HomeMy WebLinkAbout03-08-11 (2)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OE INDIVIDUAL TAXES A N D
Po Box zso6ol TAXPAYER RESPONSE
HARRISBURG PA 17128-0601
REV-1543 EX AFP (08-08)
JOANNE L GINGRICH
10 E LINDEN DRIVE
CARLISLE PA 17015
FILE N0. 21 11-0119
ACN 11111919
DATE 02-23-2011
EST. OF EDWARD L OCONNOR
SSN 072-14-0825
DATE OF DEATH 01-21-2011
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 C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1010180466430 Date 12-17-2007 To ensure proper credit to the account, two
Established copies of this notice muse: accompany
Account Balance 20 , 191.54 Payment to the Register of Wills. Make check
payable to Register of Wills, Agent .
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject to Tax $ 3, 365.32 months of the decedent's date of death,
Tax Rate ~( ~ lj deduct a 5 percent discount on the tax due.
Anv Inheritance Tax due will become delinquent
Potential Tax Due $ 504.80 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
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 fit' 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 ~
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
:, ~
... ,
~~ ~ ~.~~
LYirE i . Daice cstablisned 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
a
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare
com le a to the est of my knowledge
• ~ f ~Q that the facts I have
and beli
~s ~Sfic~~ reported above
H 0 M E C
WORK C
7(7 are true, correct and
~ _
) 2 3- 3~
~ ~
~XPAYER SIGNAT TELEPHONE NUMBER D T
~uIAL (Enter on Line 5 of Tax Computation) S