HomeMy WebLinkAbout10-19-10 (5)BUREAU OF INDIVIDUAL TAXES
PO BOX 280601 ~~
Fg1RRIS8URG PA 17128-0601
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PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND
inn-,"j ~#~( ~R RESPONSE
w' l..
FILE N0. 21 10-0238
ACN 10117988
DATE 03-26-2010
20100CJ ~ g p~ ~: ~T. OF JOHN NEAL
SSN 211-36-4593
CLERKr)fi DATE OF DEATH 01-15-2010
QRp}~gN'~ vQ~ J~ COUNTY CUMBERLAND
~JM~~~l.~~~lU ~ ~l, PA REMIT PAYMENT AND FORMS T0:
** REBECCA NEAL !` REGISTER OF WILLS
1406 PRINCETON ROAD 1 COURTHOUSE SQUARE
MECHANICSBURG PA 17050 CARLISLE PA 17013
MEMBERS 1ST FCU provided the Department with the information below, which has bean used i
potential tax due. Records indicate that at the death of the above-named decadent, You were a ]oint owner/benefit,
If you feel the information is incorrect, please obtain written correction fros the financial institution, attach
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Ca
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUC
Account No. 238830-55
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
Date 08-01-2009
Established
$ 2,110.02
X 50.000
$ 1,055.01
X .045
$ 47.48
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
i calculating the
ary of this account.
copy to this form
wonwealth of
INNS
To ensure proper credit to the account, two
copies of this notice must accompany
payment to the Register of Wills. Make check
payable to "Register of Wi ls. Agent".
NOTE: If tax payments are ^ade within three
months of the decedent's d to of death,
deduct a 5 percent discoun on the tax due.
Any Inheritance Tax duo wi 1 become delinquent
nine months after the date of death.
u
,., 3
A. ' the above information and tax duo in correct.
~/1i~ Raait payaant 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 Ra ister of
C 0 N E ~ Wills and an official assessment will be issued by the PA Departaent of Revenue .
BLOCK B. ~ The above asset has been or will be reported and tax Daid with the Pennsylvania Inh eritance Tax return
ON L Y to be filed by the estate representative.
C. ~ Tha above informs ion is incorrect and/or debts and deductions were paid.
Caplets PART ~2 and/or PART 3~ below.
PART If indicating a different tax rate, please state `%
relationship to decadent: ~`,
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 ~
~
3 . Pe rc en t T axab 1 e 3 X ~ ;~ ,,,,,,,,,,,~,r;,,,'~" ~~ ~~~ ` ~ ~ ~
4. Amount Subject to Tax 4 $
a,, rj r..,w~w~ ~'n `~ ~'
5. Debts and Deductions 5 - ~„~ ~f ~ ~ { ~~~~~~ ~ '~f -~ ~ ' ~~~~ ~ ~
6. Amount Taxable 6 ~ ~,„ ~ ~
7. Tax Rate 7 X ,.{ : ~_°
8. Tax Due 8 ~ ,,
PART DEBTS AND DEDUCTIONS CLAIMED
!,
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) 4
Under pe alties of perjury, I declare that the facts I have reported above are true, corr ect and
complete 'to a best of my knowledge and belief. HOME ( )
WORK Cpl )
1AArATCR JllanlAlUKt It:LtYHUNt NUM13t:K UAIt
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rs. Lori A. Neat .. ,.:
06 P~eton PA 17050
echaniCSburg,
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