HomeMy WebLinkAbout10-18-10 (3)BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
FYIRRISBURG PA 17128-0601 ~
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PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
AND
~.~~~~~~ ~~XPAYER RESPONSE
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2010 OCT ~ 8 PM t ~ d3
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CUP~BERLA~iO E:C~ : PA,
** LORI NEAL
1406 PRINClTON ROAD
MECHANICSBURG PA 17050
FILE N0. 21 10-0238
ACN 10117987
DATE 03-26-2010
EST. OF JOHN NEAL
SSN 211-3b-4593
DAT& OF DEATH 01-15-20I0'',
COUNrPY CUMBERLAND
REMIT PAYMENT AND FORMS T0: II
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
® CERTIF.
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MEMBERS 1ST FCU provided the Departrent with the intonation below, which has been used }n calculating the
potential tax due. Records indicate that at the death of the above-oared decedent, you were a point owner/benefidiary of this account.
If you feel the infanation is incorrect, please obtain written correction fror the financial institutiortr 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 aronwoalth of
Pennsylvania. Please call C717) 787-8327 with questions.
`COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRU TIONS
Account No. 238830-46 Date 05-07-2009 To ensure prover credit ta~ the account, two
Established copies of this notice rust aceorpany
payrent to the Resister of Wills. Make check
Account Balance ~ • 00 payable to "Resister of Wi is, Agent".
Percent Taxable X 50.000
NOTE: If tax payrents are
^ade within three
Amount Subject to Tax ~ .00 aonths of the decedent's d to of death,
t
T
R ~( , 00 deduct a 5 percent discoun on the tax due.
e
ax
a Any Inheritance Tax due. wi 1 beco~e delinquent
Potential Tax Due ~ • 00 nine aonths after the date of death.
PaRT TAXPAYER. RESPONSE
A. The above inforaation and tax due is correct.
Resit peyaent to the Resister of Wills with twa 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 ONE ~ Wills and an official assessrant will be issued by the PA Departrent of Revenue.
BLOCK B. ~ The above asset .has bean or will be reported and tax paid with the Pennsylvania Inheritance Tax return
ON L Y to be filed by the estate representative.
C. ~ Tho above inforra son is incorrect and/or debts and deductions were paid. i
Corplete PART 2~ and/or PART a below.
PART If indicating a different tax rate, Please state ~~
a relationship to decedent:
a
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
q: ! " ~:
LINE 1. Data Established 1
2. Account Balance 2 ~
3. Percent Taxable 3 X au,,
~~
4. Amount Subject to Tax 4 ~ ~'>,'Yt
5. Debts and Deductions 5 ~ ~*,
6. Amount Taxable 6 ~ ~~~
X ~ `~~~.
7. Tax Rate 7
8. Tax Due 8 ~ ~~
? ~ _ ~~.
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) 6
Under penalties of perjury, I declare that the facts I have reported above are true, corr ct and
complete o th best of my knowledge and belief. HOME C ~ )
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