HomeMy WebLinkAbout11-18-11 (2)BUREAU OF INDIVIDUAL TAXES •
PO BOX 280601 pennsyp,~$1h~
HARRISBURG PA 17128-0601 oeaAmrwexrof~~-E(vexuE
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PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE N0. 21 11-0083
~~ Y 1 Jc OI AND ACN 11003603
;T~IXPAYER RESPONSE DATE 11-08-2011
iii<,i ~~ ~~ ~U !f' ~7'
CLERK OP
GRPHr'~'S COURT
CU~P,F~L.~tiG~ ^C~ PA
EMILY A BROWN
124 1/2 E HIGH ST
HUMMELSTOWN PA 17036-2303
EST. OF JUDITH E POGUE
SSN 204-30-7433
DATE OF DEATH 01-11-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
^ savlNCs
^ CHECKING
^ TRUST
^ CERTIF.
LINCOLN 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 ere 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 below and writing "spouse" in PART 2.
If you believe the fnformati on is incorrect, Dl ease 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 F~4IN6 AND PAYMENT INSTRUCTIONS _
Account No. 924473096 Date 01-11-2011 7o ensure proper credit to the account, two
Established copies of this notice oust accompany
payment to the Resister of Wills. Make cha ck
Account Balance ~` 4 r 309 .57 payable to "Register of Wills, Agent^.
Percent Taxable X 100 .00
NOTE: If tax payments are matle rithin three
AIlIO Unt SUbjeCt t0 Tax S 3 0 9
4 r .5 7 months of the decedent's date of death.
Tax Rate X .045 deduct a 5 percent discount on the tax due.
Arty inheritance tex due will become delinquent
Potential Tax Due ~ 193 .93 nine months after the date of death.
P
r TAXPAYER RESPONSE
~
1
A. ~ Tha 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 Register of Wills and
an official assessment rill be issued by the PA Department of Revenue.
C ONE ~
BLOCK B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
ON L Y filed by the estate representative.
C. ^ The above intorma ion is incorrect and/or debts and deductions were paid.
Complete PART ~ and/or PART ~ below.
PART It indicating a different tax rate, please state
relationship to decedont:
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Data Establishod 1
2. Account Balance 2 ~
3. Percent Taxable 3 X
4. Amount Subject to Tax 4
5. Debts and Deductions 5 -
6. Amount Taxable 6 S
7. Tax Rate 7 X
8. Tax Due 8 ~
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION
WORK ( 7./ -F )
AMOUNT PAID
Under penalties of perjury, I declare that the facts I reportatl above are true, correct an(~L
eomploto to the best of my knowledge and belief. HOME C~~ )~ ~ ~~/ ~ ~