HomeMy WebLinkAbout06-26-12 (2)BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
d~
DEPARTMENT ONR
REY-1543 EX 11FP
PENNSYLVANIA INHERITANCE TAX
LNFORMATION NOTICE FILE NO.21-/a-(~~/~
' ~"~'~ t~' ,~ AND ACN 12134536
r~ a^'<r` 1~7 PAYER RESPONSE DATE o6-05-2012
~~ ~
TYPE OF ACCOUNT
~~#Z ,)UN 2b AM -~" ~ ~ EST. OF JOSEPH SCHERRER ^ sAVINSs
SSN 209-20-6267 ® CHECKING
:~~, , , .y ° ` . DATE OF DEATH 04 - 28 - 2 012- ^ TRUST
(}'~ C4t1RTp/~ COUKTY CUMBERLAND ^ CERTIF.
~„ fl'1 REMIT PAYMENT AND FORMS T0:
BRIAN J SCHERRER REGISTER AF WILLS.
1478 CLOVER RD 1 COURTHOUSE 9Qt)ARE
CAMP HILL PA 17011-1101 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 point 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 say be due, but yoG must
notify the departuent of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" 1n PART 2.
If you believe the information is incorrect, Dlease obtain written correction from the financial institution, attach a copy to this form and return
it to the above address. Please call 717-787-8327-with questions.
COMPtETE P'#RT i D`E't.OM- ~ SE6I REVERSE- SIDE~FOR FILING AND RAYMEilT INSTRtl~TIONS .~
Account No. 5140165475 -Date 02-06-1984 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Nake check
Account Balance $ 3 ~ 979.00 payable to "Resister of wills, Apent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject to Tax g 663.18 months of the decedent's data 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 ~ 29 • 84 nine months after the date of death.
P~T TAXP.AYER RESP MSE
1
A. atiove infory:tiod,end tax due is torract.` ~
Remit payment to tAe Rpgister'of Mihs with two copies of this notice to obtain
CHECK a discount or avoid intgcest,,,or return;tpa.~ notiu to the Repistor of Mills and
C ONE ~ an official assessment will be issues by the PA Department of Revenue.
BLOCK g, ^ The above asset has been or will be reported and tax paid with the Pennrilvania inheritance tax return
0 N L Y filed by the estate representative.
C. ^ The above infona ion is incorrect and/or debts and deductions were paid.
Complete PART ~ and/or PART 3^ below.
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS.
LINE 1. Date Established 1
2. Account Balance 2 $
3. PersaRt -Taxmbla ~_..;_ _X _-,.,; ._ ._ _ _ . _.,_ _ _ _ _
4. Amount Subject to Tax. 4'
5. Debts and Deductions 5 -
6. Amount Taxable' 6
7. Tax Rate 7 X
8. Tax Duo 8 ~
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
~- - _ -
Under pe ins of erju . daclaro that the facts I reported above sre'trua/,~ correct and
eomple a th a O nOMled~e and belief. HOME C7/7 ) / S ~j(,~7
woRK c~yh ~ '`/3 3 ~S/-3lc ~ G z! iL
ref
Y~~ ~
~+
.~,.// w.r
4V ~'
V
~ ~ ~~
~~
.~~ ~ M -
o
~ ~
°~ ~
~
~ .
~. ~ ~ in
~~ ~ ~
v L ~~
+~ ~~~ ~ 1 A
~'