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Home My WebLink About04-01-10March 30, 2010 Register of Wills 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Thomas R. Kimble, Jr. I am in receipt of the PA Inheritance Tax Information Notice. I had two joint accounts with Mr. Kimble totaling $20,965.08 according to the attached forms. Of which this states I am responsible for the inheritance tax on'/z oaf the balance. I remitted $18,533.58 to the Estate of Thomas R. Kimble, Jr. on January 4 2010. Therefore the asset wi1.1 be reported and tax paid by the estate representative. If you should have any further questions please do not hesitate to contact me. Thank you, /~~ Rebecca Bagot Enc. PA Inheritan k t the E t eaolf Thomas R. Kimbpe,yJrr Respones Copy of ch C_7 C.7 ~; T~ r_i __:n '--- r7'l .:._ .~ %' ~ 7 1`il J~_ r.3 ,;..~ --1 v f\i 0 7~ `"tJ ~ - ~ ~ -- .l.. `i ~ ._i N ' i~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND FILE N0. 21 10-0009 BUREAU DF INDIVIDUAL TAXES ACN 10114212 Po Box za06B1 TAXPAYER RESPONSE HARRISBURG PA 17128-0601 DATE 03-09-2010 REV-1543 EX AFP (BB-BB) EST. OF THOMAS R KIMBLE SSN DATE OF DEATH 12-19-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REBECCA A BAGOT REGISTER OF WILLS 1671 TRINDLE RD 1 COURTHOUSE SQUARE CARLISLE PA 17015 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. METRO BANK 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 C717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 538068040 Date 03-10-2008 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance Percent Taxable Amount Subject to Tax TaX Rate Potential Tax Due ~` 2 ~ 131 • 97 payable to "Register of Wills, Agent". X 50.000 NDTE: If tax payments are made within three ~` 1,065.99 months of the decedent's date of death, X • 1 5 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent $ 159.90 nine months after the date of death. PART FAILIiRE TO TAXPAYER RESPONSE RESPOND WILL RESULT IN' AN OFFICIAL TAX ASSESSMENT 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 B L 0 C K B. The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return D N L Y to be filed by the estate representative. C. ~ The above informs ion is incorrrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3LJ below. PART If indicating a different tax rate, Please state OFFICIAL USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD ` 1 LINE 1. Date Established 1 2. Account Balance 2 '~ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X 7 8. Tax Due 8 $ $ PART DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts I have reported above are true, corrr'ect and comp to to the b of my knowledge and belief . HOME CZ ~~1 ~ ~ aZ ~ ~V i 3 ,~~o WORK ( 7 ? ~ 730 -ao /! a.l __ _ TELEPHONE NUMBER DATE PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND FILE N0. 21 10-0009 BUREAU OF INDIVIDUAL TAXES ACN 10114211 PO Box 280601 TAXPAYER RESPONSE HARRISBURG PA 17128-0 601 DATE 03-09-2010 REV-1543 EX AFP (OB-OB) EST. OF THOMAS R KIMBLE SSN DATE OF DEATH 12-19-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REBECCA A BAGOT REGISTER OF WILLS 1671 TRINDLE RD 1 COURTHOUSE SQUARE CARLISLE PA 17015 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. METRO BANK 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 questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 536746506 Date 06-24-2004 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 18,833.11 payable to "Register of Wills, Agent". NOTE: If tax payments are made within three Percent Taxable X 50.000 Amount Subject to Tax $ 9,416.56 months of the decedent's date of death, deduct a 5 percent discount on the tax due. Tax Rate X 1 5 AnY Inheritance Tax due will become delinquent Potential Tax Due $ 1 , 412 • 48 nine months after the date of death. PART TAXPAYER RESPONSE ~ FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A. ~ The above information and tax due is correct. f i this notice to obtain Remit payment to the Register of es o Wills with two cop the Register of t ti discount or avoid interest, or check box "A" and return o ce this no C H E C K a Wills and an official assessment will be issued by the PA Department of Revenue. C ONE ill be reported and tax paid wit h the Pennsylvania Inheritance Tax return BLOC K B. The above asset has been or w ~ 0 N L Y to be filed by the estate representa tive. C The above information 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 relationship to decedent: TAX RETURN - COMPUTATION ~ TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 '~ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate ~ X 8. Tax Due B '~ PAD OFFICIAL USE ONLY ~ AAF' PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED PART DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts I have reported above areytrue, correct and comp to to the best of m knowledge and belief . 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