Loading...
HomeMy WebLinkAbout02-24-11 (2)PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES ''""!~ -,-,-~c ~ AND FILE N0. 21--!/"dL$/ Po Box 2BO6ol +_~(, ~~1XPAYER RESPONSE ACN 11106275 HARRISBURG PA 17128-0601 "~ ` ~ '' i C' DATE 02-02-2011 REV-1543 E% AFP (88-08) ~ '-'.~ r~R~N;t~^~i'S (~; ~~ ip~T C~'~ . PA, TYPE OF ACCOUNT ^ savlNGs © CHECKING ^ TRUST ^ CERTIF. RUTH M HALLIDAY 1018 HARRIET ST CARLISLE PA 17013-1614 EST. OF WILLIS W HALLIDAY SSN 132-24-7860 DATE OF DEATH o1-21-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CITIZENS BANK OF PENNSYLVANIA 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 (717) 787-6327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6100735915 Date 06-06-1966 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 41 780.91 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 t0 TeX ~` 20 ~ 890.46 months of the decedent's date of death, Taz Rate ~( , l~j deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 3x133.57 nine months after the date of death. P~T TAXPAYER RESPONSE ~ ~ ILUR ~° T REAP D ~~ II~L ~ U I N ~F~IC LTA S~SJ?!£HT 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 C 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 2~ and/or PART 3^ below. PART If indicating a different tax rate, please state ~O~FICIAk~ USE ~~~ONLYs ^ ~iAF relationship to decedent: '~(~Di1SE•J \ PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATIDN OF TAX O/N!J/O NT/nTRUST ACCOUNTS PAD LINE 1 . Date established 1 I`ve/ t0 ~ 7 ~ ~ ~~ 1 2. Account Balance 2 $ `T ~ 7 ~©. ~~ 2 3. Percent Taxable 3 X S ~ ~ 4. Amount Subject to Tax 4 $ r~ d ~ ~ ~. 4 a 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ ~. ~ 9 ~• 6 7. Tax Rate 7 X ~ ~ 7 8. Tax Due 8 $ ~ I $ PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported abnove are true, ~cyorrect and c~ojmplete to th;[e~b~estQof my knowledge and belief. HOME C `~~] ) a~3a~~~ %1~ /I (~~(~o~/J WORK C ) o~ o~ /~~ XPAYER SIG TURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) 8