HomeMy WebLinkAbout10-06-78
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COMMONWEALTH 01' PENNSYLVANIA
DEPARTMENT OF REVENUE
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NOV 03 1978
BANK NO.
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DATE FILED
NOTICE OF DECEDENT ACCOUNT STATUS
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RETURN COMPLETED
FORMS TO LOCAL COUNTY
INHERITANCE TAX OFFICE
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BANKIINSTITUTION ADDRESS
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NA..MES. ON~,OUNT. . SO.CIAL SECURITY NUMBER(51
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DECEDENT INFORMA N
DATE OF DEATH
INTEREST ACCRUED AND COL~ CTIBLE AT COO
TQ.IAL
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BANK AUTHORIZATION
I HEREBY CERTIFY THAT THE INFORMATION CONTAINED HEREIN IS A
CORRECT REPRESENTATION. OF IN FORl'4ATION IN OUR FILES IN ACCORD
WITH SECTION 742 PI' E TAX ACT OF 1961.
SECTION 742 OF THE INHERITANCE
AND ESTATE TAX ACT OF 1961.
A report is required on:
1) Joint Savings Accounts
2) Joint Checking Accounts
3) Trnt Accounts
4) Joint investment accounts, such as
certifi cates of deposit, share accounts,
and so forth.
5) Accounts held by husband and wife
and third parties.
"When money is deposited or invested in a financial
Institution located In Pennsylvania in the names of two or
more persons other than husband and wife or in the name of a
perSOll or persons ill trust 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 Department of Revenue
thereof giving the name of the deceased person, the date of
the creation of the joint or trust deposit or investment, the
amount invested or on deposit at the date of death with the
financial Institution and the name and address of the
survivor or survivors 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
, ($3)0). II (E'mph...is added).
No report is required on:
n Husband and wife accounts.
~ Joint accounts with a balance under ~.OO
3) Accounts held by the decedent indiVidually.