HomeMy WebLinkAbout04-12-11 (5)BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
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PENNSYLWANIA INHERITANCE
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
~:' ~~~ ~ ~ REVISED NOTICE
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TAXI
FILE N0. 21 - ~~~I-~~ I
ACN 11117634
~ DATE 03-24-2011
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J E S S I E A W E ~+e~' - fi-s' ~_"~ ^f~? ; -~ 1
649 WILLOW WAY °' `''~` • p~;
MECHANICSBURG PA 17055
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
X~ CHECKING
TRUST
CERTIF.
SOVEREIGN 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, 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 C717] 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 2471706991 Date 01-28-1999
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 9 ~ 057.48 payment to the Register of 'Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax ~- 4 ~ 528.74 NOTE: If tax payments are made within three
months of the decedent's date of death,
Tax Rate X ~ ~ 0 deduct a 5 percent discount on the tax due.
Potential Tax Due $- . 00 Any Inheritance Tax due wi1:L become delinquent
nine months after the date of death.
PART TAXPAYER RESPONSE
a
FAILURE TO RESPU#~1D WILL RES`UlT 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 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
a relationship to decedent: OFFICIAL USA ONLY" ~ AAF
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PA DEPARTMENT OF REVENUE
PAD
LINt i. Late Established 1
2. Account Balance 2 $ 1
3. Percent Taxable 3 X 2
3
4. Amount Subject to Tax 4 $
5. Debts and Deductions 5 - 4
$ 5
6. Amount Taxable 6
6
7. Tax Rate ~ )( ~~~~
7
8. Tax Due g $
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) $
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
~mp'~lete to the best of knowledge and belief. _
' ~ WORK C ~
TAXP, ER SIGNATURE' TELEPHONE NUMBER
DATE