HomeMy WebLinkAbout11-04-10__ -- --_
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 10-0896
PO BOX 280601 r TAXPAYER RESPONSE ACN 10159841
HARRISBURG PA 17128-0601 ~r ~tt +_ F ~~ ~~-~~~ (~. DATE 10-22-2010
2010 NOY -4 AM 9~ 4~
CLERK OF
('(MAN'S CQURT
JUDY A J Of~~IAN~ C~., PA
200 SULPHUR SPRING RD
CARLISLE PA 17013-8729
' TYPE OF ACCOUNT
i
EST. OF RUTH A LONG ^ SAVINGS
SSN 197-40-6546'.. ^ CHECKING
DATE OF DEATH 07-29-20h.0', ^ rRUST
COUNTY CUMBERLAND ® CERTIF.
REMIT PAYMENT AND FORMS T0: '
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
SOVEREIGN BANK provided the Department with the information below, which has been
potential tax due. Records indiest• that at the death of the above named decedent, you were a ioint owner/I
If you feel the information is incorrect, please obtain written correction frog the financial institution,
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of
Pennsylvania. PUas• call C717) 787-8327 with grgistions.
COMPLETE PART I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT IN!
Account No. 1695214583 Date 05-23-1995
Established
Account Balance ~ 10 ~ 276 .58
Percent Taxable X 50.000
Amount Subieet to Tax $ 5, 138.29
Tax Rata X .045
Potential Tax Due $ 231.22
PART TAXPAYER RESPON
1^
ijn calculating the
:$ary of this account.
p copy to this ion
oYsmonwealth of
IONS
To ensure proper cn~it a the account, two
copies of this notfep ^ sb accompany
payment to the Register oA Wills. Make check
payable to "Regfster'',of ~lls, Agent".
NOTES If tax payme
months of the deced
deduct a 5 percent
Ary Inheritance Tax
nine tenths after t
ri made within throe
¢at• of death,
e usht on the tax due.
e w#11 become delinquent
d t~ of death.
A. ~ TM above information and tax dw is correct.
Remit payment to the Register of Wills with two copies of this notice to'IOb ai~n
a discount or avoid interest, or chock boa "A" and return this notiea tolthe Register of
CHECK Wills and an official assessment will be issued by the PA Department of i~ev nsYe.
ONE i '
~
C
BLOCK 6. ^ The above asset has been or will be reported and tax paid with the Pennsylva~sia Imheritancs Tax return
ONLY to be filed by the estate representative.
C. ^ The '
ct and/or debts and deductions were paid.
above info aeon is incorr
I
~
Complete PART ~ and/or PART L__1 below.
i
PART If indicating a different tax rate, please state
a relationship to decedent:
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 Rata 7 )C
8. Tax Du• 8 ~
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION ~ AMOUNT PAID
TOTAL CEnter on Lino 5 of Tax Computation) ! 3
- i
Under penalties of perjury, I declare that the facts I have reported abo-v~e~1araL~rcueh cprreet a2nd
c lets to the best o my knowledge and belief . HOME C CJ/) .! p ! ~ ~ ~~J
a , ~ n ~~~ WORK C 'Z.U)s~. ~ (o ~ 1 ~U
TAX YER SI ATURE TELEPHONE NUMBER! DA E
i J ~ _