HomeMy WebLinkAbout01-14-11PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AN D
Po Box zao6ol TAXPAYER RESPONSE
HARRISBURG PA 17128-0601
REY-1543 EX AFP (OB-08)
FILE N0. 21 - ~ ~ - ~~~
ACN 10147078
DATE 08-25-2010
YVONNE J CAPAZO
187 ASHFORD DR
ENOLA PA 17025
EST. OF RUTH M CAPAZO
SSN 300-38-4033
DATE OF DEATH 07-08-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
ORRSTOWN BANK provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of
Pennsylvania. Please call 1717) 787-5327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 103003372 Date 04-09-2002 To ensure proper credit to the account, two
Established copies of this notice must accompany
4 ~ 787.74 payment to the Register of Wills. Make check
Account Balance $
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject to Tax ~` 797.97 months of the decedent's date of death,
Tax Rate X ~ lrj deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $` 119.70 nine months after the date of death.
P~T TAXPAYER RESPONSE
1 ~ ~\
~ ~~ ~ ~`
A. ^ The above information and tax due is correct. ,_
Remit payment to the Register of Wills with two copies of this notice to ain ---•~ ~]
C H E C K a discount or avoid interest, or check box "A" and return this notice to ~gister of^µ ~~~~~~
ONE Mulls and an official assessment will be issued by the PA Department of Rg~. vy~ , '. •-~
__~_~C7
B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsvlvan~ ~h~tance Tax return _-~
ONLY to be filed by the estate representative. ~_~, ~ ~ ,C' :_~:~
C. dThe above informs ion is incorrect and/or debts and deductions were paid. ~ -''
~..~~~~
Complete PART ~ and/or PART ~ below. -,~~^;--~ ,, -r
~..
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 \ ,,\\\ \ \~p p
4. Amount Subject to Tax 4 $ \ ,\\\\ \\,~ p
5. Debts and Deductions 5 - \ \ \ \\\. \ \\\ '•~ 0
6. Amount Taxable 6 +~ ~ \ \\~~~
\\
7. Tax Rate 7 X ~~~ ~\ \ ~~
8. Tax Due 8 ~` ~ \ \\~
. ~ ~ ~ ~ ~:.
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
4 D a0l0 ; ; ~ --
~vrn~ ~r=n~cr- vn Lane 7 ~T IaX GOmpULaLlOn) $
Under penalties of perjury, I declare that the facts I have reported above are true, correUct and
co plete to the best of my knowledge and belief. HOME CTl~ ~ ~!(QO'S~Z y
WORK ('7!'1 ) N(o0- s77 ~ ! ~ 11
T PAYER GNATUR TELEPHONE NUMBER ATE
~~~~~~
~./~11 L........ E....~.r~.~ ~
100 MOUNT ALLEN DRIVE, MECHANICSBURG, PA 17055
VONNIE CAPAZO
187 ASHLAND DRIVE
ENOLA, PA 17025
Form PB-01
RESIDENT # UNIT STMT. DATE
80705 258 W 09/30/2010
RESIDENT S
Mrs. RUTH M. CAPAZO
TOTAL AMOUNT DUE $0.00
DATE DUE 10/31/2010
S
DATE
DESCRIPTION
RATE Days/
Units - _ -------_
CHARGES
CREDITS _.
BALANCE
Balance Forward 5,760.62
09/20/2010 PAYMENT RECEIVED -THANK YOU! ! ! 5,760.62 0.00
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RESIDENT # CURRENT OVER 30 OVER 60 OVER 90 OVER 120 TOTAL AMOUNT DUE
8o7os o.oo o.oo o.oo o.oo o.oo so.oo
RESIDENT NAME Mrs. RUTH M. CAPAZO iw~'r~~"
Please make check payable to Messiah Village.
A 1 % finance charge may be assessed on accounts for which payment has trot been received by the due date. Thank you!
If you have any questions or concerns about your bill, please address them directly to Fiscal Services at 790-8220. Thank You!
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