HomeMy WebLinkAbout04-14-11 (3)PENNSYLVANIA INI~ERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES nr~-,r~~_`,. `,-,,..~,... ,_ r AND FILE N0. 21 "~~~'~~®~
Po Box 280601 ~- ~-• ~ . -~ TA~C.~'_d~''ER RESPONSE ACN 11112351
HARRISBURG PA 17128-0601 °r'~, - ,, ~
~.~,~:~~ ~ ~~ ~ ~ '~I~~/ISED NOTICE * * ~ DATE 03-15-2011
REV-1543 EX AFP C08-OB) ~ "'~
^r~ TYPE OF ACCOUNT
~.bs~C ~ i ~ ~~~''E ~~~ ~'~ST. OF JACQUELIN R STUART ^ SAVINGS
SSN 186-28-5943 ~ CHECKING
C~ ~~~ ~~ DATE OF DEATH 10 - 06 - 2010 ~ TRUST
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RrH.~! ~~ CrJ~J~T COUNTX CUMBERLAND ~ CERTIF.
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~~~~~`~~± j~~'~`y±~-! ~~~ ~J~, REMIT PAYMENT AND FORMS T0:
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GEORGE E STUART REGISTER OF WILLS
8006 EVELYN STREET 1 COURTHOUSE SQUARE
HUMMELSTOWN PA 17036 CARLISLE PA 17013
WA CHOVIA 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 thF~ 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. 247402103400353 Date 05-21 -2008 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 91 , 777.94 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 45, 888.97 months of the decedent's date of death,
Tax Rate X 00 deduct a 5 percent discount vn the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due ~` .00 nine months after the date of death.
PART TAXPAYER RESPONSE
,.,,. .. .. ,,~~ TAY cam C.a~C lf~ T
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.
ONE
BLOC K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
O 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 3~ below.
PART If indicating a different tax rate, please state \ ~\ \~~
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TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~
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LINE 1. Date Established 1
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Account Balance 2 $ ~~ ~ \ \~
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3. Percent Taxable 3 $ \ \ \
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4. Amount Subject
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5. Debts and Deductions 5 - ~ \
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6. Amount Taxable 6 $ .~\
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7. Tax Rate 7
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8. Tax Due 8
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PART DEBTS AND DEDUCTIONS CLAIMED
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DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under enalties o ~p rju declare that the facts I have reported above are true, correct anrd~
compl a to the o ow dge and belief. H 0 M E C ) ~ ~J
WORK t ~ 1
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TAXPA R TUR TELEPHONE NUMBER ATE
TOTAL CEnter on Line 5 of Tax Computation) S
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