Loading...
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 O v.. F. li _a~ N ~. r-~L'-- X C/J 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 `~~~ 53N-tCRISWELFa[DR i.u _ = BO ~iNG SP$GS_ PA 17007-9699 :,J r:y ~ iC ., _ ~ C._ C?OC~ _ - s - . ~cn _ c~ w~_- 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,«~~~ ~ i ~~~~~((~I ~~i~ gIb Nasl7ne. ~ l~r~+i ~~ ~ '~f1 C ~ ~ ~ TAX RETURN - CALCULATION OF I~ r ds '~ i i ~ jI 1s~ p a ~;'~. TAX ON JOINT/TRUST ACCOUNTS ya'~r jlE rC ~~~k, ~ lP~IR ~~~li~h ~~r~~ y~ip~ LINE 1. Date Establishetl 1 e ~ 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 ~~ i]'1 ::2 ~S-. i ol/2 WORK ( ) 0 0 _' m,~ ~ ~ ~- N .~? ~ ~.' D J V 0 0 `HZ^ V, i ~. '. • f ~ ` ~E. ~ r~ -- «~. ,4 ~ A ~ 4, t" i ~:.. Ft~ ~ y-. ~ ~ ~ ~ • y . a •- ~~ r ~ ~ _ p ~ ~, ~ ... ~,~ 'F1 "` I ~~ y` 1 , >s .:, r; ~.. ° i~lt!0" -. ;~~~ ,