HomeMy WebLinkAbout04-19-78
.Ib/6/~11 .;-7'---?-'~~ /" 4-~'~
~''" ;C:~~-
" tt~{"'f)IJ.S3^ I 'VI::>~V 1.=1'" 3!fn,LVNf>ts
'Ivel ...0 ,L:)'t XVi 3 . I d nL NOI.L::>3S HJ.IM
OHO::>:l't' NI 53'1.:1 HnO HI NOIJ.'f'YltttO..:lNI.::IO NOU....J.N3S3t:1d3t:1 l.:>3l:U:lO:t SSOI.T Yif '9.r.nq WOTmlt108"t
'1/ 51 N13Y3~ a3NIY.LNO::> NOI.LVWYO.::lNI 3H.L ,LVHl .l..:I1,U:l3::> Ara3t:13H t
~ NOI.L YZIHOH.Lny ~NY9 . s~: ~ ~81{.I;;N ',' u'p'lr..r
~ I '"7,,''''' II $ '..,1 OJ. ~"1lI0'l ,~sn.:q, "'? j{UUP ~il.1't,,," 9tl_!'!
$ COO .LV 3'81.1:13,.,0::> aNY 03nt:l::>:JV .LS3H3.LNI
$ aoo.LV .lNno::>::>v ...0 3::>NY'''-S SS3YaOV NOun.LI.LSNII)4NYtI
5S0Ll:"M' ~I' '~.r"~ 1;- TT:;'-'O arr
,.-.{._,..,." OJ..... :-'...
'J
. - "'.1. N nO:J ,1".11:>
.~g V r:osCl'W]:\, .~ c>(
,......
. ..3.00W SS3waov
~~~t:r:,Hvo 8tddOH 8.1"81:0 ",LN3CE1::>30 0.1.
3W'9'N dIHSNOIJ.'t'3Y ilWyN
wnIlYWHO~NI.LN303~30 NOI.LYWHO~NI ("'.'01/0"9) HO.LISOdiO ONIAIAlIllS
~;,-~(-~t ElL ""'C'.J' ~lr~ 3JI:I:lO XY.L 3:> NY.LHS Hi'll
A.LHnro lYJOl 01 SWHO:I
(Ut:l38WnN- .U"R:f,n::>3S 'VD'OS .lNno::>::>v NO S3WVN a3.L31dWOJ HHn.L3H
0%1 C.:lfl.T9\]
-.--
. . o1'''! ''1IDl1p 8'11
J.N3WJ,S3^NIYO 'J.snyJ. I,LNIOn ;ON J.NnO:>:JY .::IosnJ.'f.1.S 10 8liDllIMOllll J8UD dDP nI U!III!M 81D~!IdnJI U! Hwqns
~L/"1f1T Snl Y.LS .LHnOJJY .LH3a3J3a :10 3JI.LOH
03'1.::1 3J.'f'O
, .
l-~;:-t"-i,""7 inNiAiH ~O .LNiW.LHYdaO
'-' "', YINYA,ASNN3d dO H.L 'YaIlINOWWO~
.ON )olN't'8 fa....) n.:):>~
. ..
A report. is requi red on:
SECTION 742 OF. THE INHERITAtlCE
AND ESTATE TAX ACT OF 1961.
1) Joint Savings Accounts
2) Joint Checking Accounts
3) Trust Accounts
4) Joint investment accounts, such as
certifj cates of deposit~ sbare accounts,
and so forth.
5) Accounts held by husband and wile
and third parties.
"When money is deposited or invested 'in Q financial
institution located in Pennsylvania in the names of two 0,
more persons other tIIan husband anet wife or in the name of a
, person or persons in trUlt for another or others. and one of the
parties to the deposit or investment shall die, it shall be the
duty of the financial institution within ten (10) days after
knowledge of the death to notify the Deportment of Revenue
. thereo.f giving the nome of the deceased person, the dote of
the creation of the ;oint or trust deposit or investment, tbe
amount invested or ond~osit at the date of death with the
financial institution a~d the name and address of the
survivor or surviv~rs to the account. No notification shall
be required in regard to such account when the deposit at
the:time of death does not exceed three hundred dollars
'($310)." (EniPhasis added).
No rep~ rt is requ i red on:
1) Husband and wife accounts.
21 Joint accounts with 0 balance under $310.00
3) Accounts held by thedecedenf indiVidually.
>'
.. '..