HomeMy WebLinkAbout08-17-09PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE NO. 21 08-0409
Po Box zeosol TAXPAYER RESPONSE ACN 09004261
HARRISBURG PA lTlze-asol ~'"'' DATE 06-12-2009
RiV.143a fY..a+P {OA-NY.
2U09 AUG 17 ~f9 9~ 34
CLERK CF
ORPHAN'S CCURT
KATHLEEN RUSSELL~CU~BFRLFw~`dD CC., PA
243 WEST RIDGE STREET
CARLISLE PA 17013
EST. OF EMMA K MEYER
SSN 190-26-6982
DATE OF DEATH 04-03-2008
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS TD:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
ROTN IRA provided the Department with khe info rwation below, which has bean used in ealeulatinp the
potential tax due. Reee rtls indicate 4haL et the death of the above-named decedent, you were a !Dint caner/benef iciarY of this aecoun t.
If you feel the intonation is incorrect, please obtain written correction Fran the financial institution, attach a eopv to this fan
end return it to the above atld recs. This account is 4axable in accordance with the Inheritance Tax laws of the Cowworiwealth of
PennsY lvanis. Please call Olll ]8T-032] with wuestions.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Aetount No.
Account Balance
Percent Taxable
Amount Su6leet to Tax
lax Rate
Potentlal Tax Due
Date 03-03-2008
Established
g 6,492.33
X 25.000
$ 1,623.08
X .15
s 7G3.GA
Tp ensure proper cretlit 4o the aeeounk, two
copies of this notice oust accowparo
pavnent to the Revister of Wills. Maks check
payable to "Raps star of Wills, Agen4".
NOTE. If tax pavwenta are wade wikhin throe
wonths of the decedent's tlate of death.
tleduct a 5 percent tliseounL an the tax due.
Aro Inheritance Tax due will become dalinauent
nine wonths attar the date of death.
`!~~ A. The above 3nf orwation and tax tlue is eo rreet.
l Raw it oavment to the Rapistar of Wills with two copies of this notice to obtefn
r CHECK a dl sceunt or avoid interest, or check box "A" and return this no tics to 4ha Rapistar of
I ONE J "1 Willa and an official assessor sot will ba issued by the PA Dep arkment of Revenue.
L BLOCK Jf(L B. ~~C~ Tha above asst has been or will ba rsoa rtsd antl tax paid with the Pennsylvania Inha ritanea Tax rata rn
ONLY '/1 W' to be filed by the estate rap resentative.
C. ~ Tha above infor a son
1 is ineorr ct and/or debts and deductions ware paitl.
2 and/or PART ~ below.
Complete PART
PART If indicating a different tax ralo, please state
re latlonship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Data Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4. Amount Subiect to Tax 4 S
5. Debts antl Deductions 5
6. Amount Taxable 6 ~
7. Tax Rate 7 X
8. Tax Due 8
PART DEBTS AND DEDUCTIONS CLAIMED
^3
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perlury, I declare that the facto I have reported above a re tr
u
e
, corre et
n tl
a
complete to the bast of my knowledge and belief.
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