HomeMy WebLinkAbout01-27-11 (2)BUREAU OF INDIVIDUAL TAXES
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Fy1RRISBURG PA 17128-0601
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PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE N0. 21~ 11 - '~~
~~ ^~~(FAX~..,~R~~PONSE ACN 10143453
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~" -~ ~.' 'Iiri C' DATE 07-30-2010
r TYPE OF ACCOUNT
'~I' 31 v`~?4t ~] ~ ~F SHIRLEY K LATIN ^ SAVINGS
SS ~` 188-32-3180 ® CHECKING
C~E~x Oi- ATE DOF DEATH o7-14-2010 p TRUST
OA°I~q~1~~ `'Ot-~II [T PAYMENT AND FORMSLAo D ~ CERTIF.
ANGELA K RILEY ~i~~l?~'r_'~~"~°"~~'J n D1~~
1007 VILLA GRAN WAY (iisTER OF WILLS
FENTON MO 63026 1 COURTHOUSE SQUARE
CARLISLE PA 17013
MEMBERS 1ST FCU provided the Departaent with the infosation balaw, whi eh has been used in calculating the
potential tax due. Records indicate that at the death of the above-naaed dacatlent, you ware a 3oint owner/beneficiary of this account.
If you Peal the inforaation is incorrect, please obtain written correction froa the financial institution, attach a copy to this fora
and return it to the above adtlress. This account is taxable in accordance with the Inheritanc• Tax laws of the Couonwealth of
Pennsylvania. Please call C717) 787-6327 with Questions. -
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 226404-11 Date 01-30-2003
To ensure proper credit to the account, two
Established copies of this notice oust aecoapany
Account Balance S 2, 523.61 payaent to the Register of Wills. Make chock
payable to "Repistar of Wills, Agent".
Percont Taxabia X 50.000
Amount Subject to TiX ~` 1.261.81 NOTE: If tax payaants era aatla within three
aonths of the tlecedent's tlate of death,
Tax Rate X .045 deduct a 5 percent discount on the tax due.
Potential Tax Due ~` 56.78 Aro Inheritance Tax due will becoae delinquent
nine aonths after the date of death.
P~r TAXPAYER RESPONSE
1
A. ~ TM above inforastipn and tax due is corset.
Reait payaent to the 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 Register of
0 N E Wills and an official assessaent will be issuatl by the PA Departaent of Revenue.
BLOCK ~ g, ~ The above asset has Dean or will be reported and tax
ONL Y Daid with the Pennsylvania Inharitanc• Tax return
to bs filed by the estate reprosentative.
C. Tha above info a ion is incorr ct and/or tlebts and tleductions were Daid.
Coaplete PART r 2 and/or PART 3~ below.
PART If indicating a different tax rata, please state
relationship to decadent:
TAX RETURN - COMPUTATION OF TAX O}N 2JOINT/TRUST ACCOUNTS
LINE 1. Data Establishetl 1 I ~:J b - (~
2. Account Balance 2 S ~_ ~ ~ 3. 6 ~
3. Portent Taxable 3_ X ~L7 p f7
4. Amount Subject to Tax 4 ~ /~~n / R' (
5. Debts and Deductions 5 - i4.~G'1 is(„
6. Amount Taxable 6 ~ ('~
7. Tax Rata 7 )(
8. Tax Due g_ $
PART DEBTS AND DEDUCTIONS CLAIMED
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