HomeMy WebLinkAbout07-08-10 (3)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES a. AND F I LE NO. 21 10 - 0344
PD ear 290691 ~ ~(~#'AXPAYER RESPONSE AcN 10132197
w-RRIS9uec PA nl2s-o6o1 h ~ ~-' k [I DATE 06 - 0 9 - 2010
miY-15,1 ^ `'~ia.~> .. t~ F~4i.,~
~~!+ a TYPE OF ACCOUNT
~~~ J174 "S PM ~` ~g EST. OF GILBERT K SHIRK ^ sAVINSs
SSN 179-09-9036 ^ CHECKING
(~ DATE OF DEATH O1-oe-2010 ^ TRUSr
C~' COUNTY CUMBERLAND ® CERTIF.
~~ ~~~ ~ REMIT PAYMENT AND FORMS T0:
NANCY CRAMPTON REGISTER OF WILLS
PO BOX 218 1 COURTHOUSE SQUARE
FUNKSTOWN MD 21734-0218 CARLISLE PA 17013
FIRST NB OF`~ENNSYLVANIA provided the Department with the intonation below. which has bean used in ealeulatina the
potential tax due. Records indicate that at the death of the above-named decedent, you wore a ioint owner/beneficiary of this account.
If you foal th• 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) 797-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 101090753 Date 07-22-2008 Ta ensure proper credit to the account, two
Established copies of this notice must accompam
Account Balance 30,940.66 payment to the Register of Wills. Nak• chock
payable to ^Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are ^ade within throe
Amount Subject to Tax $ 5,156.88 months of the decedent's date of death,
Tax Rate ~( , 0(i5 deduct a 5 percent discount on the tax due.
Any Inhoritanca Tax due will bacowa delinquent
Potential Tax Due ~` 232.06 nine months attar the data of death.
PART TAXPAYER RESPONSE
0
A. ^ The above inforration and tax due is correct.
Rerft payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or chock box "A" and return this notice to the Register of
CHECK Wills and an official assessment will be issued by the PA Department of Ravenna.
C ONE ~
BLOCK B. ~ The above asset has been or will b• 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 fs incorrect and/or debts and deductions ware Daid.
Complete PA RT 2~ and/or PART 3^ below.
PART If indicating a different tax rata, please stets
relationship to decedent:
TAX RE TURN - COMPUTATION OF TAX ON JOINTlTRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 $
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7 X
8. Tax Due 8 ~
PART DEBTS AND DEDUCTIONS CLAIMED
a
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above ors true, correct and
complete to the best of my knowledge and belief. HOME C 3d ~ ) ~ ~3 ' ~L ~ ~ Z 'mod '1~
A-we,~ )q. ~ ~~ woRx c ~
DATE ,~