HomeMy WebLinkAbout06-21-12~, PENNSYLVANIA INHERITANCE TAX
BUREAU oP INDIVIDUAL TAxES _ INFORMATION NOTICE FILE N0. 21-~ ~~ ~~
Po eox zao6ol p@f~ ' ,'~a~ll+~ r~~ ~~ AND ACN 121 2903
HARRISBURG PA nlzB-o6ol oePna ..ne~En~f i._ +,'~ ! C TAXPAYER RESPONSE
,~ ~,.LUL ~,~__~,y DATE 04-02-2012
REV-1543 EX AEP (OS-11r
{`~{~~ ~~~ ~ ~ r i~ !~• ~~
f t
EST. OF
THELMA A PHILLIPS TYPE OF ACCOUNT
~ SAVINGS
SSN 172-01-5912 ~ CHECKING
UhSi ~ Ltil1 ~, ;.~JU~#F
Cl)Mr~~RLA~lD CO., PA DATE OF DEATH 02-20-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0: ~ TRUST
~ CERTIF.
ROGER A ESTEP REGISTER OF WILLS
635 RIDGE RD 1 COURTHOUSE SQUARE
LEWISBERRY PA 17339-9592 CARLISLE PA 17013
P NC 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 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 PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5140101076 Date 11-20-2007 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 2,461 .00 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 $` 1 , 230 .50 months of the decedent's date of death,
Tax Rate X . 045 deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due $ 55.37 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
O N L Y filed by the estate representative.
C. ~ The above information is incorrect and/or debts and deductions were paid.
iii444~~ Complete PART 2~ and/or PART ~ below.
PART IP indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAf
relationship to decedent:
PA DEPARTMENT OF REVENUE
TAX RETURN - CALCULATION OF Tq X
0~1 JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 Z ~y
I~~ ~Z 1
2. Account Balance 2 $ Z? J ~. ~ 2
3. Percent Taxable s ~ ~ • n~ j
4. Amount Subject to Tax 4 $ ~Z?~}YZt7 4
5. Debts and Deductions 5 ~I ~'3.1 ~ rj
6. Amount Taxable 6 $ ~ 6
7. Tax Rate 7 X 7
8. Tax Due 8 $ g
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION ~--'-'-i~UNT PAID
TOTAL CEnter on Line 5 of Tax Computation) S "
Un enalties of pe "ury, I declare that the facts I reported above arey true, co.rQrect andQ Jy°_ --~
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