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HomeMy WebLinkAbout02-04-09 (2)BUREAU OF INDIVIDUAL TAXES PD cox 2easB1 HARRISBURG PA 17128-8601 - PEV-154] E% KP (OB-OBIT, PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND FILE N0. 21 08-1139 i '-~-;T7~IX'piAy~ER RESPONSE ACN 09101514 ,, DATE 01-15-2009 2009FE6-4 AM II= I$5T. OF WILLIAM E DENISON SSN 209-12-9403 JERK CF DATE OF DEATH 08-20-2008 ORPHANS COURT COUNTY CUMBERLAND CU~B~~1 AA~f'1 f•(l pA REMIT PAYMENT AND FORMS T0: VIRGINIA B DENISON Ll'd ~lJ liV L/1 REGISTER OF WLLLS 5445 RIVENDALE BLVD CUMBERLAND CD COURT HOUSE MECHANICSBURG PA 17050-2024 CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. BANK OF AMERICA NA provitletl the Oapa rtnenk wikh the information below, which has been used in calculating the potenkial Sax tlue. Recortls intlicate that at the death of the above-nametl tlecetlent, you were a ioint owner/beneficiary of this account. If you feel the information is incorrect, please obtain written correction from the financial institution, aktach a copy to this farm and return it to the above atltl ress. This account is taxable in accordance with She Inheritance Tax laws pf the Commonwealth of Pennsv lv ania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 681084071 17252 Date 01-12-1998 To ensure groper credit to the account, two Established copies of this notice must accomparml gays enk to the Register of Wills. Make check Accpunt Balance S` 47,136.40 pav able to '•Regist er of Wills. Agent". Percent Taxable X 58.080 NOTE: If tax pavm ants are made within three Amount Subject to Tax S` 23,568.20 months of khe tlecetlent's date of death, Tax Rate )( , lEj tletluct a 5 Dercent tli scount an the tax due. Any Inheritance Tax due will become tlelinouent Potential Tax Due $ 3,535.23 nine months after the tlate of death. PART CHECK ONE [ BLOCK ONLY A. ~ The above information and tax due is correct. Resit pavnent to the Register of Wills with two capi es of this notice to obtain a tliscount or avoitl inkeresk, ar check box "A" antl return this notice to the Racist er of Wills antl an official assessment will be issued by the PA Departmenk of Revenue. B. ~ The above asset has been or will be reDOrtetl and tax paid with the Pennsylvania Inhe rikance Tax return Yp be Filed by the estate representative. C. © The above inf orma ion is in co neck and/or tlebks antl detluckions ware paid. Com plate PART ~2 and/or PART 3r~ below. p AgT If intlieating a differe nY relationship Yo d¢cedent: tox r Ye, please state W~~O ~~ d" ae ~ ~°°ere 4 ~ f%g ' ~h "' ~ ~~ ~ k ~~~ 2 3 ~ ,, ~ ~ ~ 7AX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ' ~`~~ ~~' ~ ~'" ~P " ~° ~~'"~ '~ LINE 1. Date Established 1 1-12-98 , ~~ Sa `~ ~~~ r~d® ~~~~ 2. . q. 5. 5. Account Balance 2 ercent Taxable 3 Amount Subject to Tax 4 Debts and Deductions 5 Amp unt Taxable 6 $ 47 136.40 a X •S~ $ 23.568.20 ~ +~` 23 Sfi8.20 ~ ~~ ~ ~ ~ ~~,~"' ~ ~ ~ ® Sa. i ¢.. ~~ ~ ~r~t d~. ~ i~~ '~i P~~tw kr~,r' u¢ ~4~q 4b~q~ ~~~t ,fo ~a'~iW~i~~ ~h 4 aE f,1€fd w ~~1` , ~~ ~~ € 1 ~°~,E'ti~'I,a4i phi ~ ~ ~~pL~W~~i~6~~~~~i s ~u~~~~~~~'~'~~~~~~~®~~j~~~ r~is ~~k~~ ~ ~~~ `~~'~'~~'~~'~ ~~~~~ ~' ~ 7. Tax Rate 7 X Q ~ ~ e e a, ¢a aa'~a'"~ a~~~~q a. , e. Tax Due e $ ~ 9' _, ~~h4fl~&~. a .''`~~tti~a~mi@~. .~ PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID U ntl¢r penalties of perjury. I declare that the facts I have reported above are krue, eor reek and my knowledge and belief. eompl¢ka to the best w ~. HOME (7~~ ) 7( /- d Z I ~1 1t~ l~Q lr,~..~o.~~~l ~. lJ. o_. _._, e,., WORK C . , J ~ 2-Z. 6- TAXPA ER SIGNATURE TELEPHONE NUMBER ATE TOTAL (Enter on Line 5 of Tax Computatlonl 8