HomeMy WebLinkAbout03-03-11 (2) PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE ~~ 3
BUREAU OF INDIYIDUAL TAXES
PO BOX 288601
WIRRISBURG PA 17128-0601
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4,j AND
TAXPAYER RESPONSE FILE
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DATE Q
N0. 21 - l ~r
10173582
12-22-2010
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CLERK ~F
pP{HryA~N~S,' CO~+URT
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PA
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EST. OF JAY GEIGER
SSN 202-46-5407
DATE OF DEATH 12-12-2010
C:OUNTY CUMBERLAND TYPE OF ACCOUNT
^ SAVINGS
® CHECKING
TRUST
~ CERTIF.
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Cl1MBE!~-A~ REMIT PAYMENT AND FORMS T0:
BARRY E GEIGER
543 GOOD HOPE ROAD
MECHANICSBURG PA 17050 REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
MEMBERS 1ST FCU Drovided the Dapartaent with the inforaetion below, which has bean used in ealeulat inp the
potential tax due. Records indicate that at the death of the above-naaed decedent. you ware a ioint owner/beneficiary of this account.
If you foal the inforaation is incorrect, Dlease obtain written correction frog the financial institution, attach a copy to this fora
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Coaaonwealth of
PannsYlvani a. Please Gall C717) 787-8327 with.qua:tions. ~ - -- - ~~
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 199475-1 1 Date 02-03-2005 To ensure proper credit to the account, two
Established copies of this notice oust accoapany
payaent to the Register of Wills. Make check
Account Balance $ 6 9 9.53 payable to "Register of Wills. Agent".
Percent Taxable X 50.000
NOTE: If tax pavaents are aada within three
Amount Subject to Tax $ 349.77 aonths of the decedent's date of death,
)( , 1 2 deduct a 5 percent discount on the tax due.
Tax Rata A:qr Inheritance Tax due will becoae delinquent
Potential Tax Due $ 4 1 • 9 7 nine aonths after the date of death.
PART TAXPAYER RESPONSE
1^
A. ~ The above inforaation and tax due is correct.
Remit Dayaent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or check box "A" and return this notice to the Realster of
CHECK Wills and an official assessaent will be issued by the PA Departaent of Revenue.
ONE ~
C
BLOCK B. ~ The above asset has been or will 6e reported and Sax Daid with the Pennsylvania Inheritance Tax return
ON L Y to be filed by the estate representative.
C. ~ The above inforaa eon is incorrect and/or debts and deductions were paid.
CoaDlets PART ~ and/or PART 3~ below.
PART If indicatlnB a different tax rata, Plsasa 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 Sub~act to Tax 4 '~-
5. Debts and DeductYons 5
6. Amount Taxable 6 ~
7. Tax Rata 7 X
8. Tax Due 8 s
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have roported above are true, correct and
complete to the best of my knowledge and belief. HOME C
WORK C
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE