HomeMy WebLinkAbout04-20-12 (2)~
~~ PENNSYLVANIA INHERITANCE TAX
BUREAU DF INDIVIDUAL TAxES ~
~ INFORMATION NOTICE
AND
' FILE N0. 21 ~.
~~~~
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HARRISBURG PA 17128-0601
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DEPARTME
EN~,.E-
tn; ~;;~ ; TAXP AYER RESPONSE
DATE _
03 29-2012
REV-1543 E%~AFP ~i15 -.11) ~,~
TYPE OF ACCOUNT
`~'~ ('~Clt~ ~'~ ~~'~ ~`~ i ~ EST. OF MARY I BOONE ^ savlNGs
$SN 186-24-9281 ~ CHECKING
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VLEr;K •~.:` DATE OF DEATH 11-09-2011
TRUST
^
O~~}-{j=',~` j '~'~JF~T COUNTY CUMBERLAND ^ CERTIF.
C~~~~~~~~'~ ;•'.P`a~ ~ ~•~~~ ~ ~Q. REMIT PAYMENT AND FDRMS T0:
MARILYN L SHEARER REGISTER OF WILLS
924 W TRINDLE RD 1 COURTHOUSE SQUARE
MECHANICSBURG PA 17055-4091 CARLISLE PA 17013
SOVEREIGN BANK 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 form and return
it to the above address. Please call 717-/87-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 2331032939 Date 04-23-1983 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 8 4 1 0 . 9 5 Payment to the Register of Wills. Make check
$ ~ payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
AmOUnt Subject to Tax $ 4,205.48 months of the decedent's date of death,
TaX Rate X , 15 deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due $ 630.82 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL 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.
ONE
BLOC K B. ~ 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 ~ below.
PART If indicatins a different tax rate, please state OFFICIAL USE ONLY ^ AAF
relationship to decedent:
PA DEPARTMENT OF REVENUE
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 +fi 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 'fi b
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I reported above are true, correct and ~
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complete to the bes#,of. knowledge and belief. HOME C ~ ~~
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WORK C
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TAXPAYE - IGN URE TELEPHONE NUMBER DATE
TOTAL (Enter on Line 5 of Tax Computation) S