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HomeMy WebLinkAbout03-21-12 (2)~ PENNSYLVANIA INHERITANCE TAX BUREAU OF INDIVIDUAL TaxES p y INFORMATION NOTICE FILE N0. 21 . ~~-~jy~ Po Box 2eo6o1 en ns ~V r - A N D HARRISBURG PA 17128-0601 'Y ACN 12115145 DEPARTMENT of REVEniI)E - TA)Glj~'AY E R RE S P O N S E ,:. ,. 03-02-2012 REV-1543 E% AFP (OS~I1) '; ~ ~ ,~ DATE 'v, w~ a -v v u ~~~ f G E O R G E H S E I D E L C~~~~~~ rr,~ C~•. RQ 110 VALLEYVIEW RD NEW CUMBERLAND PA 17070-1731 EST. OF LOIS J SEIDEL SSN 184-26-4634 DATE OF DEATH 10-22-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SOVEREIG N 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 I 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. 0771031122 Date 12-20-1996 To ensure proper credit to the account, two Established copies of this notice must accompany 13, 697.09 eaia~er or wins. maKe cnecK Account Balance payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount SUbjeCt to Tax $ 6,848.55 months of the decedent's date of death, Tax Rate X 15 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 1 , 027.28 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPDND 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 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. 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 information is incorrect and/or debts and deductions were paid. plete PART ~2 and/or PART 3~ below. PART If indicating a different tax rate, please state OFFICIAL USE DNLY ~ AAF relationship to decedent:- PA DEPARTMENT OF REVENUE TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 ~ ~ ~ I 2. Account Balance 2 $ ~ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 +~ 4 5. Debts and Deductions 5 5 6. Amount Taxable 6 '~ 6 7. Tax Rate 7 X 7 8. Tax Due 8 $ $ PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID IUTAL ctnter on Line 5 of Tax Computation) S Under penalties of perjury, I de are tha the facts I reported above ar~ertrue, cor ectJ a9yd complete t the best of y know ge a d elief. HOME C~~/ ) ~~ ~(`(i ~ /~ - -- - WORK C ~ .~ ~~ / !/ RE TELEPHONE NUMBER i Q~r~ s. s~ja~1 11o veu~yV}~w ea ttew Cumberland, PA 17070 ;ar r ~r .. i+ t L ~, ~.~,J CLER ' OF ORPHA,N'; COURT CCIMFEl~i~ CO, F^ ..~ l 5 ~~-- a i S c 1 _ _ ~ 1 I tiffS 1t ` EE( ((!( 1!(ttt(E !! jj1`3 ,,, ~ ,~..,, .,,, .,^,:.~'~e.w filf~~ltftt~!}f Fi7f~FF F~tiEFii}tft~}{}}f}ffif ililFFIF F;Ff FlIFI ~aL ~ ~~ ~~~ ~ ~3 ~' ~~a ~3 ~ 3 ~~ ~~ ~ ~~~~ l