HomeMy WebLinkAbout03-16-10 (2)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE N0. 21 09-1141
BUREAU OF INDIVIDUAL TAXES ~, 'r^ r~r_.'I""~'w~^/~" ACN 10104695
PD BOX 280601 .!..' `.:~ '17-J'~'APAYER RESPONSE
FUIRRISBURG PA 17128-0601 -~:-~ ~ ~~;tti C' DATE 01-26-2010
REY-1543 IX AFh ..(080.87 '; 'li L . .- _
TYPE OF ACCOUNT
241Q I'~AR ! 6 AM 9' ~ ! EST. OF BARBARA K STROUP ^ SAVINGS
S$p( 541-30-3061 ® CHECKING
CLERt~ ~~ DATE OF DEATH 12-03-2009 ^ rRUST
ORPHA.N~S ~~`1URT COUNTY CUMBERLAND ^ CERTIF.
C~~1~,~Fi ??,F,,I~'`j fv(} , PA. REMIT PAYMENT AND FORMS T0:
KATHARINE S BROOKS REGISTER OF WILLS
6601 ARIOCK CV 1 COURTHOUSE SQUARE
AUSTIN TX 78739-2012 CARLISLE PA 17013
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 ]oint owner/baneficiarv of this account.
If you feel the information is incorrect, vlease 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 questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 000005003242622 Date 11-21-2000 7o ensure proper credit to the account, two
Estab115hed copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 20,337.98 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 10, 168.99 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 Tax Due $ 457.60 nine months after the date of death.
PART TAXPAYER RESPONSE
0 .'.~
A. ^ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or check box "A" and return this notice to the Register of
CHECK Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
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 informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different tax rate, please state `
~d I
2 relationship to decedent: a ~~, " ~~~~~~'
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ;~~#
LINE 1. Date Established 1
Vii; r
s t ,~' ~ 3 T ,. ~' ,.;f
2. Account Balance 2 ~ V' ~ ~"" g
3. Percent Taxable 3 X • ~ ~""""'~ /r•
4. Amount Subiect to Tax 4 $ '~,~ """" ~ ~~~ """"""
5. Debts and Deductions 5
6. Amount Taxable 6 "
7. Tax Rate
8. Tax Due 8
PART DEBTS AND DEDUCTIONS CLAIMED
HATE owrn pevFF DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complelte to the best of my knowledge and belief. HClME C 7
IUTAL lCniar vn Linv ~ ..~ ~a.. ~~ r -----••- _ -