HomeMy WebLinkAbout08-21-09BUREAU OF INDIVIDUAL- TAXES., ,
PO BOX 280601
HARRISBURG PA 17128-.0601-
_ ~ ~- v: RE~I. 1543 EX AFP (OB-OB)
PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE N0. 21 09-0294
ACN 09151268
DATE 08-07-2009
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JOANNE M NOLAN
7710 SAVANNAH DR
BETHESDA MD 20817-1434
EST. OF GERTRUDE I MITCHELL
SSN 204-18-0883
DATE OF DEATH o2-17-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
CITIZENS BANK OF PA provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a ioint owner/beneficiary of this account.
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 toll C717) 787-8327 with auastions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 6100763749 Date 07-15'1970 To ensure proper credit to the account, two
Established copies of this notice must accompany
ACCOUnt Balance 26, 663.47 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 13, 331.74 months of the decedent's date of death,
Tax Rate ~( , lCj deduct a 5 Dercent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 1 , 999.76 nine months after the date of death.
PART TAXPAYER RESPONSE
ALI.U d ~ ILL (RESULT ~ AN F'IC~#I_ TA7~ A55 ~SMEN~'
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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
C 0 N E ~ ~ Wills and an official assessment will be issued by the PA Department of Revenue.
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 incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different tax rate, please state O~I°CIA~~t1SE ONL ~ AAF
relationship to decedent:
PA DEPARTMENT OF RCVENUE ,
TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. 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 S
6. Amount Taxable 6 $ (>
7. Tax Rate 7 X 7
8. Tax Due 8 $ g
PART DEBTS AND DEDUCTIONS CLAIMED
3^
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported
co lete to the best of my knowledge and belief. HOME
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above are true, correct and
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HONE NUMBER A
TOTAL CEnter on Line 5 of Tax Computation) S