HomeMy WebLinkAbout03-21-11PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES _~. ,- ";, r AND FILE N0. 21 11-0151
Po Box 2ao6o1 _ ~ TAX'~'~~ER RESPONSE ACN 11116316
HARRISBURG PA 17128-0601 -
- ~ DATE 03-10-2011
REV-1543 EX ~FP (08 -0~8)
TYPE OF ACCOUNT
ES
T
. OF CHARLES ~4 BONNER ^ SAVINGS
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f
$SN 205- 12- 1300 ® CHECKING
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DATE OF
DEATH 02-01-2011
^ TRUST
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C }'~~{ ~~ ' :`'.'T COUNTY CUMBERLAND ^ CERTIF.
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CtN ~i f! ~'`~ ~ REMIT PAYMENT AND FORMS T0:
LISA B HOERNER
8 CIRCLE DRIVE
CARLISLE PA 17015
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
WACHOV IA 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 ioint 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) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1000324148692 Date 01-06-1981 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 8
958
80 payment to the Register of Wills. Make check
"
"
,
. payable to
Register of Wills, Agent
.
Percent Taxable X 50.000
Amount Subject to Tax
479
40
$ 4 NOTE: If tax payments are made within three
,
. months of the decedent's date of death,
TaX Rate X , lrj deduct a !5 percent discount on the tax due.
Potehtial TaX Due
$ 671 .91 Any Inheritance Tax due will become delinquent
nine months after the date of death.
P
T TAXPAYER RESPONSE
~
7
FAILURE TQ RESPOND WILL RESULT IH AN OFF ICIAL TAX ASSESSMENT
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
Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
BLOC 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 informa 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 OFFICIAL USE ONLY ^ AAF
relationship to decedent: I PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE I. Date Established 1 1
2. Account Balance 2 $ ~ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ C+
5. Debts and Deductions 5 Fj
6. Amount Taxable 6 ~ 6
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
0
Under penalties of perjury, I declare that the facts I have reported above are tru e ~orre t and
complete to the best of my knowledge and belief. HOME C ~ ~ ) ~~ "~I1(7~
O-e%vYU-,.~ WoRK c "l I ~ ~'-f ~-I -~~ l~
AYER S
D'~~
DATE PAID PAYEE DESCRIPTION AMOUNT PAID