HomeMy WebLinkAbout05-28-10PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 10-0060
PO BOX 280601 ~ . ~ , ~~` ~, *'~ ~~'-
HARRISBURG PA 1712E-0601 , __.•_ ,; ;,., _.~' ,,~`~YER RESPONSE ACN 10113676
•-.r ~ - ,~'ii ; t'` DATE 03-08-2010
REV-1543 EX AFP (OB-O$b ~ ~ ~ ~ '~ ~'
i '.19 +: ~...i
TYPE OF ACCOUNT
Z~IO MAY Z8 Q ~~' ~'~ST. OF AUDREY A DEPEW ^ SAVINGS
SSN 175-30-7557 ® CHECKING
~~~~~~ (;~= DATE OF DEATH 11-16-2009 ~ TRUST
pRPK~;~~'~ ~~}~~{~' COUNTY CUMBERLAND ~ CERTIF.
~ ,+~~;'~y?°_~`,y"_f~ J`('~ , ',~~, REMIT PAYMENT AND FORMS T0:
CJ~ ~ . __
CALVIN C DEPEW REGISTER OF WILLS
2 HYACINTH RD 1 COURTHOUSE SgUARE
LEVITTOWN PA 19056-1131 CARLISLE PA 17013
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
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1000427246530 Date 12- 01-1993 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 $ 1 ~ 297.56 payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject to Tax $ 216.26 months of the decedent's date of death,
Tax Rate ~( ~ 1~j deduct a 5 percent discount on the tax due.
Potential Tax Due
$
32.44 Any Inheritance Tax due will become delinquent
i
n
ne months after the date of death.
PART TAXPAYER RESPONSE
.;a~., .r .. ~. .. 3~/ ~. ~ l ~. ,.
%.~ ,{y. f. Ss%ir ! ''/'b"'"' .. r.H.`•iv''•'::g:/r.:>,: F £i:
~r/..j:r '!f0!`"vr !'~•1N~'(Idfk'fw!~~f.'1L!<
CHECK
ONE
BLOCK
ONLY
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
Wills and an official assessment will be issued by the PA Department of Revenue.
B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
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 ''i~y{ Gam.,"`
f
a relationship to decedent: ,.~
,~
TAX
RETURN - COMPUTATION OF
TAX ON JOINT/TRUST ACCOUNTS ,s ~„
;3.~ ~~~' A%
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h
LINE 1. Date Established 1 .
~
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2 A
t ,
. ccoun
Balance 2 f •~,~
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $
~`
~
5. Debts and Deductions 5 - f~f~y% %
.~,
6. Amount Taxable 6 $ y~r F'
7. Tax Rate 7 X y ~ ,~
,.
8. Tax Due 8 $ ~~~.'~' •~
~• .,~ •,.. „r, f,
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
complet to the b st of my knowledge and belief . HOME C ~ ~ ~ 3' ~ts3
~ WORK ~a, ~ ~-tc~- ~ s a
X Y R GNATURE TELEPHONE NUMBER DATE
TOTAL CEnter on Lfne 5 of Tax Computation) ~
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