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HomeMy WebLinkAbout06-15-11~~` PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE NO..-p'2 p~~~~~""~~~~ BUREAU OF INDIVIDUAL TAXES ' Po sox 2so6o1 pennsyly ~j r.. r.. tr,,r ,~ AND ACN 11139246 HARRISBURG PA 17128-06 01 DEPARTMENTOFREV~'~~~~i.,' .,,~;`~~YER RESPONSE DATE 06-09-2011 ~~ - REV-1543 EX AFP (05 -.~{~Mr~..,, ~ -._V il,~i BERNADETT BRAUN 842 MARSHALL DRIVE CARLISLE PA 17013 FRONT AND MARKET ROOM 103 HARRISBURG PA 17101 WELL S FA R G 0 provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above named decedent, you were a joint owner/beneficiary of this account. If y OU are the Sp0U5e of the deceased and any amount other than zero is reflected below on the Potential Taz Due line. note no tax may be due, but you must notify the de artment of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe ~he information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1010041798807 Date 07-02-2001 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 4 ~ 110.00 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax ~` 2, 055.00 months of the decedent's date of death, Tax Rate ~( 1~j deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 308.25 nine months after the date of death. PART TAXPAYER RESPONSE AS: A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two co pies of this notice to obtain a discount or avoid interest, or return this notic e to the Register of Wills and C H E C K an official assessment will be issued by the PA De partment of Revenue. ONE B L 0 C K B. ~ The above asset has been or will be reported and tax p aid with the Pennsylvania inheritance tax return 0 N L Y 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 ~ below. PART If indicating a different max rate, please state ~ ~~~ ~ \ ~\ ~ 2 relationship to decedent: l~foil S/_ ~ TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS ~\ ~ \ \ Q ~ LINE 1 . I1ate Established 1 `~~°2 j ~' `~ ~~ \ ~` "~\ ~ ~ \ $ ~ ~~oo ' 2. Account Balance 2 X ~~ ~~ ~a ~ ~\\~~~~~~~~ ~ ~0~~ 3. Percent Taxable 3 \ ~ ~ • ~ Q 4. Amount Subject to Tax 4 $ - . ~ \ ~\ \ \\~, \ \ \ \\\\\\\\\ 5. Debts and Deductions 5 `~ ~ \`\\\\\\ ""~\\\~~ ~ \\ 6. Amount Taxable 6 7. Tax Rate 7 $ © \~\~~~~~~~~'. ~~ ~ ~ \~\ 8. Tax Due 8 ~\\\ .~ PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. H 0 M E C ) .,.~ , r~~ ~ ~„r--' W O R K C11-1 ) ~a (- ~ S (a °"1 ,X PAYER SIGNATURE TELEPHONE NUMBER DATE TYPE OF ACCOUNT ~(~~ I ,~~~ ~ ~ ~ ~~; ~~EST. OF OLIVER E BRAUN ^ SAVINGS SSN 140-52-6233 © CHECKING (~ DATE OF DEATH 01- 06 - 2011 ,- _ I ~ TRUST ~p ~,~~~~~l~~ "("~~ COUNTY ~N ~~'Yl R~Y'~Wl C~~ ^ CERT I F . rlf t ~1iVt~ ~`,,~~JRT REMIT PAYMENT AND FORMS T0: CIjM~E~f.'AN~ C~, PA REGISTER OF WILLS TOTAL CEnter on Line 5 of Tax Computation) ~ ~+;: ~ ~~ ~~. ~ ~~ e t~. Y ~ /~ ~ { ~,~ ~,,,, _~~ {v J1 ~ ~. ~~ ~ _~ '..- ~s 6r i ` j ~ ~+ v V f ~~•• ~~ ie 1 ~ V ~~(~~!• v 'ti ryY ~' ~ ,, ., e ` -~, :: N ' ~ ~V a M ~' ~ ~ y a ~~ ~` .~ `, . ,_, ~~ ~ ~ 4 ~ ! y ~; ,,v 7,.r ~~ C:4. ri ~ ~ ~ y { ~ooU Ji~~~!,' , t ~~~ .~ ~. ., ~~~ ~~, t~ ~._~ ~~ .,.., t;; ~ .,•a