HomeMy WebLinkAbout08-10-09PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ~ !_.AND FILE N0. 21 L~~ (+]2~(
PO BOX 280601
HARRISBURG PA 17128-BCOI - TAXPAYER RESPONSE ACN 09144588
REV-1543 ExgFP(OB-OB) ~' DATE 06-12-2009
EST. OF JULIO MURPHY
~" r"~'/ '~~' SSN 106-22-1232
,7r- ~, tr~ATE OF DEATH 04-14-2009
,^ ~ , C~1~fNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
K K MURPHY REGISTER OF WILLS
6207 SPRING KNOLL DRIVE CUMBERLAND CO COURT HOUSE
HARRISBURG PA 17111 CARLISLE, PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
WACHOVIA BK NA 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) 787-6327 with quc~ticne.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 3065981497376 Date 03-29-1993
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 736.36 Payment to the Register of Wills. Make check
Percent Taxable X Payable to "Register of Wills, Agent".
16.667
Amount Subject to Tax $ 122.73 NOTE: If tax payments are made within three
TaX Rate months of the decedent's date of death,
X . 1 5 deduct a 5 percent discount on the tax due.
Potential Tax Due $ 18.41 Any Inheritance Tax due will become delinquent
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 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.
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 information is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different tax rate plea state
relationship to decedent:~ON-~~no ~~q~y p~ ~ OFFICIAL USE DNLY ~AAF
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST gCCpUNTS PAD PA DEPARTMENT OF REVENUE
LINE 1. Date Established 1
2. Account Balance 2 $ I
2
3. Percent Taxable 3 X
3
4. Amount Subject to Tax 4 $
4
5. Debts and Deductions 5 -
5
6. Amount Taxable 6 $
6
7. Tax Rate ~ )(
7
8. Tax Due g_ $
8
PART ,
^ DEBTS AND DEDUCTIONS CLAIMED
3
DATE PAID PAYEE DESCRIPTION
- AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) g
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
comp} .e e b o owledge and belief.
7 ,t~~ HOME (7l ) 5'{/- 108
TAXPA WORK C~'! ) 3 (-266 0~-06-2009
TELEPHONE NUMBER DATE