HomeMy WebLinkAbout10-26-12BUREAU OF INOIVIOIIAL TAXES Pennsylvania Inheritance Tax ~ pennsylvania
PO BOX 2886x1 DEPARTMENT OF REVENUE
NARRISBORG PA 1]128-0601 Information Notice
And Taxpayer Response wE~_"" " ~~""" "' "'
FILE NO. 2170 ` ,C
ACN 12154988 ~ ~ ~ ~ - j ~ "l>~
DATE 10/03/2012
DANIEL J COONS
91 N MAIN ST
MARYSVILLE PA 17053-1902
Estate of CLARENCE C COONS
SSN
Date of Death 06-15-2012
County CUMBERLAND
aELCO COMMUNITY CREDIT UNION provided the department with the information bel
the death of the above-named decedent you were a joint owner or beneficiary of the
Account No. 64460
Date Established 09-25-1972
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
$ 5,032.07
X 16.667
$ 838.70
X 0.045
Potential Tax Due $ 37.74
With 5% Discount (Tax x 0.95) $ (see NOTE') 3,5. $,~
Remit Payment and Forms to:
REGISTER OF WILLS
1000RTHOUSESOUARE
CARLISLE PA 17013
Type of Account
Savings
Checking
Trust
Certificate
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NOTE': If tax payments are: made within three months of the
decedent's date of death, deduct a 5 percent discount on the tax
due. Any inheritance tax due will become delinquent nine months
after the date of death.
PART Step 1: Please check the appropriate boxes below.
1
A ~ No tax is due.
g The information is
correct.
C ~ The tax rate is incorrect.
(Select correct tax rate at
right, and complete Part
3 on reverse.)
D ~ Changes or deductions
listed.
E ~ Asset will be reported on
inheritance tax form
REV-1500.
I am the spouse of the deceased or I am the parent of a decedent who was
21 years old or younger at date of death.
Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount
shown above as Potential Tax Due.
The above information is correct, no deductions are being taken, and payment will be sent
with my response.
Proceed to Step 2 on reverse. Do not check any other boxes.
4.5% I am a lineal beneficiary (parent, child, grandchild, etc.) of the deceased.
12% I am a sibling of the deceased.
15% All other relationships (including none).
The information above is incorrect and/or debts and deductions were paid.
Complete Part 2 and part 3 as appropriate on the back of this forrn.
The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax
Return filed by the estate representative.
Proceed to Step 2 on reverse. Do not check any other boxes.
Please sign and date the back of the form when finished.
PART
2
Debts and Deductions
Allowable debts and deductions must meet both of [he following criteria:
A. The decedent was legally responsible for payment, and the estate is insufficient to pay the deductible items.
B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department.
(If additional space is required, you may attach 81/2" x 11"sheets of paper.)
.,nio ~a~~ rayee Description Amount Paid
Total Enter on Line 5 of Tax Calculation $
IF YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGISTER OF WILLS, PA
DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT
717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS
ONLY: 1-800-447-3020
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1]128-0601
RECEIVED FROM:
COONS DANIEL J
91 N MAIN ST
MARYSVILLE, PA 17053
-------- loltl
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: ssn1: taa-2a-oazo
FILE NUMBER: 2112-1146
DECEDENT NAME: COONS CLARENCE C
DATE OF PAYMENT: 10/26/2012
POSTMARK DATE: 10/25/201 2
COUNTY: CUMBERLAND
DATE OF DEATH: 08/15/2012
REV-1162 EXI71-96)
N0. CD 016691
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
12154988 ~ 535.85
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 2176
SEAL
INITIALS: HEA
535.85
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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