HomeMy WebLinkAbout01-29-10PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE ~~,nc,~
BUREAU OF INDIVIDUAL TAXES - AND FILE NO. 21'L~/'~Q~
Po Box zao6ol ~~~"' ` ~' TAXPAYER RESPONSE ACN 09160495
HARRISBURG PA 17128-0601 '
DATE 09-22-2009
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FRIEDA I BRUCE
403 EISENHOWER DR
CARLISLE PA 17013
EST. OF DALLAS H BOWERMAN
SSN 257-32-0529
DATE OF DEATH 05-25-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
SAYINGS
® CHECKING
TRUST
CERTIF.
SUSQUEHANNA HANK provided the Department with the information below, which F:as been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a ioint owner/beneficiary of this account.
If you feel the infonation 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
Penneyi~enia. Please call :717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5400491009 Date 10-03-1996 To ensure vroper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 532.37 payable to '"Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are ^ada within three
Amount Subject to TeX $ 266.19 months of the decedent's date of death.
Tax Rate ~( , lj deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Dua $ 39.93 nine months after the date of death.
PART TAXPAYER RESPONSE
a AL T T
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two co pies of this notice to obtain
a discount or avoid interest, or check box "A" and return this notice to the Register of
CHECK Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
BLOCK B. The above asset has been or will be reported and tax p aid with the Pennsylvania Inheritance Tax 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 Daid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different tax ate, p ease state
relationship to decedent: ~-~~~~
TAX RETURN - COMPUTATION
LINE I. 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
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
g X '~c~ `Io
4 $
5
6 $
7 X
8 $
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I
omplete to the bes my knowledge and belief.
~~l~k ~ ~~iu-t ~e
have reported above are trufe/, correct and
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WORK C ) O -~-~
TELEPHONE NUMBER DATE
TOTAL CEnter on Line 5 of Tax Computation) s