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HomeMy WebLinkAbout04-05-11BUREAU OF INDIVIDUAL TAXES rr~-..r^-~r- PO BOX 280601 ~'{` ~ ,~,` ~ - HARRISBURG PA 17128-0601 ~_ r,- .. , , ~ I ~ REV-1543 EX AFP (OB-OB) PENNSYLVANIA INHERITANCE INFORMATION NOTICE r AND ~ TAXPAYER RESPONSE TAXI F I L E N 0. 21 --~ f ~ .w L1t.~ j~ ACN 11120832 DATE 03-30-2011 ~. ~; ,-- 4 ~ ~ , GRPN~~~.Rd'S ,:~.~-JET NANCY L SNYDER 407 EISENHOWER DRIVE CARLISLE PA 17013-1679 EST. OF CARL F SYNDER SSN 214-28-0685 DATE OF DEATH 02-10-2011 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 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/benefic:iany 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 INSTRUC:T:[ONS Account No. 6100769313 Date 06-05-1974 To ensure proper credit to the account, two Established copies of this notice must: a(:company Account Balance $ 19,b54.97 Payment to the Register of Walls. Make check payable to "Register of Wi.ll:s, Agent". Percent Taxable X 50.000 Amount Subject to Tax $ NOTE: If tax payments area made within three 9, 827 • 49 months of the decedent's clat(~ of death, Tax Rate X . 00 deduct a 5 percent discount on the tax due. Potential Tax Due $ ~ 00 Any Inheritance Tax due will become delinquent nine months after the date o1= death. PART TAXPAYER RESPONSE 1^ FAILURE TO=RESPi1ND MILL 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 C H E C K a discount or avoid interest, or check box "A" and return this notice to the Register of 0 N E Wills and an official assessment will be issued by the PA Department of Revenue. B L O C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inh~er:itance Tax return 0 N L Y to be filed by the estate representative. C. ~ The above intorma ion is incorrect and/or debts and deductions were paid. Complete PART ~2 and/or PART lJ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY relationship to decedent: ~ A PA DEPARTMENT OF REVENUE o~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS pAD Lit.E 1. Daie Establishec; 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ ~ 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ 5 7. Tax Rate 7 X 7 ~~ 8. Tax Due g $ 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION eMnii-.iT overt, Under penalties of perjury, I declare that the facts I have reported above are true, correct:G and complete to the best of m knowledge and belief. HOME C 7/7 ~ Z~y- ~~~,/ WORK C ) - Z- / TAX A ER SIG ATU E TELEPHONE NUMBER DATE - _ - - . -. ~~ \C11lCf Ufl amine ~ or i ax [:omputation) S BUREAU OF INDIVIDUAL TASi~`,~',~'~. - PO BOX 280601 - ~ HARRISBURG PA 17128-060.'.` - N ,~~ ~ REV-'1543 EXy~JYFP ~1~8-88) ~7 ~~ ~ ~~, PENNSYLVANIA INHERITANCE INFORMATION NOTICE AND TAXPAYER RESPONSE TAXI F I L E' N 0. 21 - ( ~ -C~ ~~~-~ ACN 11120833 DATE 03-30-2011 n _ ~.~'F' ~' r'~El ,. ,1 r ~~ NANCY L SNYDER 407 EISENHOWER DRIVE CARLISLE PA 17013-1679 EST. OF CARL F SYNDER SSN 214-28-0685 DATE OF DEATH 02-10-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT savlN~s CHECKING TRUST CERTIF. 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 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 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 . 6140188350 Date 04 - 04 - 1977 To ensure proper credit to the account, two Established copies of this notice muss: accompany Account Balance $ 12, 233.83 payment to the Register oi= Wills. Make check payable to "Register of Wiills, Agent". Percent Taxable X 50.000 AmOUnt Subject to Tax $ 6, 116.92 NOTE: If tax payments are made within three months of the decedent's elate of death, Tax Rate ~( ~ 00 deduct a 5 percent discount on the tax due. Potential Tax Due $ ~ 00 Any Inheritance Tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE FAILURE"`TO RESI'Ot~~~t~, RESULT,~\o~~ ,AN ~FFI~IAL TAB`°ASS~SSM~NT 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 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 Inheriitance 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 ~ and/or PART ~ below. PART If indicating a different tax rate, please state Q F~ IC A L relationship to decedent: ~ ~~~ ~~~~!~-Y,,, ~ AAF PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD CIlvc 1. Bate E~isLlisl~ed 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 g $ 8 ,. PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE nFerRrvTrnu _.._...._ _ _ __ -- --••--. .,.. ~~~, ~ a,~ isa~c ~ompuiailOnJ $ Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my k owledge and belief. HOME C 7<7 ~ ~j/ x--57 i~~Y WORK ( ~ _ TA P YER SIG ATUR TELEPHONE NUMBER r ~~ DATE USA FIRSY-CLASS FOREVER FOREVER r ~ ~~ C~ r: i1i i •: f Si£ ;.t~} +~f •s••f } ••' •: