HomeMy WebLinkAbout09-04-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG. PA 1712B-0601
*'
FILE
ACN
DATE
NO.2l ...t)l~Ci~ q
07137874
08-29-2007
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
REV-1543 EX AFP (09-00>
EST. OF VIOLET P SMITH
S.S. NO. 420-44-6308
DATE OF DEATH 06-26-2007
COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
Ii] CHECKING
D TRUST
D CERTIF.
NORMAN N SMITH
1315 WHITE BRICH LN
CARLISLE PA 17013
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
r--.;;
Q g
MEMBERS 1ST FCU has p..ovided the Depa..t.ent with the info...ation listed below whic:h~been usti=:in ':" T,
calculating the potential tax due. Thei.. ..eco..ds indicate that at the death of the above decedent. you we..e ~jQ1nt owne~enefic1'1'Y ~f
this account. If you feel this info"Mation is inco....ect. please obtain w..itten co....ection f..oM the financial,~~~tion;1Jttacha'~~y
to this fO"M and ..etu..n it to the above add..ess. This account is taxable in acco..dance with the Inhe..itance T~~s of 'he Co~nwealth
of Pennsylvania. Questions May be answe..ed by calling (717) 787-8327. .:",,, .)) .s;:- , ',', ':.;
COMPLETE PART 1 BELOW lE lE lE SEE REVERSE SIDE FOR FILING AND PAYMENTt'~HRUCTIONS:--)
.~':d n ~ .... .
Date 07-05-1984 To insu~e p..ope...cr.dft. .'*;40 you.. account., tw.., ,'t=::;
Established (2) copus of thu not:1l:ja Must aCC'Dllpany you.....
paYllent to the Regnl2e.. of Wills:. Make check '
payable to: "Regist;~ of Wills. ~nt'"
Account No.
35112-11
Account Balance
Pe..cent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
x
7,899.71
16.667
1,316.64
.00
.00
NOTE: If tax paYMents a..e .ade within th..ee
(3) Months of the decedent's date of death.
you May deduct a 5% discount of the tax due.
Any inhe..itance tax due will becoMe delinquent
nine (9) Months afte.. the date of death.
x
PART
[!]
TAXPAYER RESPONSE
A. [] The above info"Mation and tax due is co....ect.
1. You May choose to ..eMit paYMent to the Registe.. of Wills with two copies of this notice to obtain
a discount 0.. avoid inte..est. 0.. 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.
[CHECK ]
ONE
BLOCK
ONLY
B. [] The above asset has been 0.. 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. [] 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.
PART
[!I
TAX
If you indicate a diffe..ent tax ..ate. please state you..
..elationship to decedent:
RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
I
2
3 X
4
5
6
7 X
8
l.INE 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
PART
[!]
DATE PAID PAYEE
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TOTAl. (Ente.. on l.ine 5 of Tax Computation)
.
j
pe..ju..y. I decla..e that the facts I
my kno ledge and belief.
have ..epo..ted above a..e t..ue. co....ect
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