HomeMy WebLinkAbout11-29-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21 OlD \OV
06157532
11-22-2006
REV-15~3 EX AFP (09-00)
EST. OF WALTER E GOUSE
S.S. NO. 714-18-2611
DATE OF DEATH 10-01-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
[i] SAVINGS
D CHECKING
o TRUST
D CERTIF.
ADELINE GOUSE
23RD STREET EXT
ENOLA PA 17025
REMIT 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, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial 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
cf PannsJlva~ia. QU~3tions may b~ ans~elBd by ~611ir:~ (717) 781-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5130189166 Date 02-15-2001
Established
Account Balance
Percent Taxable
Anount Subject to
Tax Rate
Potential Tax Due
x
10,435.84
16.667
1,739.34
.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".
x
NOTE: If tax payments are made within three
(3) months of the decedent.s date of death,
you may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
Tax
PART
ill
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
~ The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you may check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
[] 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.
[] The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
PART
~
DATE PAID
DEBTS AND DEDUCTIO~ CLAIMED
....... . ,
>J
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. Anount Subject to Tax
5. Debts and Deductions
6. Anount Taxable
7. Tax Rate
8. Tax Due
OF
1
2
3
4
5
6
7
8
x
TAX ON JOINT/TRUST ACCOUNTS
x
..,L,-.j
j.J
~;SCRIPTION
AMOUNT PAID
PAYEE
O,LLt4t.(,1 >>dU.d-P.;
t: :if "~ ~.: ~.;;:
TOTAL (Enteron Line 5 of Tax ConputationJ
I
$
Under penalties of perjury 1 I declar. tllll,t th~' facts Ihiave reported above are true, correct and
conplete to the best of ny knowledge and belief. "HOME ( 7 (7 ) 7:3.) ~ I tJ? 0 if
WORK ( )
TELEPHONE NUMBER
DATE (( 1.r7/ tJ (p
TAXPAYER SIGNATURE