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Home My WebLink About03-07-11PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND PO BOX 280b01 TAXPAYER RESPONSE HARRISBURG PA 17128-Ob01 REV-1543 EX AFP 008-OB) GEORGE E STUART 8006 EVELYN STREET HUMMELSTOWN PA 17036 FILE N0. 21~- ~ ~- L~3 ~~~ ACN 11112351 DATE 02-23-2011 EST. OF JACQUELIN R STUART SSN 186-28-5943 DATE OF DEATH 10-06-2010 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 07177 787-8'S27 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 247402103400353 Date 05-21-2008 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 91 , 777.94 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 $ 45,888.97 months of the decedent's date of death, Tax Rate ~( 15 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due ~` 6,883.35 nine months after the date of death. PART TAXPAYER RESPONSE 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 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. fi 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,~~lease s to ~ ~ ~ ~ e relationship to decedent: C. .vl7(.(S~ \~ TAX RE TURN - COMPUTATION OF ~ TAX ON JOINT/TRUST ACCOUNTS \ ~\ ~ ~ ~ L1Nt 1. Date Established 1 ~~~~~ ~~~~~ ~~ ~~ ~ ~~ ~ 2. Account Balance Z $ ~ ~\ ~ 3. Percent Taxable 3 X ..\ \ ~ 4. Amount Subject to Tax 4 $ `~\~ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ \\\ ~~\ X 7. Tax Rate 7 \ 8. Tax Due 8 $ \~ ~• ~ \ ~\`~ ~~ .~ \ ~ ~~ ,~ PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE P AID PAYEE DESCRIPTION AMOUNT PAID Un r penalties o erj co to to the ~ TAXPAYER SI`GNATU'RE I declare that the facts I have reported above are true, correct and kno dge and belief . HOME C `~ `1. ) J Ct7L'k' ~ ~, ~7 _ WORK C ) TELEPHONE NUMBER DA E TOTAL CEnter on Line 5 of Tax Computation) ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D Po Box 28obo1 TAXPAYER RESPONSE HARRISBURG PA 17128-Ob01 REV-1543 EX AFP (OB-08) FILE N0. 21--~ ~"~~ ~~~ ACN 11112350 DATE 02-23-2011 GEORGE E STUART 8006 EVELYN STREET HUMMELSTOWN PA 17036 EST. OF JACQUELIN R STUART SSN 186-28-5943 DATE OF DEATH 10-06-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. YlACHOVIA 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 point 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 C717) 787-8327 with questions. COMPLETE PART 1 BELQ*MT~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. ~ 100067361156 [/ Date 03-10- 1982 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 $ 4 8 b . 5 0 26, payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 13, 243.25 months of the decedent's date of death, Tax Rate ~( ltj deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due ~` 1 , 986.49 nine months after the date of death. PART TAXPAYER RESPONSE 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 BLOC 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 tiled by the estate representative. C. The above informs ion is incorrect and/or debts and deductions were paid. ~omplete PART 2~ and/or PART 3~ below. p2 T If indicating a different tax ra~~~~1~ ~te ~ ~ ~~ ~ \ ^ relationship to decedent: ..-~ ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS L1NE 1. Date Established 1 ~~~~ ~~~~~~\~~~~'" ~ ~~~~~~ ~~~°°~~~~ ~ 2. Account Balance 2 $ ~ ~~ ~ \ 3. Percent Taxable 3 X ~ \ 4. Amount Subject to Tax 4 $ \ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ \ 7. Tax Rate 7 X \ 8. Tax Due 8 $ \ ~ ~ PART DEBTS AND DEDUCTIONS CLAIMED '~'~~ `~'~ 0 ~;,~ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties f perjury, I declare that the facts I have reported above are true, correct and comp to to s of my knowledge and belief . HOME C~ ~ \ ) ~~~~ r~~~/ C~ WORK ~ ~ II TAXPA ER A URE TELEPHONE NUMBER DAT ..~~ TOTAL CEnter on Line 5 of Tax Computation) S ~~ .e~ ,~ <.~ ~ C`~ w ~Q"p ti,~r ~z ~ z `? a_ ~ ~~ N c» ~ l ' c~ ~ ~ c:, U .. ~ ,~, .~ G~ ~ N t ~~ .~ ~~ mow/ ~`In~• 1 ~ 1 ...i ry .L .}1~`~17~ !~ ~ ~; ~ ~ ~ ~ :tit ~~~ ~ ~ .~ ~!+ t~•y ~4C~ v .1~ a,~ t~ V ~~ 1 ~" ., r1.} 1,n t f~'S~1j \~~~~r~t `tl ... ,, J 1..1 ~ i 1Q x ~ '!'^ a ~ ._ 1t4 ~ ~ , _ ~ _ i ~~ ~~ ,. r ~ ~iS ~'~, ., J Q ' , . : , - ..~+~ `y ~.~ .M.s .~ .~ ~~__.J .--~ .. .. ~, »r ..... w .. r ~. P tl~~ R ~~1w r .~ .~ .. .....' ..~ w ~+n" .r.""