HomeMy WebLinkAbout07-20-09 (4)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND FILE N0. 21 09-0352
BUREAU OF INDIVIDUAL TAXES ACN 09138763
Po Box za06ol TAXPAYER RESPONSE
HARRISBURG PA 17128-0601 DATE 06-22-2009
REV-1543 E% AFP (08-087
~* JAMES K SMITH
900 DIETZ RD
YORK PA 17402
TYPE OF
EST. OF RODNEY J SMITH
SSN 172-40-8130
DATE OF DEATH 03-28-20~
COUNTY CUMBERLAND ~~
REMIT PAYMENT AND FORMS TO 1J-p_~
~; I_
REGISTER OF WILLS '-'~
CUMBERLAND CO COURT HOUSE? m~7,
CARLISLE, PA 17013 ,'-=-`'n%~
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ACCOUNT
SAVINGS
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TRUST
CERTIF.
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hich has been used in calculaTing the
SOVEREIGN BANK
t
th provided the Department with the information below, w
at the death of the above-named decedent, you were a joint owner/beneficiary of this account.
f
h
a
potential tax due. Records indicate
l the information is incorrect,
f orm
is
please obtain written correction from the financial institution, attach a copy to t
itance Tax laws of the Commonwealth of
I
h
ee
If you
and return it to the above address. This er
n
account is taxable in accordance with the
Pennsylvania. Please call (717) 787-8327 with questions.
E REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
COMPLETE PART 1 BELOW * SE
0781079624
N Date 03-16-2009 To ensure proper credit to the account, two
o.
Account copies of this notice must accompany
Established
payment to the Register of Wills. Make check
nce
l
B $ 0 0 payable to "Register of Wills, Agent".
a
a
Account
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Tax
t $ • 00 months of the decedent's date of death,
o
Amount Subject 0 4 5 deduct a 5 percent discount on the tax due.
t
Tax Rate X .
Any Inheritance Tax due will become delinquen
~` • UO nine months after the date of death.
Potential Tax Due
RESPONSE
TAXPAYER
P~T
~ FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT
A. V(~ The above information and tax due is correct.
,/tea! 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.
B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
C ONE
0 N L Y to be filed by the estate representative.
C. ~ The above information is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating 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
R_ Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
1
2 $
3 X
4
5
6 '~
7 X
8 $
PAD
i
2
3
4
5
6
7
8
PART
DATE PAID PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) S
Under penalties of perjury, I declare that the facts I have reported above are true, corar~ t~ra'nd
co~lete to the best f my kno lamed@e and belief. HOME C~~~ ~ a~1P
l ~ ~~~1"~~" ~_~ WORK C .~ ~- .~.~-- L ' (~
X i~~ ~~~ TFIFPHnNE NUMBER ATE
OFFICIAL USt uwtr U Ap,r
PA DEPARTMENT OF REVENl1E
DEBTS AND DEDUCTIONS CLAIMED