HomeMy WebLinkAbout06-02-10PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES _ ~~ AND FILE N0. 21 ~Q C'kj(o(p
PO BOX 280601
HARRISBURG PA ln2B-o6o1 - t~ TAXPAYER RESPONSE ACN 10126013
..
;.~_~: ~ .; , . . _`..~ DATE 05-10-2010
REV-1848 EX AFP (08-08)
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DONALD A NEWELL
57 MILLERS POINTE LN
ENOLA PA 17025
EST. OF FLORENCE M NEWELL
SSN 026-16-7311
DATE OF DEATH 03-22-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
PNC BANK NA 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 joint 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 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 C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 000000004661498 Date 10-05-1988 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 2, 749.92 payment to the Register of Wills. Make check
payable to Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax $ 1 , 374.96 NOTE: If tax payments are made within three
months of the decedent's date of death,
Tax Rate X .045 deduct a 5 percent discount on the tax due.
Potential Tax Due $ 61 .87 Any Inheritance Tax due will become delinquent
nine months after the date of death.
PART TAXPAYER RESPONSE
'`:y" i" ,~,~rr ,. r;. .s ,ter:s• ,::5.'ii ;.ri.•o.;~::. y.::,ciri; ' iri` :' ~.
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'4 ';A. rr: f'.!. ~ .'$%;:, ,•i:: r9Y.• :;dcf';'.F •~"`: '~ e~~' `•c, v:.'r~'K :.£~~~: ./
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
0 N E Wills and an official assessment will be 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 . ~" l~~ /~~ ~
3 X 5y •U
4_ $ i~3..~~,y~
6 $ (~ V J
7_ X . £~
s $ ~~ , OL3
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION oMniiNT' porn
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Under penalties of perjury,
complete to the best of my
~;
TAXP YE SIGNATURE
declare that the facts I have reported above are true, correct and
wledge and belief. HOME C 7!7 ) ~w ~-~l%S `'f'
- WORK ~ `7U3 ) ~ --~ ~~V S 3 av~
TELEPHONE NUMBER DATE
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