HomeMy WebLinkAbout05-02-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*
--,-INFORMATION NOTICE
I AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21'-fj7-42fJ:
07117921
04-19-2007
REV~151i3 EX AFP (Dt-DD>
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EST. OF THELMA M GEIGER
S.S. NO. 195-07-5392
DATE OF DEATH 12-06-2006
COUNTY CUMBERLAND
TYPE OF
ACCOUNT
o SAVINGS
IiJ CHECKING
o TRUST
o CERTIF.
or ~I
('I
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DANIEL H BITTINGER
805 S HUMER ST
ENOLA PA 17025
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CITIZENS BANK OF PA has provided the Departllent with the infor.aUon 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 inforllation is incorrect, please obtain written correction froll the financial institution, attach a copy
to this forll and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the COII.onwealth
of Pennsylvania. Quostions lIay be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 6100762319
Date 11-30-1992
Established
To insure proper credit to your account, two
(2) copies of this notice IIUSt accolIPany your
paYllent to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
Account Balance
Percent Taxable
Amount SUbject to Tax
Tax Rate
Potential Tax Due
3,769.82
X 50.000
1,884.91
X .12
226.19
TAXPAYER RESPONSE
NOTE: If tax paYllents are lIade within three
(3) 1I0nths of the decedent's date of death,
yoU lIay deduct a 5% discount of the tax due.
Any inheritance tax due will becolle delinquent
nine (9) 1I0nths after the date of death.
PART
[!]
A. c=J The above inforllation and tax due is correct.
1. You lIay choose to rellit payllent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you lIay check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Departllent of Revenue.
[CHECK ]
ONE
BLOCK
ONLY
8. c=J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
If YOU indicate a different
relationship to decedent:
C. c=J The above inforllation is incorrect and/or debts and deductions were paid by you.
You lIust cOIIPlete PART ~ and/or PART ~ below.
se state your
PART
[!]
DATE
DEBTS AND DEDUCTIONS CLAIMED
PART
~
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount SUbject to Tax
5. Debts and Deductions
6. Amount Taxable
7.
8.
Tax Rate
OF
1
2
3
4
5
6
7
8
X
/ <{([ t(, ~ I~
/( :J-7.. ~
. S47/_
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TAX ON JOINT/TRUST ACCOUNTS
X
Tax Due
TOTAL (Enter on Line 5
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