HomeMy WebLinkAbout06-29-09PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE //~~ ~"
BUREAU DF INDIVIDUAL rAxES AND FILE N0. 21-Q"1-~(p~
Po Box 2BO6gl "TAXPAYER RESPONSE ACN 09136680
HARRISBURG PA 17128-0601
.. ~ - DATE 06-18-2009
REV-1543 E% AFP (08 081'` ~"-
`~~~~ ~~~ L~ A~,~. ~~ TYPE OF ACCOUNT
EST. OF ALBERT TOOZE ® SAVINGS
SSN 148-34-1710 ^ CHECKING
C~E~`~rO~R~ DATE OF DEATH 02-06-2009 ^ TRUST
'()RPNAN ~~{~"r,,~ pP COUNTY CUMBERLAND ^ CERTIF.
CUM,~~F.~',-' ' '~-' ~''~" REMIT PAYMENT AND FORMS T0:
CAROL A TOOZE REGISTER OF WILLS
23 DERBYSHIRE DR CUMBERLAND CO COURT HOUSE
CARLISLE PA 17015 CARLISLE, PA 17013
WACHDVIA BK NA provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this 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 Commonwealth of
Pennsylvania. Please call C7I7) 787-832? with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 3000098654287 Date 09-14-2007 To ensure proper credit to the account, two
Established copies of this notice must accomvany
Account Balance $ 1, 002.04 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax 1 6 7. 0 1 NOTE: If tax payments are made within three
months of the decedent's date of death,
TaX Rate ~( , l~j deduct a 5 Dercent discount on the tax due.
Potential TaX DUe Any Inheritance Tax due will become delinquent
$ 25 • 05 nine months after the date of death.
P~T
1
' SUE TAXPAYER RESPONSE
TO RF~SP'ON~ WILL ULT TN AN OFFICIAL TAX ASSESS#IENT
A. ^ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of
~
C
B L 0 C K B. ^ The above asset has been or will be reported and tax paid with the Pennsvlvania Inheritance Tax return
0 N L Y to be filed by the estate representative.
C. ~ The above informs ion is -ncorrec and/or debts and deductions were paid.
Complete PART ~2 and/or PART 3 below.
PART If indicating a different tax rate, please state vd, a
relationship to decedent: ClN Y ~ AAF
Pq D T F kEdENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ 6
7. Tax Rate 7 X 7
8.
Tax Due e $ Wills and an official assessment will be issued by the PA Department of Revenue.
0 N E
8
IUINL itncer on Lxne 5 of Tax Computation) S
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief. HOME C ~] f ~ ) ~. ~~ _(jF7~ ~o /~ ~Q9
TAXPAYER SIGNATUR TELEPHONE NUMBER DATE
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAIn
23 Derbyshire Drive
Carlisle, PA 17015
June 27, 2009
Register of Wills
Cumberland Co. Court House
Carlisle, PA 17013
File No. 21
ACN 09136680
This account is an escrow security deposit account for a rental property in Florida, and not a basic
savings account.
I talked to a person on 6/27/09, about this at your 787-8327 number, and she said it is not taxable and to
put a note with the forms and sent back.
If there are any problems, please let me know
Sincerely
Carol Tooze