HomeMy WebLinkAbout11-09-07
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 07-0791
07146870
11- 02-2007
REV-1543 EX AFP (09-0,0>
TYPE OF
ACCOUNT
D SAVINGS
Ii] CHECKING
D TRUST
D CERTIF.
E~.T!,,! ,...,OF CHARLES E KISNER
I I S::s'i'll~O. 160-16-2298
DATE OF DEATH 08-18-2007
COUNTY CUMBERLAND
!'
SUSAN L STUART
202 N FRONT ST
WORMLEYSBURG PA 17043
'-'1
, ,
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
SOVEREIGN BANK has p..ovided the Depa..tnnt with the info....ation listed below which has been used in
calculating the potential tax due. Thei.. ..eco..ds indicate that at the death of the above decedent, you we..e a joint owne../beneficiary 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 Commonwealth
of Pennsylvania. Questions may be answe..ed by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1051084741
Account Balance
Pe..cent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
PART
ill
Date
Established
05-04-2004
To insu..e p..ope.. c..edit to you.. account, two
(2) copies of this notice must accompany you..
payment to the Registe.. of Wills. Make check
payable to: "Registe.. of Wills, Agent".
x
3,283.66
50.000
1,641.83
.15
246.27
TAXPAYER RESPONSE
NOTE: If tax payments a..e made within th..ee
(3) months of the decedent's date of death,
you may deduct a 5Y. discount of the tax due.
Any inhe..itance tax due will become delinquent
nine (9) aonths afte.. the date of death.
x
[CHECK ]
ONE
BLOCK
ONLY
A. c=J The above info..mation and tax due is co....ect.
1. You aay 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..tment of Revenue.
B. c=J 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. ~he 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 If you indicate a different tax rate, please state your
[!] relationship to decedent: J>A-VlI W'f €-t
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
I
2
3 X
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
PART
[!]
DATE PAID PAYEE
v-
4
5
6
7 X
8
3 '2- Cj(~. ~ (p
5ll%
ILPL/I. ~3
1(;1./1. ~3
, ()lf~
13. Y<i'"
DEB TS
3.
70,
DEDUCTIONS CLAIMED
Di.5UifAf--] > /jltJ
DESCRIPTION
AMOUNT PAID
AND
/o&f
11
TOTAL CEnter on Line 5 of Tax Computation)
.
of perjury, I declare that the facts I
my knowledge and belief.
have reported above are true, cor~ct
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