HomeMy WebLinkAbout02-13-12j PENNSYLVANIA INHERITANCE TAX
BUREAU OF INDIVIDUAL raxES I N F O R MAT I O N N O T I C E
PD Box 280601 ~I`' ~ ~. FILE N0. 21 11-1301
HARRISBURG PA 17128-0601 ~~~^"~~~ ~- - : 0~ AND ACN
Df~~-l'pM@Nr{D~"pENENUfi,?0! ~ C TAXPAYER RESPONSE 12108006
jREY-I54~'ExpFP<o5-~, `~`' DATE 02-03-2012
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CLEP~< C~
ORPHA~i'S C~iE.i~iT
DORIS J MORRONE
5127 JENNIFER CIR
MECHANICSBURG PA 17050-2474
EST. OF ANTONIO MORRONE
SSN 301-26-7192
DATE OF DEATH 09-20-2011
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
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due,hbut ouse of the
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 andDretusn
it to the above address. Please call 717-787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR EYEING AND PAYMENT INSTRUCTIONS
Account No. 2334084727 Date 09-16-2008
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 142,62U.$0 payment to the Register of Wills. Make check
Percent Taxable X Payable to "Register of Wills, Agent".
50.000
Amount Subject to TaX $ 71 , 310.40 NOTE: If tax payments are made within three
TaX Rate X months of the decedent's date of death,
. 1 5 deduct a 5 percent discount on the tax due.
Potential Tax Due $ 10,696.56 Any inheritance tax due will become delinouent
nine months after the date of death.
PART
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT
A. ^ The above informat"
ion and tax due is correct.
Remit payment to the Register of Will
C H E C K s with
a discount or avoid interest two copies of this notice to obtain
0 N E , or return this
an official assessment will be i notice to the Register of Wills and
C
~ ssued by the PA Department of Revenue
B L 0 C K
0 N L Y
B. ~ The above asset has been or will be reported and
t .
filed by the estate representative. ax paid with the Pennsylvania inheritance tax return
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3^ below.
-~ -",.~~d~~r~9 a airrerent tax rate, please state
relationship to decedent:~~-„~•
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date 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 $
7. Tax Rate ~ X
8. Tax Due 8 ~`
YAKI
DATE PAID PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation)
S
Under penalties of perjury, I declare that the facts I reported above are true, correct and
omplete to the best of my knowledge and belief.
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PA DEPARTMENT OF REVENUE
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DEBTS AND DEDUCTIONS CLAIMED
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