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HomeMy WebLinkAbout03-06-12~ PENNSYLVANIA INHERITANCE TAX ~ ~ ~ INFORMATION NOTICE FILE No. 21-~~-1 ;3~~ BUREAU OF INDIVIDUAL TAXES ~~ 1 AND ACN 11182784 PD eox zao6ol penes ~~~ ~' ~ jt.a~ DATE 12 - 21 - 2011 HARRISBURG PA nlza-o6o1 DEPARTMEN~~N~ `' ,,~ XPAYER RESPONSE REV-1543 EX ~_,_E~ 11~ ', TYPE OF ACCOUNT ,_`jt~ ~ -~j j~~"~ ~i~~ ~~ EST. OF JOHN L CONTINO ~ SAVINGS SSN 201-07-4491 ~ CHECKING r DATE OF DEATH 11-26-2011 ~ TRUST CI.EP~ ~( T COUNTY CUMBERLAND ~ CERTIF. OPPH~1~~' ~ !C}~.~P C~i~A~~--~~, ~.>j'~ ~ r} P~ REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS ** GEORGIANN MCARTHUR 1 COURTHOUSE SQUARE 841 KIEHL DR CARLISLE PA 17013 LEMOYNE PA 17043-1201 METRO BANK provided the departmenu were ah,7ointoowner/bebeficiaWy~of thisuacdCOUntcal If ayOU are therspousetof the Records indicate that at the death of the above-named decedent, y Ouse" in PART 2. notifyethendeapartmentnof~your relationship tofthetdeceased by check~ngnBoxlCTin PARTlinbelowtand~writingy"SP due, but you mus 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 FIL1irG HNu PAYMENT INSTRUCTIONS Account No. 2833824550 Date 11-26-2011 To ensure proper credit to the account, two copies of this notice must accompany Established payment to the Register of Wills. Make check Account Balance $ 56,664.05 payable to "Register of Wills, Agent". X 1 ~ ~ ' ~ ~ NOTE: If tax payments are made within three Percent Taxable Amount Subject to Tax $ 56,664.05 months of the decedent's date of death, . 1 5 deduct a 5 Dercent discount on the tax due. Tax Rate X Any inheritance tax due will become delinquent Potential Tax Due $ 8,499.61 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 a d- ount or avoid interest, or return this notice to the Register of Wills and CHECK official assessment will be issued by the PA Department of Revenue. BLOC K B. The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return C ONE 0 N L Y filed by the estate representative. C, ~ The above informs ion is incorre~t bed/oMr debts and deductions were paid. Complete PART 2~ and/or PART r-I PART If indicating a different tax rate, Please state relationship to decedent: TAX RETURN - CALCULATION 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 a Tax Due PART DATE PAID PAYEE PAD PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID s TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I reported above *a~re true, co ~ ect Un ~/ ~. complete to the best of my knowled and belief. HOME ~ ( (~ ~ ~ ~ ~ ~~ p /~ WORK C ~ c~IT i.rrii, ~.uw~9---'/ ~ TCI GpunNF Nl1MBER D TE OF TAX ON JOINT/TRUST ACCOUNTS 1 ~ 2 $ 3 X 4 $ 5 6 '~ 7 X 8 $ BUREAU OF INDIVIDUAL TAXES PO BOX 280601 pennsylvt~, HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE REV-1543 EX AFP (05-11) PENNSYLVANIA INHERITANCE TAX ~;~. ;,-~~~1F~j~RMATION NOTICE FILE N0. 21 -11- ~ ~i;~,~ ,,) , C AND ACN 11182785 ' - ~'A'9CPAYER RESPONSE DATE 12-21-2011 =ice EST. OF JOHN L CONTINO C~.~Rt( Vr SSN 201-07-4491 otRPH~,f~l'~i ;~J~JRj DATE OF DEATH 11 - 26 - 2011 V~li~b~~~~' ~1~',;'_.' ir~. FA COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: GEORGIANN MCARTHUR REGISTER OF WILLS 841 KIEHL DR 1 COURTHOUSE SQUARE LEMOYNE PA 17043-1201 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 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 )s incorrect, please obtain written correction from the financial institution, attach a copy to this farm 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. 2833824543 Date 07-15-2011 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 $` 4,335.95 payable to "Register of Wills, Agent". NOTE: If tax payments are made within three Percent Taxable X 100.00 Amount Subject to Tax ~` 4,335.95 months of the decedent's date of death. X 1 5 deduct a 5 percent discount on the tax due. Tax Rate Any inheritance tax due will become delinquent Potential Tax Due $ 650.39 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT H E C K A. ^ The above inf ation and tax due is correct. Remit vment to the Register of Wills with a scount or avoid interest, or return this n official assessment will be issued by the two copies of this notice to obtain notice to the Register of Wills and PA Department of Revenue. C ONE B L 0 C K 0 N L Y B. The above asset has been or will be reported and filed by the estate representative. tax paid with the Pennsylvania inheritance tax return C. ~ The above informs ion is incorrect and/or debts Complete PART ~ and/or PART ~ below. and deductions were paid. PART If indicating a different tax rate, Please state relationship to decedent: TAX RETURN - CALCULATION 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 $ s X 4 5 6 '~ 7 X 8 PAD OFFICIAL USE ONLY U AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED PART DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) ~ Under penalties of perjury, I declare that the facts I reported above are true, c/orrect and ~ c plete to the best of my knowledg and belief. HOME C~f~ ) 7~3 U7r :~4-~{~ a WORK C ~ ~ ~_ Z-' 5lO'"'~~-v ~'t./~'1. cs._s~- TELEPHONE NUMBER D T i