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HomeMy WebLinkAbout02-04-10BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 r^ _ , :'. .. REV-1543 ,~FP C~98'-OQ) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND FILE N0. 21-l0-G~li(~ --, ~ ~,~ ~~4XPAYER RESPONSE ACN 10103076 r-- .~ ~ ,., , ~, DATE O 1-18 - 2 010 GLORIA L MULLEN 727 N WEST ST 2D 6 ~ FHB -4 P~ !2~ 5 3 C~.~~~ aR~'~~I~'a U~~~~T 5- ~ ~~t.d '•J yl, , CARLISLE PA 17013 EST. OF DONALD W MULLEN SSN 202-20-3378 DATE OF DEATH 10-02-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE 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 Pennsvlvania. Please call C717) 7E17-8327 with gtesticns. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1010049591213 Date 04-09-2002 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 13, 768.72 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to TaX $ 6, 884.36 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate X .15 deduct a 5 percent discount on the tax due. Potential Tax Due $ 1, 032.65 Any Inheritance Tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE i .. 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. B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsvlvania 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 tax rate, please state `~ `. v~~ ^ relationship to decedent: ~ ~~~D!-- `~"+ `'`~•f'~~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~:"~" ~ ~~~i~`` ~" LINE 1. Date Established 1 '~;,~ ~$¢;~ fr".%~:F9•. 2. Account Balance 2 $ ~'~'~,~c 3. Percent Taxable 3 ~~~°f'.r:"••~~'~ ,'• ` ,,,. 4. Amount Subject to Tax 4 $ ""r,~,''~~~"~~`.',~'' .. 5. Debts and Deductions 5 - ~~+ •.~'"' ` 6. Amount Taxable (, $ ` •~~```xf f~f` "F ti 7 . Tax Rat e 7 X ''%.~:r` ~r'"~.~r •' ~ • q` <fs <%.l'. ./o',`.'+r .rfYr'F • r "y. .a PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION A6A~111-IT nw TT ._.r._ ..~~ ~~„v ~ yr iax t,ompuiaiion) $ Under penalties of perjury, I declare that the facts I have reported above are true, cor~re^ct and complete to the best of my knowledge and belief. HOME C7 (? ~ ~ ~~--~a ~,~ v`t ~~/~~j WORK ( ) TAX AYER SIGNATURE TELEPHONE NUMBER DATE PENNSYLVANIA INHERITANCE TAX ~~40 F~~ --4 P~ 42~ ~4 ~~~~~ ~ ~ G~~N~?~'~ C~~1~T GLORIA L MULLEN 727 N WEST ST CARLISLE PA 17013 INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D PD Box 280601 ~ ., ~ ~ # `" " ~• TAXPAYER RESPONSE HARRISBURG PA 17128-0601 ;~ ,_ _ •_, ~ ~ ' ~' ._ ... __ ; f ~ f~ F I L E N 0. 21 "- ~~.- (~ ACN 1010307/7 DATE 01-18-2010 EST. OF DONALD W MULLEN SSN 202-20-3378 DATE OF DEATH 10-02-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. WA CH 0 VIA 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) 787-8327 with questa.ons. COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS 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. Account No. 247412073417384 Date 06-10-2008 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 52, 653.12 payment to the Register of Wills. Make check " payable to Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax $ 26, 326.56 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate ~( ~ lrj deduct a 5 percent discount on the tax due. Potential Tax Due $ 3, 948.98 Any Inheritance Tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE `/•:+' /f; %.r. GH ~; r '.% :•: :...,rv r / "~'~' ,;ri":.e.«. 4nr I 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 0 N E a discount or avoid interest, or check box "A" and Wills and an official assessment will be issued by return this notice to the Register of the PA Department of Revenue. a DATE PAID PAYEE DESCRIPTION C. ~ The above informs ion is incorrect and/or debts and deductions were paid. ~ Complete PA RT 2 and/or PART 3~ below. PART If indicating a different tax r ate, please state %'•'~• • relationship to decedent - SLArZ,~ ~ C ~,%; ,~f TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS y^ :,. ;~ ~~ LINE 1. Date Established s1 f 1 .£'cy` f~' •~°• d>.A ,::~, 2. Account Balance 2 $ ' 3. Percent Taxable 3 , . •f• ` 4. Amount Subject to Tax 4 ~ r"<~ , ~r 5. Debts and Deductions 5 - `~"' ~ ,~ 6. Amount Taxable 6 $ .y • .~ ,~` 7 . Tax Rat e 7 X , 'il%`'~ , ~ f;~, , •,~.~: 8. Tax Due 8 $ • •`" ~•'~• ~ ~~ • PART fi DEBTS AND DEDUCTIONS CLAIMED AMOUNT PATH Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the est of my knowledge and belief. HOME C"1 t ~ ) v~ ~~"` ~~ ~'~ ~, ~~~/D , WORK C ) TAX AYER SIGNATURE TELEPHONE NUMBER DATE ivi,a~ ~tnLer on pine 5 of Tax Computation) S