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HomeMy WebLinkAbout05-25-11 (4)BUREAU OF INDIVIDUAL TAXES PO BOX 260601 HARRISBURG PA 17128-0601 REV-1565 EX •FR PENNSYLVANIA INHERITANCE INFORMATION NOTICE AND YER RESPONSE IC~ v` T FILE N0. 21 10-1189 ACN 11131038 DATE 05-09-2011 Agl # MAY 25 aM l # ~ 2t1 ao"~n IRENE H RADABAUGH 402 ADAMS ST EXT ENOLA PA 17025-2901 EST. OF EDGAR E ROCHE SSN 172-36-1698 DATE OF DEATH 10-31-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. PSECU provided the Dapartaent with the infonation below, which has boon used in calculating the potential tax due. Records indicate that at the death of the above-pawed decadent, you were a joint owner/benefici arv of this account If you feel the inf araation is incorrect, please obtain written correction frog the financial institution. attach a copy to this fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Coaaonwealth of Pennsylvania. Please cell (717) 767-8327 with questions. COMPLETE PART 1 BELOW ^ SEE REVERSE-SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1198320640-S4 Date 10-05-1994 To ensure proper credit to the account, two Established copies of this notice oust aeeoapany Account Balance g 444.09 p~'•°^t to the Register of Wills. Make cheek '' payable to Register of Wills. Agent". Percent Taxable X 50.000 Amount Subject to Tax ~` 222.05 NOTEt If tax pay^ents are made within throe months of the decedent's date of death, Tax Reto X ~ lrj deduct a 5 portent discount on the tax due. Potential Tax Due Arpr Inheritance Tax dw will bacoaa delinquent ~` 33.31 nine aonths after the data of death. P T TAXPAYER RESPONSE ~ 1 A. ~ The above info nation and tax due is correct. Reait peyaent to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or chock box •'A" and return this notice to the Register of 0 N E Wills and an official assessaent will be issued by the PA Departaent of Revenue. BLOCK B. ~ The above asset has been or will ba reported and tax Daid with the Penns lv i I h i D N L Y y an a n er tance Tax return to be filed by the estate representative. C. ~ Tha above infona Xon is incorrre~ct and/or debts and deductions were paid. Coaplete PART 2~ and/or PART 3LJ below. PART If indicating a tlifferant tax rate, please state rolationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Eatablishsd 1 2. Account Balance 2 S 3. Portent 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 PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID 70TAL CEnter on Lino 5 of Taz Computation) i Undo p naltias 9 eom et to th~ b _- / f per y, I declare that the facts I have ast f my k wlodg and belief . reported anb ova HOME C " /~ area t2rue, ) / -/~ correct and ~6 Z z ,rj /~~f/~~ iIV 7 WORK C ) DATE