HomeMy WebLinkAbout09-22-06 (2)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
INFORMATION NOTICE
r'Rr'lCf'.. Dcoor:....AND
.JIULIlAXlPAY.I:'l;-RESPONSE
1"] ~'~~";(:;~-~I fir.:
IEV-1S4S EX iFP (09-li'lf -. 'J...v" ~..:-, ",!;
*r
ACN
DATE
FILE NO. 21 Q(P 'i?4o
06147874
09-15-2006
DONALD L RODDY JR
2577 VALLEY RD
MARYSVILLE PA 17053-9717
TYPE OF ACCOUNT
Z006 SEP 22 ~-R: 9FI VIRGINIA RODDY 0 SAVINGS
S.S. NO. 195-14-0653 IX] CHECKING
CLERK (fATE OF DEATH 07-06-2006 0 TRUST
ORPHAN'S CgQJwmn' CUMBERLAND 0 CERTIF.
CU:"ir:~:-:~ ,'-'1'\ P!~ RE"IT PAY"ENT AND FORttS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
FIRST NATIONAL BANK has provided the Dapartllent with the infonRItlon listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this info,..ation is incorrect, pleaSll obtain written correction fr~ the financial institution, attach a copy
to this fo.... and return it to the above address. This lIccount is taxable in accordance with the Inheritance Tax Laws of the C_nwealth
o~ ~1...M.". Qwad:knc _y be _red by calUrl8 (717)747-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
AccOWtt No. 417416 Date 01-02-2003
EstllbUshed
AccOWtt Bel..,ce
Percent Taxllble
A.ount Subject to Tax
Tex Rate
Pot..,tial Tax Due
x
11642.53
16.667
273.76
.045
12.32
TAXPAYER RESPONSE
To insure proper credit to your account, two
(2) copies of this notice .ust lICCu.pany your
paYllent to the Register of Wills. Make check
payable to: RRegister of Wills, AgentR.
x
NOTE: If tax peYllents an aade within three
(3) ~nths of the decedent.s dllte of dellth,
you _y deduct a 5;( discount of the tax due.
Any inheritance tax due will bec~e deli/1qUllnt
nine (9) aonths after the date of death.
PART
[!]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
~ The above info"'lItlon and tax dUll is correct.
1. You allY choosa to reait payaent to the Registar of Wills with two copies of this notice to obtain
a discount or avoid intarast, or you MY chack box RAR and return this notica to the Registar of
Wills and an official asses_ent will be iSBUad by the PA Dllparblent of Ravenua.
r=J Tha above lISSllt has been or will be reported end tax paid with the Pennsylvania Inharitance TlIX return
to be ~iled by the decedent's rllpreSllntative.
r=J The above infor8lltion is incorrect and/or debts and deductions were paid by you.
You BUst coapleta PART ~ and/or PART [!] balow.
PART
[!J
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different tax ratel please state your
relationship to decedent:
PART
[!J
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established I
2. Account Bal..,ce 2
3. Perc..,t Taxable 3 X
4. Allount Subject to Tax 4
S. Debts end Deductions S
6. AIIount Taxable 6
7. Tax Rate 7 X
8. Tax Due 8
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line S of Tax Co~tation)
I
.
I declare that the facts I
ge and belief.
~-';~Erep~~rti~ -;oy:e 51 ~~%~~ct and
WORK (' ) Q~ ') , _ ~~~
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