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HomeMy WebLinkAbout04-13-12 (2)~;~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE _I~ - ~yS BUREAU OF INDIVIDUAL TAXES FILE N0. 21 PO BOX 280601 -; ~~ HARRISBURG PA 17128-0601 Pennsy~i I ~r i ~ ~~ (~~ AND ACN 11171650 DE PARTMENT OF F~yE~{I~.. (PAYER RESPONSE dE{Flty-J ~., ~'(1 «l~~' DATE 10-31-2011 REV-1543 E% AF s~ti'a' ~ - tiiJ TYPE OF ACCOUNT ~,~~~~'~'~~ ~ ~ ~~~ Z' ~J EST. OF ROBERT G YEAKLEY ~ SAVINGS SSN © CHECKING CLERK ~'~ DATE OF DEATH 09-12-2011 ~ TRUST Oe,RpPI r~I f ~s ~Q~)~?' COUNTY CUMBERLAND ~ CERTIF. C~~!V'1,i~t"t!_±a,F>.~,1 ',~~ hA REMIT PAYMENT AND FORMS T0: SHERRY L WINTERS REGISTER OF WILLS 305 CASCADE RD 1 COURTHOUSE SgUARE MECHANICSBURG PA 17055-5518 CARLISLE PA 17013 PNC BANK NA 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 farm 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. 1017591737 Account Balance Percent Taxable Date 03-18-2004 Established $ 2,845.00 X 16.667 To ensure proper credit to the account, two copies of this notice must accompany payment to the Register of Wills. Make check payable to "Register of Wills, Agent". $ 4 7 4 . 1 $ NOTE: If tax payments are made within three Amount Subject to Tax months of the decedent's date of death, TaX Rate X .045 deduct a 5 percent discount on the tax due. $ 2 1 . 3 4 Any inheritance tax due will become delinquent Potential TaX Due nine months after the date of death. PART TAXPAYER RESPONSE 1^ FAIi_`~RE~'~O' POND' I \ R UL \IN1N' F ~ AL TAX ~ASSESSt~NT 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 0 N E an official assessment will be issued by the PA Department of Revenue. B L 0 C K ~ g, ~ 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 ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3^ below. PART If indicating a different tax rate, please state ~FFICI L USE ~ONL relationship to decedent: o A ~~ \^ AAF PA DEPARTMENT OF REVENUE TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS ppD LINE 1. Date Established 1 1 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 . T a x Du e g $ ~~~ ~~~~~ ~ ~ ~ m' PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION eMniiur perm penalties of perjury, I declare that the facts I ete to the b,~st of my knowledge and belief. AYE reported above are true, correct and HOME ( j7 )?~t~' .1;~3 WORK ( ) OI1,,1~ -TELEPHONE NUMBER AT W ) ~~~..~ .u~~er on a ne s or iax Gomputationl 8