HomeMy WebLinkAbout04-07-10BUREAU OF INDIVIDUAL_•j -
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PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
REY-1543 E% AFP (OB-OB)
FILE N0. 21 -~~-' ~"l
ACN 10111236
DATE 03-02-2010
2410 APR -~ P1~ 12~ 4~
1~~)S ~~
~~~
ERALDINE MINICH
104 W GREEN ST
SHIREMANSTOWN PA 17011
EST. OF NELSON B MINICH
SSN 203-07-2159
DATE OF DEATH 08-13-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
METRO BANK provided the Department with the information below, which has been used in calculating the
Dotential tax due. Records indicate that at the death of the above-maned 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 fora
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of
Pennsylvania. Please cail cilrl 7b'/-b3Z) with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 513301648 Date 04-25-2001 To ensure vraper credit to the account, two
Established copies of this notice must acconvany
Daynent to the Register of Wills. Make check
Account Balance 2 180.93
~ payable to "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax
1
090
47 NOTE: If tax payments are Wade within three
$ ~
. months of the decedent's date of death,
TaX Rate ~( , jrj deduct a 5 Dercent discount on the tax due.
Anv Inheritance Tax due will become dalinauent
Potential Tax Due g 163.57 nine months after the date of death.
RT
P TAXPAYER RESPONSE
A
~
~~
A. ~ The above information and tax due is correct.
Remit Daynent 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 ONE ~ Wills and an official assessment will be issued by the PA Department of Revenue.
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 inforna ion is incorrect and/or debts and deductions were paid.
Complete PART ~2 and/or PART 3^ below.
PART If ihdicating a different to rate, p~ ease state
relationship to decedent: 40~,~ 3 '
TAX RETURN - COMPUTATION OF TAX N OINT/TRUST ACCOUNTS ,,,~ ~~'
LINE 1. Date Established 1 y o;~ ~a~~ ~ ~, ;
2. Account Balance 2 $ a~ ~ '0 . 43 ~: %•.~s-•.
M
3. Percent Taxable 3 X ~ ~~^((( J`~ E '~
'~~i~~7 ~ y FJS ~ ~1 J fit; s~1 ~,iY II r i. a~~ ~ 1u ~~(~{wrwww
4. Amount Subject to Tax 4 $ ,~ Cf , ~ syj ~ °' • ~ f~,,,;,,,~,,,
5. Debts and Deductions 5 - ~ '~
6. Amount Taxable 6 ~ ~
7. Tax Rate 7 X ~ ; ~
8. Tax Due 8 ~ (~
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties f perjury, I deelar that the facts I have reported above are true, correct and
complete
est of my k~yytbsKt
\ and belief. HOME C )
h
,~y~r WORK (~l7 ) O1 ~~I ~
TAXPAYE SIGNATURE TELEPHONE NUMBER A E
TOTAL CEnter on Line 5 of Tax Computation) 4
$~N~ES Lt~~ QFflTC~
429 SOLT1'H 18TH STREET
CAMP HII.L, PA 17011
E-m~'1: milcel~ggg~verizon.net
PHONE: 717-730-7310
FAX: 717-730-7374
MICHAEL L. BANGS, Attorney-at-Law
WENDY K. STRAUB, Paralegal
April 2, 2010
Glenda Farner Strasbaugh, Register of Wi11s
Cumberland County Courthouse
Une Courthouse Square
Carlisle, YA 17013
RE: Estate of Geraldine Minich
File No. 21-10-0014
Dear Mrs. Strasbaugh:
WILLIAM E. MILLER, JR.
Of Counsel
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On behalf of the Executor of the Estate, I am returning the Pennsylvania Inheritance Tax
Information Notice and Taxpayer Response.
Mrs. Minich had a joint account with her deceased husband, Nelson B. Minich. Upon
Mr. Minich's death on August 13, 2009, this was transferred to sole ownership of his wife Geraldine
Minich.
Geraldine Minich died on December 17, 2009.
There is no tax due since this was owned jointly by his spouse and the tax rate is zero.
If you have any questions please contact me.
Very truly yours
r'
r
Michael L B gs
wks
Enclosure. -
cc: Mr. Wayne M. Minich
PA Department of Revenue