HomeMy WebLinkAbout02-04-09 (3)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ~. ,. AND FILE N0. 21 08-1139
PD eax 2BBSgl ,~ ~i"'';r-'TAXPAYER RESPONSE ACN 09101515
HARRISBURG PA 17128-0601 --
~~ ,, ~'4 DATE 01-15-2009
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2009 FEB -4 AM I I ~ 12
CLERK OF
ORPHANS COURT
CUM3ERl ~,tib CO., PA
VIRGINIA B DENISON
5445 RIVENDALE BLVD
MECHANICSBURG PA 17050-2024
EST. OF WILLIAM E DENISON
SSN 209-12-9403
DATE OF DEATH 08-20-2008
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
BANK OF AMERICA NA provided the Department with khe inf ornatian below, which has been usetl in calculating the
pokential tax tlue. Records intli cafe that at the death of the above-named tlecetlent, you were a joint owner/benef iciarv of Yhis account.
If ygu feel the information is incorrect, please obtain wrikten correctipn frpn the financial institukipn, atkach a copy to this tarn
and return it ko the above atltlress. This account is taxable in accordance with the Inheritan<e Tax laws of the Commonwealth of
Pennsylvania. Please call C71]) ]8]-8327 with auestians.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 681004084 08874 Date 01-07-2000 Ta ensure proper cretlit to the account, two
Established copies of this notice musk accompany
Daum ant to the Register of Wills. Make check
Account Balance 45 860.38
, payable ko "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: IF tax pavm ants are Wade within three
AmOUnk Subject t0 T¢X s` 22,930.19 months of the tlecetlent's lake of tleakh,
T¢x R¢L0 ~( , 1 ,F tletluck a 5 percent discount on the Yax tlue.
Anv Inheritance Tax due will become del inouent
Potential Tax Dua ,y` 3 439.53
. nine months after the lake Of tleat h.
PART
A. ~ The above information and tax tlue is correct.
R emik paynenk to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid i nterest, or check box "A" and return this notice to the Register pF
r Wills antl an official assessment will be issued by the PA Departmenk of Revenue.
I ON E ~
L BLOCK B. ~ The above asset has bean ar will be reported and tax paid with the Pennsvlvania Inheritance Tax return
ONL Y ko be filetl by the estate rep resenkative.
C. ® The above inf orna eon is incorrect and/or debts and deductions were void.
C ompl eke PART I~ an tl/ar PART ~ below.
PART If indicating a tliffere nt kax rate, please state a° 9 a
relationship to decedent: W1fE ® ~ °a
TAX RETURN - COMPUTATION
II NE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subjaet t0 Tax
5. Debts and Deductions
6. Ampunt Taxable
7. Tax Rate
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
1 1-7-00
z $ 45,860.38
3 X .50
A $ 22,930.19
5
s $ 22,930.19
7 X 0
R $ 0
Under penalties of perjury, I declar¢ that the facts I have ra po rt ed ab
ov e are true, correct antl
omplete to the best of my knowl¢dga and belief.
i~ n
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TAXPAY R SIGNATURE TELEPHONE NUMBER AT
PART DEBTS AND DEDUCTIONS CLAIMED
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DATE PAID PAYEE DESCRIPTION AMOUNT PAID