HomeMy WebLinkAbout06-25-10 (2)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BtHtEAU OF INDIVIDWL TAXES AND FILE N0. 21 10-0187
PD eaX 26Yb01 TAXPAYER RESPONSE ACN 10120836
HARRISdtIR6 PA 17128-0601
DATE 04-12-2010
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TYPE OF ACCOUNT
EST. OF HELEN L WEIGEL ^ SAVINgS
SSN 202-20-0439 ^ CHECKING
DATE OF DEATH 02 -12 - 2010 ^ TRUST
COUNTY CUMBERLAND ® CERTIF.
REMIT PAYMENT AND FORMS T0:
PATSY- L WEIGEL REGISTER OF WILLS
721 N MIDDLETON RD 1 COURTHOUSE SgUARE
CARLISLE PA 17013 CARLISLE PA 17013 *~.Q ~~.-
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SOVEREIGN BANK provided the Departaent with the inforwation below. which has been used lculap the~M"
potential tax due. Records indicate that at the death of the above-naaed decedent, you were a 3oint owner/be of t acco~,~•~~~
If you feel the intonation is incorrect, please obtain written correction frog the financial institution, at espy to~iis fa~f`~"t
and roturn it to the above address. This account is taxable in accordance with the Inheritance Tax laws of tY onwealthbf kT,r~,
Pennsylvania. Please call (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS ~
Account No. 2985543110
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
PART
a
Date 08-17-2007
Established
~ 44,619.32
X 100.00
~ 44,619.32
X .15
~ 6,692.90
To ensure proper credit to the account, two
copies of this notice oust accoapargl
payaent to the Register of Wills. Make check
payable to "Register of Wills, Agent".
NOTE: If tax psyaents are aade within three
months of the deeedent's date of death,
deduct a 5 percent discount on the tax due.
Ami Inheritance Tax due will becoMa delinquent
nine months after the date of death.
A. ^ The above inforaation and tax due is correct.
Resit payaent to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or chock box "A" and return this notice to the Registor of
0 N E Wills and an official assessaent will b• issued by the PA Departaent of Revenue.
BLOCK 8. 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 inforaa ion is incorrect and/or debts and deductions were paid.
Coaplete PART 2~ and/or PART ~ below.
ppRT If indicating a different tax rate, pleaso state
a relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Da#a Established 1
2. Account Balance 2 ~
3. Percent Taxable 3 X
4. Amount Subject to Tsx 4
5. Debts and Deductions 5 -
6. Amount Taxable 6
7. Tax Rato 7 X
8. Tax Due 8 $
PART DEBTS AND DEDUCTIONS CLAIMtED
DATE PAID PAYEE
DESCRIPTION
AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
c late to the blest~..,of my knowledge and belief . HOME C 71 7 ) Y ,~ • ~~ S y
~~ (/(/ WORK C~ )
-XPAYE IGNA U TELEPHONE NU E DATE
TOTAL CEnter on Line 5 of Tax Computation) i