HomeMy WebLinkAbout02-16-12PENNSYLVANIA INHERITANCE
INFORMATION NOTICE
BUREAU OF INDIVIDUAL T/~$;/ ~~,~ ( ,` ;a AND
PO BOX 280601 i~'SSCC ~S
HARRISBURG PA 17128-0601,•-;, ~Epp~p,EN..tj, y NUE TAXPAYER RESPONSE
wREV-1543 E% AFP (OS-11)
TAXI
FILE N0. 21 - ~ ~ - ~,
ACN 12110803
DATE 02-15-2012
c~ti2 FHB 16 ~~ ~-' 26
GI.ERK OF
~ y~~ ~~ C'~ jPA
t~t~„''~
ALMA M REYNOLDS
1015 DREXEL HILLS BLVD
NEW CUMBERLAND PA 17070-1737
EST. OF CLARK B REYNOLDS
SSN 179-18-3701
DATE OF DEATH 09-21-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS TD:
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 yoD 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 coDY 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 INSTR:lCTIONS --
Account No. 2334086975 Date 01-22-2010 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 51 , 967.08 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 25,983.54 months of the decedent's date of death,
Tax Rate ~( 1j deduct a 5 percent discount on the tax due.
Anv inheritance tax due will become delinquent
Potential Tax Due $ 3,897.53 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILt~R ESPO .~IIE ~~' N IC L SME T
~~
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.
C ONE
BLOC K B. ~ 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. JJ~~ The above informs ion is incorrect and/or debts and deductions were paid.
~''-'l Complete PART ~2 and/or PART ~ below.
PART If indicating a different tax rate, please state ~ \~>'~~FFI,C~~i~°t USE C)NL`Y~~ A~
relationship to decedent: ~C~(1~ ~ ~~~ ~~ ~°
2^ '-'-' ~\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 s
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 S
6. Amount Taxable 6 `~ 6
7. Tax Rate 7 X 7 ,
8. Tax Due 8 $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I reported above are true, correct anQd /
complete to the best of my knowledge and belief. HOME C~~~ ) 7 ~ ~' ~ C ~Jo
.. ~yj• /~yjyj~_ woRK C ) 2-(~ZcC2
TAXPAYER SIGNATUR TELEPHONE NUMBER DATE
TOTAL CEnter on Line 5 of Tax Computations s
BUREAU OF INDIVIDUAL TAXES
PD BDX 2BB6B1 ~r;cl_,~ren~a~~vania
HARRISBURG PA 17128- ~~~ pErpAR, •;~UE
yy.. , Vf
II{_L7~~ ' ~~R~V=1543i•J~~FBw(OS -11)
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE N0. 21 - ~ 'a - ~ ~ a.
AND ACN 12110802
TAXPAYER RESPONSE DATE 02-15-2012
~~~ CpURt
~~~c~~~ ~~ 'p
ALMA M REYNOL ~ A
1015 DREXEL HILLS BLVD
NEW CUMBERLAND PA 17070-1737
EST. OF CLARK B REYNOLDS
SSN 179-18-3701
DATE OF DEATH 09-21-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS TD:
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 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. 2331025525 Date 04-02-1981 To ensure proper credit to the account, two
EStablished copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 9,885.92 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $` 4,942.96 months of the decedent's date of death,
Tax Rate ~( , lrj deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due $ 741.44 nine months after the date of death.
PART TAXPAYER RESPONSE
~~~ ~ ~OFFI~ L SAX ,~SSES3~IENT
A I I,FUI~,~ ~ O L L~°~t E S
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.
C ONE
B L 0 C K B. ~ 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.
O\
PART If indicating a different tax r e, ple state ,,, OFF,.IC1„AL USE~OIakLY'" ~ AAF
relationship to decedent: ~~~~~ ~~ `PA DEPARTMENT OF REVENUE
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD m~,
LINE 1. Date Established 1 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 S
6. Amount Taxable 6 '~ 6 \
7. Tax Rate 7 X 7
u
8. Tax Due 8 8
PART DEBTS AND DEDUCTIONS CLAIMED
a
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) 5
Under penalties of perjury, I declare that the facts I reported above are^7true~7corr/e/ct/aCn~d/
comp~~lyye~~te to the best of my knowledge and belief . HOME C ~~ ( ) [ ~ `~ -( [ i~ E~
(,CXiYH.,~ ~ ~ W0 R K ( ) Z'~S'--ZUI1„
TAXPAYER SIGNAT R TELEPHONE NUMBER DATE