HomeMy WebLinkAbout10-19-10 (3)BUREAU OF INDIYIDUAL TAXES
PO BOX 280601 r~:~
HARRISBURG PA 17128-0601 °-'~°
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REY-1543 IX 11f h ~Fl~.iey .
PENNSYLVANIA~INHERITANCE TAX
INFORMATION NOTICE
AND
.' '-~F;~;~T~,DLPAYER RESPONSE
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FILE N0. 21 10-0238
ACN 10117986
DATE 03-26-2010
2Q 10 OCT 19 PM 1 ~ 3 7
CLERK of
oRP~v-s coU~r
CUMBER! ~~P~~D ~,Ct„ PA
** REBECCA NEAL
1406 PRINCETON ROAD
MECHANICSBURG PA 17050
EST. OF JOHN HEAL j
SSN 211-36-4593 ',
DATE OF DEATH 01-15-2010 ~'
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE i
CARLISLE PA 17013
MEMBERS 1ST FCU provided the Departaent with the inforaation below, which has bean used i
potential tax due. Records indicate that at the death of the above-mead decedent, you ware a Soint owner/benefic:
If you feel the inforaation is incorrect, please obtain written correction frog the financial institution, attach
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the ro
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUC
Account No. 238830-46
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
Date 05-07-2009
Established
$ .00
X 50.000
$ .00
X .045
$ .00
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
® CERTIF.
~ calculative the
ary of this account.
caps to this fors
aonwsalth of
IONS
To ensure proper credit to the account, two
copies of this notice oust accoapany
payaent to the Register of Wills. Make check
payable to "Raeister of Wi ls, Aeent".
NOTE: If tax payaents are aade within three
aonths of the decedent's d to of death,
deduct a 5 percent discoun on the tax due.
Any Inheritance Tax due wi 1 becoae delinquent
nine aonths after the date of death.
P~T TAXPAYER RESPONSE
1
~`
A. ~}.~Tha above inforaation and tax due is correct.
+u Raait p~raent to the Register 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 Re ister of
C 0 N E ~ Wills and an official assessaent will be issued by the PA Departaent of Revenue.
BLOCK B. ~ The above asset has been or will bs reported and tax paid with the Pennsylvania In eritance Tax return
0 N L Y to be filed by the estate representative.
C. ~ The above infor a ion is incorrect and/or debts and deductions were paid.
Coaplete PART 2~ and/or PART ~ below.
PART If indicating a different tax rate, Please state _ `xr,
~~ ~ ~~d; ' _;
relationship to decedent: ~ '.! G~, 'i' " '~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST 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 ~ ~
it '` ~~
8. Tax Due 8
~
R ~
.mot `^' 4~
s y
PART DEBTS AND DEDUCTIONS CLAIMED
s^ ~,
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) t
Under penalties of perjury, I declare that the facts I have reported a^bove are//~t44rrule, cor act and
complete to a best of my knowledge and belief. HOME C ! n ) (O_//~~
~- WORK ( ail? ) ~0 0
TAXPAYER SIG A URE TELEPHONE NUMBER DATE