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HomeMy WebLinkAbout08-10-06 (4) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL if'~':-;:-c:r DEPT. 280601 . ,l ',,' ',' . ".j HARRISBURG, PA 17128-0601 - INFORMATION NOTICE AND TAXPAYER RESPONSE ACN DATE FILE NO. 21 OC{Y (tl 06137388 07-26-2006 REV-1543 EX AFP [09-001 .., ! ! {~. In Iv r. 10. I r L:.' b TYPE OF ACCOUNT o SAVINGS [X] CHECKING o TRUST o CERTIF. EST. OF ALICE I HOCH 8.S. NO. 201-52-1671 DATE OF DEATH 04-28-2006 COUNTY CUMBERLAND RONALD HOCH 34 LIBERTY CT CARLISLE PA 17013 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Department with the information 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 information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 9119009652 Date 12-23-1980 Established Account Balance Percent Taxable AMount Subject to Tax Rate Potential Tax Due x L140.30 16.667 190.05 .045 8.55 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART [!] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Registar of Wills and an official assassment will be issued by the PA Dapartment of Ravenue. [CHECK ] ONE BLOCK ONLY B. r=J The above asset has been or will be reported and tax paid with tha Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. r=J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: PART @ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINe 1. Oate Established 1 2. Account Balance 2 3. Percent Taxable 3 X 4. AMount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 PART [!J DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax COMputation) I $ perjury, I declare that the facts I have reported above are true, correct and MY knowledge and belief. HOME ( 4l g) Cj ~ Z - 4- t ~ Y WORK ( ) TELEPHON NUMBER DATE