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HomeMy WebLinkAbout01-13-12~ PENNSYLVANIA INHERITANCE TAX ~~ INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES F I LE NO . 21 -/~ - `-~ ~~ Po Box 2so6o1 pennsylva~nira ~~ ._i~ AND ACN 12101193 HARRISBURG PA 17128-0601 DEPARTMENT OFREVENO~ TA.~~AY E R R E S P O N S E DATE 01-06-2012 REV-1543 EX AFP (05-I1) - - -'-~J TYPE OF ACCOUNT r, , } ~ '~ ~ ~~ `'"SST. OF MARY F SCOTT ~ SAVINGS SSN 169-16-9570 © CHECKING ~ ~_~F~,¢C, ~;- DATE OF DEATH 12-18-2011 ~ TRUST ~~k~ ~~,'~; F'-`~J COUNTY CUMBERLAND ~ CERTIF. r'y REMIT PAYMENT AND FORMS T0: ~~l JOHN J SCOTT REGISTER OF WILLS 3584 GOLFVIEW DR 1 COURTHOUSE SQUARE MECHANICSBURG PA 17050-2688 CARLISLE PA 17013 CITIZENS BANK OF PENNSYLVANIA provided the department with the information below, which was used in calculating the inheritance tax due. Records indscate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If you are 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 in 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 above address. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FfrR FILING AND PAYMENT INSTRUCTIONS Account No. 6206324641 Date 07-30-2004 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 39,621.06 payment to the Register of Wills. Make check ~` payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 19,810.53 months of the decedent's date of death, Tax Rate ~( lj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 2, 971 .58 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. ONE BLOC K g. ~ 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 ~ below. PART If indicating a different tax rate, please st?te relationship to decedent: ~D7%u5f~, - J~LiSJ~t//l1~ TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE I. Date 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 1 2 3 X 4 5 - 6 7 X 8 $ PAD OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under p lties f pe ~ury, I declare that the facts I reported above are true, correct and 1, comple e o th est o. my wl and belief. ~ 7 ~ HOME ( 71' ~ 73~- ~7 1 WORK C ~ /-/3-,~dil.-_ ,XP fz SIGNATU TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) S BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 .. ~• ... penn~jrtvania DE PARTMENT GiP, REVEN UE REV-1543 EX AF~(OS -11) PENNSYLVANIA INHERITANCE TAX _ ~.NFORMATION NOTICE FILE N0. 21.. j,,~ - t~`~~ ~" ~-~~ AND '_~,'jTAXPAYER RESPONSE ACN 12101194 DATE 01-06-2012 n n ~- ~r (~~ , ~,', JOHN J SCOTT 3584 GOLFVIEW DR MECHANICSBURG PA 17050-2688 EST. OF MARY F SCOTT SSN 169-16-9570 DATE OF DEATH 12-18-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. 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 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 in 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 above address. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6223986657 Date 02-09-2009 To ensure proper credit to the account, two EStablished copies of this notice must accompany Account Balance $ 197,962.06 payment to the Register of Wills. Make check Percent Taxable X payable to "Register of Wills, Agent". 50.000 Amount Subject t0 Tax $ 9$,981.03 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate X . 1 5 deduct a 5 percent discount on the tax due. Potential Tax Due $ 14,847.15 Any inheritance tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or return this notice to the Register of Will C 0 N E ~ an official assessment will be issued by the PA Department s and of Revenue. B L 0 C K 0 N L Y g, ~ The above asset has been or will be reported and tax paid with the Pennsylva i i aled by the estate representative. n a nheritance tax return C. The above informs ion is incorrect and/or debts Complete PART ~ and/or PART 3^ below and deductions were paid. . PART If indicating a different tax r te, please state / relationship to decedent: J~c~'LiS,.e - I1~7 ~G ~ a TAX RETURN - CALCULATIDN LINE 1. Date 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 OF TAX ON JOINT/TRUST ACCOUNTS 1 2 +~ a X - 4 5 - 6 7 X s $ PAD OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 KAKI DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) g Under p altie of p 'ury, declare that the facts I reported above are true, correct and comple e : to t bes o my now a and belief. HOME ~ ~~ ~) ~,~~ ~7e ~ / - TAXP R SIGNATU ~-'~3 ~Zq~L... ' TELEPHONE NUMBER DATE ~~ DEBTS AND DEDUCTIONS CLAIMED