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HomeMy WebLinkAbout05-18-11PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D Po eox ~K.0~1~ ~- - -,, ~~;r TAXPAYER RESPONSE HARRISB ~.Pa 17128-060'1 _ ~J~ _~f REV-1543 EX AFP (OB-08) ,., ~ -. i ~.. C F ~ i^ 4 -. - _._ _ "~ _ ~~ ; . _ ., . l ~ ':~, EDITH M DAVIES 2039 HARVEST DR MECHANICSBURG PA 17055 F I L E N 0. 21 ~' ~ ~ ° ~~ ~~~~ ~~( ACN 11130159 DATE 05-03-2011 EST. OF EDRIS W DAVIES SSN 193-24-1978 DATE OF DEATH 03-26-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST a CERTIF. SOVEREIG 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 It 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. 1685540690 Date 04-04-2006 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance payment to the Register of Wills. Make check $` 12 ~ 148.40 payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to NOTE: If tax payments are made within three Tax $ 6 ~ 074.20 months of the decedent's date of death, Tax Rate ~( ~ 15 deduct a 5 percent discount on the tax due. Potential Tax Due Any Inheritance Tax due will become delinquent $ 911.13 nine months after the date of death. PaT ~ :. TAXPAYER RESPONSE \ 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 0 N E 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. B L 0 C K B. 0 N L Y ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the estate representative. C. ~ The above informs son is incorrect and/or debts and deductions were paid. Complete PA RT 2~ and/or PART 3~ below. PART If indicating a different tax rate, please state \~ \ relationship to decedent : ~ ~ n t 9 '~ L \ ~~ ~ ~ @ vp ~. ~ p ~ ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS . LINE 1 . Date Established 1 © '~ ~ ~- ~ rg p ~ ~. 2. Account Balance 2_ $ /~ / ~~, ~{Q 3. Percent Taxable 3 X ~p\, ~ ~ 4. Amount Subject to Tax 4 $ ~ S ~~~\\\ \ 5. Debts and Deductions 5 - ~ ~~ 6. Amount Taxable 6 $ \ ~ \\ 7. Tax Rate 7 X ® ~ ~ o. 8. Tax Due 8 $ ('~ \ \ B ~\ ~ ~ PART . DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of/mny knowledge and belief . HOME C ~7~ 7 ) (D / ~'" ,~(„~ Clr~i~ ~7 . ~(YQ-v-ce-a.. WO R K ( ) p ~ - / 6 -/J TAXPAYER SIGNATURE TELEPHONE NUMBER DATE IUTAL ctnter on Line 5 of Tax Computation) 8 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVI~1~''7AXES AND FILE N0. 21 r PO BOX 280601 - ~ I- ~~ ~ ~ ~~ HARRISBURG PA 171Z$_=,0601 _ TAXPAYER RESPONSE ACN 11130158 DATE 05-03-2011 REV-1543 EX AFP (08-OB) . _ i ~~: .. _.rf ,~ ~ ~ ,I. I ~ :,~, ~~1f~, EDITH M DAVIES 2039 HARVEST DR MECHANICSBURG PA 17055 EST. OF EDRIS W DAVIES SSN 193-24-1978 DATE OF DEATH 03-26-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. SOVEREIG 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, 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. 0571124798 Date 02-22- 1994 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 19,235.56 payment to the Register of Wills. Make check payable to Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 9, 617.78 months of the decedent's date of death, Tax Rate ~( 15 deduct a 5 percent discount on the tax due. Potential Tax Due Any Inheritance Tax due will become delinquent $ 1 , 442.67 nine months after the date of death. PART TAXPAYER RESPONSE 1 ~. ~ ~ _. ~~~ ~ 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 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 3~ below. PART If indicating a different tax rate, please state ~ ~ a relationship to decedent: -fi t>~~ \ TAX RETURN - COMPUTATION OF TAX ON JOINT TRU T ACCOUNTS LINE 1. Date Established 1 ~Z. ~ Z.. / \ ~~S ~~~ 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 X \ ~ 8. Tax Due g_ $ \\p n ~~ ~\, , ~~~~\ ~ PART DEBTS AND DEDUCTIONS CLAIMED a DATE PAID PAYEE DESCRIPTION AMOUNT PeTn Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME ( 7~ ] ) ~o ~J~ - 3 G Z ~- ~ ~~ W O . , -v~-u-~ G TAXP YER SIGNATURE R K C ~ G> 5 -- /~O -//' TELEPHONE NUMBER DATE .+~ ~CIIlC1 V1, L1flE' ~ or i ax computation) $ t..t. T„ b (..t. f i~ ~:} ~x~ f ~1 i ~t i~~ '•, r' (fir ,n~' - t r f'. l ~~;_,._ 1 f -' ~ ~ L1~ ~. V 9 1 1- \, ~ ' V r , J 'l~ ~' r~ ~, + r ~~ C d W N`'_ sJ O ~A. ~ *`~ L .t ~^{ y ~. V ` ~ V1 ~~ 1 r ~' ~, i ~. t ~P ,, r w A ~~ O ~~ • ~t 'i ,~ ~~` ~- x ~~~ ~ ~ __ ., __ _. CJ~ F .~.~.. ,.