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HomeMy WebLinkAbout12-17-10 (6)BUREAU OF INDIVIDUAL TAXES PO BOX 280601 ''"•"- r1: • --•-. r-. HARRISBURG PA 17128-0661'- _', - t :-..'~,'~~' ~i16Y-1543 EX'ak~d t0~06) i~ _ ~~_ Z~t~ Q~C E 7 F~~ 1 ~ ~4 G~tr~ rr 'Gr~F~~~'~~^~'S ~~~~~ ~f~ i JOSEPH C PHILLIP`S`"''' ' ` 328 DEERFIELD RD CAMP HILL PA 17011 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND TAXPAYER RESPDNSE FILE: N0. 21 10-1001 ACN 10162465 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 SAVINGS © CHECKING TRUST CERTIF. F N B 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, attache 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 (:ommonwealth of Pennsylvania. Please call C717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5701-00453 Date Ob-05-2006 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 $` 27 r 220.06 payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax ~` 4,536.77 months of the decedent's date of death, Tax Rate ~( 045 deduct a 5 percent discount on the tax due. Any Inheritance lax due will become delinquent Potential Tax Due $ 204.15 nine months after the date of death. PART TAXPAYER RESPONSE FA.~1~URE~~O,~~£SP~N1'}\WILLr RE'SULT`~~N AN ~1F~'ICIAL 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 ~, ~~ QFFICIAL~ USE" ~ ONLY L ~ AAF relationship to decedent: ~ . PA DEPARTMENT DF ~" REVENUE :~ TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 ~S. .~~~~ 1 $ .. ~~ ~ ~~ ~~~~ ~~ " 2 . 3. Account Balance Percent Taxable 2 3 X ~ 2 3 " ~ ~ "~ 4. Amount Subject to Tax 4 $ ~ ~ 4 , 5. Debts and Deductions 5 - ~ 5 z~ ~ ~, $ 6. Amount Taxable 6 ~ 6 7. Tax Rate 7 X .,., 7 8. Tax Due 8 ~ $ ~ ~~' -- -- _ _ _ _ PART DEBTS AND DEDUCTIONS CLAIMED a DATE PAID PAYEE DESCRIPTION AMOUNT PAID r penalt lete tom! of perjury, I declare that the facts I have reported above are true, correct and bes of my knowledge and belief. H O M E C~/ 7 ) 7 ~ ~ Z Z ~~ ' WORK C `1 f ) .. '~~~' I Z -/ y~l~ T E TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) S