HomeMy WebLinkAbout09-19-12~ PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES FILE NO. 21 12-0$52
Po aox zaosol pe 'aj` ~~ ~ AND ACN 12150179
HARRISBURG PA 17128-0601 oePnk ~,, ~ TAXPAY E R R E S P O N S E
RED-is r~c'd`s~'-'`,},~s ~~~~,? DATE 09 - 11 - 2012
11 SEP 19 PM 1= 16
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KAY I RITTENHOUSE
669 FISHING CREEK RD
NEW CUMBERLND PA 17070-2748
EST. OF PEARL M KOGAN
SSN
DATE OF DEATH o7-30-2012
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
P SE CU 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
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must
notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2.
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. 8448464647-S1 Date 06-19-2001 Ta ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 537.69 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
2 6 8.8 5 NOTE: If tax payments are made within three
Amount Subject to Tax ~` months of the decedent's date of death,
Tax Rate ~( , OC+rj deduct a 5 percent discount on the tax due.
Any inheritance tax due will becone delinquent
Potential Tax Due $ 12.10 nine months after the date of death.
PART TAXPAYER RESPONSE
1^
E1~``. ~'# t;'~t't4~'i~'' ~~LI,y'' ~1~."7' 3i~ ` It~f . ~~~C 21~:'T#X : J4'$5ti£S~#4L~i1'
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K a discount or avoid interest, or return this notice to the Register of Wills and
0 N E an official assessment will be issued by the PA Department of Revenue.
BLOCK ~ g. The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
0 N L Y 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 , Q~F~ (~
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relationship to deceden t: ~
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TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
PA~,3 '`"` ..+ : };~~.F~ y .~ ,
LINE
1.
Date Established
1 1 .,.~ .~~~ .~.,.~ ~ ~ r ~.u ,,:~~ ,;
2. Account Balance 2 $ -'~ ~ ~``Y~~:,r :z ~.,.. e. ^~'
3. Percent Taxable 3 X „3 ~~ ~''-f~~t~.'~ `-
4. Amount Subject to Tax 4 ~ ~~ i ~I ~
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5. Debts and Deductions 5 - ~ ~
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'~'4. * ~~ '` '~~*,
6. Amount Taxable 6 $ ~ ~~~'?~~ i ~~~~" . 4'r'. r~'~=~
7. Tax Rate 7 X `~ t ` -_ ''~
8. Tax Due 8 $ ~ ~, ~ r~r - ~ ~. °.
PART DEBTS AND DEDUCTIONS CLAIMED
^S
DATE P AID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I reported above are true, correct and
complete to the best of my knowledge and belief. HOME C?~ )
WORK C ) p
A AYER SIGNATURE TELEPHONE NUMBER DA E
IUTAL tinter on Line 5 of Tax Computation) S