HomeMy WebLinkAbout10-15-09PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 ~ ~~ ~~~'~
PO BOX 280601 TAXPAYER RESPONSE ACN 09154764
HARRISBURG PA 17128-D601
DATE 08-27-2009
REV-1543 IX AFP (00-001
TYPE OF ACCOUNT
EST. OF TIMOTHY M HEWITT ^ SAVINGS
SSN 202-46-5731 ® CHECKING
DATE OF DEATH 08-09-2009 ^ TRUSr
COUNTY CUMBERLAND ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
GARY Q HEWITT REGISTER OF WILLS r~
4599 YORK STREET CUMBERLAND CO COURT HOUS~~ ~ :'.~
HARRISBURG PA 17111 CARLISLE, PA 17013
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MEMBERS 1ST FCU provided the Department with the information below, which has been uset~'~,d~allculat~ig the~~
potential tax due. Records indicate that at the death of the above-maned decedent, you were a Joint owner/bena{~~ry of tppil~~ accogyi ~'
If you feel the information is incorrect, please obtain written correction from the financial institution, att~h-ay copy to-MMis foFn-;.:{
and return it to the above addross. This account is taxable in accordance with the Inheritance Tax laws of th~Commonwealth'of
Pennsylvania. Please call C717) 787-8327 with questions. h3 t'``
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1 03992-1 1 Date 09-02-1988 To ensure proper credit to the account, two
Established copies of this notice nu;st accompaw
Account Balance 1, 066.29 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE, If tax payments are Wade within three
Amount Subject to Tax $ 533.15 months of the decedent's date of death,
Tax Rate ~( , 12 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due ~ 63.98 nine months after the date of death.
P~T TAXPAYER RESPONSE
1
A. ^ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
ONE
BLOCK B. ^ Tha 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.
C. ~ Tha above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3^ below.
PART If indicating a different tax rate, please state s •~3 ,'`
relationship to decedent:
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
PART
OF TAX ON JOINT/TRUST ACCOUNTS
1 P~PP Rax. fl7-/S-o4
2 S t o6
G. a4 .
3 X r
J ~ a O
4 S 533. 15
s - S50 . S 3
6 ~
a
Y 0 a o~
7 X ~ . l.Z
8 $ Q. ~~
DEBTS AND DEDUCTIONS CLAIMED
IVIgL •encer on Line 7 OT IaX GOmpuLaLlOflJ 6
Under penalties of perjury, I declare that the facts I have reported above are true, c~ofhr~rect and
complete to the best of my knowledge and belief. HOME C ~]~~ ) Jr~'~7~-'o~~/~j
WORK ('}~ ) ~p OS-'/5'l 8 ~D-I~-~~ ~
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
DATE PAID PAYEE DESCRIPTION AMOUNT PAID