HomeMy WebLinkAbout06-17-10 (3)BUREAU OF INDIVIDUAL TAXES
PD Box zeo6ol
HARRISBURG PA 17128-0601
PENNSYLVANIA INHERITANCE T
'' ^ r~~r~. INFORMATION NOTICE
., ~-.i~~ ~. AND
`" "' TAXPAYER RESPONSE
CL~~~C ~~
CRpHq,~ S COURT
Cl.~~,..,'BERL' ;~ CQ.. r
BETTY NELSON
14 TIPTOP CIR
CARLISLE PA 17015
FILE N0. 21 09-1035
ACN 10129134
DATE 05-20-2010
EST. OF JAMES B NELSON
SSN 184-36-6096
DATE OF DEATH 10-20-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
SOYEREI6N BANK provided the Departaent with the inforaation below, which has boon used inl calculating the
potential tax due. Records indicate that at the death of the above-naaed decedent, you ware a Joint owner/banpfir~i~ry of this account.
If you foal the inforaation is incorrect, please obtain written correction frog the financial institution, attaeh'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 CONOnwealth of
Pormsylvania. Please call C7i7) 787-6327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUC7!IONS
Account No. 3381130587 Data 07-0 2-2001 Ta ensure vroper credit tp ~he account, two
Established copies of this notice oust ~ccoapaw
Pavaent to the Register of dills. Make chock
Account Balahce 41, 319 .23 psyabl• to "Register of Wilds, Agent".
Parcant Taxable X 8 .333
NOTE: If tax payaents art ad• within three
Amount Subjaet to Tax ~ 3 ~ 443 .13 aonths of the deudent's da~e of death,
Tax Rata ~( ~ ~l~ , ..~~ deduct a 5 Parcant discount, on the tax dw.
J G Aror Inharitanca Tax due wild baeoaa delinquent
Potential Tax Duo $ ~ 7. ~
..r •i 7 mina months after the dat• pf death.
P
T TAXPAYER RESPONSE ~
~
1
A. ~ The above infonatlon and tax due is corroet.
Resit payunt to the Rapistar 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 R~g~ister of
C 0 NE ~ Wills and an official assessunt will be issued by the PA Departaent of Rawnur.Il,
BLOCK B. ~ Tha above asset has bean or will be reported and tax paid with the Pennsylvania Inheiritance Tax roturn
0 NL Y to b• filed by the estate reprosentative.
C. The above inforaa ion is incorraet and/or debts and deductions ware paid.
Coaplet• PART ~ and/or PART ~ below.
PART If indicating a different tax ra , please state
relationship to decedent: G1I
TAX RETURN - COMPUTATION
LINE 1. Data Estabiishad
2. Account Balance
3. Parcant Taxable
4. Amount Subjaet to Tax
5. Debts and Deductions
6. Aaount Taxable
7. Tax Rata
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
1
2 ~
3 X
4
5 -
6 ~
7 X
8 $ ~
PART DEBTS AND DEDUCTIONS CLAIMED
3^
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported abo/vye era true, corr et aanld
e~owp!late to the bast of/ my knowledge and belief. HOME C 7/< ) ~ ~- ~ / er
i'c'L ~' ~ZQ%~ GKJ WORK ( )
DATE