HomeMy WebLinkAbout02-14-07
COMMCIhWEALTH OF PEtIISYLVANIA
IIEPARTJENT OF REVEllE
BUREAU OF INDIVIDUAL TAXES
IIEPT. 280601
HARRISIURGI PA 17128-0601
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INFORMATION NOTICE
:car~@~;iESPONSE
FILE NO. 21 O~ 0<.0' (
ACN 06133021
DATE 07-07-2006
IEV-lSU'EX IFP (89-ln
PATRICIA J LICHTV
5 CHANNEL DR
CARLISLE PA 17013
TVPE OF ACCOUNT
2001 FES I 4Estt~ Ich:' SQR6ARET J WEAVER D SAVINGS
5.5. NO. 207-22-2193 D CHECKING
CLE, R,~" ~.. , OJ OF DEATH 05-05-2006 0 TRUST
ORPHANf~mJm CUMBERLAND [X] CERTIF.
Cf.Jt,,:1p:~:C;: . '-"r'>. Fi\ REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISlE1 PA 17013
SOVEREIGN BANK has provided thll Dllpartunt with thll infol"llation listlld billow which has ban used in
celcul.ting the potential tax du.. Their records indicate that at the death of the above decedent I you were a joint owner/beneficiary of
this sccount. If you filII 1 this infor..tion is incorrectl plllaslI obtain written correction frOB the financi.1 institution I attach a copy
to this fol"ll W1d r.turn it to the 8bove address. This account is taxable in accordance with the Inheritance Tax L_s of the C0880nwllalth
of Pennsylvania. Questions..y be en_red by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
ACCOWIt No. 1695331288 Dat. 01-16-2002
Estullshecl
x
121338.96
50.000
61169.48
.15
925.42
TAXPAYER RESPONSE
To insurll propllr credi t to your accountl two
(2) copl.s of this notic. BUst BCCCIlIP8l1Y your
paY8ent to the Register of Wills. Mskll check
p.yable to: "Register of Willsl Agent".
ACCOWIt BellInO.
P.rc....t Tmcllbl.
AIIount Slmject to Tmc
Tmc Ret.
Pot....tl.l Tmc Due
x
IIJTE: If tax paY8ents .re .... ..ithin three
(3) IIOI1ths of the decedent's date of deathl
you _y deduct . 5% discount of the tax due.
Any inherl tanc. tax due will bSCOH delinquent
nine (9) .onths after the date of death.
PART
[!]
.._""._"."_"'."..____...."'__."..". .."..........."'.."'......""'.'i!llii.__""._'li'..,"'_q;;.lllil.~!lil__.'l'jll!l:~.JiiF.",___..,".'illil.BJj;.il!lUllliL'lf.",,~;jj:_Jl!i..~..lQ;.w..,.," ili .,.'f~_tili__"_it{."..__.."",..,;,,_~....'f~:ilt~~.~_iiI
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The above infor88tion end tax dull i. correct.
I. You.ey chao.. to r_it pey_nt to the Register of Wills with two copies of this notice to obtain
a discoW'lt or avoid intllrestl or you _y check box "A" end return this notice to the Register of
Wills and en official asse.nent ..ill be issued by the PA Dllpartllent of Revenue.
I. Da The IIbove asset h.s been or will be reported end tax paid with the pennsYlv.nia Inheritance Tax return
to be filed by the decedent's representative.
C. 0 The above infor88tion is incorrect end/or debts and deductions were paid by you.
You BUst coaplate PART 0 and/or PART @] balo...
If you lndlcet. . diff.r....t tmc r.t.1 pl.... st.t. your
r.l.tlonshlp to decedent:
PART
[!]
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
~ZNE ~. D.t. Est8bllshed 1
2. ACCOWIt B.lllnO. 2
3. P.rcent T.xebl. 3 X
4, AIIount Subject to Tmc 4
5. Debts end Deductions 5-
6. A.ount Tmcul. 6
7. T.x Rat. 7 X
8. TmcDue 8
PART
[!]
DATE PAID
PAVEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Ent.r on Line 5 of Tex C~t.tlon)
I
.
fects I hay. reported ebov. .r. tru.1 correct IInd
v
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