HomeMy WebLinkAbout01-29-10 (2)PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES _ AN D
Po BOX 2BO6B1 ='~`- TAXPAYER RESPONSE
HARRISBURG PA 17128-0601 '` ~ ~'-' -
FILE N0. 21 09-1059
ACN 09174475
DATE 11-26-2009
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FRIEDA BRUCE
250 N OLD STONEHOUSE RD
CARLISLE PA 17015
EST. OF DALLAS C BOWERMAN
SSN 257-32-0529
DATE OF DEATH 05-25-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
BANK OF AMERICA 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 inforoation 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
Pe~nsy)vania. Please call 0717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 68100401791581 Date 08-21-2003 To ensure proper credit to the account, two
Established copies of this notice must accompany
paynent to the Register of Wills Make check
Account Balance $ 18,878 .16 payable to "Register of Wills, Agent".
Percent Taxable X 50 .000
NOTE: If tax payments are made within three
Amount Subject to TeX g 9,439 .08 months of the decedent's date of death,
Tax Rate ~( , lrj deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will became delinquent
Potential Tax Due $ 1,415 .86 nine months after the date of death.
P
T TAXPAYER RESP ONSE
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a~rn n~cysr•~r:r ~r;
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
0 N E Wills and an official assessment will be issued by the PA Department of Revenue.
BLOCK B. The above asset has been ar 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 3~ below.
PART If indicating a different t r ea a state
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relationship to decedent: ~
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TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ,.,,,,,,,~,,;,,~,~ ~ a£ ~ ~~' ~` ~~~~~° `~ ~ '" ;' te~6• ''b
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LINE 1. Date Established 1 °~~~„'~~ ~~
2. Account Balance 2
z ' ~ i'~ -, ~;~v
$
3. Percent Taxable 3 X
4. Amount Subject to Tax 4
5. Debts and Deductions 5 -
6. Amount Taxable 6
7. Tax Rate 7 X ~e Jr D "~ ;
8. Tax Due 8
PART DEBTS AND DEDUCTIONS CLAIMED
3
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
der penalties of erj , I declare that the facts I have reported above are true, corrHect~jand
o etc o the be knowledge and belief. HOME C 7 ~~ ) ~( p
WORK ( )
XPAY SIGNAT RE TELEPHONE NUMBER DATE
TOTAL CEnter on Line 5 of Tax Computation) S