HomeMy WebLinkAbout07-20-09PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 6~ Oti%1~'
Po Box zao6ol TAXPAYER RESPONSE ACN 09145222
HARRISBURG PA 17128-0601
DATE 06-12-2009
REV-1543 E% AFP (OB-OB)
TYPE OF ACCOUNT
EST. OF ROBERT N MUMMA ^ SAVINGS
$$N 201-18-4589 ® CHECKING
DATE OF DEATH 04-21-2009 ^ rRUST
COUNTY CUMBERLAND ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
DOLORES MUMMA REGISTER OF WILLS
150 LUCKNOW RD CUMBERLAND CO COURT HOUSE
HARRISBURG PA 17110-1639 CARLISLE, PA 17013 ~
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WACHOVIA BK NA provided the Department with the information below, which has been uS~cD~calcu~ting fhe,'~-''~
potential tax due. Records indicate that at the death of the above named decedent, you were a Joint owner/Ife~gfy of is account
If you feel the information is incorrect, please obtain written correction from the financial institution, att~~~grlcopy this form "i
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of~t_t~~ommonwea of - '
Pennsylvania. Please call C717) 787-8327 with questions. ~~ ~ ~ - -~'+?
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INS~UCTION~
Account No. 1000665599719 Date 01-02-1950 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 $ 3, 120.74 payable to "Resister of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 1 , 560.37 months of the decedent's date of death,
Tax Rate X 15 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 234.06 nine months after the date of death.
P~T TAXPAYER RESPONSE
~ FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL 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
CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
ONE
BLOC 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 information is incorrect and/or debts and deductions were paid.
-Complete PART ~ and/or PART n below.
PART If indicating a different t x de s a~ DFFICIAL USE ONLY ^ AAF
relationship to decedent: L~
-_~___ ~°
_-.. _ __
PA DEPARTMENT OF REVENUE
TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE I. Date Established 1 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 5
6. Amount Taxable 6 'fi 6
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
PART
3^
DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
rri rounur ~n~unro
TAT L
TOTAL CEnter on Line 5 of Tax Computation) S
Under penalties of perjury, I declare that the facts I have reported a ov.~ej are true, cor c/t~an /)
com to the best o~~,'my knowledge and belief. HOME C~~/ ) +~r~ ~CJ ~~
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