HomeMy WebLinkAbout08-23-12BUREAU OF INDIVIDUAL TAXES
PO BOX 260601
HARRISBURG PA 17128-0601
REV'1543 EX ~AFP(05 ,I1)
PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
AND
~ TAXPAYER RESPONSE
FILE N0. 21 - ~'a ~ ~7a
ACN 12130724
DATE 05-10-~n1~
'~~~ aUG 23 P~ 12= J 0
~i_~ ; ..
4RPNA,^J'~ ~puR r
CUMBERLAND CO., PA
JOSEPH A GERACI
721 ALBERTA AVE
MECHANICSBURG PA 17050-2272
EST. OF TAMMY M GERACI
SSN 197-50-8383
DATE OF DEATH 10-31-2011
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 CREDIT UNION
ecords indicate that at the death of the above-named decedent.
provided the department with the information below, which was used in calculating the inheritance tax due.
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax ma be due, but
notify the department of your relationship to the deceased brecheckin o Box7Cnin,PART lfbelowaandnwritin you are the spouse of the
If you believe the information is incorrect, lease obtain written correction from the financial institution, attach a co
it to the above address. Please call 717-787p8327 with questions. 9 "SpoUSe" in PART 2USt
COMPLETE PART 1 BELOW * py to this form and return
SEE REVERSE SIDE FOR FILING AND PAYMENT rucro~~.•r..,....
Account No. 74~G~n
PART
- -- •-- uate 05-16 - 1997 -•-- ~ ~ ~~ ~ +vna
Account B Established To ensure proper credit to the account, two
copies
f t
alance
$ o
his notice •ust accompany
Percent Taxable
X 1 , 562.79 payment to the Register of Wills. Make check
payable to "Register
f W
Amount Subject to Tax
16.667 o
ills, Agent••.
Tax Rate $ 2 ( ~ 4 7 NOTE: If tax payments are Wade within three
Potential Tax Due
X
• 045 months of the decedent's date of death,
deduct a 5 percent di
$
1 1 . 7 2 scount on the tax due.
Any inheritance tax due will become deli
TAXPA nquent
nine months after the date of death.
CHECK
ONE
BLOCK
ONLY
YER RESPONSE
FAY~:~Cx Tt!•- ftES~''DitD, 3+(ILi. RESttI.T.f Ttl~.
'SIC iAL i" JISSESS~tEi1~'
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 return this notice to the Register of Wills and
an official assessment will be issued by the PA Department of Revenue.
B• ~ The above asset has been or will be reported and tax
~-/filed by the estate representative. paid with the Pennsylvania inheritance tax return
C• I~ The above informs ion is incorrect and/or debts and deductions were paid.
~j Complete PART 2~ and/or PART 3~ below.
PART If indicating a different
relationshi
t tax rate, please state
TAX
R p
o deceden
ET t:
OFFICLAL 115 tH~.y,
{~ AAF
LINE URN - CALCULATION
1 OF TAX ON JOINT/TRUST ACCOUNTS PA .
[~Ei~AR7i16tiT DF RE1!FNUE
. Date Established 1 PAII
2. Account Balance
2
$
~ a ~ Ys.~,„~ t
'€::
3. Percent Taxable 3 X 2' ~ 1~,,
4. Amount Subject to Tax 4 $ ~ ~.'`
5. Debts and Deductions 5 - _
4 ~ ,^~"~"}'~~~'^s;~`^ h~;~!!~,:,
6. Amount Taxable 6 $
7. Tax Rate 7 X b
8. Tax Due 8 $ 7
PART $
DEBTS AND DEDUCTIONS CLAIMED
DATE -PAID PAYEE•
DESCRIPTION
vl AMOUNT PAID
undo TOTAL (Enter on Line 5 of Tax Comoutar;.,.,,
~E perJUry, I declare that the facts I reported above are true, correct and
complete to the best Qf my knowledge and belief. .__
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Fax: 717-728-4472
E-Mail: gcgeraci@aol.corn
721 Alberta Avenue
Register of Wills
1 Courthouse Square
Cazlisle, Pa 17013
Dear Sir or Madam:
Monday, August 20, 2012
This letter is in response to the Inheritance T~ Notices enclosed.
If I read this correctly, ~o~~ established 'ointl
death are not taxable, These ~ Y between a husband and wife more than one yeaz prior to
TAY (my wife) and the names of the children were~added than 10 years ~°' ~'~ myself, and
( that same time.)
Additionally, she died intestate, and her affairs were
cover her debts, and I handled by her brother, Her estate ~,~ insufficient to
which (if the assets arepshl deems of her expenses related to her burial, a co
taxable) should be deducted from the ass se seod amounts enclosed,
Sincerely,
Pere us) Geraci