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HomeMy WebLinkAbout06-01-10PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D Po Box zso6B1 TAXPAYER RESPONSE HARRISBURG PA 17128-0601 REV-1543 EX AFP (OB-OB7 ' FILE N0. 21-~~}•-(,~~`'~~ ACN 10129665 DATE 05-25-2010 '~ ~ 3 ~ ~ LL~r~/ `L. _ _ '-~ '^ ~",-. JOHN C ERIKSON 92 LATERN LN SHIPPENSBURG PA 17257 EST. OF MARY T ERIKSON SSN 065-16-0992 DATE OF DEATH 03-28-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. SOVEREIGN 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) 787-6327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 3531060708 Date 06-26-2006 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 44,742.93 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 16.667 AmOUnt Subject to Tax $ 7,457.30 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate X QO deduct a 5 percent discount on the tax due. Potential Tax Due $ oo Any Inheritance Tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFTCIAL_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 C H E C K a discount or avoid i nterest, or check box "A" and return this notice to the Register of C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue. BLOC K 0 N L Y B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inherit T to be filed by the estate representa tive. ance ax return C. ~ The above information is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART 3~ below. riaKi ~~ ill~icaung a a>_rrerent tax rate, please state relationship to decedent: TAX RETURN - COMPUTATION LINE I. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 2 $ 3 X 4 5 6 7 X 8 PA PART DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DES('RTPTTf1N OFFICIAL USE ONLY ~AAF AA DEPARTMENT OF REVENilE D 1 2 3 4 5 6 7 8 - --- -- -- _ ~ ~= ax LvmpuLailOn) g Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. C HOME C ) ~ _ j ._ t -~ i . ~n .~ _1/z >, .{,,~YL W O R K C ) -~+--e----T-~> :JfAXPAYER SIGNATURE TCI CDLJn AIC .III..,, ~., A4--i-~-' PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D Po Box zeo6al - TAX~aYER RESPONSE HARRISBURG PA 17128-0601 _ REV-1543 EX AFP (OB-~B)'` FILE N0. 21 "~(~-Ct>~~ ACN 10129666 DATE 05-25-2010 r~~~ ~~~?y1 _ t r,4~ ~. ~_ vss i t i; •• ~~ST. OF MARY T ERIKSON SSN 065-16-0992 ~,~w~i~,!= DATE OF DEATH 03-28-2D10 Q~~~-!,:s'~, ; ` r~~~f~~~" COUNTY CUMBERLAND C~~~~C^~ -'f` t%~, REMIT PAYMENT AND FORMS TD: JOHN C ERIKSON REGISTER OF WILLS 92 LATERN LN 1 COURTHOUSE SQUARE SHIPPENSBURG PA 17257 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS © CHECKING TRUST CERTIF. SOVEREIGN 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 C7i7i 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 3531060694 Date 03-26-2009 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 1 , 500.36 payment to the Register of Wills. Make check Percent Taxable payable to "Register of Wills, Agent". X 16.667 $ 2 5 D . D 7 NOTE: If tax payments are made within three Amount Subject to Tax months of the decedent's date of death, Tax Rate ~( _ 00 deduct a 5 percent discount on the tax due. $ • D D Any Inheritance Tax due will become delinquent Potential TaX Due nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN_OFFSCTAL TAX ASSESSMENT A. f~71 The above information and tax due is correct. J~ Remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or check box "A" and return this notice to the Register of C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue. BLOC 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. C. ~ The above information 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 relationship to decedent: TAX RETURN - COMPUTATION OF 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 7 X 8. Tax Due g $ PART 3^ DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME C ) ~~ -~ - ~~ WORK C ) T.1A4CPAYER SIGNATURE TFI ~aunur uiiMaro r,.r~ OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF_REVENt1E PAD 1 2 3 4 5 6 7 8 IUIHL ~tncer on une 5 of Iax Computation) $ w ~~~ _1 : ,,)+ S. ~f ':7k1 /"~ :~e•i ~~ .. ~: +~:• ~" ~- a.~ ~~ :~. ~~ 'J~ r ~. r N N ~.. Q a ~ ~ ~ f` , o ro ''~ a a. , W N .i+ ~-, O~ V] i t ~I t. ,, _ - - . - i~, . fJ l~~C~l{~ ~'r ~~~r~~ f' 4RP! I'-t v ~) ~,i.J~~RT ~~ J ~ I .~ ~~ ~ ~ !~ .~ j 1 \ (~ ~ ~ aG ~ ~ ~ .~ ~1 ~I f.=:i ~ ~ ~<< ~. .~ ..j.. ,~:~ `~ t, ....~ t;; i .,..t