HomeMy WebLinkAbout06-13-14 BUREAU OF INDIVIDUAL TAXES Pennsylvania Inheritance Tax pennsylvania
PD BOX 280601 Z7
HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE
And Taxpayer Response H�-i5"F.
FILE NO.2113-1208
ACN 13165744
DATE 12-02-2013
Type of Account
Estate of ROGER C GARRETT Savings
SSN 196-14-2953 X Checking
Date of Death 11-07-2013 Trust
JEFFREY L GARRETT County CUMBERLAND Certificate
2D15A SOUTHPOINT DR
HUMMELSTOWN PA 17036-8724
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PNC BANK NA provided the department with the information below indicating that at Pe eeath ctf�he crn o
above-named decedent you were a joint owner or beneficiary of the account identified. 1 -n
Account No.5140022693 Remit Payment and Forms to:
Date Established 07-23-2008 REGISTER OF WILLS
Account Balance $56,920.77 1 COURTHOUSE SQUARE
Percent Taxable X 50 CARLISLE PA 17013
Amount Subject to Tax $28,460.39
Tax Rate X 0.045
Potential Tax Due $ 1,280.72 NOTE`: If tax payments are made within three months the
decedent's date of death,deduct a 5 percent discount on the tax
With 5% Discount(Tax x 0.95) $(see NOTE') 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. 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.
B F1 The information is The above information is correct, no deductions are being taken,and payment will be sent
correct. with my response.
Proceed to Step 2 on reverse. Do not check any other boxes.
C F-1 The tax rate is incorrect. ❑ 4.5% 1 am a lineal beneficiary (parent,child,grandchild, etc.) of the deceased.
(Select correct tax rate at
right,and complete Part ❑ 12% 1 am a sibling of the deceased.
3 on reverse.)
15% All other relationships (including none).
D F�Changes or deductions The information above is incorrect and/or debts and deductions were paid.
listed. Complete Part 2 and part 3 as appropriate on the back of this form.
E [SSet will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax
inheritance tax form Return filed by the estate representative.
REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes.
Please sign and date the back of the form when finished. \
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