HomeMy WebLinkAbout09-12-12~ PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
r
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601 PennsylvaENU-' ,`,~~~,~ ~~~(('~~ r~~ ~I~1S~G~S~
REV-1543 EX AFP (05-11) ~ "('•~J
FILE N0. 21 12-0832
ACN 12143136
DATE 08-30-2012
~~+l~ ~~~ ~ 2 P4.., ~` ~
~ST. OF EMMA M TRITT
SSN 204-03-9961
' DATE OF DEATH 07-14-2012
U,lk'~y'`f' ~``' v~F~Si COUNTY CUMBERLAND
CUN!BERL.~D CO, PA REMIT PAYMENT AND FORMS T0:
JANE HIPPENSTEEL REGISTER OF WILLS
52 ASHTON ST 1 COURTHOUSE SQUARE
CARLISLE PA 17015-6914 CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
0 RRST OWN 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 5p0u5e 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
Account No. 4000037550 Date 05-04-2010 To ensure prover credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $` 9,604.44 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax ~` 4, 802 • 22 months of the decedent's date of death.
Tax Rate ~( . 045 deduct a 5 percent discount on the tax due.
Anv inheritance tax due will become delinquent
Potential Tax Due $ 216 • 10 nine months after the date of death.
PART TAXPAYER RESPONSE
FIIILI~RE TO ESPONII WILL RES\~\LT I~°AN~O~F~ICI~1L TAX ~1SSESS,NfklT
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.
C ONE
B L 0 C 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
2^
If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - CALCULATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS PAD
1
z
$
3 X
4 +~
5 -
6
7 X
8 $
~~ OFF,ICIAL US~~~~~LY ~~ AAF
PA DEPARTMENT OF REVENUE
1
2
3
4
5
6
7
PART DEBTS AND DEDUCTIONS CLAIMED
^3
TOTAL (Enter on Line 5 or pax compuca a one a
Under penalties of perjury, I declare that the facts I reported above are true, correct and
co lete to the est of my knowledge and belief. HOME C )
WO R K C ~ ) ~~~ - Q ~~'~
T PeVFR crrNe IRF TELEPHONE NUMBER DATE
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
~ PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE No. 21 12-0832
BUREAU OF INDIVIDUAL TAXES
Po Box zao6ol pennsy~~~~ ~ ~''`C a EAND ACN 12145415
HARRISBURG PA 17128-0601 DERARTMENTOr,~nevFwue , ~\JL~~EV1S~ ~~~~L~S~
tt~~ * * * DATE 08-30-2012
REV-1543 E% AFP~[OS-I~i) ~ ~ I ~~ ~~~ J ~
ti`,fi?Z ScP f 2 P~~ 2~ ~$
Gt~i'H~~~l' ~ ~~Jur~~
cu~~~~«a co., PA
JANE HIPPENSTEEL
52 ASHTON ST
CARLISLE PA 17015-6914
EST. OF EMMA M TRITT
SSN 204-03-9961
DATE OF DEATH o7-14-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND FDRMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
CITIZENS BANK OF PENNSYLVANIA 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
Account No. 6252143953 Date 04-14-2008 To ensure prover credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance ~` 3 ~ 367.75 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
.NOTE: If tax payments are made within three
Amount Subject to Tax ~ 1 , 683.88 months of the decedent's date of death,
TaX Rate )( .045 deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential TaX Due $ 75 • 77 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RES'ULT~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
a discount or avoid interest, or return this notice to the Register of Wills and
C H E C K an official assessment will be issued by the PA Department of Revenue.
C ONE
B L 0 C K B. ~he 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 a below:
PART
If indicating a different tax rate, Please state
relationship to decedent:
TAX RETURN - CALCULATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OFFICIAL USA ONLY
PA DEPARTMENT OF REVENUE
OF TAX ON JOINT/TRUST ACCOUNTS PAD
1
2
s X
4 $
5
6 '~
7 X
8
1
2
3
4 ,.
5
6
7
PART DEBTS AND DEDUCTIONS CLAIMED
^S
(DIAL Ltncer on Llne 7 yr ,a,c w mNU~a ~i.,ni
Under penalties of perjury, I declare that the facts I reported above are true, correct and
comp ete to the b st of my knowledge and belief. HOME C ~ )
WORK C ~~ ) ~ - ~ ~I'~/~l
TA AYER IGNA E TELEPHONE NUMBER DATE
^ATE PAID PAYEE DESCRIPTION AMOUNT PAID