HomeMy WebLinkAbout12-16-11 (4),r
~ BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17126-0601
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
1~~~'f ~~ ~'~,~ AND
MENf~QF~j~I,EN,NE,.i , ,, ,,, ~AXPAYER RESPONSE
REV-1543
ter f i ~~ I b P~ ~~ 3 ti
GLERK ~~
ORPHAN`S BURT
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JOAN L MOWERS
1860 HUNTERS DR
MECHANICSBURG PA 17050
EST. OF
FILE N0. 21 11-0493
ACN 11150317
DATE 07-28-2011
SSN 162-22-0139.
DATE OF DEATH `04-05-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS'T0:
REGISTER OF .WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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 you ere 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 1n 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~bov_g_address.__pl,e~se_ca71 717-787-8327 with questions,_. _____~__ ____ _.-_ _ ~ __
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 3061980551 563 Date 02-01 -1981 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 $ 159. 14 payable to "Register of Wills, Agent".
Percent Taxable X 8. 333
NOTE: If tax payments are made within three
Amount Subject to Tax $ 13. 26 months of the de~edent•s date of death.
Tax Rate X , 1~j deduct a 5 percont discount an the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due $ 1 . 9 9 nine months after the date of death.
PART
CHECK
ONE
BLOCK
ONLY
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or return his notice to the Resister of Wills. and
an official assessment will be issued by the PA Department of Revenue.
B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
filed by the estate representative.
C. ~ The above infona ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different ~ a e, le
relationship to decedent: ~
TAX RETURN - CALCULATION
LINE 1. Dste Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
PART
DATE PAID
PAYEE
~/0
DESCRIPTION
AMOUNT PAID
WORK t )
TOTAL (Enter on Line 5 of lax Computation) i
Under penalties of periury, I declare that the facts I reported above aro true, torte t an y/~.
com-liate to the best of my knowledge. and belief . HOME C`I~7 ) / i'7sf-~~~ ~(/