HomeMy WebLinkAbout01-14-10 (2)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ,r ~;~.._,~ AND FILE N0. 21 - O %•~~J
PO BOX 286601 _ ~C` r III ~~~XPAYER RESPONSE ACN
HARRISBURG PA nlz6-6661 09173823
m_v-sas o~iyv`ioe oei `~~ ' '' -- DATE 11-19-2009
2010 JAN 14 PM I ~ 35
CLERi \ OF
ORPHAN'S COURT
BEATRICE STACKPOLE
108 VIRGINIA BEACH AVE
CARLISLE PA 17015
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 Department with the information below, which has bean used in caleulatine the
potential tax due. Records indicate that at the death of the above-nomad decadent, you were a joint owner/beneficiary of this account.
If you feel the infpreation is incorrect, please obtain written correction from the financial institution, attach a copy to this fore
and return it to the above address. This account is taxable in accordance with the Inheritance lax laws of the Commom,ealth of
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 201817-40 Date 02-10-2001
T
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
Established
$ 8,001.70
X 50.000
$ 4,000.85
X .045
S 180.04
PART
o ensure proper credit to the account, two
copies of this notice must accompany
payment to the Register of Wills. Make cheek
payable to "Register of Wills, Agent".
NOTE: If tax payments era ^ade within three
months of the decedent's data of death,
deduct e 5 Dercent discount on the tax due.
Any Inhe ri tanee Tax due will become delinquent
nine months after the date of death.
A. ~ the above information and tax due is correct.
Remit payment to the Resistor of Wills with two copies of this notice to obtain
C CHECK ~ a discpunt or avoid interest, or check box "A" and return this notice to the Resister of
ONE e Wills end an official assessment will be issued by the PA Department of Revenue.
BLOCK B. w The above asset has been or will be re orted and tax
0 NL Y to be filed by the estate representative. paid with the Pennsylvania Inheritance Tax return
C• ~ the above infor~eation is incorrect and/or debts and deductions were Daid.
Complete PART 2 and/or PART 3^ 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
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
PART
0
DATE PAID PAYEE
2 $
3 X
4
5
6
T X
8 ~`
DEHTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Lino 5 of Tax Computation) 0
Under penalties of perjury, I declare that the facts I have reported above era true, correct and
complete to the hest o my knowledge and belief. `(~I
r,,. , n HOME ( 717 691-1940 \V`yrnV
y ~ll~ WORK ( I N/A 01/12/10
T AJIPAYER SIGNATURE TELEPHONE NUMBER
DATE