HomeMy WebLinkAbout03-07-11 (2)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AN D
Po Box 280601 TAXPAYER RESPONSE
HARRISBURG PA 17128-0601
REV-1543 EX AFP <08-OB)
GEORGE E STUART
8006 EVELYN STREET
HUMMELSTOWN PA 17036
ACN 11112349
DATE 02-23-2011
EST. OF JACQUELIN R STUART
SSN 186-28-5943
DATE OF DEATH 10-06-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
YJACFIOV I A BK NA 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 (717) 787-8327 with questions.
COMPLETE PART 1 BELOW.*''~~.SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. ' 1010147114673 1 Date 08-29-2006 To ensure proper credit to the account, two
Established copies of this notice must accompany
..
~'~ payment to the Register of Wi11s. Make
Account Balance
7
003
81
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$
,
.
payable to
Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within 1
Amount Subject to Tax $ 3, 501.91 months of the decedent's date of death,
Tax Rate ~( l~j deduct a 5 percent discount on the tax c ,i,,
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Any Inheritance Tax due will become deli
Potential Tax Due $ 525.29
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A. ~ The above information and tax due is correct. .. x ~;
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Remit payment to the Register of Wills with two copies of this notice to obtain ~ .% O `'
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a discount or avoid interest, or check box "A" and return this notice to the Register of
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Wills and an official assessment will be issued by the PA Department of Revenue.
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B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax i .:
0 N L Y to be filed by the estate representative.
C. The above intorma ion is incorrect and/or debts and deductions were paid.
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TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS `,~~
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LINE i. Late tstablished 1 .
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2. Account Balance 2 $ `~ ~\ \~ \ \~
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3. Percent Taxable 3
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Amount Subject to Tax 4
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5. Debts and Deductions 5 -
6. Amount Taxable 6
7. Tax Rate 7 X ~'\ ~~~
8. Tax Due 8 $ \ ~ ~~ ~Q~°~~ ~. ~~
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION .AMOUNT PAID
Under enalties o erjur I declare that the facts I have reported above are true, correct and
comple to the k wledge and belief. HOME C'~`1 ) ~~!^~.~ /-~~Ef
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,XPAY SI ATUR TELEPHONE NUMBER DAT
TOTAL CEnter on Line 5 of Tax Computation) S
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