HomeMy WebLinkAbout12-01-11PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE: FILE No. 21'-j ~'~2~~
BUREAU OF INDIVIDUAL TAXES f ~!'~"•;
Po cox zso6ol pennsylv~nia ~ °,~ (}~ AND ACN 11175618
HARRISBURG PA 17128-0601 DEPARTMENT OFaeyENUe TA~PAYER RESPONSE DATE 11-17-2011
REV-1543 E% ~FP (05-11) - ,/
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EST. OF RONALD L WOLF
SSN 193-38-8630
DATE OF DEATH 10-30-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
BETTY K WOLF REGISTER OF WILLS
72 LONGWOOD DR 1 COURTHOUSE SgUARE
MECHANICSBURG PA 17050-7980 CARLISLE PA 17013
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 y0U are the Sp0U5e 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 b<alow and writing "spouse" in PART 2.
If you believe the information is incor~er~t, 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. 6254858240 Date 01-30-2009 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 $ 5, 321 .89 payable to '•Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 2,660.95 months of the decedent's date of death,
Tax Rate ~( , lrj deduct ei 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due $ 399.14 nine woriths after the date of death.
PART TAXPAYER RESPONSE
il:, RE TO RESPtiltD WILL`RESUL~' 'Tli AN OFF X SESSM
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or return this notice to the Re®ister of Wills and
C 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 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
~ FFIGIA ; ttSE LY - AA
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relationship to decedent: ~~~`
PA'DC~~TtTME#T t));
f~EYEt~fIIE
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS AII ~
LINE I. Date Established 1 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X s"~~,~-'~~s --
4. Amount Subject to Tax 4 $ {~
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
s _ r
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
complete to the best of my knowledge and belief. HOME C ~ /; ) ~p ~~ S C/,~ ,~
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iXPAYER IGNATURE TELEPHONE NUMBER DATE
TOTAL CEnter on Line 5 of Tax Computation) S
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