HomeMy WebLinkAbout10-02-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO BO)( Z80601
HARRISBURG PA 171Z8-0601
'*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
ACN
DATE
FILE NO. 21 '0'.- d (1.,7
06500457
09-15-2006
REV-1545A AFP (7-08>
MICHELE JONES
3610 ALBERTA AVE
MECHANICSBURG PA 17050
TYPE OF ACCOUNT
EST. OF LOUISE JOHNSTON D SECURIT1
S.S. NO. 180-28-5741 lXlSEC ACC~
DATE OF DEATH 07-03-2006 D STOCK
COUNTY CUMBERLAND 0 BONDS
REMIT PAYMENT ANa;~ORMS TO:
REGISTER QP WILLS ~~
CUMBERLAND:';~ COURbHOUSf
CARLISLE,,-P~_:~2 [~701~ '.
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AMERICAN FUNDS has provided the Depart.ent with the info~ation listed below which:~ been u~d. in '
calculating the potential tax due. Their records indicate that at the death of the above decedent, YOU wer"-,~ :1i4neficiar'y ":'of this~a!!ise,t.
If you feel this infor_tion is incorrect, please obtain written correction fr~ the transfer agent, attach;; COPy to ~for. and -c-i i
return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the(Co..onwealthrqj Pennsylvania.
QuestIons _y be answered by callIng (717J 187-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 73995315
DOD Valuation
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
22,,375.21
33.333
71458.33
.045
335.62
TAXPAYER RESPONSE
To insure proper credit to your account, two
(l) copies of this notice .ust acc~pany your
pa~ent to the Register of Wills. Make check
payable to: "Register of Wills~ Agent".
x
NOTE: If tax pay.ents are made within three
(3) months of the decedent.s date of death,
you HY deduct a 5Z discount of the talC due.
Any inheritance tax due will become delinquent
nine (9) months aftar the date of death.
Tax
PART
rn
The above infor..tion and talC due is correct.
. You may choose to remit pay.ent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, Dr you may check box "A" and return this notice to the Register of
Wills and an official asses~ent will be issued by the PA Departaent of Revenue.
B. DThe above asset has been Dr will be reported end tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
C. 0 The above infor_tion is incorrect and/or debts and deductions were paid by you.
You aust coaplete PART ~ and/or PART ~ below.
[CHECK ]
ONE
BLOCK
ONLY
PART
[!]
TAX RETURN - COMPUTATION
LINE 1. DOD Valuation
2. Percent Taxable
3. Allount Subject to Tax
4. Debts and Deductions
5. Allount Taxable
6. Tax Rate
7. Tax Due
OF TAX ON ABOVE ASSETCS)
1
2 X
3
4
5
6 X
7
If you indicate a different tax ratel please state your
relationship to decedent:
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Computation)
perjurYI I declare that the facts I
IIY knowledge and belief.
I
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