HomeMy WebLinkAbout05-14-09 (2)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE c
BUREAU DF INDIVIDUAL TAXES AND FILE ND. 21 ~ ~~J 1
PO BOX 280601 TAXPAYER RESPONSE ACN 09114062
HARRISBURG PA 17128-0601 DATE 03-12-2009
REV-1543 EX I1FP COB-08)
TYPE OF ACCOUNT
EST. OF MARGARET T SISSON ^ SAVINGS
S$N 212-24-6725 ® CHECKING
DATE OF DEATH 02-17-2009 ^ TRUST
COUNTY CUMBERLAND ` ~ ^ CERTIF.
REMIT PAYMENT AND FORMS T0: ~-l~~ ~c~
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JULIE MARCH CUMBERLANDFCOICOURT HOUSEz~C7 -~ ~
5 PRIMROSE LANE ~ j
CARLISLE PA 17015 CARLISLE, PA 17013 .~,~ --- r
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MEMBERS 1ST FCU provided the Department with the information below, which has been use in calcula~~g th8
potential tax due. Records indicate that at the death of the above-named decedent, you were a Joint owner/beneficiary of tF~ account.
If you feel the 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 Comwonwealth of
Pennsylvania. Please call (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 17452-11 Date 02-05-1980 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 $ 6, 050.35 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to TaX $ 3, 025.18 months of the decedent's date of death,
Tax Rate ~( .045 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 136.13 nine months after the date of death.
PART TAXPAYER RESPONSE
~~: ILU ~ T~1 '~(~. W~ _R~SLkLTg`I~1 ANA FI~iAL TAX ~~ h4EHT
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.
ONE
C
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 representa tive.
C.~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART ~2 and/or PART 3LJ below.
PART If indicating a different -~ ~ te, p~as~` e
relationship to decedent: , 4 " ~'~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRU4ST ACCOUNTS
LINE I. Date Established 1 ~ C7 ~ ~ ,~ 1 • ~ 7
2. Account Balance 2 $ ~) Q 5 d
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $ _~ a S -
5. Debts and Deductions 5 - .3.y Q ~S
6. Amount Taxable 6
7. Tax Rate 7 X ~ ~ "-
8. Tax Due 8 $ ..-. ~ "~
PART
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PA D~PAATMENT OF REVENUE
PAD
1
2
3
4
6
7
A
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
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Under penalties of perjury, I declare that the facts I have reported above arte,tjr~ue, corQrecQt' and
comp et~(n~to the/b~est~ofy~my knowledge and belief. HOME ~ ~~ ~ ~1 -` ~ - / ~1~+~
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