HomeMy WebLinkAbout10-11-06
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
R~~_E
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21~- ~ (
06500459
09-15-2006
REV-l541A IF' 17-1"
2006 OCT
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TYPE OF ACCOUNT
EST. OF LOUISE JOHNSTON D SECURITY
S. S. NO. 180-28-5741 Ii] SEC ACCT
DATE OF DEATH 07-03-2006 D STOCK
COUNTY CUMBERLAND D BONDS
REHIT PAYHENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
TIMOTHY L BOCK
1351 MCCORMICK ROAD
MECHANICSBURG PA 17050
AHERICAN FUNDS has provided the llepa..tHnt lIith the infanlation listed b.lol1 IIhich has b..n us.d in
calculating the pot.ntial tax du.. Thai.. ...co..ds indic.t. that at the d..th of the .bov. d.cedent. YOU II.... . b.nefici...y of this .ss.t.
If you f..l this info...ation is inco....ect. pl..s. obtain lI..itten co.....ction f..o. the t.-ansfe.. agent. .ttach . copy to this fo... and
...tu..n it to the above .dd...ss. This account is taxable in accordanc. lIith the Inh.ritanc. T.x L.lls of the Co_.lth of P.nnsylvani..
Questions ..y be anSll8...d by c.lling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
AccOW'lt No. 73995315
DOD ValuaHon
Percent T.xBble
AIIount Subject to T.x
T.x Rate
Potentiel T.x Due
x
221375.21
33.333
71458.33
.045
335.62
TAXPAYER RESPONSE
To insu... P"OP." c.-.dit to you.. .ccount. two
(2) copi.s of this no tic. ....st acco.pany you..
paya.nt to the Registe.. of lUlls. Mak. chack
p.yabl. to: "Registe.. of lUlls. Agent".
x
HOTE: If tax payaents .... .ad. lIithin th....
(3) aonths of the dec.dent's d.t. of d..th.
yOU ..y d.duct a S;C discount of the tax du..
Any inh...itanc. tax due 11111 b.coa. delinquent
nine (9) IIOnthS aft... the date of death.
PART
[!]
The above info....tion and tax due is co....ect.
. You .ay chao.. to .._it pay_nt to the R.gist... of lIills lIith tIIo copi.s of this notic. to obtain
· discount 0.. avoid int....st. 0" you aay check box "A" and ...tu..n this notic. to the Regist... of
lIills and an official ass.s...nt lIill b. issued by the PA Dapa..ta.nt of R.v.nue.
B. DTh. above asset h.s b..n 0.. lIill be ..epo..t.d and tax paid lIith the Pennsylvania Inh...itanc. T.x ...turn
to b. fil.d by the d.c.dent's ...p.....ntativ..
C. DTha above info...ation is inco....ect and/o.. debts and deductions II.... p.id by you.
You .ust co.pl.t. PART 0 and/o.. PART III b.loll.
[CHECK ]
ONE
BLOCK
ONLY
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different tax ratel please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION
LINE 1. DOD VeluaHon
2. Percent T.xllble
3. AlIOunt Subject to T.x
4. Debts end Deductions
S. AIIOunt Taxable
6. Tax Rate
7. Tax Due
OF TAX
I
2 X
3
4
S
6 X
7
ON ABOVE ASSETCS)
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line S of Tax Computation)
I
$
of perjury I I declare that the facts I have reported &bove are trUBI correct and
of. knowledge and belief. HOME C '1'~ ) t, q t - OLl 610
WORK C 1 \1) (P'H -<5';;l6
DATE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
* . INFORMATION NOTICE
.r (,.: AND
ccr \ t....\-.....~ .~.._"..;.... _.:. ~\ TAXPAYER RESPONSE
n. ,) .I '. ". .J \ ~'J
~. =-sa 'U, ('~"l ,1 .\.:
\ 1'-
FILE NO. 21
ACN 06500459
DATE 09-15-2006
1n~t OC\ \ \
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TYPE OF
ACCOUNT
D SECURITY
[Xl SEC ACCT
D STOCK
D BONDS
EST. OF LOUISE JOHNSTON
S.S. NO. 180-28-5741
DATE OF DEATH 07-03-2006
COUNTY CUMBERLAND
TIMOTHY L BOCK
1351 MCCORMICK ROAD
MECHANICSBURG PA 17050
,i":_r
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
AMERICAN FUNDS has provided the o.partunt with the Infol"llat1on list8CI belaw which has b..n used in
calculating the patentlal tax due. ThlIir racords indicate that. at the death of the above decedent, you were a beneficiary of this asset.
If yOU feel this Infor..tion Is Incorrect, please obtain written correction fro. the transfer agent. attach a copy to this for. and
return it to the above address. This IICcount is taxable In IICcordance with the Inheritance TalC Laws of the Co_onNBalth of Pennsylvania.
Questions ay till an_,-.d by calling (717) 187-83t7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
AccOW\t No. 73995315
x
221375.21
33.333
7,458.33
.045
335.62
TAXPAYER RESPONSE
To insure proper credit to your acCOW'lt, two
(2) caples of this notica BUst acco.pany your
pay.ent to the R8lIIster of Wills. Meke check
payable to: "R8lIister of Wills, Agant".
DaD V.lu.Uon
P.rc....t Tmc_le
AIIount Subject to Tax
T.x R.te
Potential Tmc au.
x
NOTE: If tax paYlHlllts are .ade within thrae
(3) aanths of the decedent's date of death,
you ay deduct a SX discount of the tax due.
Any Inheritance talC due will becD8a delinquent
nine (9) .onths after the date of death.
PART
[!]
The above Inforaation and tax dUB is corract.
1. You aay choose to raait pay.ent to the Ragister of Wills with two copies of this notice to obtain
a discount or avoid Interest, or you .ay check box "Aft and return this notice to the Registar of
Wills and an official assesSllent will be issued by the PA DepartJlant of Revenue.
B. DThe above asset has been or will be reported and talC paid with the PeMsylvenia Inheritance Tex return
to be filed by the decadent"s representative.
C. DThe above inforaation is incorrect and/or debts and deductions were paid by you.
You BUst cOlIPlete PART [!] and/or PART 0 below.
[CHECK ]
ONE
BLOCK
ONLY
PART
(!]
TAX RETURN - COMPUTATION
LINE 1. DaD Valuation
2. Percent Tax8ble
3. AIIount Subjeet to Tax
4. Debts and Dac:luctions
S. AIIount Taxable
6. Tax Rete
7. Tax Due
ON ABOVE ASSETCS)
If you indicete a different tax ratel pleese state your
relationship to decedent:
OF TAX
1
2 X
3
4
S
6 X
7
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
$
I
TOTAL (Enter on Line S of Tex COMPUtation)
declare that the feets I have reported IIbove ara true I correct and
and belief. HOME (I)'" ) ~C(l-OL.\bb
WORK ("l \1) ) "'ten -66a 6
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