HomeMy WebLinkAbout02-02-12
BUREAU OF INDIVIDUAL TAXES
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REY• V'FP W~ lyi ` PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
~~ AND
TAXPAYER RESPONSE
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FILE
ACN
DATE -
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N0. 21 6/,~j~
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12104014
O 1-17 =p20~~ 2
TYPE: OF~ -ACCOUNT
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EST. OF DAVID A ZEIGLER ~ SAVINSs
SSK :200-52-40$9 , .
CHECKING
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F DATE OF DEATH ~ D 8 - Ob'- ~~ 1 L '~ `*RUST
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Ct1111dT7t ~] CERTIF.
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R~NIT PAY~1fNT AND FDRMS TD:
RUTH L ZEIGLER.`. R~EGIST~R~,OF,<~IILLS _
APT H _ 1_ COURTHb:USE SQUARE ;
117 S CHE£rTNUT~ ST CARLISLE PA 17013,
MECHANICSBURG PA 17055-6577
SOVEREIGN SANK provided the department with the information below, which was used in calculating the inheritance. tax due.
RecordS~,indicate that at the death of the above-.named decedent. you, were a ,point owner/beneficiary of this account. If you Ore the,-gpoU;e,,of the
dtc44pps and:any rlBwunt other than zero. is reflected below on the Potentlal Tax Due 11ne, note no tax "mey ~e dye, bllt" you Must
notify~he deppartiieht of your relatlonshlp to the deceased by checking Box C 'in PART 1 below and writing "spouse" 1n ~ART'2.
If you believe the information is incorrect, Dl ease"obtain written correction from the financial institution, attach a copy to this form and return
it to the above address. Please call 717-787-8327 with questions.
CO'MPLET~ PART' 1 BELOW'* SEE REVERSE SYDE FzOR ~"~ING ACID' IaA`f1~1~~IT fNSTRUCTI0N5
Account No. 1681723808 Date 11-18 -1998 To ensbre proper erodit to the ata6unt, two
Established _ copies of this notics must accoiMpargr
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payment to the
RS93ster of Wills. Make.. chock
Account Balance 6 091.26
~ payable to "Resistor of Wills. Aeont".
Percent Taxable X 50.000
NDTEs If tax psyants are aacN within thrw
Amount Subject to Tax ~ 3, 045.63 months of the decedent's data of death,
Tax Rate X .15 deduct a 5 perceht discount an 4M tax'dw
Ary'inharitance taoc'Ow frill Mcwi delineuant
Potential Tax Due 456:'84 nm rainths after tM data 6'f do`ith:'
ART ~ - ~
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A Thd above infbrsation ahd tax 'flue ii:corrict.
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Rsmitpsywani:rEo thr.RaOistarr,af Nilltwith two aopies_eti.this=potiewr to obtain... `r
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' a discount or 'avoid` intarf3t ~trr'rt4ui~YY khis'rrotiu tQ the Rapistar of WilIr`and ~ +
r: CHEC~ an offitial assdssmant will be isswd by thr P'A Ospartb~M of Revenue.'
{ ONE ~ ,. ,.
L BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inii~ritanco tax return
.ONLY f" ad by the estate reprosentativo.
C. The above info fort is incorr ct and/or debts and deductions wore paid..
Complete PART 2 and/or PART 3~ below.
p/~T If indicating a different tax rata. lease state •
• ri'xaE'1dn3hiP to decedent: -~Q~~--
TAX RETURN -;'~ALGULATION OF TAX ON JOIN /TRU T ACCOUNTS
LINE 1. Date 8'8tatriashod_. l~r; °_ t'` - . ~4 ,.. _.
2. Aeeot~a! Bslaaei 2 . $~ ~ ;
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4. Amount Subject to Tax 4 ~ ~ ~J~ R
5. Debts and Deductions 5
6. Amount Taxable 6 $ ~ 3'~ ~+ ` 3'
7. Tax Rate 7 X
_8. Tax .Due 8 $ C7
PART DEBTS AND DEDUC7IDNS `CLAfMED `" ' "" ` `'
0 ,
DATE PAID. PAYEE DESCRIPTION AMOUNT PAID
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