HomeMy WebLinkAbout08-17-09 (4)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BURFAU OF INDIVIDUAL TAXES ~ AND FILE N0. 21 08-0409
Po Box 2aasol TAXPAYER RESPONSE ACN 09004265
HARRIS aURG PA 17128-0601 ~.'. -.
' DATE 06-12-2009
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PATRICIA ROSS
170 AMY DRIVE
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.
ING ANNUITY provided the Departaent wikh the information below, which has been used in celculatine the
potenkial taz due. Records intlicate that at the death of the above-need tlecetlent, you were a Joint owner/benef ieiarv of this aeeoun t.
If vau feel the inforaation is incorrect, please obtain written correction froa the financial insti4u4ion, e44ech a copy to this fora
and return i4 4o the above address. This account is 4u able in accordance with the Inheritance Tax laws of the Commom+e alth of
Fennsv ivania. Please cell C717) 787-8327 with questions.
COMPLETE PART 1 BELOW x SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Acoount No.
Account Balance
Pareant TaXahla
Amount SubSect to Tax
Tax Rste
Potential Tax Due
Data 03-03-2008
EstablSshed
$ 149,212.92
X 25.000
$ 37,303.23
X .15
PART
To ansu re proper credit ko the aeeounk, two
copies of this no4lce oust eccompa~pl
pavaent to the Register of Wills. Make eh eek
paveble ko "Resister of Wills. Agent".
NOTE. If tsx payments era •ade within khree
months of the decedent's data of death,
daduc4 e 5 percent discount on the tax due.
Anv Inheritance Tax due will beeom• dallnquan4
nine months attar the date of death.
A. ~ Tha above inforaation and 4ax due is cp rrect.
Remit payment to the Repiater of Wills with two copies pF this notice to obtain
r CHECK a discount or avoid interest. or chock box "A" and return this notice to the Register of
I ONE J Wills and an official assessaent will ba issued by the PA Department of Revenue.
L BLOCK B. y"~ Tha above asse4 has bean or will be reported and tax paid with the Pann sylvenia Inheritance Tax return
ONL Y Baal' to be tiled by the estate represantativa.
C. ~ Tha above inf oraa ion is incorrect and/or debts and tleduetions ware pei d.
Caapleka PART 2~ and/or PART ~ below.
PART If intlicating a difforent tax rata, pla ass state
relationship Yo tlecetlent:
TAX RETURN - COMPUTATION
LINE 1. Date Establlshetl
2. Account Balance
3. Pareant Taxable
4. Amount Su63eet to Tax
5. Debts and OeduetSans
6. Amount Taxable
7. Tax Rate
e. Tax Due
OF TAX ON JOINT/7RUST ACCOUNTS
3 X
4
5
6
T X
e ~
PART DEBTS AND DEDUCTIONS CLAIMED
3^
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL CEnter on L1ne 5 oP Tax Computation) f
Untler penalll es of perjury, I declare that th• facts I have reportatl a~b7ove
compl ate to the bast of my knowledge antl bell ef. HOME C /~ /
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