HomeMy WebLinkAbout02-04-09 (4)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OH INDIVIDUAL TAxES '~~ j~}~ AND FILE N0. 21 08-1139
Po Bmc zeosol 'TAXPAYER RESPONSE ACN 09101516
HARRISBURG PA 17128-0601
,,.,1-_ Li': ' DATE 01-15-2009
REV-154] F% RFP (U9-O R)
2069 FEB -4 AM I I ~ 13
CLERK OF
ORPHaN'S~'~OURT
CUh4~' ~~ ;J L'C.. PA
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
VIRGINIA B DENISON
5445 RIVENDALE BLVD
MECHANICSBURG PA 17050-2024
EST. OF WILLIAM E DENISON
SSN 209-12-9403
DATE OF DEATH oe-zo-zoos
COUNTY CUMBERLAND
REMIT PAYMENT AND FORNS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARTS SLE, PA 17013
BANK OF AMERICA NA provided The Oepa rtment with the information below, which has been used in calculate n9 The
votential kaz tlu e. Records intlicate that at the death of the above-named decadent, you were a 9oint owner/beneficiary of this account.
If you feel the information is incorrect, please obtain wrikken correction from the financial inskitution, attach a cppv ko This torn
and return it to the abpve atltlress. This account is taxable in accortlance with She Inheritance Tax laws of the Comn onw Balkh of
Pennsylvania. Please call O17) 787-8327 with questions.
COMPLETE PART 1 BELOW ^ SEE REVERSE S IDE FOR FI LIN6 AND PAYMENT INSTRUCTIONS
Account No. 6810040920 9818 Date 09-2 7-20 00 To ensure proper credit to the account, two
Established copies of this notice must accon pang
pavment to the Register of Wills. Make check
Account Balanea 40,582 .49 payable to "Register of Wills. Agenk".
Percent Taxable X 50 .000
NOTE: If tax oavm ants era made within three
Amount Subject to Tax yF 20,291 .25 nont hs of the tlecetlenk's tlate of tleakh.
Tax Rate X ~ 1 5 tleduct a 5 percent tliscount on the tax tlue.
Anv Inheritance Tax due Mill become delinquenk
Potential Tax Due $ 3, 043.69 nine nonths of Ter the tlate of tleath.
PART TAXPAYER RES PONSE
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A. ~ The above inf ornate on and tax due is correct.
Resit pavment to The Re6i star of Wills with two copies of this notice to obtain
r CHEC K a tliscount or avoid interesk, or check box "A'• and return this notice to the Register of
I ONE ~ Wills and an official assessment will be issuetl by the PA Department of Revenue.
L BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
ONL Y to be filetl by The estate representative.
C. ~ Tha above inf orma eon is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If intlieaking a different tax [ te, please state
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re latimnship to tleoetle nt: W1
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TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ~ :
ACCOUNTS
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LINE 1. Date Establishetl 1 9-27-Q~ ~°~, ~ ~ ~ °r °~ 4
z. Account Balance 2 +~` 40 582 ~
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3. Percent Taxable 3 .5~ ~ ~ b
& t
4.
Amount Subieet to Tax
4
$ 2.291.25 ,~ ~~ ~~~a ~ a
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5. Debts and Deductions 5 ~ e
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6. Amount Taxable 6 '~ 2.291.25 t
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7. Tax Rate 7 .
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8.
Tax Oue
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$ Q .
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PART DEBTS AND DEDUCTIONS CLAIMED
9^
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Untler penalties of perjury, I tleclare that the facts I have reportetl above are true, correct and
)c/omplete to the best 1~ my knowletlge antl belief. HOME C 7) ~ ) 7~~_ ~, Z,~~
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TAXPA R SIGNATURE TELEPHONE NUMBER TE