HomeMy WebLinkAbout10-01-10_ _ __ _ _
_ _-.~ .
_ ---- -
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE N0. 21'-o-ofooZ
OUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-D601
?"~ -. !~ :. Da TAXPAYER RESPONSE ACN 10154986
~,G-s-i~l ~a ~~~..~~ ~ ~~ ~ c
{•
t~,~
G~F.~K OF
4OP~'r-iA~N'S COl!' - ,
DAVID L BOYER SR
761 MIDWAY RD
YORK HAVEN PA 17370-9752
DATE 09-28-201D
TYPE OF ACCOUNT
EST. OF MILDRED M GROVES ^ SAVINGS
SSN 165-36-945 ® CHECKING
DATE OF DEATH 02-09-2010 ^ TausT
COUNTY CUMBERLAND ! ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS II
1 COURTHOUSE SQUARE ',
CARLISLE PA 17013
iOVEREI6N BANK provided tlu Departwent with the inforwation below, which has boon
ware a 3oint owner/b
d
t sa
f
na d in caleulatin0 the
iciar7~ of this account.
, you
en
,otential tax duo. Records indicate that at the death of the above-pawed dece
lease obtain written correction frow the financial institution, a
t `1
to ~h s copy to this forty
, p
[f you foal the inforwation is incorrec
end return it to the above address. This account is taxable sn accordance with the Inherstance Tax laws of
_ ha lCowwonwaalth of
- : - --`-.
~ennsylvapia. Rlesse call (ill) 7i7-i327 wi#fi_~wstiensr__ ___ __-~ __
REVERSE SIDE FOR FILING AND PAYMENT INS R~ ICTIONS
COMPLETE PART 1 BELOW * SEE
Account No. 0771031106 Data 01-28-1997 To ensure prover cre
tfe
thi it~to the account, two
w~st accowparo
s no
Established copies of
paywent to the Regis •r'',of Wills. Make check
Account Balance ~ 713 • 34 payable to "Register of'Wills, AOent".
Percent Taxable X 50.000
NOTE: If tax psyun
s pro wade within three
Awount Subject to Tax $ 356.67 wonths of the deeede t'S data of death,
1Rj deduct a 5 percent d scrunt on the tax dw.
Tax Rata ~( ,
Aro Inheritance Tax ue,will beeowe delingwnt
Potential Tax Due ~ 53.50 nine wonths after th d t. of death.
PART ~. ' Ti1XP;aYE _Rg. P NSE
a
A. ^ The above inforwation and tax dw is Correct.
r of Willa with .two copies of this notiu to
R
i
t
th
obtain
eO
R
e
s
Rwit.payw.nt to
a discount or avoid inteNat, or eh~ek box °A" and return this notiea to the Register of
~
Wills and an official assesswent will be isswd by the PA Departwent of
CHECK ev
nw.
C ONE
BLOCK B. ^ Tha above asset has been or will be reported and tax paid with the Pennsylva
is InMritana Tax return
ONLY to be filed by the estate representative.
C. ~ Tha above info son is incorr t and/or debts and deductions ware paid. ~
PART r 2 and/or PART ~ below.
t
l
e
Cowp
e
PART If indicating a different tax r~~ + yleasa state
V
a relationship to decedent: /
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 ~ ~ ~~~ 3
3. Percent Taxable 3 Xri D
4. Awount Subject to Tax 4 ~ .3 ~6 '67
5. Debts and Deductions 5 -
~ 3 ,6 7
6. Awount Taxable 6
7. Tax Rata 7 X
8. Tax Due 8 ~ ~~Dy~
DEBTS AND DEDUCTIONS CLAIMED
PART
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
a._.., ~
Undy'(' penalties of perjury, I declare that the facts I have reported above are t
~ o6dlatJ~~taha bo ~tlof w~y1 ~ owledg• and belief . HOME C 7~ 7 ) ~
/i ~ ,Y-l LC WORK C'7! y )
icorrect and
r y
!- 7 0
ATE