HomeMy WebLinkAbout06-03-11 (2)BUREAU OF INDIVIDUAL TAXESr" nr}.-.~,..
PO BOX 280601 ~~~,.,! :"~',, - (~
HARRISBURG PA 17128-0601 ~ L•
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PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE N0. 21 11-0387
ACN 11132042
DATE 05-11-2011
~i3 1= .3v
OR CLERK ~F
Ct1N~~~~.. ~~ QURT
~.~'~~~ CC., PA
LINDA J GRABLE
517 E COOVER SST
MECHANICSBURG PA 17055-4228
EST. OF DOROTHY M MCNISS
SSN 211-12-b594
DATE OF DEATH 03-18-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
BELCO COMMUNIT Y CU 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 point owner/benefic:i airy 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. 016490 Date 11-26-1951 To ensure proper credit to tlhe account, two
Established copies of this notice muss: accompany
Account Balance 17 993.37 payment to the Register oi= Wills. Make check
~ payable to "Register of Wiills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 8, 996 . b9 months of the decedent's ciat~e of death,
Tax Rate X . 045 deduct a 5 percent discount ion the tax due.
Any Inheritance Tax due wiill become delinquent
Potential Tax Due $ 404.85 nine months after the date of death.
PART TAXPAYER RESPONSE
FJl1ItUftE TO RES~'~OND WIL#. 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 0 C K B. ~{ The above asset has been or will be reported and tax paid with the Pennsylvania Inlheritance Tax return
0 N L Y f ~ 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 IJ below.
PART If indicating a different tax rate, please state OFFICIAL USE DNLY ~ AAF
relationship to decedent: PA DEPARTMENT DF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established i 1
Z. Account Balance 2 $ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ C+
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ b
7. Tax Rate 7 X 7
8. Tax Due 8 +~ g
PART DEBTS AND DEDUCTIONS CLAIMED
^3
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported abo
ve are
t rue, correct and
co plete to the bl st o
f
my
kn
owledge and belief . /
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PAYER SIGN, URE TELEPHONE _
NUMBER DATE
TOTAL (Enter on Line 5 of Tax Computation) ;~