HomeMy WebLinkAbout12-17-10 (2)BUREAU OF INDIVIDUAL TAXES
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** JOSEPH C PHILLIPS
328 DEERFIELD RD
CAMP HILL PA 17011
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE N0. 21 10-1001
ACN 10162461
DATE 11-02-2010
EST. OF JOHN W PHILLIPS
SSN 184-24-5141
DATE OF DEATH 09-23-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAYINGS
CHECKING
TRUST
a CERTIF.
F NB BAN K 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 (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 007-3010575 Date 10-28-2009 7o ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 107, 968.77 payable to "Register of Wills, Agent".
Percent Taxable X 100.00
NOTE: If tax payments ane made within three
Amount Subject to Tax ~` 107,968.77 months of the decedent's date of death,
Tax Rate )( .045 deduct a 5 percent discount on the tax due.
Anv Inheritance Tax due wall become delinquent
Potential Tax Due $` 4 , 858.59 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE`, TO ~RESF~3ND ~ WILt RESUL•T••IN AN OFF ICTAL 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
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.
C. ~ The above informs ion 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 a~~~ ~ ~~~
~ ~QFFICIAL~~U
SE ONLY ~~~ AAF
~
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relationship to decedent: "~~ ~~~" ~`~~`
~ ?DEPARTMENT
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REVE~IUE
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TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ,_
PAT3
LLNE 1. Date Established 1 ~ 1
2. Account Balance 2 $ ? 2
~~ H
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 DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
penaltie f perjury, I declare that the facts I have reported above are true, correct and
to to he est f my knowledge and belief . HOME C ~ I~ ) ` 7~ ~~i
WORK ( 7 ( ~ Z ? .,. v~~ 1 Z~)N~~
ATU TELEPHONE NUMBER DATE
TOTAL CEnter on Line 5 of Tax Computation) $