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HomeMy WebLinkAbout10-18-10 (4)BUREAU OF INDIVIDUAL TAXES Po Box zao6ol HARRISBURG PA 17128-0601 ear-issa i~o ~kdlkdd e~ PENNSYLVANIA INHERITANCE T INFORMATION NOTICE AND ~'~"~`~~~~~- ~AXPAYER RESPONSE piste ~ 1 1t ~~~ ~ ~..~..: J ~ r FILE N0. 21 10-0238 ACN 10117993 DATE 03-26-2010 2pfp OCT 18 PM 1 ~ 03 CLERK 0~ oR>~~s couR~ cu~ss~~~vo ~o . ~a 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 MEMBERS 1ST FCU provided the Departeant with the infor:~ation below, which has beon used potential tax dw. Records indicate that at'the death of the above-naeed decadent, you ware a joint owner/benefi~ If you feel the inforeation is incorrect, please obtain written correction frow the financial institution, attach and return it to the above address. This account is taxable in accordance with the Inheritarrc• Tax laws of th• C Pennsylvania. Please call C717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUI TYPE OF ACCOUNT SAVINGS CHECKING TRUST © CERTIF. calculating the ry of this account. copy to this fore wnweelth of - IOI~S Account No. 238830-99 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due Date 04-06-2009 Established $ 4,088.64 X 50.000 $ 2,044.32 X .oo $ .00 PART A. The above inforeation and tax due is correct. ~ Resit Dayeent to th• 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 aster of C ONE ~ Wills and an official assesseent will be issued by the PA Departeant of Revenue l BLOCK B. ~ Tha above asset has been or will be reported and tax paid with the Pennsylvania Inheritanco Tax return 0 N L Y to be filed by the estate representative. C. ~ The above inforwa ion is incorr ect and/or debts and deductions were paid. ~ Coeplete PART 2~ and/or PART L=J below. ' PART If indicating a different tax rate, please state relationship to decadent: ,s ',/ ° TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ,;,.r LINE 1. Date Established 1 ~'~°~ i ~ ~ ! 2. Account Balance 2 , ~ ~i ~` ,~~ ~ ' ~ I t'( ij ~ ~~i~ n~ Q ~ 3. Percent Taxable 3 ~~ Q 1 M X ~» '~ ` :~ YEv ;u3g 4. Amount Subject to Tax 4 ~ ~ ° ~a~~ ~ its ~ ~ a ~'~ ~ _ , 5. Debts and Deductions 5 - ~ .~~~r'~„ 'z~.:"" ~~~ I ~ Pr' ~ ~~~~u~ss i~!,~ 6. Amount Taxable 6 .::.f ~~, . ~~~, ~ '~~~~ ~ ~ ~~~' 3s~ x~ +~~'~s~' 7. Tax Rate 7 _~ ~,. X ~' 8. Tax Due 8 $ ,-'~ '"` r PART DEBTS AND DEDUCTIONS CLALMED li a DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) 0 To ensure proper credit to the account, two copies of this notice Bust aceoepany payeent to the Register of Wi11s. Make check payable to "Register of Wi ls, Agent". NOTE: If tax payeents arelI~ad~ within three eonths of the decedent's date pf death, deduct a 5 percent diseounlF on the tax due. Any Inheritance Tax due wf~l bpcoee delinquent nine months after the datelof tleath. Under penalties of perjury, I declare that the facts I have reported above are//t~~ryyue, corr ct and complete to the best my Howls ga and belief. HOME C ) 1?~~ ~ WORK C '11x1 ) /.~' Kld~~ ,.~ ~~ c~~ `` rp~'' V` t ' ., ~Y ~~,R R1S n^ ~ e .--~ ~ C ~ ,, ~~ 1V~ U •i Nd a~ 134p~UZ ~a t ~~ - ._ . ~ _..._-