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HomeMy WebLinkAbout06-07-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 - INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21-b7-Di/O,-/ 07116376 04-11-2007 AEV.1543 EX AF'P (09.00) I - -I' , ~!:_, >/ i i I \: TYPE OF ACCOUNT o SAVINGS [i] CHECKING o TRUST o CERTIF. ,.J (,," ) ~ EST. OF CHARLES WIBLE 5.5. NO. 204-30-7428 DATE OF DEATH 02-25-2007 COUNTY CUMBERLAND ZELDA WIBLE LOT 31 82 LINDA DR MECHANICSBURG PA 17050 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MEMBERS 1ST FCU has provided the Department with the infor.ation 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. 196031-11 08-10-2000 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART [!] Date Established 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 922.96 16.667 153.83 .00 .00 TAXPAYER RESPONSE NOTE. If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5X discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. x [CHECK ] ONE BLOCK ONLY A. ~ The above information and tax due is correct. ;aw 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 Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. 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. C. c=J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART ~ TAX RETURN - COMPUTATION If yoU indicate a different tax rate, please state YOUI' relationship to decedent: LINE l. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART [!J DATE PAID PAYEE OF TAX ON lctU. 5 2 3 X 4 5 6 7 8 x JOINT/TRUST ~()~O Cj ~ .q ~ /~. (, ~ J53,<;S.3 /5:5 '~3 . t:> "l> ~t:>O ACCOUNTS DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID . TOTAL (Enter on Line 5 of Tax Computation) have repOrted above Under penalties of perjury, I declare that the facts complete to the be~t of my knowledge and belief. 'YYJLJ~ AXPAYER SIGNATURE Cj HOME ( WORK ( TELEPHONE