HomeMy WebLinkAbout08-23-12 (2) PENNSYLVANIA INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
Po Box zaocol INFORMATION NOTICE
HARRISBURG PA 17128-0601
E
DE
~- ~ ~
~ FILE
A N D N0. 21 ~ l '~- ~ ~ a
'~~. E,,,
~~7~
aa~x!~'
-
`'~!C TAXPAYER RESPONSE ACN 12130727
`~a
,~; DATE 05-10-2012
t`~IZ AUK 23 P~~ ~2:
!~ TYPE OF ACCOUNT
EST. OF TAMMY M GERACI
® SAVINGS
I ~
'' SSN
197-50-8383 ~ CHECKING
l
-
R ~ v~~'h~~ DATE OF DEATH 10 - 31 - 2 011
COUNTY
TRUST
CUMBE
D CUMBERLAND
CERTIF
GASPERE C GERACI
CO'' REMIT PAYMENT AND FORMS T0: .
721 ALBERTA AVE REGISTER OF WILLS
MECHANICSBURG PA 17050-2272 1 COURTHOUSE SQUARE
CARLISLE PA 17013
BELCO COMMUNITY CREDIT UNION
Records 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.
you were a joint owner/beneficiary of this account. If
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must
notify the depDartment of your relationship to the deceased by checking Box C in PART 1 below and writing ospouse"hinsPART 2 f the
If you believe Ehe 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 717-787-8327 with questions.
COMPLETE PART 1 BELOW *-SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 745450
Date 05-16-1997
Established To ensure proper credit to the account, two
Account Balance copies of this notice roust accompany
$ 1 , 562.79 payment to the Register of wills. Make check
Percent Taxable X payable to "Register of Wills, Agent".
Amount Subject to Tax 16.667
$ 2 6 0 . 4 7 NOTE: If tax payments are made within three
TaX Rate X months of the decedent's elate of death,
Potential Tax Due • 15 Anyuinheritanceetaxddueowillobecometdelinauent
$ 39.07
PART nine months after the date of death.
10 TAXPAYER RESPONSE
IL;,~~~~`>ti E OttD WILL 1l~SlttT -.
. Itl- Alt O'FF~CIAL TA)G ASSIESSI~E
A• ~ The above f
PART If
CHECK
ONE
BLOCK
ONLY
indicating a different
relationship to decedent:
TAX RETURN - CALCULATION OF
LINE 1. Date Est bl'
in ormation 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 assesswent will be issued by the PA Department of Revenue.
B. ~ _-
C
above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
d by the estate representative.
The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3~ below.
a fished 1
2. Account Balance 2 $
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $
5. Debts and Deductions 5 -
6. Amount Taxable 6 $
7. Tax Rate 7 X
8. Tax Due $
PART
0
cox rate, please state
TAX ON JOINT/TRUST ACCOUNTS
8
DATI
~° DI`FICi-USE pNt;Y,
PA D~PARTMEt~t7'- tyF' RE1-I:M1JF
PAD..
,1 'y/
2 'c -~
~.,..,
~ ~ ~
` -.
_6
7 e
a
DEBTS AND DEDUCTIONS CLAIMED
TOTAL CEnter on Line 5 of Tax Computation)
Under penalties of perjury, I declare that the facts I reported above are true,
complete to the be;t of my knowledge and belief. _
~ _.. r