HomeMy WebLinkAbout03-11-11 (2)BUREAU OF INOIYIOUAL TAXES
PO BOX 286601
W1RR156URG PA 17126-0601
PENNSYLVANIA INHERITANCE
INFORMATION NOTICE
AND
.;'."- -In~~~XPAYER RESPONSE
REY-1545 EY CEP •,5~>-~ I - fl
T
FILE N0. 21 10-0872
ACN 11110546
DATE 02-21-2011
CLARK CF
ORPHgN`S COI.+RT
BETTY E BENNETT ~~~~~~~~'~~ ~~ ~`~ PA
7006 SUNDAYS LN SR3
FREDERICK MD 21702
EST. OF GUST LEE
SSN 172-18-1751
DATE OF DEATH 08-05-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORNS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
® CERTIF.
SOVEREIGN BANK provided the Departaent with the infonation below, which has bean used in calculating the
potential tax due. Records indicate that at the death of the ebova-nomad decedent, you ware a joint owner/beneficiary of this account
If you feel the inf oraation is incorrect, please obtain written correction froa the financial institution, attach a copy to this fora
and return it to the above sddress. This account is taxable in accordance with the Inheritance Tax laws of the Cowaonwaelth of
Pennrilvania. Plesse call C717) 767-8327 with questions. _
COMPLETE PART 1'BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 16955140532 Data 09-OL-2005 To ensure proper credit to the account, two
Established copies of this notice oust accoavam
Account Balance 5` 11 , 674.56 vavaent to the Register of Wills. Make check
payable to "Register of Wills. Agent".
Portent Taxable X 50.000
Amount Subject to Tax
S
5,837.28 NOTE, If tax Dovecots are aada within three
aonths of the tlacedent's date of death.
Tax Rite X , 15 deduct a 5 percent discount on the tax due.
Potential TiX Due
875.59 Aro Inheritance Tax due will becoae delinquent
nine aonths after the date of death.
C. ~ The ebova infona ion is incorr ct and/or debts and deductions were paid.
Coapleta PART ~2 and/or PART 3~ below.
PART If indicating adifferant tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 S
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 S
5. Debts and Deductions 5
6. Amount Taxable 6 ~
7. Tax Rate 7 X
8. Tax Due 8 S
PART DEBTS AND DEDUCTIONS CLAIMED
a
DATE PAID PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) ;
Under penalties of perjury, I tleclare that the facts I have repo rtad above are tr}~e, eor>rac/t and
completo to the bast of my knowledge and belief. NfIMF f. ~lD/ ~ ~n l~ ~ - /- 'f .~ /
A. ~ The ebova infonation and tax due is correct.
Reait payaent 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
ONE Wills and an official assessasnt will be issued by the PA Depertaent of Revenue.
BLOCK B. ~ Tha above asset has been or will be revortad and tax paid with the Pennsylvania Inheritance Tax return
0 NL Y to be filed by the estate representative.