HomeMy WebLinkAbout05-21-12BUREAU OF INDIVIDUAL TAXES
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HARRISBURG PA 1]128-0601
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PENNSYLVANIA INHERITANCE: TAX
INFORMATION NOTICE FILE NO. 21 '~ ~~
(~~ •! ~1~ AND ACN 12129514
PAYER RESPONSE DATE 05-03-2012
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ORPHAN'S ~v~Ri'
CUMBERLAND CO., PA
JANET C ROBERTS
109 WALTON ST
LEMOYNE PA 17043-2023
EST. OF GREGORY C SCOTT
SSN 209-46-1581
DATE OF DEATH 04-17-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provi tletl the department with the information below, which was used in calculating the inheritance tax due.
Records indicate that at the death of the abov e-named decedent. ycu were a joint owner/beneficiary of this attoun t. If y0U 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 tle artment of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2.
If you believe ~he information is incorrect, please cotain written correction from the financial institution, attach a copy to this form and return
i[ to the above adtlress. Please call 717-787-8327 with Quests ons.
COMPLETE PART 1 BELOW ^ S@Er ^R EVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 114574-05 Date 06-16-2007
To ensure proper credit to the account, two
Established copies of this notice oust accompany
A<counk Balance 3
962
65 pavne nt to the Resist er of Wills. Make check
,
. pav able to ''Register of Wills. Apant".
Percent Taxable X 50.000
Amount Subject t0 T8X
S` 1
981
33 NOTE: If kax payments are made within three
,
. months of the decedent's tlate of death.
Tax Rate X , p G 5 deduct a c. percent discount on the sax tlue.
Pots nisei TBX Due
g
89
16 Amr inherit ante tax tlue will become delinquent
. nine nonthis after the tlate of death.
A. ^ The above information and 4ax tlue is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoitl interest, or rat urn this notice to Me Resister of Wills and
ONE an official assessment will be issued by the PA Oepa rtmeni of Revenue.
BLOC K B. ~ The above asses has been or will be reporietl antl tax paitl with the Pennsylvania inheritance tax return
ONL Y tiles by the estate representative.
C. ~ The above inf orna ton is incorrect and/or debts and tletluctions wa rc~ paid.
Complete PART 2~ and/or PART 3^ below.
PART If indicating a different tax rate, please state
relationship tp tlecatlent:
7AX RETURN - CALCULATION
LINE 1. Data Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts antl Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
PART
DATE PAID PAYEE
OF TAX ON JOINT/TRUST ACCOUNTS
2 $
3 X
4 +S
] X
e $
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
Untlar penalties pf perjury. I declare that the facts I reported above are true, correct antl
cpmpleta to the best of my knowletlge and belief. HOME C ;I
WORK ( )
TAXPAYER SIGNATURE TELEPHONE Nl1MBER DATE
,
BUREAU OF INDIVIDUAL TAXES
PO BOX 280681 pennsfr{[i~
HARRISBURG PA 17128-0601 DErexTMENr Q
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PENNSYLVANIA INHERITANCE TAX ~~ll
INFORMATION NOTICE FILE No. 21 ~ dl -
~' =rl`~E~-XPAYERNRESPONSE AcN 12129513
~~ ~~7. DATE 05-03-2012
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~'12F9AY2t Phi i~ 15
ORFti«fCV J vUURT
CUMBERLAND CO„ Pq
JANET C ROBERTS
109 WALTON ST
LEMOYNE PA 17043-2023
EST. OF GREGORY C SCOTT
SSN 209-46-1581
DATE OF DEATH 04-17-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provided the tlepartment with the information below, which was usetl in calculating the inheritance taz due.
Records indi cats that at the tleath of the above-named decetlent. you were a joint owner/beneficiary of this account. If yoU are the 8p0U8e Of the
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no taz 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 ropy to thfs form and return
it to the above atltlress. Please call 717 -]87-8327 with questions.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
account No. 114574-11
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
Date 05-16-1990
Established
$ 2,702.63
X 50.000
$ 1,351.32
X .045
$ 60.81
To ensure proper cretlit to the accounk, two
copies of this notice gust accomoanv
payment to The Resister of Wills. Make check
payable to "Rani star of Wills. Arent".
NOTE: If tax pavnanks are Wade within three
months of the decetlent's date of tleath,
detluct a !i percent discount on the Tax tlue.
Aro inheritance Tax due will become delinquent
nine months after the tlake of death.
PART TAXPAYER RESPON SE
t^
A. ~ The above inforoation and Tax tlue is Correct.
Remit payment to the Resister of Wills with two conies of this notice to obtain
CHECK a discount or avoid interest. or return This notice to the Resister of Wills antl
an official assessment will be issued by the PA Department of Revenue.
ONE
BLOCK B. ~ The above assek has been or will be reported and tax paitl with the Pennsylvania inheritance tax rekurn
ONL Y filetl by the estate representative.
C. ~ The above info roa ton is incorrect and/or debts and tleductions were paid.
Complete PART ~ antl/or PART ~ below.
PART If intlicatins a tlifferent tax rake. please stake
relationship to tlecedent:
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4. Amount Sub3ect to Tax 4 $
5. Debts and Deductions 5
6. Amounk Taxable 6 +fi
7. Tax Rate 7 X
8. Tax Due 8
PART DEBTS AND DEDUCTIONS CLAIMED
^3
Untler penalties of perdury, I tlaelare that the facts I reported above are true, correct and
complete to the best of my knowletlse and belief. HOME C )
WORK ( )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
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