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HomeMy WebLinkAbout09-19-12 (3)--~ ; BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17126-0601 REV-1543 PENNSYLVANIA INHERITANCE T INFORMATION NOTICE i;~~:~'~ AND ~~/gj~~ ~~ c~AXPAYER RESPONSE l,'i ~i7iti~J FILE N0. 21 12-0852 ACN 12150181 DATE 09-11-2012 ~~12 SEP 19 PM 1= ! 7 V~ , ,. L :, .~: ~~1!1N'S COURTp~ LW, rJ1 KAY I RITTENHOUSE 669 FISHING CREEK RD NEW CUMBERLND PA 17070-2748 EST. OF PEARL M KOGAN SSN DATE OF DEATH 07-30-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. PSE 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 5poU5e 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-CD52 Date 08-26-2002 To ensure proper credit to the account, two Established copies of this notice ^ust accompany 23 ~ 000.00 payment to the Register of Wills. Make check Account Balance $ payable to "Re gister of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are ^ade within three Amount Subject to Tax ~` 11,500.00 nonths of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. 5 1 7.5 0 Any inheritance tax due will become delinquent Potential Tax Due $ nine nonths after the date of death. PART TAXPAYER RESPONSE ~ +l~Ii~~'~~``~~~-`~t1tL~~t£S~i:t' .X~'A~1''~~tC~1~l AX ~S>a~S'aMLil'f 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. B L 0 C K ~ B, ~ 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 ~ and/or PART ~ below. PART If indicating a different tax rate, please state ~~~ relationship to decedent: ~~ ~~~ TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS . PAt7~ °° r`~- ~ LINE 1 . Date Established 1 *:~ £~~~ ~ x ~'~ { ~`: r 2. Account Balance 2 $ .. S ~ ~ ~0 ~~ 1. ~ 3. Percent Taxable 3 X * : ~ ~'~~~ .~, ..ffs 4. Amount Subject to Tax 4 $ '`'~ - ' ''"*"'"'~"'°."' 5. Debts and Deductions 5 ~.„ ` P= -- 6. Amount Taxable 6 $ . ~:~' ~ 7. Tax Rate 7 X *~ ; ~ r ~`~ 8. Tax Due 8 ~` j, ;~'.. PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION ~, ~x~ar A~ ~~ a ~ ~i i - ~~ ~~1'• , AMOUNT PAID Under penalties of perjury, I declare that the facts I reported abovee7are true, correct and c mplete to th best of my knowledge and belief. HOME C/ ~~ ) ~ © / ` WORK C ) ~ ~~ AYER SI NATURE TELEPHONE NUMBER D E :I,:AL fencer on Line 5 or fax computation) S