HomeMy WebLinkAbout01-30-07
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 - 0 ~. 0 lo '\ \
06133018
07-07-2006
REY-15~3 EX AFP (09-00l
EST. OF MARGARET J WEAVER
S.S. NO. 207-22-2193
DATE OF DEATH 05-05-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
IX] CHECKING
o TRUST
o CERTIF.
KENNETH M WEAVER
5 CHANNEL DR
CARLISLE PA 17013
RE"IT PAY"ENT AND FOR"S TO:
REGISTER OF WILLS ':::-'
CUMBERLANIr-:CO COURt~OUSE
CARLISLE, c~ 1701L ..,
';~.
,-..::J
C1
',' ......,.....,
SOVEREIGN BANK has p..ovided the Depa..tment with the info..mation listed below which Jla$ .mien u...a: in .~
calculating the potential tax due. Thei.. ..eco..ds indicate that at the death of the above decedent, you we..es'.jOint owneiLbeneficiarY:Qf
this account. If you feel this info..metion is inco....ect, please obtain w..itten co....ection f..om the financial ~titutiori~~ttach a Cdp~
to this fo..m and ..etu..n it to the above add..ess. This account is taxable in acco..dance with the Inhe..itanc~~T~~ Laws of~e Commonwealth
of Pennsylvania. Questions may be answe..ed by Lalling (717) 787-8327.'~ r-n ' '
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1691017493 Date 07-10-1986
Established
x
2,900.75
16.667
483.47
.15
72.52
TAXPAYER RESPONSE
To insu..e p..ope.. c..edit to you.. account, two
(2) copies of this notice must accompany you..
payment to the Registe.. of Wills. Make check
payable to: "Registe.. of Wills, Agent".
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
NOTE: If tax payments a..e made within th..ee
(3) months of the decedent.s date of death,
you may deduct a 5Z discount of the tax due.
Any inhe..itance tax due will become delinquent
nine (9) months afte.. the date of death.
Tax
PART
[!]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
[] The above info..mation and tax due is co....ect.
1. You may choose to ..emit payment to the Registe.. of Wills with two copies of this notice to obtain
a discount 0.. avoid inte..est, 0" you may check box "A" and ..etu..n this notice to the Registe.. of
Wills and an official assessment will be issued by the PA Depa..tment of Revenue.
~ The above asset has been 0.. will be ..epo..ted and tax paid with the Pennsylvania Inhe..itance Tax ..etu..n
to be filed by the decedent.s ..ep..esentative.
[] The above info..mation is inco....ect and/o.. debts and deductions we..e paid by you.
You must complete PART ~ and/o.. PART ~ below.
x
PART
~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
If you indicate a different tax rate, please state your
relationship to decedent:
LINE 1- Date Established :i.
2. Account Balance 2
3. Percent Taxable 3
4. Amount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7
8. Tax Due 8
PART
~
DATE PAID PAYEE
x
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
I
$
I
TOTAL (Enter on Line 5 of Tax Computation)
perjury, I declare that the facts I have reported above are true, correct and
my knowledge and belief. (
/-;Z-07
DA E