HomeMy WebLinkAbout05-09-12 (4)~ PENNSYLVANIA INHERITANCE TAX
BUREAU of INDIVIDUAL T INFORMATION NOTICE
Po Box zaocol ~~' ~' penrhsy~Y~iia AND FILE N0. ~a~'~a-~~Ci
HARRISBURG PA 17129 06~j`" ACN 1212860$
°~^AT~E"T;gF~~roE"~E TAXPAYER RESPONSE
r`_ ~_REV-isaa'EkxFb`~us-~„ DATE 04-30-2012
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STEVEN M GARVIN
121 RATHTON RD
YORK PA 17403-3743
EST. OF ERNEST E GARVIN
SSN
DATE OF DEATH 03-04-2012
COUNTY YORK
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
45 NORTH GEORGE STREET
YORK PA 17401-1240
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
CITIZENS BANK OF PENNSYLVANIA provided the department with the information below, which was used 'in calculating the inheritance tax due.
Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If yoU are the spouse of the
notifyethendeDaartmentnofoyour• relationship tofthetdeceased by checkingnBoxlCTin PARTllnbelowtandowritingy"spouse" bntPART lust
If you believe 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. Please call 717-787-8327 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 6231189205 Date 08-18-2010
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 38,254.34 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax y` 6,375.85 NOTE: If tax payments are made within three
months of the decedent's date of death,
Tax Rate X . 15 deduct a 5 percent discount on the tax due.
Potential Tax Due $ 956.38 Any inheritance tax due will become delinquent
nine months after the date of death.
PART TAXPAYER RESPONSE
1^
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMEMT
A. ^ The above information and tax due is correct.
C C H E C K
0 N E ~ Remit payment to the Register
a discount or avoid interest,
/ an official assessment will be of Wills with
or return this
issued by the two copies of
notice to the
PA Department this notice to obtain
Register of Wills and
of Revenue.
B L 0 C K
0 N L Y B. ~he above asset has been or will b
filed by the estate representative e reported and
. tax
paid with
the Pennsylvania inheritance tax return
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - CALCULATION 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 ,~
PART
DATE PAID
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3^ below.
OFFICIAL USE ONLY ~ AAF
PA DEPARTMENT OF REVENUE
PAD
i
2
3 .
4
5
6
7
8
DEBTS AND DEDUCTIONS CLAIMED
PAYEE DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) g
Under penalties of perjury, I declare that the facts I reported above are true, correct and
complete o the best of my knowledge and belief.
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TAXPAYER GNATURE TELEPHONE NUMBER
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