HomeMy WebLinkAbout06-20-07
I
COMHONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU.OF INDIVIDUAL TAXES
~PT. 280601
HARRISBURG, PA 1712B-0601
_taLl.~c DtG~~~er~TlN~N NOTICE
~E.{:Tf.F1~~~~~V'~R RESPONSE
REV.1Slil IX AFP co,. GO>
FILE
ACN
DATE
NO.21 07-0273
07120158
05-09-2007
STEVEN E MCKINLEY
3025 STRATFORD RD
RICHMOND VA 23225
2007 JUN 20 AM II: 1+ 7
EST. OF PAULINE B MCKINLEY
ClERKOFS,S, NO. 233-40-0247
ORPHAN'S CO. tW~_OF DEATH 02-22-2007
CUMBERLANDC6.~~ CUMBERLAND
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF
ACCOUNT
o SAVINGS
[i] CHECKING
o TRUST
o CERTIF.
WACHOVIA BANK NA hu provided the Depart.ent with the infol'llation listed bdow 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 inforaation is incorrect, please obtain written correction froa the financial institution, attach a copy
to this fol'll and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Coaaonwealth
of PennSYlvania. QU.sUuns aair t.e allswered by c"Ui'lg (717) 1117-8327.
COMPLETE PART 1 BELOW · · . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1052922720509
Date
Established
06-02-1992
To insure proper credit to Your account, two
(2) copies of this notice aust accoapany your
payaent 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
x
15,156.59
50.000
7,578.30
.15
1,136.75
TAXPAYER RESPONSE
NOTE. If tax payaents are aade within three
(3) aonths of the decedent's date of death,
YOU aay deduct a 5X discount of the tax due.
Any inheritance tax due will becoae delinquent
nine (9) aonths after the date of death.
x
PART
ill
A. c:J The above inforaation and tax due is correct.
1. You aay chOOse to reait payaent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or YOU aay check box "A" and return this notice to the Register of
~ Wills and an official assessaent will be issued by the PA Departaent of Revenue.
B. ~ !he 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 inforaation is incorrect and/or debts and deductions were paid by you.
You aust coaplete PART ~ and/or PART ~ below.
[CHECK ]
ONE
BLOCK
ONLY
If YOU indicate a different tax rate, please state your
relationship to decedent:
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. 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
PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation)
.
Under penalties of perjury, I
complete to the best of my kno
the facts I have reported above are true, correct and
,...
TAXPAYER SIGNATURE
HOME (
WORK (
TElEPHONE
)
)
NUMBER
11;/01'
DA E