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HomeMy WebLinkAbout01-13-10PENNSYLVANIA INHERITANCE TAX (INFORMATION NOTICE j BUREAU OF INDIVIDUAL TAXES '- `-' ''~~ f''~ `~~'' AND FILE N0. 21' / ~- ~O~D PO BOX 280681 ~'" ' <~ TAXPAYER RESPONSE ACN 09181793 HARRISBURG PA 17128-0601 i '~f ~ .. . DATE 12-24-2009 REY-1543 IX ~FP COB-OB) CLERF ~ ~V 0~{~~'i~rV~ v~t~~j CIJP~'~4~'! ~.'.r~ `~~n Pa. _, DARLENE E REILLY 948 BALTIMORE RD SHIPPENSBURG PA 17257 EST. OF WILLIAM E JONES SSN DATE OF DEATH 11-07-2009 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 dua. Records indicate that at the death of the above-named decedent, you were a point owner/beneficiary of this account. If you feel the infonation 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 t;he Commonwealth of Pennsylvania. Phase tail 0717) 787-83[/ with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 102002076 Date 07-17-2007 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 2 381 28 pageant to the Register of Wills. Make check " . , payable to Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax ~ 1 190 64 NOTE: If tax payments are made within three ' , . months of the decedent s date of death, Tax Rate ~( ~ 1j deduct a 5 percent discount on the tax due. Potential Tax Due 1 7 8.6 0 Any Inheritance Tax due will become delinquent nine months after the date of death. P RT TAXPAYER RESPONSE A 1 A. ~ Tha above information and tax due is correct. Remit Dayment 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 Repistar of C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue. BLOCK 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 infarma ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3~ below. PART If indicating a different tax rate, please state a relationship to decedent: ~ za TAX RETURN - COMPUTATION OF TAX ON JO ~T9/TRUST ACCOUNTS _ _ LINE 1. Date Established 1 v4d~ + ~ %.~> f 2. Account Balance 2 ~ 3,, 3. Percent Taxable 3 X `~. ~®© `"'"~"'~'"""~'" 4. Amount Subject to Tax 4 ~ i,~'. _' 14_».-'~ o~ ;~ 5. Debts and Deductions 5 ~~q. $!~ ~'~_ ~ 6. Amount Taxable 6 7. Tax Rate 7 X r ~ ~~` `" i <' :'_.~ '~...~.~;wW~...w 8. Tax Due 8 $ ~ _ PART DEBTS AND DEDUCTIONS CLAIMED Under penalties of perjury, I declare that the facts I have reported above are true, correctQand complete to the bestQof mypk~now~ledge and belief. HOME C ~ ) - ~Q 3 ~. I~~JL~LY-f~..l WORK C ) ,XPAYER SIGNATURE ~]" TELEPHONE NUMBER DATE DATE PAID PAYEE DESCRIPTION AMOUNT PAID ~~~T ~`'S%. OF ss~v, - _ _ _ __ _-. -r--- / / L L-r /l/ Q , ~1' l (.t~/~~Li"f-~ ~ ,~ . ~./c~ tiffs ao9~-~~--~~8~ r . ~~ y~~ ~~Ser~~~i ~o~ ~~°' .~-- __ _ - ~°~ / /~ ~ ~'1~B~~S " __ I /D .3,~~ p q ~/ctS'P~7rr9 L cis ~c:~~i v~,~D s~2r/r ~ // ~ /0 su/rI /~Ii~ ~~/~~~' /9~ uJiLL~'i9~ t_ . ~d ti~ ___- --- ~,ll,l, /~ a q ~/Flrf fl %oLcJG'y ~S'~'vic~ ~~2cJf'~S ~L'~~"i'c/~~ ~~/l9 v~~ ~ /~q9 ~ 2~~~ -- ___ moo, ~ / ~ l ~ L~~Nr'/~~~ ~ ~u/~i°t~ L l d >v~2r7 L e ~ ~ ~~ ~ ~~ NcE ~ 7a~- © ~ l ~ l 1 G'O2~Dd ~s ~~~~ ~~~ ~''~ © o ~s'o l~ ~I~~o~~~~ L, ~ ~L~C~`~~ , `~ ~~ L -~ o ~9.~d i