HomeMy WebLinkAbout09-19-12 (4)-. _
~'~ PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ~ FILE NO. 21 12-0852
Po eox zao6ol AND ACN 12150182
HARRISBURG PA lriza-o6ol ~' EM A u TAX P AY E R R E S P O N S E
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r DATE 09-11-2012
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~r~QRPF~AN'S COURj
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 y0U are the Spouse of the
deceased and any amount other than zero is reflected below on the Potential Tax Due tine, 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-CD53 Date 08-29-2002 To ensure proper credit to the account, two
Established copies of this notice must accompany
14 , 939.1 0 payment to the Register of Wills. Make check
ACCOUnt Balance $ payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 7,469.55 months of the decedent's date of death,
Tax Rate ~( .045 deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due $ 336.13 nine months after the date of death.
P~T TAXPAYER RESPONSE
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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 w11L be issued by the PA Department of Revenue.
BLOC K ~ B. The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
O 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
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ti tax rate, please state ~.,~ ~ ~,
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re
a
onship to decedent: ~
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TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
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LINE 1. Date Established 1 y~3
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Account Balance 2
$ -,
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3.
Percent Taxable 3
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4. Amount Subject to Tax 4 $ T:'~ '"~x --~*~" i'~'~"~1:~,'~°"r ;
5. Debts and Deductions 5 - 1~. i^r.`s ' "':n -
6. Amount Taxable 6 $ '{~~, ~ l~~` «~ i=.-
7. Tax Rate 7 X :~ = ~`'~"
8. Tax Due g $ k~ "'~" a~ *~~ - ~: --
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID 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.
i .. n .. ~, ., HOME C ~/7) 97.E-~ y
IUTAL ctnser on ~lne 5 of Tax Computation) 4
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