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HomeMy WebLinkAbout08-23-10., .. _ „~ BUREAU OF INDIVIDUAL TA)CES __ _ PO BOX 280601 HARRISBURG PA 17128-0601 REV-1543 EX AFP (OE•R!) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND TAXPAYER RESPONSE FILE N0. 21 ~°~i;••t.> ~'~{~,- ACN 10137435 DATE 06-30-2010 c10 BUG 23 ~~~ 1~ 54 CLEf~t C{ pRPNA~~`L CC'~1R1' '_.~ PRABHA JINDAL 1750 ELIZA WAY MECHANICSBURG PA 17055 EST. OF RAMESH K JINDAL SSN 178-60-2295 DATE OF DEATH 03-13-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS © CHECKING TRUST CERTIF. 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 (717i 7B7-0327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1010080295552 Date 10-03-2003 To ensure prover credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 1 , 638.22 payable to "Register of Wills, Agent". 16 667 Percent Taxable X NOTE: If tax payments are made within three Amount Subject to Tax $ 273.04 months of the decedent's date of death, lr deduct a 5 percent discount on the tax due. Tax Rate ~( j Any Inheritance Tax due will become delinquent Potential Tax Due $ 40 • 96 nine months after the date of death. PART TAXPAYER RESPONSE 0 FAILURE 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 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. C ONE BLOCK g. ~ 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 ~ below. PART If indicating a different tax ratR, please state OFFICIAL USE ONLY ~ AAF' relationship to decedent: PA DEPARTME~NT~ OF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ Z 3. Percent Taxable 3 X 3 4. Amount Subject to lax 4 $ 4 5. Debts and Deductions 5 S 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X ~ 7 8. Tax Due 8 $ Q 8 IU1AL ltnler vn ~ - - ---~- Under penalties of perjury, complete to the best f my I declare that the facts knowledge and belief . I have reported abov'je HOME ( ~ ~ ` are~ru/e, correct and ` f ~ 4 "C6~~ ~ ~ ~ 2~ t PART DEBTS AND DEDUCTIONS CLAIMED 3^ TATL owrn vevFF DESCRIPTION AMOUNT PAID PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE _ AND FILE N0. 21 -~~~ ~`~c~(.v BUREAU OF INDIVIDUAL TAXES ^~ PD Box 2BO6o1 ;' i '. ~.,°'TAXPAYER RESPONSE ACN 10137436 HARRISBURG PA 17128-0601 ~ DATE 06-30-2010 ,. REV-1563 EX 1iFP ~T11B~ Od71 ~ ' "" ~~I~ AEG Z3 ~ I~ 54 CI.ER~ ~r ORPWaN'S COURT CUUI"~F`,~~~1' ^~~., FA, PRABHA JINDAL 1750 ELIZA WAY MECHANICSBURG PA 17055 EST. OF RAMESH K JINDAL SSN 178-60-2295 DATE OF DEATH 03-13-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. 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 ioint 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 C717i 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIDNS Account No. 1 0 1 0 0 8 0295552 Date 10-03-2003 To ensure vroper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 1 , 638.22 payable to "Register of Wills, Agent". 667 Percent Taxable X 1 6. NDTE: If tax payments are made within three Amount Subject to Tax $` 273.04 months of the decedent's date of death, 1 5 deduct a 5 percent discount on the tax due. Tax Rate X , Any Inheritance Tax due will become delinquent Potential Tax Due $` 40 • 96 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE„"TO RESPOND WILD` RESULT ~Ifi1 AN OFFICIAL TAX. ASSESSME#IT 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 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 ~ below. PART If indicating a different tax rate, please state a relationship to decedent: TAX RETURN - COMPUTATION LINE 1. 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 OFFICIAL=;IJSE 'ONLY ~~~AAF PA DEPARTMENT OF"REVENUE OF TAX ON JOINT/TRUST ACCOUNTS (PAD ff , 1 2 3 X 4 5 6 '~ X 'J 8 IUTAL ltnier vn ~+nc ~ - ------ - ~. Under penalties of perjury, I declare that the facts I have reported above are t/rue, correct and comple~~t~'the best, of my~cTlowledge and belief. HOME ( ~)7 ~ CJ~~'~~~ ~ ~2~ 1 I /t ~e 11 wee c -~ 1 ~ ~ 6~ ~~i - 3 S~~ ~'__~-1z PART DEBTS AND DEDUCTIONS CLAIMED _.__ ... _.. ~..,r~ ^ESCRIPTION AMOUNT PAID t ^ n lw' ~ '. V 1 ~- f ~ ~ ~ i .-~ ~ ~' ,~ ~ ~ ~, ~`~' .; ~ °" ,.f ~:. ~`" ~" °e .~ 4~- ~. ~ . ?~ ~ ~ ~ ~ ~ v ~-- .. ,,..~~ ~~ ,l - ~J ~ ,., f ~' + s'~ ~~ ~ .. ~ a c_ k ~ o 1 ,~~ N t ~~ ~ =,~, ~ ,, . J ~' ~ ~~~- ~~~ ~~' ~:~ .~--