Loading...
HomeMy WebLinkAbout07-06-11PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES _,..J (,~~ M1h AND F I LE NO. 21 1 U - 1123 PD Box zao6ol r {l!1 TAXPAYER RESPONSE ACN 11127718 HARRISBURG PA 17128-0601 ~~- - •. ~ ~ '';! ~ 1 DATE 04-26-2011 RE'r-~~9~reX- AF`P-(118.09) r• , ., CLERK {CF QRPH,M!'S uCURT HELEN T GROFF 2913 SUNSET DR CAMP HILL PA 17011-1633 EST. OF KENNETH R GROFF SSN 207-34-7041 DATE OF DEATH 10-30-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. WACHOVIA BK 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. 1010151503937 Date 05-30-2006 Account Balance Percent Taxable Established $ 38,701.00 X 50.000 To ensure proper credit to the account, two copies of this notice must accompany payment to the Register of Wills. Make check payable to "Register of Wills, Agent". NOTE: If tax payments are made within three Amount Subject to Tax $` 19,350.50 months of the decedent's date of death, Tax Rate ~( lrj deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due ~` 2,902.58 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPDND WILL RESULT 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 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. C 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 O N L Y to be 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 tax rat V, please sate OFFICIAL USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RE TURN - COMPUTATION OF TAX JOINT/TRUST ACCOUNTS ON PAD _ ~,~~~' 1~ L'l~°CES ~1nE 1. Date tstablisned 1 1 2. Account Balance 2 $ ~~: 7[3 / p U 2 3. Percent Taxable 3 X ti ~ !~I 3 4. Amount Subject to Tax 4 +fi ~ /.~ 3JU..SU 4 5. Debts and Deductions 5 S 6. Amount Taxable 6 '~ ~ ;~ .,~ ~~ . _~ ~ 6 7. Tax Rate 7 X ~ ~ In 7 8. Tax Due 8 $ !~ ~ ~ 8 PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID i Under penalties of perjury, I declare that the facts I have reported ab''7ove are tr}ue7, correct and v~'^`, _, comple to the best of ~ knowledge and belief. HOME ( / ~ ) ~-l I ~ ~ U ~ C L~ i WORK C ~ •~ ~' / TAXPA ER SIGNATUREr TELEPHONE NUMBER D TOTAL (Enter on Line 5 of Tax Computation) 5 ,~ McNees Linda M. Eshelman, Pa. C.P. Estate Paralegal Direct Dial: 717.237.5210 Direct Fay: 717.260.1640 leshelman@mwn.com July 5, 2011 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Kenneth R. Groff Cumberland County File No. 21-10-1123 Our File: 30206-0001 Ladies and Gentlemen: ~Z ,~ Cr ~ ._` z _ .~ c_ -c~ ~ ~._ ~ r-' , }~~ ~-, => cn ~~ _` O~ `" ~~ .: .. `..: ~ U -n v '~ Enclosed for filing with your office are two copies of a Pennsylvania Inheritance Tax Information Notice and Taxpayer Response issued to Helen T. Groff, the surviving spouse of Kenneth R. Groff. Please forward the Notice to the Department of Revenue for processing. Also, please date-stamp the extra copy enclosed acknowledging receipt thereof, and return it to us in the stamped envelope provided. Thank you. ;', Yours truly, j _, ,`~' L ~ I ~~t,~ ~; ~~ ~~ C _ ~; ` Litvda M. Eshelman, Pa. C.P. estate Paralegal LME/mha Enclosures www.mwn.com ~.i.. ,.e, , .