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Home My WebLink About08-01-12 (2) ~ PENNSYLVANIA INHERITANCE TAX BUREAU OF INDIVIDUAL TAxES PO BOX 280601 ,~- ~ • ~~~F ~„3NFORMATION NOTICE ~` A FILE N0. 21'r/r^~ I L - ~~ HARRISBURG PA 17128-0601 D Pe oEP^RTM v~i ' ND ~; (! ~' ~i' ~4~-~.`~1' TAXPAYER RESPONSE ACN 12134181 REV-1543 EX AFP (05-11) DATE 0 5- 3 0- 2 0 1 2 ~~~~ ~~~ " ~ AM 9' ~ ~ TYPE OF ACCOUNT EST. OF JOANN A WHITMIRE ® SAVINGS SSN 208-24-0716 . ~' - ~ CHECKING _ 'C '` .._! r'T DATE OF DEATH 05-04-2012 TRUST VI~~C~Il(J"Vrll C~, pq COUNTY CUMBERLAND V'~ ~ CERTIF. REMIT PAYMENT AND FORMS T0: STEVE WHI TMIRE REGISTER OF WILLS 6943 WERTZVILLE RD 1 COURTHOUSE SQUARE ENOLA PA 17025-1039 CARLISLE PA 17013 PSECU 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 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS s~ccount no. ULUtSL4U/16-51 Date 06-01-1999 To ensure proper credit to the account, two Establ ished copies of this notice wust accowpany Account Balance $ 1 ~ 273.43 payment to the Register of Wills. Make check " Percent Taxable X 50.000 payable to Register of Wills, Agent". Amount Subject to Tax $ 636.72 NOTE: If tax payments are wade within three months of the decedent's date of death, Tax Rate X . 045 deduct a 5 percent discount on the tax due. Potential Tax Due $ 2 8. 6 5 Any inheritance tax due will becowe delinquent nine months after the date of death. PART TAXPAYER RESPONSE ~~ \ FAI ~ TO ~~~FflN LL RESUL° I ~ Ah~ FICIA~T~„ A S T... 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 0 N E an official assessment will be issued by the PA Department of Revenue. B L 0 C K ~ B, The above asset has been or will be reported and tax paid with the Pehnsylvania inheritance tax return 0 N L Y ~ filed by the estate representative. C. ~ The above informs zon is incorrect and/or debts and deductions were paid. Complete PART ~2 and/or PART L__I below. PART If indicating a different tax rate, please state ~~ \\ OF FjCI A~ E 0 relationship to decedent: AF ~~~~~ PA DEPARTMENT D~ REVENUE TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS °~°PAD ~~ LINE 1. Date Established 1 1 2. Account Balance 2 $ ~~ 3. Percent Taxable 3 X \\ 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 - 6. Amount Taxable ( +$ 6 , 7. Tax Rate 7 X "~ 7 8. Tax Due g $ ~~~~° ~ ~ u ,~ , g..~ PART DEBTS AND DEDUCTIONS CLAIMED ^S DATE PAID PAYEE DESCRIPTION AMniiNr porn Under penalties of perjury, I declare that the facts I reported above are true, complete to the best of my knowledge and belief. HOME C~~~ ) ~ ;~%Z/ ' WORK C ) correct and ~_~~«~ ~~( ~Ine ~ or iax wmpucaiaon) g