HomeMy WebLinkAbout12-12-09
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 06-0779
ACN 06153202
DATE 10-13-2006
REV-1543 EX AFP lD9-DDI
EST. OF ALICE L TRIMMER
5.5. NO. 203-10-9175
DATE OF DEATH 08-03-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
D CHECKING
D TRUST
IX] CERTIF.
** RODNEY E TRIMMER
274 N MIDDLESEX RD
CARLISLE PA 17013
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
t L C")
C'). 0 ~-~-
"Et!!~~~ 1ST c5U f-- 0::: has provided the Departllent with the inforllation listed below which has been used in
ca~~ing the-potentialCl8~aue. Their records indicate that at the death of the above decedent, you were a joint owner/baneficiary of
th~~ocount. lE:you ~~~lS...' inforllation is incorrect, please obtain writtsn correction from the financial institution, attach a copy
to~,t-form aft9tretu~~~the above address. This account is taxable in accordanca with the Inheritance Tax Laws of the COllmonwealth
-__Df~~~~~~ ~~!~;;Eb~o;s;..e: t~ c;~~ngR~~~~;~8~;DE FOR FILING AND PAYMENT INSTRUCTIONS
(s~oun~o. <LI~1"46 Date 06-22-2006 To insure proper cradit to your account, two
C~~ ,,,;,,; a 0:: ~;c' Established (Z) copies of this notice lIust accompany your
l" ~ 0 ~ paYllent to the Register of Wills. Make check
L~ A~~oun'Salance J 7,004.84 payabla to: "Registsr of Wills, Agent".
PercenNaxable X 50 . 000
Allount Subject to Tax 3,502.42
Tax Rate X .045
Potential Tax Due 157.61
TAXPAYER RESPONSE
NOTE: If tax payments are made within three
(3) months of the dscedent.s dats of death,
you may deduct a 57. discount of the tax due.
Any inheritance tax due will becolle delinquent
nine (9) months aftsr the data of dsath.
PART
[!]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
[] The above information and tax due is correct.
1. You may choose to ramit paymant to the Registsr 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 assesSllent will be issued by the PA Department of Revenue.
~ The abova asset has been or will ba reportsd and~ax paid withJthe:je nsy~vania Inheritance Tax return
to be filed by the decedent's representative. \,)~.t"iO n." p.;, u,1t;t- U(!C ntnt
( fl/~2./I1" -K/3J j:\c.;>) <I~J......s.
[] The above inforllation is incorrect and/or debts and deductions we~~ paid by you. ,
You must complete PART ~ and/or PART ~ balow.
PART
[!J
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different tax rate, please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION OF
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3
4. Allount Subject to Tax 4
5. Debts and Deductions 5
6. Allount Taxable 6
7. Tax Rate 7
8. Tax Due 8
TAX ON JOINT/TRUST ACCOUNTS
X
X
PAYEE
DESCRIPTION
AMOUNT PAID
~
TOTAL (Enter on Line 5 of Tax COIIPutation)
$
facts I have reported above are true, correct and
HOME (
WORK (
TELEPHONE
)
)
NUMB R
1d-~g JOb
DA E'