HomeMy WebLinkAbout02-04-09 (5)PENNS
BUREAU OF INDIVIDUAL TAXES
PO BOX 288601
HARRISBURG PA 1]128-0601
YLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE NO
i -
.-TAXPAYER RESPONSE AcN
v-~sas sx se-roe-aer• - DATE
1009 FEB -4 AM i! ~ 12
CIE~K OF
ryryO~RPHAN'S COURT
VIRGINIA B DENISON~~~~R~V C~.,~
5445 RIVENDALE BLVD
MECHANICSBURG PA 17050-2024
21 08-1139
09101517
01-15-2009
EST. OF WILLIAM E DENISON
SSN 209-12-9403
DATE OF DEATH 08-20-2008
COUNTY CUMBERLAND
REMIT PgyMENT AND FORNS TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TVPE OF ACCOUNT
^ SAVINGS
^ CHECKING
^ TRUST
CERTIF.
BANK OF AMERICA NA provi tletl the Oepartnent with the information below, which has bean used in calculatin
potential tax tlue. Reco rtls indicate that at khe death of the above-n ametl decadent, you were a
If vo0 feel the infarn anon is incorrect, please obtain written co rra coon from the financial insiituti on ,~/attachce copyf tphthi scf ormt
and return if to the above address. This account is taxable in accordance with the Inhe riYance Tax laws of the Conm Onwealth of
Pennsylvania. Please call (71]) 787-8327 with queskions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INS 7R UCTIONS
Account No. 68100406345508 Date
11-22-2002
Account Balance
Percent Taxable
Amount Su bi eet to Tax
Tax Rate
Potential Tax Dua
Established
$ 63,184.88
X 50.000
$ 31,592.44
X .15
$ 4,738.87
To ensure proper cretlit to the accaunk, two
copies of this notice Host accompany
payment to khe Register of Wills. Make check
savable to "Register of Wills, Agent".
NOTE: If tax payments are made within three
Wont hs of the decedent's data of death,
tletluct a 5 percent discount on the tax tlue.
Any Inheritance Tax tlue will. become delinquent
nine months of tar the date of death.
kg ..
A• The above inf ornan on antl kax tlue is correct.
Ren it pavnent to the Reaistar of Wills with kwo copies of this noki ce ko obtain
CHECK ~ a discount or avoid interest, or check box "A" antl return this notice to the Re
ONE wills and an official assassm ent will be issued by the PA Departm ant of Revenue ist er of
BL DCK B. ~ The above asset has been or will be raoortetl and tax
ONL Y to be filetl by the estate representative. paitl with the Pennsvlvania Inheritance Tax return
C. ~ The above inf orma eon is incorrect antl/pr tlebts and tletlucti ons we ra
Con plate PART ~ an tl/or PART ~ below. paid.
PART It indicating a different ta)c,~pto, please state
relationship to decedent: W ie 8 g-
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1 11-Z?-O2
2. Account Balance 2 $ 63, 184. $$
3. Percent Taxable 3 X .SO
r
4. Amount Sub,7ect to Tax 4 $ 31,592.44
5. Debts and Deductions 5 O
6. Amount Taxable 6 S` 31,592.44 ~ ae
7. Tax Rate T X O
e. Tax Due g $ O
PART x"•
DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE
DESCRIPTION
AMOUNT PAID
iDTAL (Enter on Line 5 of Tax Computation)
Under $
penalties Of perjury, I declare that the fac is I have reported above era true, cor reet antl
complete to the best of my knowledge and belief.
' ~~ HOME C'JI7) 7~ / l ?lA'
~XPA E SIGNA URE WORK ( ) / ~ ~ G
TELEPHONE NUMBER ATE