HomeMy WebLinkAbout10-23-09PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ,;, ._, AND FILE N0. 21~• c~ `~ - ~ tT~~
PO BOX 280601 tr~;,.r'?~'~~ ~^,~'; .,
HARRISBURG PA 17128-0601 ~'~. ~.-~.._- ~`''1~A~X~AYER RESPONSE ACN 09161635
r- ~ '` ~ ' ~ ~` DATE 09-28-2009
REY-1543 DC AFp Cblt„OY~ ~ ~ i... s.o' t • •. 1 _ .:
TYPE OF ACCOUNT
~~`~ OAT ~~ ~" ~~~ ~~ EST. OF ELI CEKOVIC ^ SAVINGS
SSN 202-20-1973 ® CHECKING
~~ ~-~''-~ ~~'`~ DATE OF DEATH 07-29-2009 ^ TRUST
~~ _ ~ > :~
r`'~'` ~' ~ ~`^ 4 'r +~ COtTNTY CUMBERLAND ^ CERTIF.
(~i ~ l ~ _ ./ r,
~~'~ ~ ~ REMIT PAYMENT AND FORMS T0:
ELLEN M CEKOVIC REGISTER OE WILLS
6050 WERTZVILLE RD CUMBERLAND CO COURT HOUSE
ENOLA PA 17025-1159 CARLISLE, PA 17013
PNC BANK NA provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account.
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of
t'en~~sylvana. ^less~r tali :i17) 787-8321 t~it~~ questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 000005112031218 Date 05-06-2005 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 6,838.65 Payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject to Tax $ 1 , 139.80 months of the decedent's date of death,
Tax Rate )( .00 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ .00 nine months after the date of death.
PART TAXPAYER RESPONSE
a
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
B L 0 C K B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tau return
0 N L Y to be filed by the estate representative.
C. ^ The 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
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 7 X
8. Tax Due 8 $
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
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 C7~ 7 ) ~ %~ ~ " ~} ~'~~
` WORK C ) p _ „o: ~•
'AXPAYER SIG AT TELEPHONE NUMBER DATE
TOTAL CEnter on Line 5 of Tax Computation) S