HomeMy WebLinkAbout06-03-11 (3)BUREAU OF INDIVIDUAL TAXES
PO BOX 280601 C ~fl?„' ~ ;;'r'~ t"`~~'
HARRISBURG PA 171'l5~7' '' ""'
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PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE Nt). 21 11-0387
ACN 11132043
DATE 05-11-2011
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Cl1~~~rR, ~~~ ~~ , Pa
LINDA J GRABLE
517 E COOVER ST
MECHANICSBURG PA 17055-4228
EST. OF DOROTHY M MCNISS
SSN 211-12-6594
DATE OF DEATH 03-18-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS TD:
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 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 INSTRUC:T][ONS
Account No. 016490 Date 11 -26- 1951 To ensure proper credit to the account, two
Established copies of this notice must: accompany
Account Balance 68 536.06 payment to the Register of Walls. Make check
~ payable to "Register of Wi.ll:s, Agent".
Percent Taxable X 50.000
NOTE: If tax payments area made within three
Amount Subject to Tax $ 34, 268.03 months of the decedent's clatia of death,
Tax Rate )( . 045 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 1 , 542.06 nine months after the dates o~F death.
PART TAXPAYER RESPONSE
FAILURE TO RESPbND WILL RESULT IN AN OFFZCiAL TAX ASSESSMENJ
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 Re~gi:ster 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 information 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 OFFICIAL USE ONLY ~ AAF'
relationship to decedent: PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ (,
7. Tax Rate 7 X 7
8. Tax Due 8 $ g
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
c le/te~to the~est ~o~~f,, my knowledge and belief . HOME C J~ (~ ) ~j ~j ( `~ ,5~.)
ER SIG
SURE
TELEPHONE
DATE
TOTAL CEnter on Line 5 of Tax Computation) $