HomeMy WebLinkAbout05-09-11 (8)~\~~` PENNSYLVANIA INHERITANCE TAX /
_ INFORMATION NOTICE FILE N0. 21"`'~•'~10~7
BUREAU OF INDIVIDUAL TAXES ~~ ~i~-~ ~ ;~-- ~~
Po Box zso6ol penn5~/~ ~ ~- ~ ~'vE ~F AND ACN 11145930
HARRISBURG PA 17128-0601 DEPARTMENT OF li~~; ~""~ > `" N.,~~(~~eXPAYER RESPONSE DATE 07-13-2011
REV-1543 EX AFP (05-11)
~ I J~'L 2 ~1 ~~' 3~ c ~,
CLERK Q~
QR~'HA~1'S CQURT
CUMREP~ AJ~~~ ; C;~ , 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 FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQIJARE
CARLISLE PA 1-T013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
a CERTIF.
CITIZENS BANK OF PENNSYLVANIA provided the department with the i nformati on below, which was used i n calculating the i nheri tance 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 bel~~w 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 717-787-83?.7 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 6250435868 Date 04-04-2007 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 $ 57,774.14 payable t~~ "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject to Tax $ 9, 629.22 months of the decedent's date of death,
Tax Rate ~( ~ lj deduct a !5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential TaX Due $ 1 , 444.38 nine months after the date of death.
PART TAXPAYER RESPONSE
,, ;.
~ ...... .. ~ ~ ESSMEt~T
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
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 informa ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
If indicating a different tax rate, please state ~ \ .~::
PART ~
to decedent:
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TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS .
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LINE 1. Date Established 1 -
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2. Account Balance 2 $ \
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3. Percent Taxable 3 X - \ \
4. Amount Subject to Tax 4
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5. Debts and Deductions 5 - ~
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6. Amount ~\\~ ~ \ ~\
7. Tax Rate ~ X ~
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8 . Tax Due - ..
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PART DEBTS AND DEDUCTIONS CLAIMED
0
nwTC Darn PAYEE DESCRIPTION AMOUNT PAID
7 V I AL CtnLer On L1fle 7 V I ~ tlw ~.v~~~M4 ~o ~i v,~•
Under penalties of perjury, I declare that the facts I reported above are true, correct. and t--~
complete to the best of my knowledge and belief. HOME C ~ ~ ~~ ~ _ ~ l/D
WORK ( ~ ~~
TA AYER SIGNATURE TELEPHONE NUMBER DAT