HomeMy WebLinkAbout07-09-07 (2)
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 01 t)~
07127701
06-20-2007
REV-1543 EX AFP <09.00)
LINDA C BEATY
205 W MAIN ST
SHIREMANSTOWN
PA 17011
r-
HIlUSE,
1.0 .
ACCOUNT
o SAVINGS
Ii] CHECKING
o TRUST
O~TIF .
, ~~?,
=-~:j
C":')
t-:r'l
C.J
C:J
...n
._ -n
~.:':c:.o..
1= Cr-l
TYPE OF
EST. OF FLORENCE S MONTIJO
S.S. NO. 183-16-9805
DATE OF DEATH 05-03-2007
COUNTY CUMBERLANDeJ
Co
REMIT PAY}ti;1W AND F~S
REGISTER OF :~I~
CUMBERLAND C-& ~T
CARLISLE, PA.c=~3
(---"i
--- (")0
()Q-n
~::.)~
=D --I
~.
PSECU has p~ovided the Depa~tment with the info~mation listed below which has been used ~
calculating the potential tax due. Thei~ ~eco~ds indicate that at the death of the above decedent. you we~e a joint owne~/beneficia~ of
this account. If you feel this info~mation is inco~~ect. please obtain w~itten co~~ection f~om 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..onwealth
of Pennsylvania. Questions may be answe~ed by calling {7I7l 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
f....:l
=
=
--s
-0
:J:
N
~
.~, ,"
\...1 ..~ .
Account No. 0183169805
Date
Established
09-22-1999
To insu~e p~ope~ c~edit to you~ account. two
{2l copies of this notice must accompany you~
payment to the Registe~ of Wills. Make check
payable to. "Registe~ of Wills. Agent".
x
2,242.97
50.000
NOTE: If tax pay.ents a~e made within th~ee
1 , 121 .49 {3l months of the decedent's date of death.
.045 you may deduct a 5" discount of the tax due.
Any inhe~itance tax due will become delinquent
50.47 -6'JD':.l./1.1t)'"nine {9l months afte~ the date of death.
TAXPAYER RESPONSE
Account Balance
Pe~cent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
x
PART
[!]
[CHECK ]
ONE
BLOCK
ONLY
A. f'] The above info~mation and tax due is co~~ect.
. 1. You may choose to ~emit payment to the Reglste~ of Wills With two copies of this notice to obtain
a discount o~ avoid inte~est. o~ you may check box "A" and ~etu~n this notice to the Registe~ of
Wills and an official assessment will be issued by the PA Depa~t.ent of Revenue.
B. r=J The above asset has been o~ will be ~epo~ted and tax paid with the Pennsylvania Inhe~itance Tax ~etu~n
to be filed by the decedent's ~ep~esentative.
c. r=J The above info~mation is inco~~ect and/o~ debts and deductions we~e paid by you.
You must complete PART ~ and/o~ PART ~ below.
3
4
5
6
7
8
x
If you indicate a different tax ~ate. please state you~
~elationship 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
x
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
.
facts I
~a;~Erep?Jn a~o, 67 t:'7 :;;;;.;t
WORK ( )
TELEPHONE NUMBER
and
DATE