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HomeMy WebLinkAbout12-08-10 (2)PENNSYLVANIA INHERITANCE TAX rr - -,.~ INFORMATION NOTICE R° ,.- BUREAU OF INDIVIDUAL TAXES ( - AND FILE ND. 21 r ~ ~Z6 ~ Po gox zao6ol F; ~ ~ TAXPAYER RESPONSE ACN 1016 763 HARRIS6URG PA 17128-0601 DATE 11-1 -2010 REY-1363 EX ~FP (R8-0R1 CLERK ~F QRR#-~:f~i``~ c~1RT Ct1ME ,; ,ryD CO., F ~. SHUGHART BARBARA 16 RAYLEN DRIVE BOILING SPRINGS PA 17007 E5T. OF GRETTA A OTT SSN i75-34-8390 DATE OF DEATH 11-04-2010 COUNTY CUMBERLAND!, , REMIT PAYMENT AND FORMS TO:~ REGISTER OF WILLS 1 COUR-T HOUSE SQUARE CARLISLE PA 17013 MEMBERS 1ST FCU provided the Departaant with the inforration below, which has been potential tax due. Records indicate that at the death of the above-nsred decedent, you ware a ioint owner/b If you feel the inforration is incorrect, please obtain written correction fror the financial institution, a and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of __ Pennsylvania. Ploas!_call C717~.787-8327. with gwstions. - - - - - - ~ COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INS1 Account No. 204708-11 Account Balance Percent Taxable Amount subject to Tax Tax Rate Potential Tax Due Date 05-03-2001 Established $ 1,260.27 X 50.000 $ 630.14 X .045 $ 28.36 TYPE ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. in calculatin8 the i4iary of this ccount. h a copy to thi forty COrronwealth of IC~TIONS To ensure proper cre~it td the account. two copies of this notice ^ st aceorparry payrent to the ReBis~er ofj Wills. Make the payable to "Reeister,of Llls. AHent". NOTE: If tax payrentls aura rode within fire months of the decade is data of death, deduct a 5 percent disco nh on the tax ue. Arpr Inheritance Tax d a ill becore del qu nine ronths after the da e'of death. P~r TAXPA fit RESPONSE 1 A. ~ The above inforration and tax due is correct. Rerit paywent to the Register of Wills with twa copies of this notice to obta n CHECK a discount or avoid interest, or check box "A" and return this notice to the e0ister of C ONE ~ Wills and an official assessrent will be issued by the PA Departrant of Re~renle,. BLOCK g. ~ The above asset has been or will be reported and tax paid with the Pennsylvania I~hleritance Tax turn ONLY to be filed by the estate representative. C. © Tha above infona ion is incorroct and/or debts and deductions were paid. Corplete PART ~2 and/or PART a below. i PART If indicating a different tax rate. please state relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/T UST ACCOUNTS - - _ LINE 1. beta Established 1 GU ~~3~' ~1r1 2. Account Balance 2 $ ~: d~~ as7 3. Percent Taxable 3~ ,Ov O 4. Amount Subject to Tax 4 $ l4~ . l~ 5. Debts and Deductions 5 - CJ~~D l ~~ 6. Amount Taxable 6 ~ '` 7. Tax Rate 7 X ~ ~d7_ 8. Tax Due 8 $ .~ ~ ~ A PART DEBTS AND DEDUCTIONS CLAIMED a ~~ ~~ DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax ComputatiorJ i , Under penalties of perjury, I declare that the facts I have reported above are true, gormect a//nd comp/~le~te to the best of/my kno/wl~dge and belief. HOME C ~ ) ~ ~" ll(O ~ ~( :YJ~S ~i~.iil ~ /1~~~.rL1.Y.c~ WORK C ) ~~ ~ a~i,