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Home My WebLink About10-26-06 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE REV-1541 EX AFP (09-00) EST. OF ROBERT C ONEILL S.S. NO. 213-26-7671 DATE OF DEATH 06-19-2006 COUNTY CUMBERLAND NO. 21 06-0622 06151792 10-06-2006 TYPE OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTIF. MARGARET L MATHE 1316 N HARVARD AVE ARLINGTON HTS IL 60004 RE:MIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, l'OU were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the iFinancial institution, attach a COpy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR Account No. 5070088995 Date 1l-01-1978 Established FILING AND PIIVMENT INSTRUpJIONS \:::l \ " \ To insu~e pr'oper _ cC~i t to your '.~l:ount, =-tw~:-), (2) copies [If thls(l1!!tt!;e must a~mpanY'..your:.(:: payment to 1the Registsf"bf Wills;" -'Make check' payable to: "Register ~f)Wil1S, A"!le"nt". " .-- "'_1 _.-'~ ~ ~ NOTE: If tax payments are Rlllde wf1:h')n th~ee. (3) months of the decedent'$'~ate ~eath, you may deduct a 5;( diS'coonr'pf the...lax due. - Any inherit,ance tax duell.iii,t/ecome"lfelinquent nine (9) months after the date of det!l1:h. ,- --..-- .. ...\ Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due 38,054.03 16.667 6,342.47 .045 285.41 TAXPAYER RESPONSE x Tax x PART [!] [CHECK ] ONE BLOCK ONLY A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills wi th t~IO copies of this notice to obtain a discount or avoid interest, or you may check box "A" and retur'n this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. [] The above asset has been or will be reported and tax paid with the PennSYlvania Inheritance Tax return to be filed by the decedent's representative. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART ~ TAX RETURN - COMPUTATION 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 If you indicate a different tax rate, please state your relationship to decedent: TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x x PART [!l DEBTS AND DEDUCTIONS CLAIMED $ \ ~ Under penalties ~Ple:e to the bes flIrt .j- declare that the facts I and belief. have reported above are true, co~ct HOME (<641') ~53 -/t(IS WORK ( ) 10 ~ J-If -c ~ nATr TCI rDun..r .Hluuro and COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 * INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 06- 0622 06151791 10-06-2006 REY-1543 EX AFP [D9-DDl TYPE OF ACCOUNT o SAVINGS [X] CHECKING o TRUST o CERTIF. EST. OF ROBERT C ONEILL S.S. NO. 213-26-7671 DATE OF DEATH 06-19-2006 COUNTY CUMBERLAND i,.:'~. LOUISE M ONEILL 1350 SWOPE DR BOILING SPRING PA 17007 REHIT PAYHENT AND ,f:ORHS TO:' REGISTER OF! W-J;LLS '~, CUMBEI~LANDCb\cOURT;,:HOUSE ' CAR LISLE, PA.. 1TO 13 -;-:, c' PNC BANK has provided the Department with the information listed below which has ]ijj~n used iTf calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint' owner/b~iciary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, a~ch a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions ma~ be answorad by calling (7l7) 787~a327. COMPLETE PART 1 BELOW. . . SEE REVERSE SIDE FOR FILING AND P,AYMENT INSTRUCTIONS Account No. 5070088995 Date 1l-01-1978 Established x 38,054.03 16.667 6,342.47 .00 .00 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may dedluct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) mOlnths after the date of death. Tax PART [!] The above information and tax due is correct. You may choose to remit payment to the Register of Wills with t,.o copies of this notice to obtain a discount or avoid interest, or you may check box "A" and retulrn this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY B. [] The above asset has been or will be reported and tax paid with the IPennsylvania Inheritance Tax return to be filed by the decedent's representative. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. x If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION 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 TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax ComputatiionJ I $ Under penalties of perjury, I declare that the complete to the best of my knowledge and belief. .~ _2!?~..!;li2~dj/ facts I have reported above are true, corr~ct (7/"7) 2~g"'(P3L/3 ( ) and ~ " HOME WORK TCICDuntJC tJIIMR~P Ii) -;)L{~O(~ ndTI= ~. ~ ~') -, ~ '~ -'" , -, ~1 -::: ~ -; .-: - - - - ~ ~ .. ~ -== - \::I rn tJ or! .t. ,",'\ . . .,..1 '''1 I.~ j'"" .,.~