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PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES
Po sox zaoeBl ^y-n~• r AND
HARRISBURG PA 17128-0601 i ~ *3~ ' ~ ~I~
„r ~t~ TAXPAYER RESPONSE
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2010 JAN 14 PM I ~ 35
CLERK ~JF
ORPHAN'S COURT
cu~ac~_~~,~ co.• PA.
BEATRICE STACKPOLE
108 VIRGINIA BEACH AVE
CARLISLE PA 17015
FILE NO. 21 - o9- lames
ACN D9173822
DATE 11-19-2009
EST. OF MARY E BEARD
SSN 172-24-8558
DATE OF DEATH 11-07-2009
COUNTY 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 Departwant with the inf orwation below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-nosed decedent, you were a joint owner/beneficiary of this account.
If you feel the inforsation is incorrect, please obtain written correction fros the financial institution, attach a copy to this fors
entl return it to the above address. This sccount is taxable in accordance with the Inheritance Tax laws of the Cossornrealth of
Pennsylvania. Please call (717) 787-9327 with questions.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 201817-DD
Date 02-10-2001
Account Balanco
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax DUe
Establishod
$ 6,427.58
X 50.000
S 3,213.79
X .045
~ 144.62
To ensure proper credit to the account, two
copies of this notice lust accompany
peysent to the Register of Wills. Make cheek
payable to ''Register of Wills, Agent°.
NOTE: If tax payments are soda within three
months of the decedent's date of death,
deduct a 5 percent discount on Lha tax tlue.
Anv Inheritance Tax due will become delinquent
of ne aonths after the date of death.
A• ~ The above information end tax due is correct.
Resit payment to the Register of Wills with two copies of this notice to obtain
C CHECK ~ a discount or avoid interest, or chock box •'A•' and return this notice to the Register of
ONE ~/ Wills and an official assesssent will be issued by the Pp Department of Revenue.
BLOCK B. M Tha above asset has been or will ba reported and tax paid with She Pennsylvania Inheritance Tax roturn
ONL Y f'L to be f31od by the ostato representative.
PAR1
C• ~ The above informs ion is lncorr ct and/or debts and deductions were Dai d.
Complete PART 2~ and/or PART 3~ below.
If indicating a differ
relationship to docede
RETURN - COMPUTATION
1. Dato Established
2. Account Balance
1. Percent Taxable
DEBTS AND DEDUCTIONS CLAIMED
TOTAL IEnter on Lina 5 of Tax Computation)
Under penalties of !
Perjury, I declare that the facts I have reported above era true, correct and
complete to the best of my knowledge and belief.
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