HomeMy WebLinkAbout05-14-09 (3)PENNSYLVANIA INHERITANCE TAX
JULIE MARCH REGISTER OF WILLS ~'
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5 PRIMROSE LANE CUMBERLAND CO COURT HO~F~ `~~' -
CARLISLE PA 17015 CARLISLE, PA 17013 lj
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MEMBERS 1ST FCU provided the Department with the information below, which has been use~x~`~eulcul~~ g thQ"
potential tax due. Records indicate that at the death of the above-named decedent, you were a Joint owner/bertsfr~ary of t~ accounts
If you feel the information is incorrect, please obtain written correction from the financial institution, attaJrh-~ copy ta~4his fprm. -
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of thyCommanwealtQJ~f
Pennsylvania. Please call (717) 787-8327 with questions. O
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 17452-00 Date 06-25-1975 Ta ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 1 , 754.80 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
2 9 2.4 7 NOTE: If tax payments are made within three
Amount Subject to Tax months of the decedent's date of death,
Tax Rate X .045 deduct a 5 percent discount on the tax due.
Potential Tax Due y~` 13.16 Any Inheritance Tax due will become delinquent
nine months after the date of death.
P~T TAXPAYER RESPONSE
~ aE TA ND IL fR ULT I ~ AN d I~I~1L ' AS°~ ~ ~~ HT
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K a discount or avoid interest, or check box "A" and return this notice to the Register of
0 N E Wills and an official assessment will be issued by the PA Department of Revenue.
INFORMATION NOTICE I~ `1<_
BUREAU OF INDIVIDUAL TAXES AND FILE NO. 21 U~ d TJ 1
PO BOX 280601 TAXPAYER RESPONSE ACN 09114060
HARRISBURG PA 17128-0601
REV-SSGSIXAFP(OB-oe~ DATE 03-12-2009
TYPE OF ACCOUNT
EST. OF MARGARET T SISSON ® SAVINGS
$$N 212-24-6725 ~ CHECKING
DATE OF DEATH 02-17-2009 ~ rRUSr
COUNTY CUMBERLAND ~ CERTIF.
REMIT PAYMENT AND FORMS T0:
[ 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 infarma ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different ate, qle se state
relationship to decedent:~~ ll.G h~
TAX RETURN - COMPUTATION OF TAX ON JOINT.(TNU~T ACCOUNTS
LINE I. 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
1_
3 X
4 $
6 ~ V~
7 X - O--
$ $ _~
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FA DFPARTM~NT OF ~2~YENUE
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3
4
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PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
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:w,.,~ .u:~er un tine ~ or :ax LOmpULaLlOnJ S ~' 7k~ U V - ~/
Under penalties of perjury, I declare that the facts I have reported above are(t~r7ue,pc~orrect and
cnomplete to t/h~e bes,.,t/o)f my knowledge and belief. HOME C71~ ) T "l p ~-~/ ~,~
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