HomeMy WebLinkAbout08-21-12~ PENNSYLVANIA INHERITANCE
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ,^~,,
PD Box znobBl ~~y~~ ~ AND
HARRISBURG PA 17128-0601 ~, 4Fi n TAXPAYE R RE SPO N S E
FOE, BbyEN
FILE N0. 21 ~°~- ~~
ACN 12144740
DATE 08-13-2012
~t~i2 AUG Z I AM 9~ 47
ORPhil~d'~ CJUR;.
CUMBERLAND CO., PA
JAV E SMITH
436 GOODYEAR RD
GARDNERS PA 17324-9309
EST. OF EDWARD S SMITH
SSN 18E~-10-3037
DATE OF DEATH 07-12-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND 1=0RMS TD:
REGISTER OF WILLS
1 COURTHOUSE SUUARE
CARLISLE PA ].7013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
PNC BANK NA provitletl the deDa rtment with the information below, which was used in calculating the inheritance tax due.
Recortls intli cote that at the death of the above-named tlecetlen t, you were a joint owner/beneficiary of th's account. If you are Lhe Spouse Of the
deceased and any amount other than zero is reflected below on the Potential Taz Due line, note no tax may be due. but you must
notify the deDa rtment of your relationship to the deceased by checking Box C 1n PART 1 below and writing "spouse" to PART 2.
If you believe 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. Please call 717-]8]-8327 with questions.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYNENT INSTRUCTIONS
Account No. 5005251768 Date 03-24-2010
Estahlishetl
account Balance $ 7.529.00
P er<ent Taxable X 50.000
Amount Subject to Tax $ 3.764.50
Tax Rate X .045
Potential Tax Due g 169.40
TAYDAVCD DCCDAAI~
To ensure proper cretlik to the accquntr two
copies of this notice oust accgnpanv
pavnent ko the Register of Wills. Make check
oayabla to "Register of Wills, Agen k•'.
NOTE: If tax paynenks are node wikhin kh ree
nonths of khe decedent's tlake of death.
detluck a 5 percent tli scounk on the tax due.
Am inheritance tax due will becone delinquent
nine nonths after the tlata of tleath.
A. ~ The above information and kax due is correct.
Renit paynent ko the Register of Wills with 4wo copies of thi!: notice to obtain
CH EC K a discount or avoid interest, or return this notice fo the Register of Wills antl
ONE an official assessment will be issued by khe PA Oepa rtnenk of Revenue.
BLOC K B. ~ The above asset has been or will be reported and tax paid with they Pennsylvania inheritance tax return
ONL Y filed by 4he estate representative.
C. ~ The above info rna ion is ineor reck and/or debts and tleductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different tax rake, please skate
relationship to decedent:
TAX RETURN - CALCULATION
LINE 1. Date Established
2. Account Balance
3. Peregni Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rake
8. Tax Due
PART
DATE PAID PAYEE
OF TAX ON JOINT/TRUST ACCOUNTS
1
2 $
a X
4
5
6
8
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TAJCP A7CFR SIGNATURE TELEPHONE NUMBER DATE
Under penalties/of per3ury, I declare khak the facts I reported above ~afre ~~ue, < rre ct antl //^7
< etc to kA,{ bes m~ledge and belief. HOME C /~~) ~~~ ~T /~~
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