HomeMy WebLinkAbout04-24-12~ PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE N0. 21 ~O~ ~~
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601 Pennsylvania AND ACN 12126316
HARRISBURG PA 17128-0601 DEPAgiMENTOFBEVENUE TAXPAYE R RE S P O N S E
DATE 04-19-2012
REY-154] EX XEP (OS -11)
TYPE OF ACCOUNT
EST. OF MARY E FAKE ® SAVINGS
$SN 19Ii-34-2740 ^ CHECKING
DATE OF DEATH 11-30-2011 TRUST
COUNTY CUMBERLAND ~ CERTIF.
REMIT PAYMENT AND NORMS T0:
GARY R FAKE REGISTER OF WILLS
530")CRISWELL DR 1 COURTHOUSE SQUARE
'-`- -, BOIQ)I NG SPR~ PA 17007-9699 CARLISLE PA ].7013
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SUy2REIGN BdIBK W provided the department with the information below, which was usetl in calculating the inheritance tax due.
R Os indi ca hat y~ th of the abpv e-named decedent, you were a joint owner/beneficiary of this account. If y0U are the Bp0U5e Of the
d sEd and~Ty amOVD ~Rer than zero is reflected below on the Potential Tax Oue line, note no tax may be due. but you must
nd~ the d rtment r relationship to the deceased by checking Box C in PART 1 below and wri ting "spouse" in PART 2.
If ~d ieve informaCTa s incorrect. please obtain written correction from the financial institution, attach a copy to this form and return
its Ehe abov, dress. P e~ call 717-787-8327 with gu esti ons.
COMPLI'.i'~ PART Y BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1204021537 Date 12-10-2004 To ensure proper credit to the account, two
ESSaDlished copies o1' this notice oust accompany
payment 1:o the Re9i ster of Wills. Make check
Account Balance $ 473.50 payable t:o "Register of Wills, Agent".
4 Amount Subi{ct to Tax 4 ~ ~~~ y
. G
5 . Debts antl Deductions 5
'~
6 . Amount Taxable {
7 . Tax Rate
T
X
8 Due
T B
ax
.
DEBTS AND DEDUCTIONS CLAIMED
PART
3^
ner~ porn PAVEE DESCRIPTION AMOUNT PAID
Untler penalties of perjury, I declare that the facts I reportetl above are true^, coryr re/ct and
comp Ye to``~~he est of my knowletlge and belief. HOME C7~7 )dSa '7 77~
~,L,t~iy IF ~3'oZQ77o''~-- WORK C )
___a_- -__ __... _....~ rEl EPNONE NUMBER DATE
~ PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES FILE N0. 21 1 a `'"~
PD aox zgosol Pennsylvania AND ACN 12126315
NARRISBURG PA vlza-gsol oernaTmfwTOenevewuE TAXPAYER RESPONSE DATE 04-19-2012
xeva ses ez err <osau
GAR'15 R FAKE
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i.u _ = BO ~iNG SP$GS_ PA 17007-9699
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EST. OF MARY E FAKE
SSN 193-34-2740
DATE OF DEATH 11-30-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND 1c ORM5 T0:
REGISTER OF WIi-LS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
S~EREbGN 1~IIK [~ )) ~ provided the department wi to the information Del aw. which was used in calculating the inheritance tax tlue.
ft~c0~dq ]indite tp_that aTt~ th of the above-named tlecedent, you were a joint owner/beneficiary of this account. If you are the spouse Of the
d sad and.aoy amounfZoer than zero is reflectetl below on the Potential Tax Due line, note no tax may be due. but you must
net i'ryXtDe dpppp~artment ®®7our relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2.
Ift~du Delieve~3ke informa tip s incorrect, please obtain wrf tten correction from the financial institution. attach a copy to this form and return
t it to the aboveatldress. Ple call Ill-787-8327 with questions.
` COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FI N
LI G AND PAYMENT INSTRUCTIONS
Account No. 1201744830 Date 12-10-2004
To ensure proper credit to the account, two
EsteDlSSDetl copies of this notice nusf acconpanv
A ceount Balance 2D payment to the Repistar of Wills. Make check
388
1
r
.
Parable ko '•R eeister of Wills, Aeent".
Percent Taxable X 50.000
Amount SuDOect to NOTE: If tax payments are made within three
Tax $ 694
10
.
months of the decedent's date of tleath.
Tax Rate ~( , lrj deduct a 5 per<enf discount on the tax due.
P Otential T8X Due S 104.12 Am inheritance tax tlua will become tlal inquent
nine months of ter the dake of death.
P
T TAXPAYER RESPONSE
a
1
A. ^ The d'bove inform akion and tax due is come tt.
Remit payment to the Resister of Wills wi kh two copies of this notice to obtain
L HECK a tli scount or avoid inks re st, or return this notice to the Repi star of Wills and
ONE an official assessment will be issuatl by the PA Deparknent o~F Revenue.
BLOCK g, ^ the above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
ONL Y filed by the estate represantakiva.
C. ~ Tha above informa eon is incorrect and/or debts and deductions wore Paid.
Complete PART 2~ and/or PART ~ below.
PART If intlScatin9 a tlif Parent tax rate, plc se stets '~ ~"~l "~ 4 " '~ iXSj s
s
i
relationship to decedent: 1,«~~~
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TAX
RETURN - CALCULATION OF I~
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TAX ON JOINT/TRUST ACCOUNTS ya'~r jlE rC ~~~k, ~
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LINE 1. Date Establishetl 1 e
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4
~i' ui ~t ~~` r ~'!
2. Account Balance 2 $
3. Pa rc ant Taxable 3 X
4. Amount Subject to Tax 4
5. Debts antl Ded uc tSOns 5
6. Amount Taxable 6
7. Tax Rate 7 X
8. Tax Due g
PART DEBTS AND DEDUCTIONS CLAIMED
^3
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
DATE
Under penalties of perjury, I declare that the facts I repOrtetl above are true, correct and
comp a to the'~/lbast~of my knowledge and belief. HOME t J~i7 7E!1S ~ 97 7,d
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