HomeMy WebLinkAbout06-18-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRIS8URG. PA 17128-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21 b'lO
07125538
06-08-2007
REV.1543 EX AFP (09-00)
TYPE OF
EST. OF EDMUND J KALBFLEISCH
5.5. NO. 069-14-3891
DATE OF DEATH 07-23-2006
COUNTY CUMBERLAND
DOROTHY KALBFLEISCH
1214 BENT CREEK BLVD
MECHANICSBURG PA 17055
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
SOVEREIGN BANK has p..ovided the Depa..t."nt with the info...ation listed below which has been used in
calculating th" potential tax due. Thei.. ..eco..ds indicate that at the death of the above decedent. you we..e a ioint owne../ben"ficiar-y of
this account. If you feel this info...ation is inco....ect. please obtain w..itten co....ection f..o. the financial institution. attach a copy
to this fo... and ..etu..n it to the above add..ess. This account is taxable in acco..dance with the Inhe..itance Tax Laws of the Co..onwealt
of Pennsylvania. Questions May be answe.."d by ceIling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0771023006
Date
Established
08-27-2002
To insu..e p..ope.. c..edit to you.. account. two
(2) copies of this notice Must acco.pany you..
paYMent to the Registe.. of Wills. Make check
payable to: "Registe.. of Wills. Agent".
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
x
803.73
16.667
133.96
.00
.00
TAXPAYER RESPONSE
NOTE: If tax pay.ents a.." made within th..ee
(3) .onths of the decedent's date of death.
you .ay deduct a 5% discount of the tax due.
Any inhe..itance tax due will beco.e delinquent
nine (9) .onths afte.. the date of death.
x
PART
ill
--,
The above info...aUon and tax due is co....ect. ",,_, r
I. You .ay choose to ..emit pay.ent to the Registe.. of Wills with two copies of~s notice:Io obtain
a discount 0.. avoid inte..est. 0.. yoU .ay check box "A" and ..etu..n this notfl:""~)he R~ste.. of
Wills and an official assessment will be issued by the PA Depa..tMent of ReveRu~rr,
_'~U CO
B. [] The above asset has been 0.. will be ..epo..ted and tax paid with the PennSYlvania in~e~~tance Tax ..etu..n
to be filed by the decedent's ..ep..esentative. ~-,
[CHECK ]
ONE
BLOCK
ONLY
C. c=J The above info...ation is inco....ect and/o.. debts and deductions we..e paid by you.
You .ust complete PART ~ and/o.. PART ~ below.
If you indicate a different tax rate. please state you..
..elationship to decedent:
PART
~
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Pe..cent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3
4
5
6
7
8
x
x
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL (Ente.. on Line 5 of Tax Computation)
.
facts
have reported above are true. correct and
7q\ /0.31
HOME
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