HomeMy WebLinkAbout01-11-10PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AN D
PO BOX 280601 ~~~, (,~,r TAXPAYER RESPONSE
HARRISBURG PA 17128=0Ca~l l ._if ~ '~;-~-~ ~-
t~Y-i _:- ~._. /oEV-15RS.IX ~ coo-0o)
FILE N0. 21 06-0073
ACN 09179488
DATE 12-14-2009
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OFFH~~r~~S ~JUt~T
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ELEANOR- M AL~X~ti~DERA.
CONODIQUINET MBL ESTS
LOT 157
NEWVILLE PA 17241-9490
EST. OF DAVID M ALEXANDER
SSN 196-16-6398
DATE OF DEATH 12-31-2004
COUNTY CUMBERLAND-:
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
PNC BANK NA provided the Department with the inforwation 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 inforwation is incorrect, please obtain written correction from the financial institution, attach 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 Commonwealth of
Pennsylvania. Please call C717) 787°8327 with quasti oi)s.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 000005140179826 Date 09-01-1972 To ensure vroper credit to the account, two
Established copies of this notice roust accomvargr
Account Balance $ 14, 626.75 Payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax $ 2,437.84 NOTE: If tax payments are ^ade within three
months of the decedent's data of death,
Tax Rate ~( , 00 deduct a 5 Dercent discount on the tax due.
Anv Inheritance Tax due will becoee delinquent
Potential Tax Due ~ .00 nine months after the date of death.
PART TAXPAYER RESPONSE
b
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
Wills and an official assesswent will be issued by the PA Department of Ravanue.
C ONE
BLOCK 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 inforwa ion is incorrect and/or debts and deductions ware paid.
Cowplete PART 2~ and/or PART ~ below.
PART If indicating a different tax rate, please state
a 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
DATE PAID PAYEE DESCRIPTION, AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) S
Under penalties of perjury. I declare that the facts I have reported ab~o/ve are ~t7rue,/ corre~/ct a/nd
complete to the best of m knowledge and belief. HOME C / ~ ) / ~(~ " d SCJ
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TAX AYER SIGNATURE TELEPHONE NUMBER ATE