HomeMy WebLinkAbout02-25-09PENNSYLVANIA INHERITANCE TAX
ELEANOR B JONES REGISTER OF WILLS ~ o
7 HOPE DR CUMBERLAND CO COURT HOUS~_~ O
BOILING SPRINGS PA 17007 CARLISLE, PA 17013 _-~ -~ -
t'v ~--',
--ti C.t7
WACHOVIA BK NA ~`~ ~
provided the Department with the information below, which has been us~~1~ calculai~ng the
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/ben~roxary of t~ accouht. -.j.
If you feel the information is incorrect, please obtain written correction from the financial institution, at.~ch a copy to• is form `~:
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonweal F~of
Pennsylvania. Please call C7177 787-8327 with questions. ~ ~ -°~~
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1014188215485 Date 09-18-1997
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ ,5,322.04 Payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax $ 2, 661.02 NOTE: If tax payments are made within three
months of the decedent's date of death,
TeX Rate ~( ~ 1fj deduct a 5 percent discount on the tax due.
Potential Tax Due $ 399.15 Any Inheritance Tax due will become delinquent
nine months after the date of death.
P~T TAXPAYER RESPONSE
1
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of
0 N E Wills and an official assessment will be issued by the PA Department of Revenue.
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 rJGi ~l~
PO BOX 280601 TAXPAYER RESPONSE ACN
HARRISBURG PA 17128-06D1 09109518
REV-1543 EXI1FP(09-OB) DATE 02-19-2009
TYPE OF ACCOUNT
'EST. OF N R JONES ~ SAVINGS
SSN 186-24-9450 ® CHECKING
DATE OF DEATH 11-26-2008 ~ TRUST
COUNTY CUMBERLAND ~ CERTIF.
REMIT PAYMENT AND FORMS T0:
[ B L O C K ~ B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y to be filed by the estate representative.
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3~ below.
PART ar inalcating a aYfferent tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION
LINE I. 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
OF TAX ON JOINT/TRUST ACCOUNTS
I
z $ - 531 ~ . ~ ~.~`
s__ $ //T.. T_3
PART
DEBTS AND DEDUCTIONS Cl
PAD
OFFICIAL U5E ONLY ~ AAF
PA DEPARTMENT OF REVENUE
1
2
3
4
5
6
7
8
.AIMED
DATE PAID PAYEE DESCRIPTION eMniiuT oern
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best. of my knowledge and belief. HOME C `/~/'T ) a ~- ~/~O ~; ~
~Ylld.D ~ .~ o~ WORK C ) ~
XPAYER SIC~es i uicr rr, rr,,,.,.,~ ........~.. °Z '2`5 _
... .u~~e, u~~ Buie ~ yr iax l.o mputation) $