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HomeMy WebLinkAbout07-15-11 (3)PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D Po Box 2so6o1 ~ ~ `;-=it,~~_ Q4TAXPAYER RESPONSE HARRISBURG PA 17128-0601 ~ ~ ~.- ---' _,~ ... - ,y 1 ~ REV 1,~ E3(,~4f~} ~(R8~08),._, _ !~- l..'.~ FILE N0. 21 ~ I ACN 10162117 DATE 11-01-2010 CLERK oR~~~~'S ~;o-.~RT GU~~R(=p~ :~~f'~ ;~~ . PA KATHLEEN E BADDICK 3512 RIDGEWAY RD HARRISBURG PA 17109 EST. OF JAMES A THORNE SSN 160-36-4310 DATE OF DEATH 10-17-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. METRO BANK 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 tali (7171 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 537443129 Date 08-24-2006 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 ~ 084.14 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 2 ~ 042.07 months of the decedent's date of death, Tax Rate ~( 15 deduct a 5 percent discount on the tax due. Anv Inheritance Tax due will become delinquent Potential Tax Due $ 306.31 nine months after the date of death. P~T TAXPAYER RESPONSE 1 FAILDRE T`fl #tESP4~D WILL RESULT IN Ali O~~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 C H E C K a discount or avoid interest, or check box "A" and return this notice to the Register of 0 N E Wills and 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 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. (:omplete PART 2~ and/or PART 3~ below. PART If indicating a different tax rate, please state (3~FjCj/~L USE O#~LY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 S 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X ~ 8. Tax Due 8 $ 8 PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and tom let to the best of my knowledge and belief. HOME C7J ~ ~ ~.,~ ~ --~ © /~y ~ _ WORK C ~ "- 7 i T XPAYER SIGNATUR TELEPHONE NUMBER ATE TOTAL (Enter on Line 5 of Tax Computation) S