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HomeMy WebLinkAbout01-09-12~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21'/~,-bO~Q BUREAU OF INDIVIDUAL TAXES ~p PO BOX 280601 ~ ' °"'~'1~ ~ r AND ACN 11185075 HARRISBURG PA 17128-0601 ~ ~~~^-RE-Y~fiN1Ze ' !E L~` TAXPAYER RESPONSE rs } xixFa:ces u: ",'i i ~' DATE 12-30-2011 ~.i~.. ~~~~ Q~ QRPW~N'S C~}k~~r Ct1M~~""If ;~-t'~~1~ ~t ANNETTE D BARYON 423 6TH ST NEW CUMBERLAND PA 17070-1919 EST. OF ALETHA D JONES SSN 202-20-3921 DATE OF DEATH 06-17-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT .SAVINGS ® CHECKING TRUST CERTIF. SOVEREIGN. BANK 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 aoount 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" 1n 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 1 BELOW * ~~~,~1/fRSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1661287565 ,Date 01-10-2006 To ensure proper credit to the account, two Established copies of this notice must accompa~ur Account Balance 600.01 payment to the Register of Wills. Make cheek $ payable to "Register of Wills. Agent". Percent Taxable X 50. 000 NOTES If tax payments are made within three Amount Subject to Tax $ 300. 01 months of the decedent's data of death, Tax Rate X , 15 deduct a 5 percent discount on tho tax due. Any inheritance tax due will become delinquent Potential Tax Due ~` 45. 00 nine months after the date of death. A. `~ The above.,nformation 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 thi, notice to the Register of Wills-and C 0 NE ~ an official assessment will be issued by the PA Department of Revenue. BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return ONLY filed by the estate representative. C. ~he above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3^ below. p~T If indicating a different t c~ rates, ea~state 'li, ~I~I, 2 relationship to decedent: 4]G.tA_Sln TAX RETURN - CALCULATION OF T ON `JOINT/TRUST ACCOUNTS LINE 1. Data Established 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 $ ~. Tax Rate 7 X 8. Tax Due 8 $ PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOt~NT PAID Under penaltios of perjury, I declaro that the facts I reported above are true, cfo~rr/eat ~trid mplet.a"to h b o. RY kno ledge and belief. HOME (7~ ) V/ 7 ~ ~(O[J WORK c ) XP Y SIGNATURE TELEPHONE NUMBER DATE ,~ ~ ~.r W w :.- r ~_ :~i+ w w ~_~ j r'~ .. ~"! t~~ „ . C~ tiN, ~~ ~. ~.~~ ~4 ~, 3 ~+ ~ v x r~ c' ~ .,' w - ~ , ~~ ~ a ~~ ~# Y,~ !~'- ~.. ~ tl ~4 ~, ~r ~. ..~ o ;. `i f ,:~ - - i. '~- .~ - - .mss.-~. ~:." ~ ... .