HomeMy WebLinkAbout02-24-11 (3)PENNSYLVANIA INHERITANCE 'TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE ND. 21 -//~bZS/
PO BOX 280601 ` '1;~_~CPAYER RESPONSE ACN 11106274
HARRISBURG PA 17128-0601 '
r~ _ ~~. ; r DATE OZ-02-2011
REV-1543 EX AiP''{10=8!)- ~ ~ _._..'.%
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RUTH M HALLIDAY
1018 HARRIET ST
CARLISLE PA 17013-1614
EST. OF WILLIS W HALLIDAY
SSN 132-24-7860
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.
CITIZENS BANK OF PENNSYLVANIA vrovided the Departwent with the inforwation below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-pawed decedent, you were a ioint owner/beneficiary of this account.
If you feel the inforwation is incorrect, please obtain written correction frow the financial institution, attach a copy to this forty
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Cowwonwealth of
Pennsylvania. Please call (717) 787-8327 with questions. _
COMPLETE PART I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 6100732274 Date 02-06-1984 To ensure proper credit to the account, two
Established copies of this notice ^ust accowpany
paywent to the Register of Wills. Make check
Account Balance ~ 81 , 294.64 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
N07E: If tax paywents are wade within three
Amount Subject to Tax ~` 40,647.32 wonths 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 becowe delinquent
Potential Tax Due $ 6, 097.10 nine wonths after the date of death.
PART TAXPAYER RESPONSE
FA I E.URffaTQ'..R ESP'1~N~~ ~ ,RE~~"~~ ~~€:,~~~~~e~ ~AX~;`;/l~'S~~~I~~iT
A. ~ Tha above inforwation and tax due is correct.
Rewit paywent 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
Wills and an official assesswent will be issued by the PA Departwent of Revenue.
C ONE
B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance lax return
0 N L Y to be filed by the estate representative.
C. ~ The above inforwa ion is incorrect and/or debts and deductions were paid.
Cowplete PART ~2 and/or PART 3~ below.
PART If indicating a different tax r
s~ te, please state
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^ relationship to decedent:
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LIi:E 1. stablisheo
Date a 1 $ ~
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2. Account Balance 2 o s
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3. Percent Taxable 3 $ ~ ~,~-.;y~3~,'.~~~,~`wai~~',~r". ~~~~~
4. Amount Subject to Tax 4 - ~
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5. Debts and Deductions
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bl 5
6 $ d ~ 3 Yi
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ni" ~~~~~tix~~%a &~.h4?~~+. ~ ~s~ ~~t ~ ~~'~r-~"~`~
6. e
Amount
axa
7. Tax Rate 7
$
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8. Tax Due 8
PART DEBTS AND DEDUCTIONS CLAIMED
Under penalties of perjury, I declare that the facts I have reported ar~b//ovey are true, correct and
c/~omplete to the best of my knowledge and belief. HOME C i~ ! ) p2~3 ~~ 11
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~evGR CTrNOTIIRF ~ TELEPHONE NUMBER DATE
DATE PAID PAYEE DESCRIPTION AMOUNT PAID