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HomeMy WebLinkAbout03-11-11 (3)BUREAU OF INDIVIDUAL TAXES PD Bax zaosol HARRISBURG PA 17128-0601 aEV-1515 EY tFP (Fa-F1) PENNSYLVANIA INHERITANCE INFORMATION NOTICE AND ~'~ -~~"''TA~(-~~[tY,E.R RESPONSE -~) ~c T FILE N0. 21 10-0872 ACN 11110549 DATE 02-21-2011 ,~, `:U~' ~'L~t j ~ F,,` ;?. ~T. OF GUST LEE ~) I ICJ. L 5SH 172-18-1751 f~~iCffLgqE~R~nK n~^Fy T' DATE OF DEATH o8-o5-zolo Onr~4~v/`' ~v~~I RE ITT AYMENT AND rFOR sLAOD GUMc~~~?l~.A~JC~ ~G., Pq BETTY E BENNETT REGISTER OF WILLS 7006 SUNDAYS LN AR3 1 COURTHOUSE SQUARE FREDERICK MD 21702 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST © CERTIF. SOVEREIGN BANK provided the Departaent with the inforaation belay, which hes boon used in calculatins the potential tax due. Records indicate that at the death of the above-named decadent, you ware a joint owner/benef ieiary of this account. If you foal the inforaation is incorrect, please obtain written correction free th• financial institution, attach a copy to this fora and return it to th• above address. This account is taxable in accordenc• with the Inheritance Tex laws of the Coaaonwsalth of Pennsylvania. Please call C7I7) 787-8327 with questions. - __ _ _. - COMPLETE PART-1 'BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1695$40599 Date 10-05-2005 To ansu re proper cretlit to the account, two Established copies of this notice oust eecoaparar Account Balance $ 11 r 640.47 per'^ent to the Resister of wills. Nake shack payable to "Resister of Wills, Agent". Portent Taxable X 50.000 Amount Subject to Tax ~` 5 r 820.24 NOTE: If tax vayaents ere aada within three aonths of the decedent's date of death, Tax Rata ~( , 1 5 deduct a 5 percent discount on th• tax due. Potential Tax Du• ~ 873.04 Aw Inheritance Tax due will become delinquent nine months after the dat• of death. P~T TAXPAYER RESPONSE 1 A. ~ TM above inforaation and tax due is corroet. Resit payaent to theRasister 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 Resister of 0 N E Wills and an official assessaent will be issued by the PA Departaent of Revenue. BLOCK ~ B. ~ The above essat has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ONL Y to be filed by the estate reprasentati ve. C. ~ Tha above infona ion is incorrect and/or debts and tleductions ware paid. Coaplete PART 2~ and/or PART 3~ below. PART If indicatins a different tax rate, please state relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Data Established i 2. Account Balance 2 s 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 ~ 5. Debts and Deductions 5 - 6. Amount Taxable 6 7. Tax Rata 7 X 8. Tax Duo g $ PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEntor on Line 5 of Tax Computation) _ Under penalties of perjury, I declare that the facts I have reported above are trw , corre~7t and ~\CI c(~o.~p lets to the 6 st f my knowledse and belief. HOME ~ ) 663 6 Y/