HomeMy WebLinkAbout05-09-11 (6)BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
PENNSYLVANIA INHERITANCE TAX
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INFORMATION NOTICE FILE N0. 21'1 "~1~~1
• ~+ AND ACN 11145928
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DEPARFM,t~~OE=~REYE(?tUE , ,;k3 ~ ~ TAXPAYER RESPONSE DATE 07-13-2011
RE1-°P543')~if' APP •(~05~531)
CLERK QF
CJRPNA.~'S COURT
C~)~IB~~~_~~'R~~ CCU.. PA
EUGENIA G MILLER
613 N EAST ST
CARLISLE PA 17013-2012
EST. OF EVELYN E: STOUT
SSN 152-14-0346
DATE OF DEATH 05-22-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND F()RMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
a 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 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. 6247706052 Date 01-20-2006 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 $ 106,294.10 payable to "Register of Wills, Agent".
Percent Taxable X 16 . b67
NOTE: If tax payments are made within three
Amount Subject to Tax $ 17, 71b • 04 months of the decedent's date of death,
Tax Rate ~( 1 rj deduct a !i percent discount on the tax due.
Anv inheritance tax due will become delinquent
Potential Tax Due $ 2, 657.41 nine months after the date of death.
PART TAXPAYER RESPONSE
,,. .,~ ~ ,
The above information and tax due is correct.
A.
~
Remit payment to the Register of Wills with two copies of thin notice to obtain
a discount or avoid interest, or return this notice to the ReS~ister of Wills and
C H E C K n official assessment will be issued by the PA Department of Revenue.
ONE
BLOC 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 and deductions were paid.
Complete PART ~2 and/or PART ~ below.
PART If indicating a different
t
d tax rate, please state ~~\
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a en
:
relationship to dece
\
\
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TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ~
ACCOUNTS
\~~
LINE 1. Date Established 1 ..
2. Account Balance 2 X - ~
3.
Percent Taxable
3 3
4. Amount Subject to Tax 4
$
4
\
5. Debts and Deductions 5 5
~
\
6. Amount Taxable 6 $
X \ 7
7. Tax Rate Y
8. Tax Due 8 `~ - \
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PART
nwrr owrn PAYFF
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
Under penalties of perjury, I declare that the facts I reported above are true), correc /~an~l ,~
complete to he bast of my knowledge and belief . HOME C l ~ SOS ~~'~` CI/
C.~ ~ /~~~ WORK ( ~ Q .O,LL . ~ l
TA AYER S,GNATURE TELEPHONE NUMBER TE