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HomeMy WebLinkAbout12-22-10PENNSYLVANIA INHERITANCE T INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXE$ .;' ; ;i. AND PO cox 260601 TAXPAYER RESPONSE HARRISBURG PA 17126-0 ~ ` itu-nir~e'3"s ~"'Ot t1R1`d~E~' ~~:. « 1, 1 ~6ID OCC 22. AM I I ~ ~'~ Q~ ~~~~T' ~~o co., ARDELLA N STRAW 1000 SHEFFIELD AVE MECHANICSBURG PA 17055-5747 FILE N0. 21 10-0571 ACN 10170529 DATE 12-15-2010 EST. OF WAYNE STRAW SSN 178-16-6478 DATE OF DEATH 04-16-2p1~ COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE ~, CARLISLE PA 17013 I SOVEREIGN BANK provided the Department with the infonation below, which has been wsei potential tax due. Records indicate that at the death of the above-named decedent, you were a ioint owner/bwnef If you feel the information is incorrect, please obtain written correction from th• financial institution, sttac and return it to the above address. This account is taxable in accordance with the Inheritanc• Tax laws of the _. PennsyElvania. P3+esr-ce31 C71i9 7Afi-H32T-xttrtavestiorrs. _ _°_ _. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INStRI Account No. 1685313544 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due Date 12-27-2001 Established $ 43,455.67 X 50.000 $ 21,727.84 X .15 $ 3,259.18 To ensure prober credit copies of this notice ^ payment to the Register psyable to "Register of NOTE: If tax payments months of the decedenjt' deduct a 5 percent disc Aro Inheritance Tax dlue nine months after the, d TYPE OF ACCOUNT SAVINGS CNECKIN6 TRUST CERTIF. ~n ealculatin9 the diary of this account. a copy to this form Rwmonwealth of ~TIONS the account, two aceomparo Wills. Make cheek ls, Agent". made within three rte of death, on the tax dw. 1 become delinquent of death. rnKi TAXPAYER, RESPONSE 1^ A. ~ The above information and tax due fs correct. Remit payment to the Register of Wills with two copies of this notice to dbtaiM CHECK a discount or avoid interest, or check box "A" and return this notice to tie a aster of ONE Wills and an official assesspnt will be issued by the PA Department of Reve ua'i,. [ BLOCK ~ B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inhorftance Tax return ONLY to be filed by the estate npresentatiw. C. ® The above infona ion is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. PART if indicating a different tax rata, p ase state ~ relationship to decedent: ~ ~ e-+ TAX RETURN - COMPUTATION OF TAX ON JOINT/TR-UST 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 Rate 7 X ~ 8. Tax Due 8 ~ ~ PART DEBTS AND DEDUCTIONS CLAIMED i DATE PAID PAYEE DESCRIPTION '~ AMOUNT PAID TOTAL CEnter on Line 5 of Tax ComputatioN i', Under penalties of perjury, I declare that the facts I have reported above are true, co r~ coep~leteJto the best of my knowledge and belief. HOME { ) !li[wLt,Di~ ~. ~ ~ ..r WORK C 1 ~ and --- ~ I i__ ~~- ~,o~ DATE