HomeMy WebLinkAbout01-30-12BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
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Pennsylvania
DEPARTMENT OF REVENUE
REV-1563 EX AFP (05 -11)
PENNSYLVANIA INHERITANCE 'TAX
,INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE N0. 21 11-0913
ACN 11182508
DATE 12-19-2011
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PA 17070-1701
EST. OF ZACHARY 0 BOND
SSN 167-40-1767
DATE OF DEATH 07-27-2011
COUNTY CUMBERLAND.
REMIT PAYMENT AND FORMS T0:`'
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
METRO BANK provided the department with the information below, which was used in calculating the inheritance tax due.
Records indicate that at the d nth of the above-named decedent, you were a joint owner/beneficiary of this account. If yoU ere the spouse Of the
deceased and any anount o er than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must
notify the department of y ur 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- p3aa Q call 717-7.87-@~27_with Questions,.
COMPLETE PART I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1760 32041 Date 07-2 1-2009
To ensure proper credit to the account, two
Established copies of this notice must accofapany
Account Balance $ 2,596 .15 payment to the Register of Wills. Make check
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payable to
Register of Wills, Agent".
Percent Taxable X 50 .000
Amount Subject to ax ~` 1 , 298 08 NOTE: If tax payments are ^ade within three
. months of the decedent's data of death,
Tax Rate ~( , lj deduct a 5 percent discount on the tax due.
Potential Tax Due
g
194
.71 Any inheritance tax due will become delinquent
nine wonths after the date of death.
P
T TAXPAYER RESPONSE
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1
A
CHECK
ONE
BLOCK ] B
ONLY
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 this notice to the Register of Wills and
an official assessment will be issued by the PA Department of Revenue.
The above asset has been or will be reported and tax paid with the Pennrilvania inheritance tax return
filed by the estate representative.
C. The above informs ion is incorr ct and/or debts and deductions were paid.
Complete PART 2~
d/
PART 3~ b
an
or
elow.
PART If indicating different tax rate, Please-.state
relationship t decedent:
TAX RETURN - CALCU ATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Establishe 1
2. Account Balance 2
3: Percent TaM'atr -- _ 3 x, = ... _. _ - -
4. Amount Subject o Tax 4
5. Debts and Deduc ions 5
6. Amount Taxable 6
.
7. Tax Rate 7 X `"'~~'
sb;',~ .
8. Tax Due 8 $ 'r~'
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PART DEBTS AND DEDUCTIONS CLAIMED
3^
DATE PAID PAYEE
DESCRIPTION
AMOUNT PAID
~ ~ TOTAL CEnter on Line 5 of Tax Computation) #
U-n~P,~ penalties of ~prfury, I declare that the facts I reported above are true, corryct
c p etc to the bes of my knowledge and belief. unur .~),~'1 . -"T'9~ ~ ,
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WORK C'~~~ ) I0~~7 Q~~
TELEPH NE NUMBER DATE
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