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Home My WebLink About06-18-09PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND FILE ND. 21 09-0421 PD BOX 288601 TAXPAYER RESPONSE ACN 09131576 HARRISBURG PA 17128-0681 DATE 06-02-2009 REV-1543 EX AFP (OB-OB) TYPE OF ACCOUNT EST. OF DOROTHY I LEACH ^ SAVINGS $$N 174-20-3561 ® CHECKING DATE OF DEATH 04-14-2009 ^ TRUST COUNTY CUMBERLAND ~ ^ cERrIF. REMIT PAYMENT AND FORMS T0: ~ `a Q ~ MARK A LEACH REGISTER OF WILLS ( ~ ) ~ n 2 SUSSEX ROAD CUMBERLAND CO COURT HOUS ' L ~... ~ ~ ~ CAMP HILL PA 17011-6645 CARLISLE, PA 17013 _'~ i`.j _ ;1) ~'~ t G -rs ~ a: ~? ,`~~~ rovided the Department with the information below, which has been use~n calculates the p PNC BANK NA potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of thiExiccount. If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 000005000845225 Date 07-28-1997 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 20 , 354.17 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax ~ 10, 177 • 09 months of the decedent's date of death, ~( , lrj deduct a 5 percent discount on the tax due. Tax Rate Any Inheritance Tax due will become delinquent Potential Tax Due $ 1,526.56 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TD RESPOND WILL RESULT IN AN D~FICIAL TAX ASSE55MENT A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or check box "A" and return this notice to the Register of CHECK Wills and an official assessment will be issued by the PA Department of Revenue. C ONE B L 0 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 Complete PART ~2 and/or incorrect and/or debts and deductions were paid. PART ~ below. PART If indicating a different tax rate~p~ease state relationship to decedent: TAX RETURN - COMPUTATION LINE 1. 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 PART PAD OFFICIAL USE ONLY U AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 s DEBTS AND DEDUCTIONS CLAIMED nerF porn PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury declare that the facts I have reported above are true, correct and pl to to the b of y knowledge and belief. HOME C ~ WORK C ) ~ _ _ _. ..__ rc( CPLlfIAIF NIIIMRFR DA E OF TAX ON JOINT/TRUST ACCOUNTS 1 2 S ~0 35+-1, i~ g X ~^~o 4 $ ~ ~ ~ 1 5 '~~ 7 X r ~- S $ s 4 5~1. ~7 Ij1AL ~tnter un zinc PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND FILE NU. 21 09-0421 Po Box 280601 TAXPAYER RESPONSE ACN 09131575 HARRISBURG PA 17128-0601 DATE 06-02-2009 REV-1543 EX AFP COB-OB) TYPE OF ACCOUNT EST. OF DOROTHY I LEACH ^ SAVINGS SSN 174-20-3561 ® CHECKING DATE OF DEATH 04-14-2009 ^ TRUST ~~ COUNTY CUMBERLAND ~ ~ ^ CERTIF. ~ REMIT PAYMENT AND FORMS T0: ~ A LEACH REGISTER OF WILLS ~ ~ ~ MARK -- ` ' t I E~ 2 SUSSEX ROAD CUMBERLAND CO COURT HOU~ ~ ' ~ CAMP HILL PA 17011-6645 CARLISLE, PA 17013 rr, _ ~ ' ' _:i ) ~ <7 ) C7 -~-1 ~ {_. -, - ~ -;. ~a ~ - +_ ~i _"~ ;; , ~. ' PNC BANK NA provided the Department with the information below, which has been used in calcining the _u=~ u were a joint owner/beneficiary of ~is account. t d d , yo ece en potential tax due. Records indicate that at the death of the above-named rrection from the financial institution, attach a copy to thi itt s form en co If you feel the information is incorrect, please obtain wr and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Please call (717) %87-8327 with questions. OW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS COMPLETE PART 1 BEL Account No. 000005140037123 Date 07-01-1969 To ensure proper credit to the account, two Established copies of this notice must accompanv payment to the Register of Wills. Make check Account Balance $ 10 , 866.49 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 5,433.25 months of the decedent's date of death, ~( , lrj deduct a 5 percent discount on the tax due. Tax Rate Any Inheritance Tax due will become delinquent Potential Tax Due $ 814 • 99 nine months after the date of death. TAXPAYER RESPONSE PART 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 a discount or avoid interest, or check box "A" and return this notice to the Register of CHECK Wills and an official assessment will be issued by the PA Department of Revenue. C ONE B L 0 C K B. The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return D N L Y to be filed by the estate representative. C. The above informs ion is incorrect and/or debts and deductions were paid. omplete PART 2~ and/or PART 3^ below. PART If indicating a different tax rate, please state c~,~Al relationship to decedent: '" TAX RETURN - COMPUTATION LINE 1. 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 PART nwTr owrn PAYEE OF TAX ON JOINT/TRUST ACCOUNTS 1 2 $ 1 ~ t)~CJ~. ~~ 3 X o ,o0a 4 +fi ~L 3 5 _ ~. ~ 6 ~ 3.. 25 X , d~ 5 g $ ~' -- PAD OFFICIAL USE ONLY U AAF PA DEPAi2TMENT OF REVENUE 1 2 3 4 5 6 8 DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID iuiw~ « nee, . Under penalties of perjury, I declare that the facts I have reported above are true, correct and c~plQte to the b~ mv~ledge and belief. HOME C ) ' of t~ff~ {~,~+A1~ ~/`A~' WORK ( ~ ` TCI [:DLJnA1C AIIIMAFR DA E