HomeMy WebLinkAbout07-08-10 (6)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
euREAU DF INDIVIDUAL TAXES ~: AND FILE N0. 21 10-0344
PD soot zso6ol ,~ •,~ ~` ~~TXPAYER RESPONSE ACN 10132198
IMRRISBURG PA in2a-osoi ~,_,~~[„ ~,- ~~~?;~ DATE 06-09-2010
~av-sca cc ~r toe-oa,
~~~ JU~ _$ PM (l ~~ TYPE OF ACCOUNT
EST. OF GILBERT K SHIRK ^ sAVINGs
SSN 179-09-9036 ^ CHECKING
~ DATE OF DEATH O 1- O8 - 2010 ^ TRUST
~ COUNTY CUMBERLAND ® CERTIF.
' REMIT PAYMENT AND FORMS T0:
LEONA FICKEL REGISTER OF WILLS
124 OLD FORD DR 1 COURTHOUSE SQUARE
CAMP HILL PA 17011-8352 CARLISLE PA 17013
FIRST NB OF PENNSYLVANIA provided the Departaent with the inforwation below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-naaed decadent, you were a point owner/beneficiary of this account.
If you feel the intonation is incorrect, please obtain written correction frog the financial institution, attach a copy to this fore
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Coraonwaalth of
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUICTIONS
Account No. 10109075 3 Date 07-22-2008 To ensure prover credit to the account, two
E stablished copies of this notice au;t aceoaparo
payaent to the Register of Wills. Make chock
Account Balance ~ 30 ~ 940.66 pavabla to "Register of Wills, A6ent".
Percent Taxable X 16.667
NOTE: If tax payaants ale ^ade within three
Aaount Subject to Tax $ 5,156.88 aonths of the decedent's data of doath,
Tax Rate X .045 deduct a 5 percent discount on the taz due.
Any Inheritance Tax due wil L becoae delinquent
Potential Tax Duo ~ 232.06 nine months after the dake of death.
P
T TAXPAYER RESPONSE
~
1 ,
~
'.
A. ^ The above info raation and tax due is correct.
Reait paya ent to the Register of Wills with two copies of this notice to obtain
C HECK a discount or avoid interest, or check box "A" and return this notice to the Register of
Wills and an official assessaent will be issued by the PA Departaent of Revenue.
C ONE
BLOCK B. The above asset has been or will be reported and tax paid with the Pennsylvania Ihheritance 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 ware paid.
Coaplete PART 2~ and/or PART 3^ below.
PART If indicating a different tax rate, please state
Q relationship to decedent: ~ -
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Aaount Subject to Tax
5. Debts and Deductions
6. Aaount Taxable
7. Tax Rata
8. Tax Due
PART
3^
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4 ~
5 -
6 $
7 X
8 $
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
coeplete to the best of any knowledge and belief. HOME C'7/7 ) 7~).d1D
. , .. ,.
WORK C )
~ • a ~ ~>o
DATE
DATE PAID PAYEE DESCRIPTION AMOUNT PAID