HomeMy WebLinkAbout07-11-11BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
~~
nn
~~"'REY-I543 E% AFP ,,(00-`~8)
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
~~ AND FILE
TAXPAYER RESPONSE ACN
l DATE
N0. 21~- i~ -~~JL~~
11130289
05-04-2011
~~tl Jv'~. 1 ~ FE~.IL' ~J
CLERK OF
CUM~~R~AS~~ Ott RTC
ANTHONY L ANDREOLI
640 POTTS HILL ROAD
LEWISBERRY PA 17339
EST. OF ROSALIE ANDREOLI
SSN 184-12-2668
DATE OF DEATH 04-20-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU 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 ioint 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. 127006-11 Date 04-30-2007 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 11 ~ 977 • 15 payable to "Register of Wills, Agent".
Percent Taxable X 8.333
NOTE: If tax payments are made within three
Amount Subject to Tax $ 998.06 months of the decedent's date of death.
Tax Rate ~( , 04j deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 44.91 nine months after the date of death.
PART TAXPAYER RESPONSE
FAI~.IfRE~~~T \E SP N °W~ILL RE, LT IN A ,OFFICI~L~T,4 ASSESSM~T
~~
A. ^ The above information and tax due is correct.
Remit payment 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 Register of
CHECK Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
BLOC K B. ~ The above asset has been or will be reported and tax Daid with the Pennsylvania Inheritance Tax return
O N L Y to be filed by the estate representative.
C. ~he above informs ion is incorrect and/or debts and deductions were paid.
Complete PART ~2 and/or PART ~ below.
PART If indicating a different tax rate, please state ~~ ~~ g FjC~I~L USE ONLY ~ AAE
relationship to decedent: PA DEPARTMENT DF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
p-~ 1 _. __ __ _
LINE 1. Date Established i
2. Account Balance 2 $ ~. ~7• ~5 2
3. Percent Taxable 3 X 3 3
4. Amount Subject to Tax 4 $ 9 9 + y~ 4
5. Debts and Deductions 5 ~~'~~ • JrZ 5
6. Amount Taxable 6 $ ~'~ ~ 6
X 04S
d 7
7. Tax Rate 7
~
$
8. Tax Due $ c 0 . ~~ n .~ ~ `~
~ 0
DEBTS AND DED UCTIONS CLAIMED
PART
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
~.O II C p y 's U.Q I+4~ /17TlRG ~ 2 2
i ~~
i ~~ YF// ~osr 7/D
E6MA~/S Ni'7eAZ TYKE f~t1-L~
v ~ wakE- «-KC~ 2 . z
5 •4
•, ., ., .-~ L7
1 V 1 ML °
Under penalties of perjury, I declare that the facts I have reported above are QtrueQ, correct Jand
com lete to the best o my knowledge and belief. HOME C ~~~ ) 7 30-'S~3 `~
~~ WORK C ) ~~~ 7 7 /~
.X PAYER SIGNATURE TELEPHONE NUMBER DATE
,t. ~. a
USA F ~ 5
_ '~5! ,_
~
~ [[
y
y ,.
,.~
T'7
~,,
~,,
,1'!~
~~
I }
3
d~
m
=, M
~
~
.~ A ~.
A ~ ~
J
i ~ 1^
\
ti
d~` W
~ ~ ~
1
J
~~ M
~ ~
a
~r
a ~~
~ ~_
,aC
~ J
o
~~
~u
~C -.
Q
~J
J
J
iii
iii
i~
~t
•t.~