HomeMy WebLinkAbout11-15-10PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES A N D
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Po eox z8o6o1 -~~' ~`_ ~~`~TAXPAYER RESPONSE
HARRISBURG PA 17128-0601 _. '~~ ,~
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REV 194AFP `C~9B~-~B)~"`~ ` ~_
FILE N0. 21"
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ACN 10164296
DATE 11-09-2010
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ORF~H~aN'S ~~t:~~,~~T
** LYNN M WALTER
40 GREEMONT DR
ENOLA PA 17025-2643
EST. OF RUTH E WHITE
SSN 184-26-4659
DATE OF DEATH 04-10-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
PNC BANK 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. ^lease call 1717) 787-8327 viiih yuestiuns.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 000005140068624 Date 03-08-2010 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance payment to the Register of Wills. Make check
• 0 0 payable to "Register of Wills, Agent".
Percent Taxable X 100.00
NOTE: If tax payments are made within three
Amount Subject to Tax ~` 00 months of the decedent's date of death,
Tax Rate X 1 rj deduct a 5 percent discount on the tax due.
. 0 0 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 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 IJ below.
PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF"
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 $ ~
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
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
comp ete to the best f my knowledge and belief. HOME C ~ ~ ~ ) ~3~- ~~'~
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AXPQ R SIGNATURE
TELEPHONE NUMBER
DATE
IUTAL cEnter on Line 5 of Tax Computation) S