credit to the account. two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 5,486.02 payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject to Tax $ 914.35 months of the decedent's data of death,
Tax Rate ~( , 00 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ .00 nine months after the date of death.
P
RT TAXPAYER RESPONSE
A
1
A. ~fhe 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 roturn this notice to the Register of
C 0 N E ~ Wills and an official assessment will ba issued by the PA Department of Revenue.
B L 0 C K B. ~ The above asset has been or will 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 debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different tax rate, please state
relationship to decedent: ~ `:;
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 X
4 $
5 -
6 $
7 X
8 $
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) 4
Under penalties of perjury, I declare that the facts I have reported abov~e,ra~re~~true,~tcorrec}tom and
co o best of my knowle a and belief. HOME C ~ [L ) ~Q'~ ~~y" ~~
~, w ~~
i WORK C )
TAXPA`ER S NATURE TELEPHONE NUMBER DATE
BUREAU OF INDIVIDUAL TAXES l;`
PO BOX 280601 -
HARRISBURG PA 17128-0601 t
~`'~i ~~'
REY-15W IX AFP (OB-OB)
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
-, ~..,.. AND FILE N0. 21~~U-~~
~- `^ "`l'~/~~PAYER RESPONSE ACN 09180000
,,, '~f'` .ry DATE 12-18-2009
2010 JAM -4 Pty i = 26 TYPE OF ACCOUNT
EST. OF JOYCE BOURINSKI ® SAVINGS
n ~C~.ERK CF SSN ^ CHECKING
c~r~~,5 ~O~j DATE OF DEATH 12-03-2009 ^ TRUST
~y~ t~~, ry COUNTY CUMBERLAND ^ CERTIF.
IrUN~~~~V'yV vr~•. ~~ REMIT PAYMENT AND FORMS T0:
LEONARD BOURINSKI REGISTER OF WILLS
1171 BOILING SPRINGS RD CUMBERLAND CO COURT HOUSE
MECHANICSBURG PA 17055 CARLISLE, PA 17013
MEMBERS 1ST FCU provided the Department with the information below, which has been ysed in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beheficiary of this account.
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this fora
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of t'he Commonwealth of
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 190278-0 0 Date 01-14-2000 To ensure proper credit to the account, two
Established copies of this notice oust accompa(sy
Dayment to the Register of Wills. Make check
Account Balance $ 947.14 payable to "Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax
$
157
86 NOTES If tax payments are wade within three
'
. months of the decedent
s date of death,
Tax Rate ~( , 00 deduct a 5 percent discount on the tax due.
Potential Tax Due
$
00 Any Inheritance Tax due will become delinquent
• nine months after the data of death.
P
r TAXPAYER RESPONSE
~
1 .
A. I/Ylhe above information and tax due is correct.
W Resit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid i nterest, or check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
C 0 N E ~
B L 0 C K B. ^ The above asset has been or will 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 debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different tax rate, please state #
~ ~'~~
relationship to decedent: ~~'~
~~ . ~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ''~ e
LINE 1. Date Established 1
$ ~ ~
'~ i`
1~ ~+
~?
='
al rr,
2. Account Balance 2 a
, i,,
,
,~~
3. Percent Taxable 3 X ~r~~a?~"+`;~7~~,t'° q` ~~~.~(~ ~ r ~P'r ,,,~ ~~
4. Amount Subject to Tax 4 $
~ ~
5.
Debts and Deductions 5
- ~
-
~ :
6.
Amount Taxable 6 $ ^
"
~~'~'1`+~° ~~~~~ '~~;
~'~~~`~ ~~__•
7. Tax Rate 7 X
wMwirXw~WWW
„4,.,
8. Tax Due 8 $ ,: ~, ~~
PART
DEBTS AND DEDUCTIONS CLAIMED
TOTAL (Enter on Line 5 of Tax Computation) S
Under penalties of perjury, I declare that the facts I have reported abovefjare /tyrue,'c trot and
tom a to the be my knowledge and belie ~ HOME C ~/ ) ~~~" ~~.~~
e WORK C )
TA AYER SIGNATU TELEPHONE NUMBER DATE
DATE PAID PAYEE DESCRIPTION AMOUNT PAID