HomeMy WebLinkAbout07-20-09PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND F I L E
PD Box zsB6o1 ; TAXPAYER RESPONSE ACN
HARRISBURG PA 17128-0601 ?,~, ,_„_.,_ ,~ DATE
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MIMAE MARINb'
39 COUNTRY CLUB ROAD
CARLISLE PA 17015
N0. 21 -(~~- 0~~(~(o~
09144176
06-12-2009
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
EST. OF RAYMOND MARINO
SSN 131-30-2736
DATE OF DEATH 07-03-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS IST FCU 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 (7i7; 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 256349-0 0 Date 12-23-2004 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 $ 11,393.89 payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject to Tax ,~` 1,899.02 months of the decedent's date of death,
~( , 00 deduct a 5 percent discount on the tax due.
Tax Rate Any Inheritance Tax due will become delinquent
Potential Tax Due $ • 00 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE TD RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT'
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
C H E C K Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
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 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
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
I
2
3 X
4
5
6 '~
7 X
8
PART
PAD
1
2
3
4
5
6
7
8
OFFICIAL USE ONLY U AAF
PA DEPARTMENT OF REVENUE
DEBTS AND DEDUCTIONS CLAIMED
neTF porn PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported abov~e/ are true~~,// coorrecrt~ an[d~
completert~o~the best of my knowledge and belief. HOME C ~ / ) ~~f' / d l~T ~ 1 ~~ ~~
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