HomeMy WebLinkAbout10-19-10 (2)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AN D
PO BOX 280601 ~- ~ `~ ~'~.`T~CpAYER RESPONSE
HARRISBURG PA 17128-0601 - '
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2~lOOCT 19 PN I~ 37
CLERK OF
ORAH,M1'S COURT
CUMPFf~~~D CC? , PA
REBECCA NEAL
1406 PRINCETON ROAD
MECHANICSBURG PA 17050
FILE 'N0. 21 10-0238
ACN 10117990
DATE' 03-26-2010
EST. OF JOHN NEAL
SSN 211-36-4593
DATE OF DEATH 01-15-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE,
CARLISLE PA 17013
MENBERS 1ST FCU provided the Department with the information below, which has been used i
potential tax due. Records indicate that at the death of the above-named decedent, you were a point owner/benefit
If you feel the information is incorrect, please obtain written correction from the financial institution, attach
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Co
Pennsylvania. Phase call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUC
To ensure proper credit
copies of this notice m
payment to the Register
payable to "Register of
Account No. 238830 - 98
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
Date 03-03-2009
Established
$ 4,107.94
X 50.000
$ 2,053.97
X .045
$ 92.43
PART
NOTE: If tax payments a
months of the decedent's
deduct a 5 percent disco
Any Inheritance Tax due
nine months after the da
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
® CERTIF.
I calculating the
ary of this account.
copy to this form
imonwealth of
IONS
the account, two
accomparo
Wills. Make check
1s, Aeant".
made within three
to of death,
on the tax due.
1 become delinquent
of death.
u
A. The above information and tax due is correct.
Remit payment to the Reaister of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or check box "A" and return this notice to the Ra ister of
C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenu .
BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania In eritance Tax return
ONLY to be filed by the estate representative.
C. ~ Tha above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3~ below.
PART If indicating a different tax rate, please state
5
f `,
Y
3, ,i
Z^ relationship to decedent: ~
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TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS. .
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LINE 1. Date Established 1
2. Account Balance 2 ~ ~ ~~`' {'"~ ~ "A'~" ~<~~'~
3. Percent Taxable 3 X
ss,
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4. Amount Subject to Tax 4 ~ '
`
5. Debts and Deductions 5 - ~ ' ` '"°~
~~
1 ' f'~
6. Amount Taxable 6 ~
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7. Tax Rate 7 X fX' "`''
8. Tax Due 8 ~
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PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
__ IuIAL CCnLer on Line 5 of Tax Computation) #
Under p al es of perjury, I declare that the facts I have reported ove are qtrue, tort ct and
comple t e best o my k owledge and belief. HOME C~1 ) 6 /~
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