Loading...
HomeMy WebLinkAbout03-21-11 (2)PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU DF INDIVIDUAL TAXES _ - - AND FILE N0. 21 11-0151 Po eox 2aocol -T~rXPAYER RESPONSE ACN 11116317 HARRISBURG PA 17128-0601 -i J DATE 03-10-2011 OEV-1543 EX AFP_. ~~08-OB) .. r `_ ~.._. T C' rni% '~~ CI~Pv~_ , . ~,,~:~ ~_ . LISA B HOERNER 8 CIRCLE DRIVE CARLISLE PA 17015 EST. OF CHARLES A BONNER SSN 205••12-1300 DATE OF DEATH 02-01-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQIJARE CARLISLE PA 1'7013 TYPE OF ACCOUNT SAVINGS © CHECKING TRUST CERTIF. W ACHOVIA 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 joint 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 Taix laws of the Commonwealth of Pennsylvania. Please call (717) 767-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1010072343771 Date 07-07-2003 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check AcCOUnt Balance $ 50 ~ 427 25 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 25,213.63 months of the decedent's date of death, Tax Rate X i5 deduct a !i percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 3 ~ 782 • 04 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE 'f0 RESPOND WILL RESULT IN AN OFFICIAL 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 CHECK 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 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 ~ below. PART If indicating a different tax rate, please state OFF~CiAL USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE i. Daie Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 \\\ 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X 7 8. Tax Due $ $ 8 ~ \ PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) s Under penalties of perjury, I declare that the facts I have reported above are true, colt complete to'' the best of my knowledge and belief. HOME C7~~ ~. ~ FI'C/'~~i~^ WORK C 71 ~ J ~-~ - a,.. TELE and -1~ S-otOII~;Q DATE `~`