HomeMy WebLinkAbout03-27-12~`~' PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE N0. 21 - ~a-Gc~C.Py
BUREAU OF INDIVIDUAL TAXES
Po eox zao6ol pen~~ _ `'~~~ ; ij-LI~J~', QF AND ACN 12112052
HARRISBURG PA 17128-0601 DEPARTMEr(f~PFR~VENUE` ~- -, ~.,;i~ s cTAXPAYER RESPONSE DATE 02-20-2012
REV-1543 ~E"X-'Rk1i•~N15 -37~)
' TYPE OF ACCOUNT
`~~~IZ `r~R 2 1 ~~°~ ~ ~ ~ ~ ~ EST. OF MARIE E SCHWARZEL ^ SAVINSs
SSN ® CHECKING
~j C~~R~ ~` DATE OF DEATH 12-13-2011 ^ TRUSr
vnPNf~.!V~S CO~~~T COUNTY CUMBERLAND ^ CERTIF.
CI 1h~~~~~'j, ~Alfl n(~ PA REMIT PAYMENT AND FORMS T0:
NANCY M MILLER REGISTER OF WILLS
1817 HUNTER DR 1 COURTHOUSE SQUARE
MECHANICSBURG PA 17050-1606 CARLISLE PA 17013
PN C BANK N A 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, please obtain written correction from the financial institution, attach a copy to this farm and return
it to the above address. Please call 717-787-8327 with questions.
COMPLETE r=iaRT i BELuW * SEE REVERSE SIDE FOR FILIivG AND PAYMENT INSTRUCTICidS ~-'
Account No. 5001020145 Date 06-08-1999 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 24,446.00 payable to "Resister of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to TaX $` 12,223.00 months of the decedent's date of death,
TeX Rate )( .045 deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due $ 550.04 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE TO ~RESP~N ,WILD, R ~ ULTa~ AN...O~ ICIAL 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 Daid with the Pennsylvania inheritance tax return
0 N L Y filed by the estate representative.
C. The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART ~ and/or PART ~ below.
PART If indicating a different tax rate, please state OFFICIAL USE ONLY ^~.1AF
relationship to decedent: PA DEPARTMENT OF REVENUE
a
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TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
6- o Fr - 19 9 9
LINE 1. Date Established 1 1
2. Account Balance 2 $ o~~ f"~y~e 2 't~A
3. Percent Taxable 3 X SG. () 3
4. Amount Subject to Tax 4 $ IoZ ~ a 3 4
5. Debts and Deductions 5 1 y 5 d~ 5
6. Amount Taxable 6 '~ C) 6
7 Rate 7
T X 7
. ax \~~
8. Tax Due 8 ~ rl 8
PART DEBTS AND DEDUCTIONS CLAIMED
3^
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
+ 1 o1oZ tl n e d
I~ a~ i I W 6rt ~M 5 C'~ la e./vi
~ ~ a. ~s lon a t -~ ~ ca. ~ ur - -aui re
a- d5 ~ n I ~0.v~, `~
IUTAL Pt.nter on a ne 5 or iax uompucacion~ s ~~ ~ p ~
Under penalties of perjury, I declare that the facts I reported above are true, correczt an/d
omplete to the best of my knowledge and belief. HOME C ~ r, ) ~ aZ~ " 3 3tP
WORK c~~~) S~_ ~ 3 aS ~
TA AYE SIGNATURE TELEPHONE NUMBER ATE
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