HomeMy WebLinkAbout09-29-11BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
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Pennsylvania
DEPARTMENT OF REVENUE
REV-1543 E% AFP (OS-11)
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE N0. 21 ' 11- ~L`-~2
AND IACN 11160465
TAXPAYER RESPONSE iDATE 09-07-2011
JOHN K BUSH
3108 HARVARD AVE
CAMP HILL PA 17011
EST. OF SHIRLEY R BUSH
SSN 184-26-4208
DATE OF DEATH 02-15-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
SOVE R IG BANK provided the department with the information below, which was used in calculat ng the inheritance tax due.
Records icate 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 th)s form and return
it to the above address. Please call 717-787-8327 with questions.
COMPLETE PART I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 2331029865
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
Date 03-05-1999
Established
$ 10,116.84
X 50.000
$ 5,058.42
X .15
$ 758.76
To ensure proper credit to the account, two
copies of this notice muse: accompany
payment to the Register o1' Wills. Make check
payable to "Register of Wills, Agent".
NOTE: If tax payments are made within three
months of the deceden~ (late of death,
deduct a 5 percent digc`_b on the .tax due.. J-~_
Any inheritance tax dcFQ_w,1 become~delingptlrit~-~
nine months after the ,tlafi~7of deatFt:') i
P~T TAXPAYER RESPONSE - trn ~,,,
~ FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSM~HT`. ~")
A. ^ The above information and tax due is correct. ~ l ---'~1 ~- ,.
Remit payment to the Register of Wills with two copies of this notice to obt)a~7~ ~'~
C H E C K a discount or avoid interest, or return this notice to the Register of Wills aryd ~~'.) ;;j,.l
C 0 N E ~ an official assessment will be issued by the PA Department of Revenue. L . ~'~
T
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 and deductions were paid.
Complete PART 2~ and/or PART 3^ below.
PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF
relationship to decedent: ~nQ(~ «°
T PA DEPARTMENT OF REVENUE
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 3~ S 1 Y~ `~ 1
2. Account Balance 2 ~ ~~. l~~ ,~~
3. Percent Taxable 3 X ,~-(pj.~('I[j 3
4. Amount Subject to Tax 4 $ ,SU J17 ~~~ G
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ So ~g ,7~
7. Tax Rate 7 X //~ 7
8. Tax Due 8 +C CJ g
PART DEBTS AND DEDUCTIONS CLAIMED
3^
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I reported above are true, correct :and q
mplete to the best~of my knowledge and belief. HOME C ~('7 ) ~~~ - ~~" l ~'
~,.,_ W O R K ( ) l~ ~-v. ~ - '{ZIT ~ ~d
X YER SIGNA UR TELEPHONE NUMBER DATE ~(
TOTAL (Enter on Line 5 of Tax Computation)
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