HomeMy WebLinkAbout05-14-09PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE O~ ~~5 `
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21
PO BOX 280601 TAXPAYER RESPONSE ACN 09114063
HARRISBURG PA 17128-0601 DATE 03-12-2009
REV-1543 IX I1FP COB-OB)
TYPE OF ACCOUNT
EST. OF MARGARET T SISSON ® SAVINGS
S$N 212-24-6725 ^ CHECKING
DATE OF DEATH 02-17-2009 ^ TRUST
COUNTY CUMBERLAND r~, ^ CERTIF.
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REMIT PAYMENT AND FORMS T0: `-~ '~"s
REGISTER OF WILLS ~
JULIE MARCH `~ "~" ~ ''
5 PRIMROSE LANE CUMBERLAND CO COURT HOUSE,=~-7
CARLISLE PA 17015 CARLISLE, PA 17013 '-r>
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MEMBERS 1ST FCU provided the Department with the information below, which has been u~ in calculating thA,~ -
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/be eficiary of t~ account.
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy ta~is farm
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of
Pennsylvania- Pleasa call (717) 79?-B327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 17452-05 Date 09-22-1985 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 5 ~ 702 • 30 payable to "Register of Wills, Agent".
Percent Taxable
Amount Subject to Tax
TaX Rate X
~`
~( 50.000
2 ~ 851 • 15
.045
NOTE: If tax payments are made within three
months of the decedent's date of death,
deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 128 • 30 nine months after the date of death.
PART TAXPAYER RESPONSE
0 Il~IL<~tR~ Ta~'R `~~,:~ . .,....~ L RES L~' IN
1-, ~~~,...... ~A,; A E. MST
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A. ^ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or check box "A" and return this notice to the Register of
CHECK Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
B L 0 C K B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y to be filed by the estate representative.
C. ~^/ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART ~2 and/or PART a below.
PART If indicating a different t~c rate, p ease state ICIAL ~ 0 1,Y ^ AAF
relationship to decedent: /~Q1w G~`~"~"~ PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOI T/TAR UST ACCOUNTS PAD
LINE 1. Date Established 1 ~~ ~ 7 ~ ~ 1
2. Account Balance 2 $ ~~ ~ Q ~-- 2
3. Percent Taxable 3 X oa S d 3
4. Amount Subject to Tax 4 $ ~~ A ~ ~ 4
5. Debts and Deductions 5 - ~~ ~ ~I 5
6. Amount Taxable b $ ~ Q ' b
7. Tax Rate T X -. ~ ~ 7
8. Tax Due 8 $ ~ B
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
y - . v v
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TOTAL CEnter on Line 5 of Tax Computation) $ ply ~ `.~ ( ,
Under penalties of perjury, I declare that the facts I have reported above ire true, correct and
knowledge and belief .
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