HomeMy WebLinkAbout01-18-12PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE Y ~
BUREAU OF INDIVIDUAL TAXES ~ FILE ND. 21 _ ~_f~J
Po Box zao6ol ennsyLVdn17 AND
HARRISBURG PA 17128-0601 ~ r - ACN 12100998
oEPARTMENTOFRE4Eti~E_ TAXPAYER RESPONSE DATE 01-05-2012
REV-1543 EX AFP (OS-ll)
VIOLET M FRAKER
301 EASY RD
CARLISLE PA 17013-9585
EST. OF CHARLES J FRAKER
SSN 162-22-3525
DATE OF DEATH 07-07-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
SO VEREIG N 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 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 t_he department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2.
If you be ieve 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 ~ SECAR[VERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 2891039491 Date 05-29-1998 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 2 106.57 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 y` 1 , 053.29 months of the decedent's date of death,
Tax Rate ~( 1Fj deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential TaX Due g 157.99 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
C -' an official assessment will be issued by the PA Department of Revenue.
ONE '
BLOC K i B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
O N L Y filed by the estate representative.
C. The above information is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different tax ~f~drl~~~state OFFICIAL USE ONLY ~ AAF
relationship to decedent: o f~ Tyr'-'
^D ~~ PA DEPARTMENT OF REVENUE
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 +fi 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 ~j
6. Amount Taxable 6 '~ (,
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) 5
Under penalties of perjury, I declare that the facts I reported above are true, correct and
complete to the best of my knowledge and belief. HOME C ~ ~ 7 ) Z. ~~ ''[~j
~!.CZT'C~~' 7"a't ~./~C~-eit._ WORK C ~ - / ~ - I Z~
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
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