Loading...
HomeMy WebLinkAbout04-12-11 (2) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXE~~-~,,.,,,-.-. AND FILE= N0. 21 ~ l~ L'j-~~,1 PD Box 2so6o1 , ~~_ _ ~~~ TAXPAYER RESPONSE ACN HARRISBURG PA 171zB-o6o1 - 11117631 ~-~ I~ ~ ~{ ~ ~ ~ ~ * REVISED NOTICE * ~ * DATE REV-1543 ~EX AFP1 C b8-0~) 0 3 - 24 - 2 011 liT;~ lrR~a~'~J~~ ~rt! I~'iT ,~ KAREN L WEIGEL 7 BLAIR HOLLOW RD DILLSBURG PA 17019 EST. OF JANET K WEIGEL SSN 182-28-0558 DATE OF DEATH 04-30-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SDVE REIG N BANK 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, attache 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. 2471706274 Date 06-03-1998 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 24,854.78 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 5.000 Amount Subject to Tax $ 1 , 242.74 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount: on the tax due. Potential Tax Due $ 55.92 Any Inheritance Tax due will become delinquent nine months after the data of death. PART TAXPAYER RESPONSE FAILd.RE TO R°ESP~fl~lD M~~.LL `R~S#~,T ~N AN QFFICiAL 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 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. PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE :. Date Established 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ 7. Tax Rate 7 )( 8. Tax Due g $ PART DATE PAID C. ~ The above information is incorrect and/or debts and deductions were paid. Complete PART ~2 and/or PART L___I below. PAD 1 2 3 4 5 6 7 OFFiC.IAL USE DNLY [~ AAF PA DEPARTMENT OF REVENUE DEBTS AND DEDUCTIONS CLAIMED PAYEE T1FC('RTPTT~IAI Under penalties of perjury, I declare that the facts I have reported above are true, correct and comp7,~te to the best of my knowledge and belief. _._ ~-`'`,", ~~ ~ WORK ('7/? ~ - - TAXPAYER IGNATURE ~ l SS a «' ~~~ ~ TELEPHONE NUMBER ATE