HomeMy WebLinkAbout09-23-09PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21
Po Box zaocBl _ .TAXPAYER RESPONSE ACN 09156258
HARRISBURG PA 17128-0601
DATE 09-07-2009
REV-1543 EX. AFP (09=BH]"~'~
GLADYS D RHINEHART
1 HOTPOINT AVE
20U9 SEP 23 ~~I 8~ 27
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C~ L.1 i'~ UI
Cl}P~^, ,- ~ ... PA.
SHIPPENSBURG PA 17257
EST. OF HELEN M BOLEN
SSN 172-24-8393
DATE OF DEATH 05-06-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
ORRSTOWN BANK 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 joint 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 call (717) 787-8327 with questions.
COMPLETE PART I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 320978 Date 09-19-2005 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 1 , 619.64
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 809.82 months of the decedent's date of death,
Tax Rate ~( , 15 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 121.47 nine months after the date of death.
PART TAXPAYER RESPONSE
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
C H E C K a discount or avoid interest, or check box "A" and return this notice to the Register of
C ONE 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 OFFICIAL USE ONLY ~ AAF
relationship to decedent:_
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 S
6. Amount Taxable 6 $ y
7. Tax Rate 7 X 7
8. Tax Due 8 $ $
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above are true, co~r_rec~t a~nyd
~coom~pylete to the best of my knowledge and belief. HOME C`f~~ ~ -~~~(~,L-L!
C ~~ (G1/~/~e~~2:~/1 ~ W O R K C
L \
TAXPAYER IGNATURE TELEPHONE NUMBER DATE
TOTAL CEnter on Line 5 of Tax Computation) S
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
RHINEHART GLADYS D
1 HOTPOINTE AVE
SHIPPENSBURG, PA 17257
fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
ESTATE INFORMATION: ssrv: i 72-24-a3s3
FILE NUMBER: 2109-0884
DECEDENT NAME: BOLEN HELEN M
DATE OF PAYMENT: 09/23/2009
POSTMARK DATE: 09/23/2009
COUNTY: CUMBERLAND
DATE OF DEATH: 05/06/2009
REMARKS:
SEAL
CHECK# 212
09156258 ~ S 121.47
TOTAL AMOUNT PAID:
$121 .47
INITIALS: JN
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REV-1162 EX111-961
NO. CD 01 1780
REGISTER OF WILLS