HomeMy WebLinkAbout04-07-11 (5)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIOIML TAXES AND FILE N0. 21 10-1231
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PO BOX 280601 ~ •' ~ ~~~ TAXPAYER RESPONSE ACN 111035D5
HARRISBURG PA 17128-0601 ~ ~ ~- ' ~%~ ~ C DATE 01-19 - 2011
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CUMRFL~n1r Cp , PA
KELSEY D SMART
5930 MICHAELE DR
ENOLA PA 17025-1243
EST. OF BENJAMIN H SMART
SSN 185-38-6205
DATE OF DEATH 12-11-201D
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
BELCO COMMUNITY CU 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 ware a ioint owner/banef iciary of this account.
If you foal the inf ormetion is incorrect, please obtain written correction from th• financial institution. attach a copy to this forty
and return it to the above address. This account is taxable in accordance with the Inharitanee Tex laws of the Commonwealth of
Pennsylvania. Please call (717) 757-8327 with ouestions.
COMPLETE PART 1 BELOW a SEE REVERSE SIDE .FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 417410 Date 09-15-1989 7o ensure proper credit to th• account, two
Establishod copies of this notice gust aeeowpary
payment to the Register of Wills. Neke check
Account Balanco g 5,197.41 payable to -Reaistar of Wills, Agent".
Porcont Taxable X 16.667
Amount subiect to Tax $ 866.25
Tax Rate X .045
Potential Tax Due $ 38.98
NOTE, If tax payments era made within three
months of the decedent's data of death.
deduct a 5 pa rcent discount on the tax due.
Any Inheritance Tax due will become delineuant
nine months after the date of death.
A. ~Tha above information and tax due is correct.
Remit payment to the Reaistar of Wills with two copies of this notice to obtain
a discount or avoid intaresL. or cheek box "A" and return this notice to the Register of
CHECK Wills and an official assessment will be issued by the PA Department of Revenue.
ONE
C
BLOCK B. ~ The above asset has boon or will be reported and tax paid with the Pennsylvania Inharitanee Tax return
0 NL Y to ba filed by the estate representa tive.
C. ~ Th• above informs ion is incorrect and/or debts and deductions were Daid.
Complete PART 2~ and/or PART ~ below.
PART If indieatinD a different tax rate, please state
relationship to decedent:
TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Establishod 1
2. Account Balance 2 $
3. Portent Taxable 3 X
4. Amount Subject to Tax 4 ~
5. Debts and Deductions 5
~
6. Amount Taxable 6
7. Tax Rata 7 X
e. Tax Due 5 ~
DEBTS AND DEDUCTIONS CLAIMED
PART
neTF petn PAYEE DESCRIPTION AMOUNT PAID
Under penalties of por~ury, declare that the facts I have reported above are true, corraot (a~pd
Comp is to the best 4f my oWledae and belief. HOME C ~~) ~~~- ~~~ / -
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