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HomeMy WebLinkAbout05-09-11~~~~` ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE NO. 21''~~-'~t61~~ BUREAU OF INDIVIDUAL TAXES r` ',~~ r ~ `~`~ ACN 11145923 PD BDx 2BU6U1 pennsylva~'`~~~ ~~' ~ ~!CE ~ AND HARRISBURG PA 17128-0601 DEPARTMENT OFREVEN r ,< _.T ~I AYE R R E S P O N S E ~~: ~~~~'~:_,, i~r~~~ DATE 07-13-2011 REV-1543 EX AFP (05-11) F°~~ ~ `~~~` ~~ ~`~ `~~ `''`BEST. OF EVELYN E STOUT SSN 152-14-034b CLERK ~~ DATE OF DEATH 05-22-2011 4R~H~~~'~' ''OUNTY CUMBERLAND Cl1P;~R~r~ ~/, REMIT PAYMENT AND FCiRMS T0: BARBARA STOUTLEITZEI ~,.~ REGISTER OF WILLS 613 N EAST ST 1 COURTHOUSE SQLIARE CARLISLE PA ~ ~ CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. CITIZENS BANK OF PENNSYLVANIA 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 th but you must he deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, 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 ?17-?87-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6100731944 Date 06-06-1966 To ensure proper credit to the account, two Established copies of this notice must accompany pavment to the Register of Wills. Make check Account Balance $ 41 , 444.03 payable to "Register of wills, Asent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ b, 907 • 48 months of the decedent's date of death, • 1 5 deduct a fi percent discount on the tax due. Tax Rate X Any inher'.itance tax due will become delinquent Potential Tax Due $ 1 , 036.12 nine months after the date of death. PART TAXPAYER RESPONSE A. ~ The above information and tax due is correct. Remit pavment 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 C H E C K an official assessment will be issued by the PA Department of Revenue. 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 0 N L Y filed by the estate representative. C. ~ The above informs ion is incorrect and/or Complete PART ~2 and/or PART ~ below. debts and deductions were paid. PART If indicating a different tax rate, please state \~~ ~\ ~ a relationship to decedent: ~ ~ TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS ,..~ ~ ,,, \`\\\\ \ \ LINE 1 . Date Established 1 ~ \\ \' \~~ 2. Account Balance 2 .~ ~~se ,, ,, 3. Percent Taxable 3 X , ~ ~\ 4 $ ° ~ 4. Amount Subject to Tax " \ \~~\\\ 5. Debts and Deductions 5 ~~~~ 6. Amount Taxable 6 - , ~°\~ 7. 8. Tax Rate ~ Tax Due 8 X '~ \ `~~; \~~ ~~\ ~ ~` \ ~, ~~ Under penalties of perjury, I declare that the facts I reported above are true, corr/e°ct/ and c mplete to the best of my knowledge and belief . HOME C 7~ ~, ) 7~,7~ ' 6c'~h~ ~ - ~ WORK C 3 // XPAYER IGNAT E TELEPHONE NUMBER D TE PART DEBTS AND DEDUCTIONS CLAIMED 0 ,,. T,- ~.T„ aevG~ DESCRIPTION AMOUNT PAID