HomeMy WebLinkAbout03-16-10PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES '"+; d` ^f" AND FILE N0. 21 09-1141
PO BOX 280601 ~ ~ - ~ TAXPAYER RESPONSE ACN 10104696
HARRISBURG PA 17128-0601 - ' ~'~1 ~.
''-~~~~ ~'~'~~ ~ DATE 01-26-2010
REV-:sas Ex ~r coe-oe~
201 D MAR 16 AM 9~ 3 I
CLERK CF
~RPHt~~~ ~ ~C! 1R
KATHARINE S BROOKS
6601 ARIOCK CV
AUSTIN TX 78739-2012
EST. OF BARBARA K STROUP
SSN 541-30-3061
DATE OF DEATH 12-03-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® savlNGs
CHECKING
TRUST
CERTIF.
PNC BANK 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 point owner/beneficiary of this account.
If you feel the info nation 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 Comeonwealth of
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 000005003177285 Date 11-20-2000 To ensure prover credit to the account, two
Established copies of this notice must accompany
Account Balance 1 ~ 521.10 payment to the Register of Wills. Make check
+~ payable to "Register of Wills, Agent".
Percent Taxable X 50.000
$ 7 6 0.55 NOTE: If tax payments are made within three
Amount Subject to Tax months of the decedent's date of death,
TaX Rate X .045 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential TeX Due $ 34.22 nine months after the date of death.
P~T TAXPAYER RESPONSE
1 A ~ ~
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
Wills and an official assessment will ba issued by the PA Department of Revenue.
ONE
~
BLOCK
0 N L Y B. ~ Tha above asset has been
WWW to be filed by the estate or will be reported and tax paid with the Pennsylvania Inheritance Tax return
representative.
C. ~ The above informs ion is
Complete PART ~2 and/or incorrect and/or debts and deductions were paid.
PART 3~ below.
PART If indicating a different tax rate, Please state ~
g
relationship to decedent: ~
,s
~ ~~ ~~
~
~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS k^
LINE 1. Date Established 1 ~< . ;" }`'"
2. Account Balance 2 $ .
~ ` ' } ik ~ 't
3. Percent Taxable 3 X ~ ~.^
4. Amount Subject to Tax 4 $ ~~! _
~
~
5. Debts and Deductions 5 ~', ~~t '~ ~;
w
` ~
w,
6. Amount Taxable 6 $ ~w
~ `~ ,.
n,
~a'~~r, ~ n ; ~,~ `~
7. Tax Rate 7 X ~ g~F~~;'f ~~
~
~
8. Tax Due 8 $ ~ ,,~ . ;
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T
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, correct and
e
be
completnDe to t~h
st of mAy knowledge and belief.
~
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V`~``'~~ _ ~ •`~"r~ ~IS l3 WORK ( ~ J ) o~ 5~~
DATE
IYIAL center on Line 5 of Tax Computation) 4