HomeMy WebLinkAbout06-22-10 (2)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE N0. 21
BUREAU OF INDIVIDUAL TAXES T,p~(pAYER RESPONSE ACN 10129629
PO BOX 280601 r ,-, I;~ i,
NARRIS3URG PA 17128-0601 _ Uk DATE 05-24-2010
acv-i5,a o:°~.tap~epr •.
2Q10 JUN 2 ! PM I ~ 54
o v . ~ s cour~~
DAVID ,IF SCHMITT ~F~~"~~ ~'~" ~A'
6 E GREENHOUSE ROAD
DILLSBURG PA 17019
EST. OF HOWARD W CALVER
SSN 118-12-2532
DATE OF DEATH 05-08-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF Account
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provided the Depsrtaent with the infonation below, which has been used in~icalculatinp the
potential tax due. Records indicate that at th• death of the above-naaed decedent, you were a point owner/benefigi~ry of this account.
If you feel the infonation is incorrect, please obtain written cornetion frw the financial institution, attach ',a copy to this fDra
and return it to tM above address. This account is taxable in accordance with the Inheritance Tax laws of th• CbaiMorn+ealth of
Pennsylvania. Plaasa call C717) 767-a327 with gwstions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5518-05 Data 10-07-1985 To ensure proper credit tp {the account, two
Established copies of this notiw oust pccowparo
payaent to the Register o~ dills. Make chock
Account Balance ~ 4,804.08 payable to "Rapistar of Wills, A•ent".
Percent Taxable X 8.333 NOTE, If tax payaents era Nad• within three
Amount Subject to TaX $ 400 • 32 aonths of the deudent's data of death,
deduct a 5 percent diacounq on the tax dua.
Tax Rata X . 045 Any Inheritance Tax dw Mild beeoa• delinquent
Potential TsX Duo ~ 18 • O1 nine months after the date Hof death.
p. ~ The abova infonation snd tax dua is
f correct.
Wills with two copies of
this notice to obtatnl
Remit Dayaent to the Rapistar o
oid interest, or chock box "A" and return this notice to the kaaistor of
CHECK a discount or av
Wills and an official assessaent will be issued by the PA Departaent of Rovanue..
C ONE
BLOCK
~ Tha abova asset has boon or will be
B
reported and tax paid with the Pennsylvania Ihh~eritance Tax return
0 NL Y .
to be filed by the estate revresenta tive.
C. ~ The above infona ion is incorrect and/or debts and deductions ware paid.
Coaplete PART 2~ and/or PART ~ below.
If indicating a differont tax rate, Plaasa state ",ii,
~
PART ~~
rolationship to daeadant:
TAX TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
d 1
h
i
LINE 1. e
s
Date Establ
2. Account Balance 2 ~
3. Portent Taxable 3 X
t to Tax 4 ~
4. Amount Subjec
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rata ~ X
8 ~
8. Tax Due
IMED
DEBTS AND DEDUCTIONS CLA
PART
DATE PAID PAYEE DESCRIPTION
rr'
TOTAL CEnter on Line 5 of Tax Computation) ~
Under penalties of rjur I desclares that the facts I have raportad~7abova era ry~~e~,.
~pletes to t be t of knowlQd and besllesf. HOME C! ~ ~ ~ r
'f \ _ ~i ~ ~ _ :''~~~ WORK ( ~
AMOUNT PAID