HomeMy WebLinkAbout06-27-11 (4)~~~\~
;~\' PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE - ~-
BUREAU OF INDIVIDUAL TAXES - AND FILE NO. 21 - ? ~ .~L'
Po sox 2BO6o1 `~~` ~' ACN 11140463
HARRISBURG PA 17128-0~1~ ~~ -~~~~~~ p~- ~~a
~ DEPARTMENT '1 F~(ENUE TAXPAY E R R E S P O N S E
~~-'.µ.. ...,; ~ :., REV-1'543 Ek'pFB.~{A5-11) DATE 0 6 - 14 - 2 011
CLERK C~
ORPH~'S CQURT
Cl)MRFR~1~.~~~:~ ~~ . PA.
EDWIN L RICE
603 S BEDFORD ST
CARLISLE PA 17013
EST. OF NAOMI J RICE
SSN 184-38-0989
DATE OF DEATH 12-24-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
S 0 V E R EIG N B A N K 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 you are the spouse Of the
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may bey due, but you must
notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2.
If you believe 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. Please call 717-787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1674000219 Date O1 -O1 - 1971 To ensure proper credit to the account, two
Established copies of this notice must: accompany
Account Balance $ 2 ~ 113.2$ payment to the Register of Walls. Make check
payable to Register of Will:>, Agent".
Percent Taxable X 50.000
$ NOTE: If tax payments are made within three
Amount Subject to Tax 1 ~ 056.64 months of the decedent's dlate of death,
Tax Rate X 15 deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due $ 158.50 nine months after the date o1= death.
PART TAXPAYER RESPONSE
FAILURE TO RESPOND SILL RES~1.T 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 return this notice to the Resister of Wills and
0 N E 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 inh~er'itance tax return
0 N L Y filed by the estate representative.
C.^ DV The above intorma ion is incorrect and/or debts and deductions were paid.
/~~ Complete PART ~ and/or PART ~ below.
PART If indicating a different tax rate, p ~e„rase state QFFICIAL USE ONLY ~ AAF
relationship to decedent:
PA DEPARTMENT OF REVENUE
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 $ Z
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ 6
7. Tax Rate 7 X 7
8. Tax Due g $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION nMn~iNr pern
Under penalties of IDerjury, I declare that the facts I reported above are true, correct and
complet to, the b~c t of my k owledge and belief. HOME (~ r~~~~-~,- ~~~~~
WORK C )
TAXPAYER TURE TELEPHONE NUMBER nerF
~~+~~+~ ~~n~rr on amine 5 OT IaX computation) $