Loading...
HomeMy WebLinkAbout07-13-11BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 AND penT~rr'~ a~,~~ ,_~r_~~~~ C~fAXPAYER RESPONSE REV-1543 MFRFOS-~13-, ~ A; ~i~ E~~ C ~iJL I3 ~~ I-~ ~t C~E~K ~~ CUMBERI_q~l~ CO . PA DEBORAH A COLLINS 919 N COLLEGE ST CARLISLE PA 17013 EST. OF ROBIN A COLLINS SSN 165-38-2282 DATE OF DEATH 01-18-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. WELLS F ARGO 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 y0U 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 be 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 puestions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1 0 0 050 9235922 Date 08-29-1995 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 ~` 1 , 997.00 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax Payments are made within three Amount Subject to Tax $ 998.50 months of the decedent's date of death, ~( , l~j deduct a 5 percent discount on the tax due. Tax Rate Any inheritance tax due will become delinquent Potential Tax Due $ 149.78 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFF ICIAL 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 a discount or avoid interest, or return this notice to the Register of Wills and CHECK an official assessment will be issued by the PA Department of Revenue. ONE C 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 filed by the estate representative. C. The above informs ion is incorrect and/or debts PART ~ below d/ ~2 and deductions were paid. . or an Complete PART PART If indicating a different tax rate, please state OFFICIAL USE ONLY U AAF relationship to decedent: C~ i91~S~' PA DEPARTMENT OF REVENUE TAX RETURN - CALCULATION OF TAX ON JOINT/TRUS ACCOUNTS PAD LINE i. Date Established 1 ~ 1 2. Account Balance 2 $ vv'~ Z 3. Percent Taxable 3 X C/ 3 4. Amount Subject to Tax 4 ~ 4 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ ~' 6 7. Tax Rate 7 X ®. bDD 7 8. Tax Due 8 '~ ~~ ~ $ PART DEBTS AND DEDUCTIONS CLAIMED neTF Parn PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are true, correct and omplete to the best of my know ge and belief. ~ HOME C ~ ~ - ~ ~/ WORK c ~ -~?/ 7 ~~ ~i 'TAXPAYER SIGNATURE TELEPHONE NUMBER D TE ~ PENNSYLVANIA INHERITANCE ~~x INFORMATION NOTICE TAX FILE N0. 21 I~--~gu ACN 11139327 DATE 06-09-2011 IUIHt. lGI1lC1 u~~ ~i„c v ~... ..- -- --- ~~~ PENNSYLVANIA INHERITANCE TAX ~~~~ _~ 1 ~~pRMATION NOTICE FILE N0. 21 - ~(•1~V BUREAU OF INDIVIDUAL TAXES ~ "~ ~" ~ h~ Vii'"' AND ACN 11139328 PD BDX 288681 pennsyl ~ ~.T HARRISBURG PA 17128-0601 DEPARTMENTOFR ~ k 'F~l~,~~CPAYER RESPONSE DATE 06-09-2011 REV-1543 EX AFP (05-11) p^.,,;~ ~ ~~~~ ~ ~ ~',; !~; ~~ TYPE OF ACCOUNT EST. OF ROBIN A COLLINS ~ SAVINGS $$j1 165-38-2282 ^ CHECKING CL~R~ ~~ DATE OF DEATH O 1-18 - 2011 ^ TRUST }ORPHANS COnURT COUNTY CUMBERLAND ^ CERTIF. ~~)MR~Rf.Aid[.) t,~' ~ REMIT PAYMENT AND FORMS T0: DEBORAH A COLLINS REGISTER OF WILLS 919 N COLLEGE ST 1 COURTHOUSE SQUARE CARLISLE PA 17013 CARLISLE PA 17013 WELLS FA RGO 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 art the spouse of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be 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. 3000324324171 Date 08-11-1989 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 g 694.00 payable to "Register of Wills, Agent". Percent Taxable x 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 347.00 months of the decedent's date of death, x 1 5 deduct a 5 percent discount on the tax due. Tax Rate Any inheritance tax due will become delinquent Potential Tax Due $ 52 • 05 nine months after the date of death. PART TAXPAYER RESPONSE D FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT The above information and tax due is correct. A . ^ Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or return this notice to the Register of Wills and CHECK an official assessment will be issued by the PA Department of Revenue. ONE C 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 filed by the estate representative. C. he above informs ion is incorrect and/or debts PART ~ below. d/ ~ and deductions were paid. or an C plete PART 2 PART If indicating a different tax rate, pl~fsve state ^ relationship to decedent: ~-~~ 2 TAX RETURN - CALCULATION LINE I. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRU T CCOUNTS ... 1 - 2 $ 3 x ~"D. G~ 4 s ~ ~: D 5 6 $ ~ 7• 7 x ~• ~D 8 s ©.D PAD OFFICIAL USE ONLY LJ AAF PA DEPARTMENT DF REVENUE 1 __ 2 3 4 5 6 7 s PART DAVGF DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID L n l L , r. a r --- - Under penalties of perjury, I declare that the facts I reported above are true, correct and ~pmplete to the best of know dge and belief." HOME C~~ ) ~y /. e ~ ~ ~/S /J/l~ _ ~ WORK C rfj`J) ~ 9""~~ TAXPAYER SIGNATURE TELEPHONE ~' i D T3 ,f {