Loading...
HomeMy WebLinkAbout05-21-11PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES , r ~~ -- ~,- AND FILE NO. 21 10-1225 Po Box 280601 `~-- ~7r'AXPAYER RESPONSE ACN 11130486 HARRISBURG PA 17128-0601 ~,, .- -`- `~ DATE 05-05-2011 J REV-1543 EX AFP (OB-08) t ... ~ / . ~ .. r,~ ~ ~ (~ i i r r ' ; Y ~.. ~~ Cl„ `, MICHAEL J LOONEY 407 WALNUT ST BOILING SPRINGS PA 17007-9502 - EST. OF GAIL R MCCORD SSN 177-24-6623 DATE OF DEATH 12-09-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS © CHECKING TRUST CERTIF. BANK OF AMERICA 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 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 INSTRUCTIONS Account No. 004434509377 Date 12-05-2005 7o ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 1 , 945.33 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 972.67 months of the decedent's date of death, Tax Rate ~( 1j deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 145.90 nine months after the date of death. PART 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 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 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. 111"`--"' Complete PART 2~ and/or PART IJ below. PART If indicating a different tax rate, please state ~ ~~ relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 1 S" ~ 2. Account Balance 2 $ 3. Percent Taxable 3 X O ~~ 4. Amount Subject to Tax 4 $ 7 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ ~ 7. Tax Rate 7 X ~U e O 8. Tax Due 8 $ ~ \ ~ ~ PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAI~ PAYEE .. DESCRIPTION AMOUNT PAID ... TOTAL CEnter on Line 5 of Tax Computation) S y/J ~,,;(.yQ Under pen ies perjury, comple o best of m~ Aare that the facts I have reported above are true, correct and edge and belief. HOME CSI) `~~ `9~~ WO R K C~/~ ) ~~~ Q~G.~ TELEPHONE NUMBER DATE 4 `~ .. ~ ~~ g 3 x ~,+ _r t_ ~ - l 'y, ~ ,i .~,, y~ ,~~~ ~~=. t. ~~ -, y t -~{, ~~~ ,~ ~ a , z , ~~ ~ ' _ ~~~~` s. :: ~r. tn,~~t t f3^• ~.; zx~ :~. ~..•. tV;' S'~i. ~v _4 ;°; '" -..v. t ~' ~ ,. ~'-; ;,~: . f' '. ti NZ >o O a~ ~O~~ m' o ~ J OTC '~ ~Q ~a ~V~~ Q ~ m o n 0 0. ~~ ~`v ,ti~ ~t ,~~ ~y~f ~~ ~,~~ ~l7 ~~~ ~~ G ~~ aZ~~~t~~~ ,-~ ~~; t~ t~.~, '~~ ~? ;ti'sti~ ~~_~