HomeMy WebLinkAbout08-17-09 (6)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TA%ES AND FILE N0. 21 08-0409
Po BOX 280601 TAXPAYER RESPONSE AcN D9oo42sa
WIRRIS BURG PA 17128.0601 r - DATE 06-12-2009
ewasaa a Kr-roe-pq ~.. _
20U9 AUG 17 Ahl 91 34
CLERK VF
ORPHAN'S COURT
PATRICIA ROSS C[AVIBER:.,r~^~f~ CO., PA.
170 AMY DRIVE
CARLISLE PA 17013
EST. OF EMMA K MEYER
SSN 190-26-6982
DATE OF DEATH 04-03-2008
CODNTY CUMBERLAND
REMIT PAYMENT AND FORMS TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
EVERGREEN INVESTMENTS providetl the Departaent with the inforaation below, which has been used in calculative the
potential tax tlua. Records indicate that at the death of the above-naaed decedent, you were a Joint owner/banaf ieia rv of this eeeoun t.
If you feel the info raatian is incorrect. plesae obtain written eorreetien frog the financial institution, attach a copy to this fora
and rata rn it to the above addra ss. This ae count is taxable in aeeo rdenee with the Inhe rikanee Tax laws of the Caaaomrealth of
Pennavlvania. Please call (7171 787-8327 with Questions.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No.
Oata 03-03-2008
Esta611shed
Account 8alanee $ ~48r132.90
Percent Taxable X 25.000
Amount Subj eat to Tax }s 12,033.23
Tax Rate X .15
Patontlal Tax Duo $ 1,804.98
TAYPAVCD DC SL10 N1
To ensure prop ar credit to the account, kwo
copies of this notice au st accoaparry
pavaent to the Register of Wills. Make check
payable to "Register of Wills. Agent".
NOTE: If tax pavaents era Bade within three
aonths of the daceden4's data pf death,
deduct a 5 percan4 discount on 4he tax due.
Arty Inhe ritanee Tax tlua will become delinauant
nine aonths of ter 4he data of death.
A. ^ The above inforaation and tax due is correct.
Remit payment to the Replstar of Wills with two copies of 4his notice 40 obtain
CHECK a tliseount or avoid I nterest, or check box "A" end rata rn 4his notice tp 4he Repi star of
r Wills and an official assassa ant will be issuetl by the PA Department of Revenue.
I ONE
~
L BLOCK B. The above asset has been or will be raga rtetl and tax paid with the Penn svlvanie Inheritance Tex return
ONLY to ba filed by the utab rap resenkative.
C. ~ The above inf or a eon is incorrect antl/or tlebts and tladuetions were paid.
L wpleta PART 2~ and/or PART 3~ below.
ppg7 If Indicating a tlifferent tax rate, please state
o rolatlonshlp to decadent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Data Esta613shatl 1
2. Aeepunt Balance 2
3. Percent Taxable 3 X
4. Amount Subiect to Tax 4
5. Debts antl Oetluetions 5
6. Amount Taxable 6
7. Tax Rate 7 X
8. Tax Due 8 S
PART DEBTS AND DEDUCTIONS CLAIMED
a
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
V Y
W9RiC C
Untler panaltlos of perjury, I tleclare that the facts I have re po rt od above era ^true,( correct and
complete to the best of my knowlotlge antl belief. ~.,..r r `7 /`7 . /~ ~. ~L ~~