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Home My WebLink About10-11-11~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21--11- ~•~~3 BUREAU OF INDIVIDUAL TAXES Po sox zeocol pennsylvap~,~a _ AND ACN 11162835 HARRISBURG PA lriza-o6ol oEPARTMENTOFRE„€nu,~__,; .`-. ;_ ~:TIA.~~~ICYER RESPONSE DATE 09-22-2011 REV-1543 EX AFP (05-(yT_.~_. ~ ll TYPE OF ACCOUNT ~` ST. OF RICHARD N DUNLAP ^ SSN ~ CHECKING CLERK ~~F DATE OF DEATH 02-22-2011 ^ TRUST {-~~L_-~h r' T~r1 tp7 COUNTY CUMBERLAND ^ CERTIF. GIO~rr(, ~l J~. ~`,' l~~ REMIT PAYMENT AND FORMS T0: ANN C DUNLAP l REGISTER OF WILLS 625 S 29TH ST 1 COURTHOUSE SQUARE HARRISBURG PA 17111-1757 CARLISLE PA 17013 SDVEREIG N BANK 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 y0U 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 ahove address. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SE~ARIE,YERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0034568766 Date 06-17-1977 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 41 312.55 payment to the Register of Wills. Make check ~ payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject t0 TeX ~` 20,656.28 months of the decedent's date of death, Tax Rate ~( lrj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 3, 098.44 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT\IN AN OFFICIAL 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 return this notice to the Register of Wills and 0 N E an official assessment will be issued by the PA Department of Revenue. BLOC K B. ^ The above asset has been or will be reported and tax Daid with the Pennsylvania inheritance tax return 0 N L Y filed by the estate representative. C. ~J~ The above informs ion is incorrect and/or debts and deductions were paid. r-NComplete PART ~2 and/or PART 3^ below. PART If indicating a different to ra e, please st to OFFICIAL USE ONLY AAF ~. ~ ~ relationship to decedent: _ ~~°~ PA DEPARTMENT OF REVENUE TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ Z 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 c 5. Debts and Deductions 5 S 6. Amount Taxable 6 $ (, 7. Tax Rate 7 X 7 8. Tax Due 8 $ $ ~~°° ~~~ PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE /T3ESCRIPTION \ AMOUNT PAID - ~ _ -- -~ TOTAL (Enter on Line 5 of Tax Computation) 5 Under penalties of per]ury, I declare that the facts I reported above are true, correct,' /an~v/d '~~ .complete to the est of my knowledge and belief. HOME C11 ~ ) S ~ ~~ ~I' 0 ~ ~ 1 C~,~ ~ • ~ c~~~-~ WORK C TAXPAYER SIGNATURE TELEPHONE NUMBER DATE