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PENNSYLVANIA INHERITANCE= TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ,- - +r~ A N D
PO BOX 280601 s C1 `.rY~~~\J~
HARRISBURG PA 17128-osol ( 1 AX P AY E R R E S P O N S E
I~.,v r ~ i.~ 1
REV-1543 EX"ItFP' Cd8-~) ~
FILE N0. 21
ACN 11113114
DATE 02-25-2011
~~ ~ ~~~ _3 ~ ~~ ~ # I TYPE OF ACCOUNT
EST. OF ROBERT J JONES ~ SAVINGS
CLERK V~ SSN 185 - 34 - 0982 ~ CHECKING
~,~ CQL~~ DATE OF DEATH O 1 - 29 - 2011 X^ TRUST
CUMBEP~.At~f~ v~., PA COUNTY CUMBERL ND ~ CERTIF.
REMIT PAYMENT AND FORMS T0:
DEANNA M JONES REGISTER OF WILLS '~
4 APPALOOSA WAY 1 COURTHOUSE SQUARE
CARLISLE PA 17015 CARLISLE PA 17013
METRO 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) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 626942924
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
Date 08-08-2008
Established
$ 245,440.38
X 100.00
$ 245,440.38
X .15
$ 3b,816.06
PART
TAXPAYER RESPONSE
~~ ~~~~ ` .
~~~~~
SSMEN~'
A. ^ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notic
C H E C K a discount or avoid interest, or check box "A" and return this notice
0 N E Wills and an official assessment will be issued by the PA Department to obtain
to the Register of
of Revenue.
B L 0 C K B. The above asset has been or will be reported and tax paid with the Penns
0 N L Y to be filed by the estate representative. lvania Inheritance Tax return
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3~ below.
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
L1Nt i . Uate Established 1 ~~ ~ ~~
"`~~~ ~\\OF
PA DE
PAD ~'~
1 ~~. ""` '~ ~~
~I \ F
TM ~UE
~~~~ ~`• `°
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0~~0~~ ~~~~~o~~~~\~ ~~~ ~~~~~
2. Account Balance 2 $ 2 ~~ ~~~ ~~~~~~~~~~ ~\y
3. Percent Taxable 3 X 3 ~~\~
~~~ \\ ~~
~
~ ~~
4. Amount Subject to Tax 4 +fi
4 ` ~~~~\\ ~ ,
5. Debts and Deductions 5 - r~ \~~~~~~~~~~~ ~~~
6. Amount Taxable 6 $ 6
~~~
~\~~
7. Tax Rate 7 X \' 7
8. Tax Due 8 $ ~ 8 ~~~"
PART DEBTS AND DEDUCTIONS CLAIMED
a
DATE PAID PAYEE DESCRIPTION I AMOUNT PAI D
.+~ ~c„~c, v„ Li„c 7 UT 17x l.OmpULaL1~DnJ I $
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief. H 0 M E C )~
AYER SIGNA
WORK c ~~
TELEPHONE NLIMBE
To ensure grope credit to the account, two
copies of this otice must accompany
payment to the egister of Wills. Make check
payable to "Reg-ster of Wills, Agent".
NOTE: If tax pl ments are made within three
months of the d cedent's date of death,
deduct a 5. pert nt discount on the tax due.
Any Inheritance ax due will become delinquent
nine montFls after the date of death.
DATE
WILLIAMS ~ COLILSON
Arr~aNEVS rr ~Aw
ONE GATEWAY CENTER
420 FORT DUQUESNE BOULEVARD • 16`h FLOOR
PITTSBURGH, PA 15222
(412) 454-0200 FAX: (412) 281-6622
Linda P. Anthony
Estates and Trusts Paralegal
(412) 454-0235
lanthony a williamscoulson.coin
May 31, 2011
Glenda Farner Strasbaugh, Register of Wills
Cumberland County
One Court House Square
Carlisle, PA 17013
Re: Robert J. Jones Estate
File No. 21-11-526
Dear Ladies and Gentlemen:
Our office re resents Deanna M. Jones ash
p t e surviving spouse of RobE.,rt J. Jones, a
Cumberland County resident who died on January 29, 2011. Mrs. Jones rec ived the enclosed
Information Notice and Taxpayer Response regarding Metro Bank account 26-942-924.
The above-referenced account will be included as an asset on the Penr~syly nia Inheritance Tax
Return.
Should you have any questions, please feel free to give me a call. ~.,,,
c_.
~ ~
Sincerely yours, n ~ ;~ ~.f~ =~-
~~
• ~
c,,,~ ~ ~.t i ,-
--mot ~.:~
Linda Anthony ~ ~~ >
v .__ ~..
Enclosure ~ -~~
cc: Mrs. Deanna M. Jones
Daniel P. Johnson, Esquire
{WC498918.1 }
WILLIAMS COULSON JOHNSON LLOYD PARKER & TEDESCO, LLC
IRS CIRCULAR 230 TAX ADVICE DISCLAIMER: Any federal tax advice contained in this a~mmu ication (including
attachments or enclosures) is not intended or written to be used, and it cannot be used, for the purpose of (1) avoiding any penalty
that may be imposed by the Internal Revenue Service or (2) promoting, marketing or recommending an transaction or matter.
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