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HomeMy WebLinkAbout08-03-10BUREAU OF INDLyIQU~~. TQX~.S ,.. PO BOX 280601 - ;_ HARRISBURG PA 1.7128-060I ' - ~ kEV-1543 EX AFP (88-OB) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND TAXPAYER RESPONSE FILE N0. 21 - ~L - („~ i ACN 10140872 DATE 07-16-2010 f '+ r'(~''~' ' i'~ ~,~ E, - ~ - -" ~~n v+ r ;-~ HOPE E MANNING PO BOX 39 WALNUT BOTTOM PA 17266 EST. OF MARTHA R WALKER SSN 192-34-0790 DATE OF DEATH 07-04-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 TYPE OF ACCOUNT © SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU 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 cif Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 205297-0 0 Date 05-15-2001 To ensure proper credit to the account, two Established copies of this notice must accompanv Account Balance 68 pavment to the Register of Wills. Make check $ 5, 073 . payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax NOTE: If tax payments are made within three $ 2,536 84 . months of the decedent's date of death, Tax Rate )( . 045 deduct a 5 percent discount on the tax due. Potential Tax Due Any Inheritance Tax due will become delinquent $ 114.16 nine months after the date of death. PART TAXPAYER RESPONSE FAILU~f Tfl RESP(I~'iII WILL R~S~tLT 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 C H E C K 0 N E 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 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. 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 OFFICIAL USE ONLY relationship to decedent: [~ AAF PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 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 Porn Under penalties of perjury, I declare that the facts I have reported above are true, correct and comp to to thsbest of my knowledge and belief . HOME C ~~ / ) 5 3 Q " S ~ ~ U TAXPAYER SIGNATURE TELEPHONE NUMBER .DATE BUREAU OF INDIYIL~UI~L .TAX.E'S '' "r "~;' PO BOX 280601 ._ HARRISBURG PA ;~7~28-Ob0I ~ 4. .... REV-1543 EX AFP (08-08) PENNSYLVANIA INHERITANCE INFORMATION .NOTICE AND TAXPAYER RESPONSE TAX FILE N0. 21 - i~~ -- ~ ~ ACN 10140873 DATE 07-16-2010 ` h ~ ~' HOPE E MANNING PO BOX 39 WALNUT BOTTOM PA 172b6 EST. OF MARTHA R WALKER SSN 192-34-0790 DATE OF DEATH 07-04-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. MEMBERS 1ST FCU 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 thus form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth c)f Pennsylvania. Please call C717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 205297 - 1 1 Date 10 - 10 -2007 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 1 b10.70 payment to the Register of Wills. Make check ~ payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 805.35 months of the decedent's date of deatF~, Tax Rate )( . 045 deduct a 5 percent discount on the tax: due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 36.24 nine months after the date of death. P~T TAXPAYER RESPONSE ~ ~ILURE TO 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 C H E C K a discount or avoid interest, or check box "A" and return this notice to the Register of 0 N E Wills and an official assessment will be issued by the PA Department of Revenue. 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. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART lJ below. PART If indicating a different tax rate, please state OFFICIAL USE Ol~1.Y ~A/~F relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 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 $ b 7. Tax Rate 7 X 7 8. Tax Due 8 $ g PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID -_ - 0-1 C> r-~ ~ ~ l v ~~C V ~ O LO~ IUTAL ctnter on Line 5 of Tax Computation) S ~ 7~~,~~~~~ Under penalties of perjury, I declare that the facts I have reported above are true, correct and c omplet to the be s t of my knowledge and belief. HOME (~I17' ~ 530'~55~'~ }} j ~ `C_~ C~ W O R K ( / 7 ) pZ al- ~Q - ~ rD ~D 7 ~ ~'~(~ TAXPAYER SIGNATURE TELEPHONE NUMBER DATE