HomeMy WebLinkAbout04-18-12 (3)~ PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE No. 21 - ~:7 - 1-}~~
BUREAU OF INDIVIDUAL TAXES - l
Po sox zsa6ol rr ~ AND ACN 12125003
HARRISBURG PA l~lze o601'~' ~ ~ ~~~~ veNQ~ TAXPAYER RESPONSE
. `ti~_; ..RED-:s4s~x god cu#_9~> DATE 04- 12-2012
'`'L ~~~ ~ 8 F'°r~~ I~ 21
CLER~~; ~'~`~
OR~'HAf~i'S ~:~C`..;1~.~
KAY F KANN
1836 WALNUT BOTTOM RD
NEWVILLE PA 17241-9510
EST. OF RICHARD L KANN
SSN
DATE OF DEATH 03-29-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
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 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, Dlease 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 I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 6100793788 Date 03-29-1980 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 448.91 payment to the Register of Wills. Make check
$ payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $` 224.46 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 $ 33.67 nine months after the date of death.
P~T 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
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 Son is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART a below.
PART If indicating a different tax _rate, pled state
relationship to decedent: ~ ~d L.L.S fs
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 $
z. ~ercen[ Taaetr3e -_ - - ~--~ ------__.---
4. Amount Subject to Tax 4 $
5. Debts and Deductions 5
6. Amount Taxable 6 $
7. Tax Rate 7 X
8. Tax Due 8 $
PAD
i
..
-u3 ~':
- :. n
~:-
7
8
PART
0
DATE PAID PAYEE
DESCRIPTION
~ ~~~~
k~, ' ter:
x~ .. %,
~fY.h
.. ~ =.
AMOUNT PATT)
Under penalties of perjury, I declare that the facts I reported above are true, correct and
~~c/omplete to the best of my knowledge and belief . HOME C ~~ ) - ~ 0 ~'
/L ~7 ~ . ~C/Crr~.~ -.J W O R K C ~ y / ~ / ~.
TAXP ER SIGivAIURt TELEPHONE NUMBER AT
DEBTS AND DEDUCTIONS CLAIMED
OFFICIAL USE ONLY ~ AAF
PA DEPARTMENT OF REVENUE
IuIgL Fencer on Line 5 of Tax Computation) S