HomeMy WebLinkAbout02-16-12BUREAU OF INDIVIDUAL TAXES B
PO BDX 280601 pennSylvania
HARRISBURG PA 17128-0661 OEPANTMENT OF aEVENIIE
REV-1543 EX AFP (35-I1)
PENNSYLVANIA INHERITANCE TAX
{~R~~~N~,!],R~/~.I DN NOTICE
~(~f,~~;v~"Al~'(r~"1~II~`rt~,J~ R RESPONSE
FILE NO.21-+~a a~`1
ACN 12109500
DATE 02-09-2012
ZO~2 FEB ~ 6 Ali ~ 1 ~ ~~ TYPE OF ACCOUNT
EST. OF FRANKLIN J BARRON ~ SAVINGS
q.ERK OF SSN 188-24-0753 ® CHECKING
~r~ C~~ATE OF DEATH 01-23-2012 ~ TRUST
WlJ1YR~~f7~.MfY1.l M`.TY CUMBERLAND ~ CERTIF.
~~lJ MIT PAYMENT_AND F_ 0_ R`9~T0:
DORIS G BARRON i REGISTER OF WILLS \~
1127 ATLAND DR ( 1 COURTHOUSE SQUARE
MECHANICSBURG PA 17055-5365 \` CARLISLE PA 17013
-~ i
CITIZENS BANK OF PENNSYLVANIA pr ovi tled 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 ,l Dint owner/beneficiary of this account. If y6U 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 to PART 1 below and writing "spouse" in PART 2.
If you believe the informs tt on is incorrect, please obtain written correction from the financial. ins tituti on, 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. 6100699935 Data 06-06-1966 To ensure proper credit to the account, two
Established copies of this notice oust aeeompanv
Account Balance 4,255.97 paywent tp the Register of Wills. Make check
;1` payable to 'Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payaents era made within th rea
Amount Subioct to Tax S` 2, 127.99 wonths of the decedent's date of death,
Tax Rate ~( ,lj deduct a 5 percent discount on the tax due.
Any inheritance tax due will becoae delinquent
Potential Tax Due S 319.20 nine aonths after the date of death.
P~T TAXPAYER RESPONSE
1
A. ^ The above information and tax due is correct.
Resit 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 asse ssmant will be issued by the PA Department of Revenue.
C 0 N E ~
BLOC K B. ~ The above asset has been or will be reported and tax Daid with the Pennsylvania inheritance tax return
ON L Y filed by the estate representative.
C. ~ The above informs eon is incorrect and/or debts and deductions were paid.
Complete PART. ~ and/or PART 3^ below.
PART If indicating a different taz rate, please state
relationship to decedent:
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Data Established 1
2. Account Balance 2
..-. able 3 X ~~_
ercen ~x
act to Tax 4
4. Amount Sub]:- _. _ -'-.. - - - -
5. Debts and Deductions 5
6. Amount Taxable 6 $
7. Tax Rate 7 X
8. Tax Due 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 and
complete to the best of my knowledge and belief. HOME C )
WORK ( )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
T..iz
BUREAU OF INDIVIDUAL TAXES •
PO BOX 280601 pennSyl~
HARRISBURG PA 17128-0601 '~
DEPANTMENT DF NI
REY-1543 E% •FP
PENNSYLVANIA INHERITANCE TAX ^^~~
INFORMATION NOTICE FILE N0. 21 _'~-p~~~
,~C~ ,1F~:~~ (~ AND ACN 12109501
fit, 1P~I ~~ PAYER RESPONSE DATE 02-09-2012
2~1i2~'~8 {6 Af1li~ Q8
~~ ~~
~yQ~N-~N'S COUR1
DORIS G BARRON
1127 ATLAND DR
MECHANICSBURG PA 17055-5365
EST. OF FRANKLIN J BARRON
SSN 188-24-0753
DATE OF DEATH OL-23-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUSr
CERTIF.
CITIZENS BANK OF PENNSYLVANIA 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 Sp0U5e OP the
deceased and any amount other than zero 15 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 717-187-8327 with Questions.
COMPLETE PART 1 BELOW-'~ SEE REVERSE SIDE FOR FILING AND PAYN~NT INSTRUCTIONS
Account No. 6106422323 Date 05-16-2002 To ensure proper credit to the account. two
Established copies of this notice oust accoapany
pageant to the Register of Wills. Make check
Account Balance $ 33 1 .5 7
1 1 2 , Dayable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTEI If tax pageants are aade within three
Amount Subject to Tax $ 56, 165.79 aonths of the decedent's date of death,
Tax Rate X ~ 1 5 deduct a 5 percent discount on the tax due.
Any inheritance tax due will becoee delinquent
Potential Tax Due $ 8,424.87 nine aonths after the date of death.
P
T TAXPAYER RESPONSE
~
1
A. ~ The above inforwation and tax due is correct.
Rewit pageant to the Ragistar of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest. or return this notice to the Register of Wills and
an off ieial assessaent will be issued by the PA Departaent of Revenue.
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. ~ The above inforaa ion is incorrect and/or debts and deductions were paid.
Coaplete PART 2~ and/or PART ~ below.
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE L. Date Established 1
2. Account Balance 2 $
.. _3,. Pere rJnt Taxab i~e 3- X , ... - --.. -- .--
4. Amount Subject to Tax 4 ~
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7 X
8. Tax Due 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 and
complete to the best of my knowledge and belief. HOME C )
WORK C )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
'~
~hG „~~_
~~o~ e - ~ ~']- ~g7- ~ i g s
~~ ,, --- --, -~ - 3 ~ s- ~ s a ~
can ' -isaia vsn
t
Iy'
1
i
i
ua
aidvsn'
~"
1 1*n
( a
'
:.~
f P{
t~
~ ~ ~~
7
E
,,,~
~ ~ ~~~
i
;~ ,~,
;'
;~.
S
~~
a°_
a
~~r
~~~
~~
s
c r ~,,
~~~~
~ ~
_~ r
3
~~
®o~
.~
~~ ~
,~ a
~ ~
_~
~~
i
r
~,:
..
..~.
n
...-
.~..:
.......
.~:
,_:
~;
~~
~.
~a
~~