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HomeMy WebLinkAboutUntitledPENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 `!'-~l ~~ BUREAU OF INDIVIDUAL TAXES~:~,y , PD BDX 280601 enns lvCltF~a ~ ~,^ ~~ AND HARRISBURG PA 17128-0601 ~ - ~ AGN 11170559 DEPARTMENT OF REVENUE T,A~ AY E R RESPONSE DATE 1 0- 2 7- 2 0 1 1 REV-1543 EX AFP (OS-11) -~-, •, # t ~ ~::~ 1~.=' ~ i - r, n ~ , `"a" i j ~' ~ ~- ~- ~. ~~~a EST. OF KENNETH R WOODRING SSN 171-22-9158 DATE OF DEATH 05-13-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: JANET R WOODRING REGISTER OF WILLS APT 2139 1 COURTHOUSE SQUARE 5225 WILSON LN CARLISLE PA 17013 MECHANICSBURG PA 17055-6667 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. WELLS FARGO 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 I 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 I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1000615343850 Date 01-02-1950 To ensure proper credit to the account, two Established copies of this notice must accompany 1 ~ 798.00 payment to the Register of Wills. Make check Account Balance ~{` payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 899.00 months of the decedent's date of death, TeX Rate X ~ 15 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 134.85 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. 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 information is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART IJ below. PART If indicating a different tax~a~e, ple a state OFFICIAL USE UNLY AAF relationship to decedent: (L. ~~ F'" T PA DEPARTMENT OF REVENUE TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established I 1 2. Account Balance 2 $ Z 3. Percent Taxable ~ X 3 4. Amount Subject to Tax 4 +fi G 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X ~ ~ 8. Tax Due B ~` j B PART DEBTS AND DEDUCTIONS CLAIMED TOTAL CEnter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I reported above are true, correct and mplete to t best o my knowledge and belief. HOME ( %1 ~y ~ ~ 7 ) / L~ ~G' ~ U <~~Z~~~J ~' WORK C 7 ~. - C7~r J7 % -~ G) i I TAXPAYER SIGNATURE TELEPHONE NUMBER DATE DATE PAID PAYEE DESCRIPTION AMOUNT PAID ~~ n ;; ~ N " ,!g o0 ~ ~~7 ~~o 'iT ~ o . ~ :y~S :2 1 :~ o .~ o ~. v W C ~ ~ ~ ~ h Z N '1, p Cn ,'~ d N P+ Q