HomeMy WebLinkAbout07-07-10 (2)PENNSYLVANIA INHERITANCE TAB
INFORMATION NOTICE
aUREAU OF INDIVIDUAL TAXES
Pa aox zaosol AND
HARRISlURG PA nlza-osal ~~`~ ~AXPAYE R R E S P O N S E
aEV.iST lxti~-iii ~ { ,i P'~:1. °,/
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~q
EMILY ~~~~~~
G MCAULLIFE
55 W VIEW
CARLISLE
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
PA 17013 ~ ~ ! 1 COURTHOUSE SQUARE
c~ CARLISLE PA 17013
-~~`J S
ORRSTOWN BANK ~ v ' ~ ~
potential tax due. Records indicate that at than de th of the aboroi namede decedent ion below,
which has been ulsed in caleulatinp the
If you feel the infonation is incorrect, please obtain written correction from the financial institution, atlaeh a co
Pennsylvania. Pleaee call C717) T87-a327 with 3oint owner/bemefieiary of this account.
and roturn it to the above addross• This account is taxable in accordance with the Inheritance Tsx laws of tlhe Cononwealth of
COMPLETE PART 1 BELOW * questions. py to this fon
SEE REVERSE SIDE FOR FI~TWC .u., .,....._.._
._
"""~ ^°• 145000$70
account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
CHECK
ONE
BLOCK
ONLY
Date 05-23-2007
Established
~ 78,614.90
X 50.000
~ 39,307.45
X .15
~ 5,896.12
FILE NO. 21 LO-0503
ACN 10136452
DATE 06-29-2010
7o ensure proper erodit to the account, two
copies of this notice dust accompany
payment to the Reeisteh of Wills. Make cheek
payable to "Register a~ Wills, Agent".
NOTE: If tax payments are made within three
months of the decedentls date of death,
deduct a 5 percent disgount on the tax due.
Any Inheritance Tax due will become delinquent
nine aonths after the date of death.
A• ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
Willseandtanroffieielnassessment illkbeoissuedaby theuPA Depa t ont OpoR~~o„ a istar of
a• ~ Tha above asset has been or will be reported and tax
to be filed by the estate reprosentative, paid with the Pennsylvania Tnheritanee Tax return
C• ~ Tha sbove info a ion is incorrect and/or debts and deductions ware
Complete PART ~ and/or PART 3~ paid.
below.
PART If indicating a different tax rate, please state
relationship to decadent:
TAX RETURN - COMPUTATION OF 7AX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established
1
2. Account Balance Z $
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $
5. Debts and Deductions 5
6. Amount Taxable 6 $
7. Tax Rate ~ X
8. Tsx Due 8 ~
u
DATE PAID
PAYEE
Under penalties of perjury
DESCRIPTION
adaa.e~~,hia~-thetfaets I have reported mbevn ~.._ ._.__
iiEtBTS AND DEDUCTIO S CLAIMED
EST. OF JAMES M ORLOWSKY
SSN 383-40-0536
DATE OF DEATH 04-18-2010
COUNTY CUMBERLANDI
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
AMOUNT PAID
t and
Q
7'?~I4
DATE