HomeMy WebLinkAbout07-06-12~° PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES FILE ND
PO BO% 280601 "~y~
HARRISBURG PA 17128-060 i g ~d M1c°' AND ACN
~~~~i~Rr~r4e'e. off, ~€`{e~)1e TAXPAYER RESPONSE
_.. n~f•T~»~siais urr`'e ds~l:: DATE
21
12138203
06-28-2012
21112 JUI. -6 ~,h"I 19
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,,,,~~~~~Pp~[~~iNO CO.. pA
JOAN M W(]LB+I'}N-"
217 FINEVIEW RO
CAMP HILL PA 17011-8449
EST. OF JAMES B WILSON
DATE OF DEATH 05-27-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQl1ARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
SUSpUEHANNA BANK provided the department with the information below. which was used in calculating the inheritance tax due.
Records intli cote that at the death of the aDOVe-named decedent, you were a 3oint owner/beneficiary of thfs 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 wri tinq "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 717-787-8327 wf th questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1730002100 Data 08-07-2D08 To ensure proper credit to the account, two
Established copies of 'this notice oust acconpanv
Account Balance $ 12, 113.13 payment to the Register of Wills. Make check
payable to "Register of Wills. Agent".
Percent Taxable X 16.667
Amount Subject to 90 NOTE: if tax payments are node within three
Tax
2, 818
.
soothe of Rhe decedents date of death,
Tax Rate ~( , 1 5 deduct a 5 percent discount on the tax due.
Potential Tax Due Anv inheritance tax tlue will become delinouent
302.84
nine monk h:: after the date of death.
P
T TAXPAYER RESPONSE
~
1
A. ^ The above inf prp ation antl tax due is correct.
Resit DaYn ant ko the Register of Wills with two copies of Yhis notice to obtain
CHECK a discount or avpitl iota rest, or return this notice to the Register of Wills and
ONE an official assessment will be issued by the PA Department of Revenue.
BLOCK B. ~ The above asset has been or will be reDOrtetl and tax Daid with the I'enns
lvani
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a
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ance tax return
fi letl by the estate representaki ve.
C. ~ The above informs ion is incorrect and/or debts antl datlu ctions were paitl.
Complete PART 2~ and/or PART 3^ below.
PART If intlicating a tlifferant ~ Q rata o please state
relationship to tle<edent: / °'~=-~~
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 Subject io Tax 4
5. Debts and Detluctipns 5
6. Amount Taxable 6 +~
7. Tax Rate 7 X
8. Tax Due g S`
PART DEBTS AND DEDUCTIONS CLAIMED
^3
DATE PAID PAYEE DESCRIPTION AMOUNT PATt)
~* 17l7 ~ `103 -L~o
under penalties of perjury, I declare that the facts I reported above ~a7re tru e^,f correct antl
n complete to the best of my knowledge and Delief. HOME ( /l7 ) /fo3 '"1 ~.~~
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