HomeMy WebLinkAbout10-05-09PENNSYLVANIA INHERITANCE TAX
MECHANICSBURG PA 17050-3077 CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013 ~
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WACHOVIA BK NA provided the Department with the information below, which has been used-iri ~lculating the.. ,t
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary~of tpi; account::,
If you feel the information is incorrect, please obtain written correction from the financial institution, attacti._a'cwby to~is fo,rn
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the.~~onwealtb..ef
Pennsylvania. Please call 07171 787-8327 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTI~CTIONS N +•~
Account No. 247402053438757 Date 06-23-2008
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 2,207.31 payment to the Register of Wills. Make check
Percent Taxable X payable to "Register of Wills, Agent".
100.00
Amount Subject to Tax $ 2, 207.31 NOTE: If tax payments are made within three
TaX Rate months of the decedent's date of death,
X . 0 0 deduct a 5 percent discount on the tax due.
Potential TaX DUe $ 00 Any Inheritance Tax due will become delinquent
nine months after the date of death.
P~r TAXPAYER RESPONSE
1
FAILURE TO RESPOND WILL RES~ItLT IN AH OFFICIAL TAX ASSE55MENT
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21
PO BOX 280601
HARRISBURG PA l~lza-o6Bl TAXPAYER RESPONSE ACN 09159548
REV-1543 EXAFP(YB-08) * * * REVISED NOTICE * * * DATE 10-01-2009
TYPE OF ACCOUNT
EST. OF GEORGE W SCHILDT ~ SAVINGS
SSN 207-26-0392 ~ CHECKING
DATE OF DEATH o6-14-2009 ~ TRUST
COUNTY CUMBERLAND ~ CERTIF.
REMIT PAYMENT AND FORMS TD:
*~ JUNE SCHILDT REGISTER OF WILLS
4824 CHARLES RD
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C C HECK a discount or avoid interest, or check box "A" and return this notice to the Register of
0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue.
BLOCK 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.
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 $
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 +~
5. Debts and Deductions 5 -
6. Amount Taxable 6 $
7. Tax Rate ~ X
8. Tax Due g $
OFFICIAL USE ONLY Q AAE
PA DEPARTMENT OF REVENUE
PAD
1
2
3
4
5
6
7
8
PART
^ DEBTS AND DEDUCTIONS CLAIMED
3
DATE PAID PAYEE DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) g
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the be f my knowledge and belief.
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XPAY R SI A UR TELEPHONE NUMBER
DATE
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
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