HomeMy WebLinkAbout06-21-10BUREAU OF INDIVIDUAL TAXES. - .. ^_ ;..._,,., r
PO BOX 280601 ~„
HARRISBURG PA 17128-0601 _= ;a q -~
{,
. 'RE'V`-15~i3 fik AFP C0~-08~
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE
TAXPAYER RESPONSE ACN
DATE
N0. 21 09-0728
10130323
05-28-2010
DENNIS J RED
11 FLOWERES DR
MECHANICSBURG PA 17050
EST. OF DOROTHEA E RED
SSN 505-18-6030
DATE OF DEATH 05-08-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
0 RRST OWN 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 Cali :: i7) 787=$327 ;licit :,~,rsticns.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 111000086 Date 07-17-2000 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 $ 3, 302.54 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 1,651.27 months of the decedent's date of death,
TaX Rate ~( ~ 1{"j deduct a 5 percent discount on the tax due.
Anv Inheritance Tax due will become delinquent
Potential TaX Due $ 247.69 nine months after the date of death.
PART TAXPAYER RESPONSE
.: ' ~ 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 be issued by the PA Department of Revenue.
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
0 N L Y to be filed by the estate representative.
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 ,f ~• ~~~~.
.,~:~,,- ~ ~,ti,.
relationship to decedent:
,~ • rte' ~ f ,.
J{9 `
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~;; •,,;
LINE 1. Date Established 1 ~'•,'
2, Account Balance 2 r~°~: 1.
3. Percent Taxable 3 X ~~'~`~'~" .~',,, ,., ~''~' •~
4. Amount Subject to Tax 4 ....~~. `f~'~ ~rf 4~.'~' ~,
5. Debts and Deductions 5 - ~ ~ ., •.
{,'"/~• plc. ~. +//f ''~~' ~ `
6. Amount Taxable 6 '~'~ ~ `~ ' "' ;;
7. T a x R a t e 7 X ;¢~~`r~'..~, ;rr , 4
8. l a x D u e 8 '.><< . ~ ;.fir •~ ..~ ..~ f :.
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under pen ties of perjury, :I declare that the facts I have reported above are true, correct and
complet "~ o t st of kn!o~,~,~~dge ~1nd belief . HOME C'l/ ~ ~ ~'" 3G ~ Y•` /
WORK C ~ ~~ /p
!~ ' ~ ~
AYER SIGNATURE
~-~ TOTAL CEnter on Line 5 of Tax Computation) ~
500 North Third Street
Twelfth Floor
Harrisburg, PA 17101
Tel: 717.236.1485
Fax: 717.236.777?
lawyersQbutlerlawfirm.com
Mailing Address:
Post Office Box 1004
Harrisburg, PA 17108.1004
Ronald D. Butler June 18, 2010
Jana. Butler Toole
Benjamin J. Butler Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Dorothea E. Red
File 2009-00728
Dear Sir or Madam:
I have enclosed an original and one copy of a Pennsylvania Inheritance Tax Information
Notice and Taxpayer Response form to be filed for the above referenced estate. Please
time stamp the enclosed copy and return it to me in the enclosed self-addressed stamped
envelope.
Very truly yours,
~'.
,;
~,,
>~enjamin J. Butler
BJB/mot
Enclosures
rr-
f ~ ~ ~T^.
~.~..7~~
• ..J,J
,.
r,...~
-.T7
""^~
~-
~~
~.'^'f
~^'
,~ -, ,.,ju.J
• . ~._~ f"~.,
~ ~~ .