HomeMy WebLinkAbout03-08-11 (2)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES A N D
PO BOX 280601 TAXPAYER RESPONSE
HARRISBURG PA 17128-0601
REV-1543 EX AFP (08-OB)
FILE NO. 21
ACN 11114952
DATE 03-04-2011
ALFRED H SPEERS JR
90 SOUTHSIDE DR
NEWVILLE PA 17241
EST. OF DOROTHY A SPEERS
SSN 1b8-26-5499
DATE OF DEATH 09-02-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
S OVEREIG N 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 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 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1671010159 Date 03-20-1998 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 5, 925.99
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 2, 963.00 months of the decedent's date of death,
Tax Rate ~( ~ 1~j deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 444.45 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. ® The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART l-~ and/or PART 3~ below. ~ -~_
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PART If indicating a different tax rate, please state
relationship to decedent: ~~\ ~
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TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~
PqD` ~
LINE 1. Date Established 1 -- `~ ~~~ ~~ ~ \
2. Account Balance 2 $ ~ Z. S, Q
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X ~
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3. Percent Taxable 3 ~
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4. Amount Subject to Tax 4 $ 4 "'~ \~~ ~^
5. Debts and Deductions 5 - g ~~ f
6. Amount Taxable 6 $ b
7. Tax Rate 7 X _ O -' 7 ~~~~"
8. Tax Due 8 $ -'' ~
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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
complete to t~bes of my knowledge and belief. H 0 ME C
woRK c ~ 3 7 (-
TARP ER SIGNATU TELEPHONE NUMBER AT
TOTAL CEnter on Line 5 of Tax Computation) 5