HomeMy WebLinkAbout12-30-11BUREAU OF INDIVIDUAL TAXES ... _
PO BOX 280601
HARRISBURG PA 17128-0601 I _,
NEV-1543 EX AFP (OB-OB)
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
~~~ AND
TAXPAYER RESPONSE
FILE N0. 21 10-1146
ACN 11100645
DATE 01-05-2011
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GARRETT F PUNCH III
41 PALMER DR
CAMP HILL PA 17011
EST. OF JOSEPH M PUNCH
SSN 206-32-0771
DATE OF DEATH 11-01-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
M & T BANK provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a Joint owner/beneficiary of this account
If you feel 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. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of
Pannsyl van4a. Piea~e call :717: 787-8327 with questia~s.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 14252090 Date 08-28-1985 To ensure proper credit to the account, two
Established copies of this notice must accompany
$ 7 3 0 . 8 4 payment to the Register of Wills. Make check
Account Balance payable to "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax $ 365.42 NOTE: If tax payments are made within three
months of the decedent's date of death,
Tax Rate ~( 12 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 43.85 nine months after the date of death.
PART TAXPAYER RESPONSE
It~11RE O R ON WI StTL.~'' fN At~1 ~ Ill{.. T S SSM
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 check box "A" and return this notice to the Register of
0 N E Wills and 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 paid with the Pennsylvania Inheritance Tax return
0 N L Y ~to be 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 ~ {~ ICIAi. US5 QNL AAF
relationship to decedent:
PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD _
LINE 1. Date Established 1 1 - `
2. Account Balance 2 $ Z
3. Percent Taxable 3 X ~
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 - 5
6. Amount Taxable (, $ 6
-~
7. Tax Rate 7 X 7
8. Tax Due g $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
^3
DATE PAID PAYEE DESCRIPTION AMniiNr porn
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
~~~mplete to the best of my/knowledge and belief. HOME C 1
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PAYER SIGNATURE TELEPHONE NUMBER DATE
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