HomeMy WebLinkAbout07-20-09 (2)PENNSYLVANIA INHERITANCE TAX
TYPE OF ACCOUNT
EST. OF RODNEY J SMITH ® SAVINGS
SSN 172-40-8130 ~ CHECKING
DATE OF DEATH 03-28-20~ N
Q ~ TRUST
COUNTY CUMBERLAND A ~ ~ gCER~IF.
REMIT PAYMENT AND FORMS T0: • ~~r~'- ~
** JEAN K SMITH REGISTER OF WILLS -:.:~~'t ~ ~ `:
900 DIETZ RD CUMBERLAND CO COURT HOI ~ G7 '^'~..}
YORK PA 17402 CARLISLE, PA 17013 C'~~-~ _:""•-
~.j~-T7 ~
~C7
~ "~ "' - :.
~„ • • - `-~
SOVEREIGN BANK provided the Department with the information below, which has been used in ca1cu14ating 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 (717) 787-8327 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0784021438 Date 03-16-2009
To ensure proper credit to the account, two
Established copies of this notice must accompany
AccOUnt Balance $ 00 payment to the Register of Wills. Make check
Percent Taxable payable to "Register of Wills, Agent".
X 50.000
Amount Subject to Tax $ 00 NOTE: If tax payments are made within three
months of the decedent's date of death,
Tax Rate )( .045 deduct a 5 percent discount on the tax due.
Potential Tax Due $ 00 Any Inheritance Tax due will become delinquent
nine months after the date of death.
PART TAXPAYER RESPONSE
0
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT
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.
B L 0 C K ~ g, ~ The above asset has been or will be reported and tax paid with the P
0 N L Y to be filed by the estate representative. ennsylvania Inheritance Tax return
C. ~ The above information is incorrect and/or debts and deductions were paid.
Complete PART ~Z and/or PART 3^ below.
rgNi •r inaicaiang a different tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION
LINE 1. 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
OF TAX ON JOINT/TRUST ACCOUNTS IPAD
1
2
3 X
4
5 -
6 +fi
7 X
8 $
OFFICIAL USE ONLY ~ AAF
PA DEPARTMENT OF REVENUE
1
2
3
4
5
6
7
8
PART
DATE PAID PAYEE
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) g
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 (~1~ ~ p~1 r.{.[P - Slo OS
. ~ WO R K C --T--- 6~Z j l~ e7
TAXP~IYER SIGNATURE
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 09-0352
PO BOX 280601
HARRISBURG PA 17128-0601 TAXPAYER RESPONSE ACN 09138568
REV-1543 EXAFP(U6-OB) DATE 06-22-2009