HomeMy WebLinkAbout08-17-09 (3)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 OS-0409
PG BOX 280601 TAXPAYER RESPONSE acN 09004264
HARRISBURG PA 17128-0601
-.~~^^'~;':- ^ --~-.- DATE 06-12-2009
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2049 AUG 17 At9 9~ 34
CLERK OF
ORPHAN'S COURT
KATHLEEN RUSSELL('.I I~gERi pp~iU CQ, PA.
243 WEST RIDGE STRE~r
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 CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
IGN ANNUITY Provided the Depa rtwant with 4he information below, which has been used in eeleulatinp the
potential tax due. Records indicate that at the death of the above -non etl deceden4, you were a ioint owns r/banef iciarv of this account.
If you feel the info nation is incorrect, please obtain written correction from the financial institution, attach a coot/ to this fora
and return it to 4he above adtlress. This account is taxable in aeco rdan ce with the lnha ritance Tax laws of the Commonwealth of
Pennsyiven la. Plusa tail (ilia 787-8327 with Questions.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No.
Account Balance
Percent Taxable
Amount Subject tp Tax
Tax Rate
Potential Tax Dua
Date 03-03-2008
Established
g 149,212.92
X 25.000
g 37,303.23
X .15
$ 5,595.48
To ensure proper cretlit to the account. two
copies of this notice wust accowparry
paywant 4o the Rapister of Wills. Make check
payable to •'Rapister of Wills. Apen[".
NOTE: IF kax pavwents are •atle within three
months of the decedent's date of death.
detluct a 5 percent discount on the tax due.
Arty Inheritance Tax due will beeow tlelineuent
nine months after 4he date of death.
A
r CHECK
I ONE
L BLOCK ~„t/~p B
ONLY 7~
ebova inf orwation end tax due is correct.
Rewit payment to the Register of Wills with two copies of this not tee to obtain
e discount or ova id interest, or check box "A" and rata rn this notice to the Register of
Wills end an pfflcial assessment will be issuetl by khe PA Depertwant of Revenue.
Tha above asset has bean or will be reported and tax Daid with the Pennsylvan is Inherik coca Tax return
to ba filed by 4he estate rap resentative.
C. ~ The above inforrwwatteon is incorrect antl/or debts antl detluctions were paid.
Cowplata PART ~ and/or PART ~ below.
PART If indicating a different tax rate, please state
relationship to tlecetlent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date EstaDllshetl 1
2. Account Halance 2 S
3. Percent Taxable 3 X
4. Amount Subi eat to Tax 4 S
5. Debts and Deductions 5
6. Amount Taxable 6 S
7. Tax Rate 7 X
e. Tax Due e ~
PART LGOIJ AML ~VULIlU1V, l:LA1RtU
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of pe riury. I tleela re that the facts I have reported above are true. correct antl [/
complete to the bast o} my knowletlg• and belief. HOME ( r7/I] ) y~/~ .3~ 7Q
~/~ ~ ~/ ,
7~~ThY.c,(is1 / ~~~ WORK ( ) -/.3-
TA AVER SIGNATI~ TELEPHONE NUMBER DATE
TOTAL (Enter an LSne 5 of Tax Computation) 6