HomeMy WebLinkAbout09-28-09 (5)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE ~/~~~~j D~o~
AND FILE N0. 21 ` !~"'
BUREAU DF INDIVIDUAL TAxES TAXPAYER RESPONSE ACN 08153338
PO BOX 280601
HARRISBURG PA 17128-0601 DATE 11-10-2008
REV-1543 E% AFP COB-OB)
EST. OF EUGENE A LITTLE
SSN 160-22-7275
DATE OF DEATH 10-12-2008
COUNTY CUMBERLAND
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
REMIT PAYMENT AND FORMS T0: `~ ~
c~
REGISTER OF WILLS ~==Cj .~ -
TAMMY J PROPES CUMBERLAND CO COURT HOUSE=-T~ <.~s i`i '"
2144 CANTERBURY DR CARLISLE, PA 17013 '~ ~
MECHANICSBURG PA 17050 `_~`~ ~
~ ~ CX7 -
-;~.- ~-. ~V c
PNC BANK NA provided the Department with the information below, which has been used inC3 alculat~ the ,
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/benef~gia`~rv of thi9•account.
If you feel the information is incorrect, please obtain written correction from the financial institution, attac~i' a copy to i;Fjijs form
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth jtf'
Pennsylvania. Please call (717) 787-8327 with questions. ~~ - `""'
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 000031800246131 Date 09-21-2004 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance ~` 11 , 598.56 Day able to "Register of Wills, Agent".
NOTE: If tax payments are made within three
Percent Taxable X 16.667
Amount Subject to TaX $ 1 , 933.13 months of the decedent's date of death,
deduct a 5 percent discount on the tax due.
Tax Rate X .045 Any Inheritance Tax due will become delinquent
Potential Tax Due $ 86 • 99 nine months after the date of death.
PART TAXPAYER RESPONSE
D FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT
A. '~jhe above information and tax due is correct.
of this notice to obtain
i
Remit payment to the Register of Wills with two
"
" es
cop
notice to the Register of
thi
s
and return
A
a discount or avoid interest, or check box
C H E C K Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
0 C K
The
above
asset has been or will be reported and tax
paid with the Pennsylvania Inheritance Tax return
B L
0 N L Y B. ~
to be fil ed by the estate representative.
C. ~ The above informs ion is incorrect and/or debts and deductions were Daid.
Com plete PART 2~ and/or PART ~ below.
PART If indicating a different tax rate, please state
a relationship to decedent:
TAX RETURN - COMPUTATION
LINE i. Date ES ai]ii5hed
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OFFICIAL USE UNLT U AAf
PA DEPARTMENT OF REVENUE
PAD
i _ ~~ ---
2
3
4
5
6
7
8
OF TAX ON JOINT/TRUST ACCOUNTS
1
2 $
3 X
4
5
6 '~
7 X
8
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation 1, S
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief. HOME C ~
WORK C ~
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE