HomeMy WebLinkAbout10-18-10 (2)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AN D
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HARRISBURG PA nlza-o6o1 _ ',_~~'~~~.>'r:. '" TAXPAYER RESPONSE
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FILE N0. 21 10-0238
ACN 10117989
DATE 03-26-2010
2Q 10 OCT 18 P8 I ~ 03
CLERK OF
ORPHA4~1'S OURT
CUl~B~Rl.,4~l~ G{~ , PA.
** LORI NEAL
1406 PRINCETON ROAD
MECHANICSBURG PA 17050
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
YPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provided the Departaent with the inforaation below, which has been used ~in calculating the
potential tax duo. Records indicate that at the death of the above-naaed decedent, you were a ioint owner/banefi iary of this account.
If you feel the inforaation is incorrect, please obtain written correction froa the financial institution, attach a copy to this fora
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the C ~uohwealth of
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRU TIDNS
Account No. 238830-55 Date 08-01 -2009
To ensure proper credit t the account, two
Established copies of this notice aus acCOaparar
payaent to the Register o Wills. Make chock
Account Balance 2, 110. 02 "
i "
payable to
Register of W lls, Agent
.
Percent Taxable X 50. 000 i
Amount Subject to Tax
$
1
055
01 NOTE: If tax payaents ar
' ^ade within three
,
. aonths of the decedent
s ate of death,
TaX Rate ~( , 00 deduct a 5 percent discou t on the tax due.
Potential Tax Due
$ . 0 0 Any Inheritance Tax due w 11 beeoae delinquent
nine months after the dot of death.
P~T TAXPAYER RESPONSE -
1
A. The above inforaation and tax duo is correct.
Reait payaent to the Register of Wills with two copies of this notice to obtai
CHECK a discount or avoid interest, or check box "A" and return this notice to the R gister of
C 0 N E ~ Wills and an official assassaent will ba issued by the PA Departaent of Revenu'gII.
BLOCK B. ~ Tha above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
ON L Y to be filed by the estate representative. i
C. ~ Tha above inforaa ion is incorrect and/or debts and deductions were paid. Ii
Complete PART ~ and/or PART ~ below.
PART If indicating a different tax rate, please state *~'~~ <.i'."
relationship to decedent: :~.E ~' ~'," i~~' `r
s ~,~ ' ~a~
TAX RETURN - COMPUTATION OF TAX. ON JOINT/TRUST ACCOUNTS F~~w,x ~~~ ' `
LINE 1. Date Established 1
2. Account Balance 2 $ ~ ~,~,i,
3. Percent Taxable 3 X ~ _ "~ ?
4.
Amount Subject to Tax
4
$ a.
~,
5. Debts and Deductions 5 - <;~
r "
6. Amount Taxable 6 ~ ; ~ r ~~w ` r
i
7.
Tax Rate
7
X ,.
.$
.~ r - ' .,q
8. Tax Due 8 ~ j:~~,
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOllNT PAID
TOTAL CEnter on Line 5 of Tax Computation) t
Under penalties of perjury, I declare that the facts I have reported above are true, eor ect and
comple ~to/~the best/ of my knowledge and belief. HOME C )
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