HomeMy WebLinkAbout06-12-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE ,. ,.INFORMATI O N N O T I C E
BUREAU OF INDIVIDUAL TAXES ry' AND FILE N0. 21° 1~- U(~3(0
DEPT. 288601 ~ TAXPAYER RESPONSE ACN 08121650
HARRISBURG, PA nlza-0601 - DATE 05-13-2008
REV-1543 E%`AFV C09-00)
~~~~ ~~~~ ~ Z p~ 12; ~' TYPE OF ACCOUNT
EST. OF JOHN R SWINGLE ^ SAVINGS
~~E~+~Q" $.$. N0. 233-05-0427 ^ CHECKING
ORP~'a
P~''7 ~'(~URT DATE OF DEATH 03-22-2008 ^ TRUST
~
~~,IF'. ~ : ,, ,~-. ,_.~ ~~ COUNTY CUMBERLAND X^ CERTIF.
REMIT PAYMENT AND FORMS T0:
ELIZABETH V SWINGLE REGISTER OF WILLS
APT 3106 CUMBERLAND CO COURT HOUSE
5225 WILSON LN CARLISLE, PA 17013
MECHANICSBURG PA 17055
PNC BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a point owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Fennsylvania. Questions may be arswere.; by calling (7i7) 787-83x7.
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 31400316143 Date 07-18-2007 To insure proper credit to your account, two
Established C2) copies of this notice must accomvarrv your
Account Balance 3, 609.54 payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax 1 , 804.77 (3) months of the decedent's date of death,
Tax Rate X , QO you may deduct a 5Y. discount of the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due .00 nine (9) months after the date of death.
PART TAXPAYER RESPONSE
~iE~~ R=~'~D'=~~ : 1?!#1. ;~€~~~~~i~E~Ei'ik€~~€~AN~~€~~~~~tIL€~~€fiAX€~A~~NE~Ifi~::A#~E~::::~~li'F~II"~s!~~fiI~::E:~::
............................:...........:..................~......~1#............................................................_.................................................................................................................................................................................................................................................................
A. The above information and tax due is correct.
1. You may choose to 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 you may check box "A" and return this notice to the Register of
C 0 N E ~ Wills and 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 to be filed by the decedent's representative.
C. ^ The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART 2^ and/or PART 3^ below.
PART If you indicate a different tax rate, please state your ••• ~~:~. :~:•:~::~•~:_:~:::__:::
iii i€~ €iii€iiiiiiiiiiiiiiiiiiiiii€i€~~ i~i~'s '~~~€iiii'::€:€~:;:€:€€~:::€::::::: "" ~'
relationship to decedent: :.:.:::.:.:.:::.:.:.:.:.:.:.::::.:.:.:.:.:::.::~:::~::;:::;:~:::::::::::::~::::::::::::::::::,:::::::::::::::::::::~::::~:~::::::~::::~::
:::n::::::::::~ ::::::~ ::::s:su::uw:awa.e.:s.as:~::aasu:~:::::aaxe:::::arau.L.ac.~:.: ::::::::::::::::::::
TAX RETURN - COMPUTATION
LINE 1. Late Es~ablishsd
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
PART
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5 -
6
7 X
8
DEBTS AND DEDUCTIONS CLAIMED
TOTAL (Enter on Line 5 of Tax Computation) S
Under penalties of perjury, I declare that the facts I have repor~t/ed above are true, correct and
`complete to the/ best of my knowledge and belief. NOME C ( ) ~~ " ~~ ~-~
G~-:3is.L~-+~f~ ~.ta~ WORK ( )
TAXP YER SIGNATURE TELEPHONE NUMBER DA
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
~..~ .~_~
REY-1543-. ~~~FP(0~-~0'.
INFORMATION NOTICE
-^~~,,TA~CPAYERNRESPONSE
FILE N0. 21 -(~-~~p
ACN 08121673
DATE 05-13-2008
TYPE OF ACCOUNT
?U~U ~~~~ ~ Z P~ 42' EST. OF JOHN R SWINGLE ^ SAVINGS
S.S. N0. 233-05-0427 ^ CHECKING
L~c~ir~ (fir DATE OF DEATH 03-22-2008 ^ TRUST
COUNTY
OR~y~ ~r!~~ ~'(lIJPT CUMBERLAND ~ CERTIF.
q
`t _`^~ . ~'~
Cl REMIT PAYMENT AND FORMS T0:
ELIZABETH V SWINGLE .~,_ REGISTER OF WILLS
APT 3106 CUMBERLAND CO COURT HOUSE
5225 WILSON LN CARLISLE, PA 17013
MECHANICSBURG PA 17055
PNC BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, vau were a ioint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Guastions may be answered by calling C717) 787-8327.
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 31400300730 Date 08-17-2006 To insure proper credit to your account, two
Established C2) copies of this notice must accompany your
Account Balance 5, 911.07 payment to the Register of Wills. Nake check
payable to: "Register of Wills, Aaent".
Percent Taxable X 16.667
9 8 5.2 0 NOTE: If tax payments are ^ade within three
Amount Subject to Tax C3) months of the decedent's date of death,
Tax Rate X , 00 you may deduct a 5Y. discount of the tax due.
Potential Tax Due 00 Any inheritance tax due will become delinquent
nine C9) months after the date of death.
PART TAXPAYER RESPONSE
1 :.....................:.:...:.:.:.:...................:.:.:.:.:.:.....:...:.:.......:...:.....:.:.:.:.:.:.:.:.:.:.:.........:.....:...:.:.:.:.:.:...:.......................................................................................................................................... .
:'::_~":~.'~~:,~/~mr,.,,,arm...:mrmrims~ifYi~'li....~iii!F.~..3 ...v.~E:1~~IRFI.[..aF..:.~ :~i~::::::ial'r: ~:e!'iY+ieR w•iFiaFs ?i:~~:..#":.iiiii~ .::...................:............................................... ...................
A. 1 R The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you may check box "A" and return this notice to the Register of
C 0 N E ~ Wills and 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 to be filed by the decedent's representative.
C. ^ The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART 2^ and/or PART ^ below.
If
PART ou indicate a dif ::::::~::~:::.::-:::
Y ferent tax rate, please state your ;;;;;s;::;; :::::::-::~::~~:~ ::::::::::::::::::::::::::~~:::::::~~:~::::::::::::::~:::::::~::~:::::::::-::.. <:
;;;;;;;~~;s;~•,
r e l a t i o ns h i P t o decedent : ...................... ..:..........,:::,:,:,:.:,:.:,:.::::;:;:;:;:;:;:;:;:;:;:;, :::;:;:;:;:;:;:;:::::;:;:;:;:::;:;::::: ;,-:~:~:~:':
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported abovel_a/r~e true, correct and
complete to the best of my knowledge and belief. HOME C ) ((/-i'~'3~~
WORK C ) 8'
TAXPAY SIGNATURE TELEPHONE NUMBER D T
IUTAL ctnter on Line 5 of Tax Computation) $
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
INFORMATION NOTICE FILE N0. 21 -(~-O(0,3(p
i.:_ I`
- ~ ' 'TAXPAYERNRESPONSE ACN 08121675
DATE 05-13-2008
miV 1343 `EX XFb'COb'-E0) -.-....
~`0~~ J~~ 12 P~112~ 3
ORP~-~.: .~GJ
~~.~ - - •
ELIZABETH V SWINGLE
APT 3106
5225 WILSON LN
MECHANICSBURG PA 17055
TYPE OF ACCOUNT
EST. OF JOHN R SWINGLE ^ SAVINGS
S.S. N0. 233-05-0427 ^ CHECKING
DATE OF DEATH 03-22-2008 ^ TRUST
COUNTY CUMBERLAND ~ CERTIF.
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a point owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling f717) 787-8327.
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 31200301629 Date 09-0 6-2006
To insure proper credit to your account, two
Established (2) copies of this notice oust accompany your
Account Balance 2
898 07 payment to the Register of Wills. Make check
, . payable to: "Register of Wills, Agent".
Percent Taxable X 16 .667
Amount Subject to Tax 4 8 3 0 2 NOTE: If tax payments are Wade within three
. C3) months of the decedent's date of death,
Tax Rate X , 00 you nay deduct a 5Y. discount of the tax due.
Potential Tax Due . 0 0 Any inheritance tax due will become delinquent
nine C9) months after the date of death.
PART
1 TAXPAYER RESPONSE
:::::: ~<:::: ~ :::::::::::::::::::::::::::::::::: ~::,::::::::::::::::::::::::::::::::::~:,::::::::::::::::::::::::::: :~:::::::~:~:~::~:~::-:-::-:-........................................... ........................................................ ..................................
A. The above information and tax due is correct.
1. You may choose to resit vaynent to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you nay check box "A" and return this notice to the Register of
0 N E Wills and 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 to be filed by the decedent's representative.
C. ^ The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART 2^ and/or PART 3^ below.
If ou indicate a diff :::;:;:;;;:°:~iiiit€ ='_;:~ ::::::::::.:::_.~:::::::;::::_::::::;::;::::::;:::::::::s::::::::::::;'~~~:::::~..:...,.
PART Y event tax rate, please state your `••
.... ..
iiiiiii~ i€~ €~si€i€i€iii€ii;~i;i`i:i~.l''"i~i~€€€€, ~ ~ :€€ ;:;:.:€€€s€~€~ i~€€~~'
relationshi to a •-~`•~•'•~~1`~'~''~' :, :.3
p d cedent:
::::::
2 i~ iii ~i€€€~ €~€€~ <€€ ~'i€sis€s~ iii i€'s~ ~?€~ ~ ~ iii i€~i's~ €_::~ :~ iiiaii;;~ tip:€~€ii~ t€t :.................
TAX RETUR - :::~....,...,_ :..:::::::::::::::::::::::::::::::::::::::-:::-:~::::::::::::::::::::~::::::::::::::::-::::~~~::::::::::::::::::~:~:~:::::::
N COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
~iNE -
1 Dat-
Establ'
,.s ed
h
1
2 . Account B a :::::::.:::::::•::.,:,.,.,:,:..;.. ; :.:.:.::::.:::::=:=r:=rr. ~ :.:::,:;:;:,:,:,:,:; ,,::•.:,:.:,:,:::.:.:,:.:::.:;:,:,:,:,:.:.:.:,::
2 ..................................................:.:.:.:.
lance
3. Percent .................................:...........................:::~::::::::::::::::::.:.,::::::::::::::::::::::::.:.::::::::::::::::::::::.:::.::::::::
T a x a b l .....................................................................................................................................................
e X
4.
Amou
nt Sub'e
ct to
Tax
~7~"kit~ [~ ;€;i;:;'s 81:`:'::[.;;1;1:1;1;1;1;1;€; ':_':°::'s~ a~ [~;ii;i;;;'s':;~;~~ ~':€;€t;€ ~ ~ `i;~;;~ €';;€;:
7 4
5 . Debts 'ii1~ ~ i€ii~ 1:113'"'; s~ €€€~ ~ €€:811: i1i1s1i1i`:i1 i~ ii i€s+ii 1181:1€`8':i1'sli8ii~ iiiiiEil ~=€1€€~ ii€8i€ii 1181€ii~ ilii's11ii~ i8i
and Deductions 5 - ......:...:....... ........... ............. ............
;s::s[<::~::~::::;:::[:s~ ~:;:[:~ ::~ ::;:i i€si~ 1+1.1 i€~ €€11181181€ _;~;~ i1sti~ i1€t1i=;€i1ii'~iiiiiiltiiiii= ~'=€s~ 18111
Taxable 6 ::~ ::::::::::::::::.-:...:-:::::~:~:::::::,=::,:,.,.,.,...:~:::-::::.::~::~::~:-::~::.,...,.,:.:::~::-::-:-::::::::~:~:~:~
6.
Amount
7 . Tax R :~:::iiii€si`i€€;:;ii~ i€~ ii iiiiilsi~ 8i~ €~ iii i€€€€€€__' €€'=_'8€8iilii~ iii 118111€€ ~ ~€€€~ ~€~€8i ~iiiiiili ~ _€;8~ 1€~~ €€ii€€~ iii1i1i1i
ate 7 X €:~ :::::::::::::::.. ~~::~::~::~::::ss::::::~::~::~:::::c:::~~::~::s~::~::::ss:s::::r:::~:<~;:=;:s::':::::::~:~::::
8. Tax Due ..................................................................................................................................................
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8 .....................................................................................................................................................
PART DEBTS AND DEDUCTIONS CLAIMED
3^
DATE PAID PAYEE
DESCRIPTION
AMOUNT PAID
1u1gL cEnter on Line 5 of Tax Computation) 8
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief. HOME C ~ ) ~ " ,3
~_ ~_,G,s~.~~ ~ ~~u Oe ~ WORK C ) ~ OS~
TA~IYER SIGNATURE ~ TELEPHONE NUMBER D TE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE I N F O R M AT I O N N O T I C E
BUREAU OF INDIVIDUAL TAXES FILE N0. 21 'Op-(a(p~
DEPT. 280601 ~ AND ACN 0$121677
HARRISBURG, PA I7IZa-o6ol TARP AY E R R E S P O N S E
--,' DATE 05-13-2008
~'-~fEV-rsts' bc~1Gb tos° o`B~'' '
lQQB JUl~ I Z Pfd I2~ 3 f
CLERK of
o~Pr~r~~5 ~~c~uRa
CuP~r`~`~ ~~_ ~~ ~~'. ~~
ELIZABETH V SWINGLE
APT 3106
5225 WILSON LN
MECHANICSBURG PA 17055
TYPE OF ACCOUNT
EST. OF JOHN R SWINGLE ~ SAVINGS
S.S. N0. 233-05-0427 ~ CHECKING
DATE OF DEATH 03-22-2008 ~ TRUST
COUNTY CUMBERLAND ~ CERTIF.
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a point owner/beneficiaryr of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Vuestions may be answered by selling C717) 787.8327.
COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Under penalties of perjury, I declare that the facts I have reports bove reQ't/rue,°~co rect and
~~cormplete to the~b~es't of my knowledge and belief. HOME C7~~) ~ I/~r ~`~~3
sRO ~' • ~.,~~~ WORK C ) ~ ~i a~
T AYER SIGNATURE ~ TELEPHONE NUMBER DATE
TOTAL CEnter on Line 5 of Tax Computation) S
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES FILE N0. 21 (~-~
DEPT. 280601 ,°,' ~ ,~' - AND ACN 08121679
HARRISBURG, PA nlze-gaol _. ~ TAXP AY E R R E S P O N S E
';~~ilsa~~Gpcecps-out, DATE 05-13-2008
ZU~B Jl!M { 2 Pik i2~ 32
OR~~I~"~'~ G~IJRT
ELIZABETH V SWINGLE
APT 3106
5225 WILSON LN
MECHANICSBURG PA 17055
TYPE OF ACCOUNT
EST. OF JOHN R SWINGLE ^ SAVINGS
S.S. N0. 233-05-0427 ^ CHECKING
DATE OF DEATH 03-22-2008 ^ TRUST
COUNTY CUMBERLAND ~ CERTIF.
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK has provided the Departwent with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a ioint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction frow the financial institution, attach a copy
to this farm and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. puestions nay be answered by ::allfng (717) 787-8327.
COMPLETE PART 1 BELOW * * ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Under penalties of perjury, I declare that the facts I have repor-/te/d above/ apre/tr/uey, correct and
com_pl'e~t~e fto~t~he b~jes~t of my knowledge and belief. HOME C ! r 7 ) (D ! !'!-3~~
~~~`.~ -' ~ ~.. ~ WORK C ) ~ oZ O
~i~F'AYER SIGNATURE TELEPHONE NUMBER DAT
IUrAL (Enter on Line 5 of Tax Computation) $
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE ..~;'-INFORMATION NOTICE ~,~3~
BUREAU OF INDIVIDUAL TAXES ~.`.'~, ~~'' AND FILE N0. 21'
DEPT. 280601
HARRISBURG, PA nlzs-ocol ,i _ , ~ - _~_.: TAXPAYER RESPONSE ACN 08121681
rsEV-isasanFr<as-oar DATE 05-13-2008
z0~8 ~~,~ I Z ~~ ~ TYPE OF ACCOUNT
//~~{- EST. OF JOHN R SWINGLE ~ SAVINGS
~~ Cilt\ t,lt_ $.$. N0. 233-05-0427 ~ CHECKING
~~~%;=if=~,~`~j (~:l~~T DATE OF DEATH 03-22-2008 ~ TRUST
~_..~...
" ~~ ~ PA COUNTY CUMBERLAND ~ CERTIF.
REMIT PAYMENT AND FORMS T0:
ELIZABETH V SWINGLE REGISTER OF WILLS
APT 3106 CUMBERLAND CO COURT HOUSE
5225 WILSON LN CARLISLE, PA 17013
MECHANICSBURG PA 17055
PNC BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a ioint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling C717) 787-8327.
COMPLETE PART 1 BELOW * ~ * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Under penalties of perjury, I declare that the facts I
complete to the best of my knowledge and belief.
~ ~
.~
SI
have reported above ~a]re true, correct and
HOME C 'T C7 ) 4~--~s'S'3
WORK C ) ~, ~ ~ /
TELEPHONE NUMBER DATXV
iu~w~ center on Llne 5 of Tax Computation) $
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17126-0601
v-t5'~ ~t~d r'cn~looa
INFORMATION NOTICE
~-t~-XPAYERNRESPONSE
FILE N0. 21~(~-Gl(p3(p
ACN 08121654
DATE 05-13-2008
TYPE OF ACCOUNT
~QQ$ ,~~~ ~ 2 P~ ~~~ 3~ST. OF JOHN R SWINGLE ~ SAVINGS
S.S. NO. 233-05-0427 ~ CHECKING
C! ~{~}~, Q~ DATE OF DEATH 03-22-2008 ~ TRUST
O~Y~ ~r~`',~i+~ rJV~T COUNTY CUMBERLAND ~ CERTIF.
C~
,• - - REMIT PAYMENT AND FORMS T0:
ELIZABETH V SWINGLE REGISTER OF WILLS
APT 3106 CUMBERLAND CO COURT HOUSE
5225 WILSON LN CARLISLE, PA 17013
MECHANICSBURG PA 17055
PNC BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a faint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW * ~ * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 31800287247 Date 03-2 3-2006 To insure prover credit to your account, two
Established C2) copies of this notice must accompany your
Account Balance 2, 751 .39 payment to the Register of Wills. Make check
payable to: "Resister of Wills, Agent".
Percent Taxable X 16 .667
Amount Subject to Tax 4 5 8 .5 7 NOTE: If tax payments are made within three
C3) months of the decedent's date of death,
TaX Rate X , 00 you may deduct a 5Y. discount of the tax due.
Potential Tax Due . 0 0 Any inheritance tax due will become delinquent
nine (9) months after the date of death.
PART TAXPAYER RESPONSE
A. The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you may check box "A" and return this notice to the Register of
C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue.
B L 0 C K B. ~ The above asset has been or wlll be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y to be filed by the decedent's representative.
C. ~ The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART 2^ and/or PART 3^ below.
I f You indicate a different tax r ~ ~::::::;:::;:~ ::.:::::::::: ::::::::::::::::~ ~ ::;:::::;:::;:~ ~ :•:: ~::;:::;:::: ~::::•::;:;:;:::_ : ~ ~:::::::::;:;:;:;~ ..:....:::
;.......
PART ate, please state your ~ •••
. , ....._.... _: ' .(i9i€i~ < ii'€ is
relationship to decedent:
:: s~:::~ ::~ ::
2
TAX - ::~ :...:.:.:.:::.:fii€iiiii€;_;€~ €~ ~ €iss°€€:i€iiiiii;;s:=;:~ ~ €, €::; :€::::~ ::~ : _ap:€'s::~::~ ~ s:s::::€:::::~::~::~:;
RETURN COMPUTATION O F TAX O N JOINT/TRUST ACCOUNTS ~ ~!4D~ ° ° ° °:~:::~::~:~:~::::~::~:~:~:- ::::::.:.:::.:::.:::::::::::::::::::::::::~ ;:;:;:;:;:;:;:;:_:;:;:;:;:;:;:;:;:
LINE 1. D
ate Es
tabs s
i;€;i;i`sii
i hed
[:~jtgi~~t;:;;iE~ ~s~;'-"
1
€~~ ~~ EE3Ei's
;:;; ~ €:~ €[;:t:;as::~ ::its ::;y::;:::s:~ ;:;:~ <:;:~ i:;a;;[vg:;:t[~ €:;:;:;: g:;: ~ ~ €:::;::::~ ;:;::;:;:~ :.;:~ ~ ::::~ ;:~ ;:;:;:
2. Account Balance 2 .. . ...: ........ ..,.,.
:;,:;:::~ :::::::::::::~ i~ iii ~ iizsisi=;i€ €~~ i~€=':€S' €~ iii i€i ~€ _€€i~:t;atit tt;:~ ~::~ ::~:ts::s':::::::::::: __;:;::::
3. Percent Taxable 3 X i:;i~:<:i:i: ••
...........
4 . Amo < ~ _~:~ ~::~ _,; ~?;zs~:tit;€=€s ~ ~:ii:i:~ i:;:~;: ~sit:t::t;t;: ~si:i:~ €:~ €:;t_;:ttiti:it;t ~ ~ ~ !t:t?:::::
unt Subject to Tax 4 '"
5. Deb :::::::::::::::~::~:::::::::::::::::~:-::::::::::::::::::::::::::::::::::::~~:::::::::::::::::::~:::::::::::::::::::::,:::::::::::::::::::-::::::
is a d it:~~ ::::::::::::::::.:::::::::::::€::~:::~:~::: ~:~:;:::::::;::::::::::;:;:;:;:;:::;:;:;::::::~:~:::_._ ;:;:::;:t:;::,i:=.:
n Deductions 5 - ::.:::::.:.:::::. ::.::isis~;:;:~;:~;:~i:~:~;:;:~;:::::;::;:;:::~::~:~i:;::i::;::;t[:::~::::_::~::::::::a:s::::~::
6 . ............................................................:................ ..........................................................................
m o u n T a x a b l e 6 ::.:. :::::::::::: ::.....................:..............:........................:..............:........................::...................:....
....
7 . Tax Ra ~~~~ €ii€~ €€ ~'s~ i€~~€€~€€i€ii€€i ~~ iii iizii€i€ ~~~'sii€~ €~i~i€ if sip i€€i i€ s''s€?iiiiii~ ?€€~€i€€ii€€
to 7 X :.:.:.:...:.:.:.::':~Fs:~,:;:;:,:;:;:;:;:;:;:;:~~:~::::;:;:,:,:~:;:;:~,:_:;:;:;:;:;:;:~;:::;:;:;:,:~;:;:;:,:::;:;:;:;:;:~~:~;:,:;:::;:;:
g . ''``:€;~iiii~ii~i'•.iis~ ~ ~ €~~ €'•.~ €€_€€~=€iiiiiii~ iiis~ ii€€ €€€~€~€':iisiiii~~ iE~ is=i'ii€€i€€~ i~ ~` sii
Tax Due 8 :::~ ~ : ;:::::::::~s ~'°'°'°'°'°'° ° ° ° , , , , , ; , , ,,,,,;,;,;,;,;;;;;,;,;;;;;;;;;;;~ ;:;:;:;:;:;:;:;:;:;:; :,:;:;:;:;:;:;:;:; :_ :_:;
.:.:.:.::::::::::::::::::: ~:~ ::::::::::::::::::: ~:::::::::::::::::~ ::::::::::::::~ ::::~ ::::::::::::~ ::s:t tttttttas:t:tt::t:~ ;:;:::::;:::::
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE
DESCRIPTION
AMOUNT PAin
Under penalties of perjury, I declare that the facts I have reporte
d above are true, correct and
complete to the b
es
t
of my knowledge and belief. y-
-,
HOME C 1 1 ) j~~
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n
~
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U
. WORK C )
:1~'AYtK b16NAlURE (/ TELEPHONE NUMBER DAT
IUTAL Fencer on a ne s of Tax Computation) S
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
~ INFORMATION NOTICE
''
'~~' -. FILE N0. 21-(~~Q~Q~
DEPT. 280601
, '
~ .
.. AN D
±~
HARRISBURG, PA nlze-0601
`''
`':~' a'AXPAYER RESPONSE ACN 08121671
~~
~ DATE 05-13-2008
aEV ~scslii~~t'o4-dCi .
Z~08 ~U~i I Z P~4 IZ~ 3Z TYPE OF ACCOUNT
EST. OF JOHN R SWINGLE ^ SAVINGS
$.$. N0. 233-05-0427 ^ CHECKING
C~CF~tK Q~ DATE OF DEATH 03-22-2008 ^ TRUST
Q~i~~~UCR~I~ ~OURT COUNTY CUMBERLAND ~ CERTIF.
D
CI ~~ {n^ y '~`' f1 ~~
+ "~
`"`
' REMIT PAYMENT AND FORMS T0:
ELIZABETH V SWINGLE REGISTER OF WILLS
APT 3106 CUMBERLAND CO COURT HOUSE
5225 WILSON LN CARLISLE, PA 17013
MECHANICSBURG PA 17055
PNC BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a point owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this fors and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pam~svlrsais. Cuestions may be answored by calling (717) 787-8327.
COMPLETE PART 1 BELOW * * ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 31400296119 Date 07-06-2006 To insure proper credit to your account, two
Established C2) copies of this notice must accompany your
Under penalties of perjury, I declare that the facts I have reported^~abov//e~~arfe true, correct and
complete to the b~e~s-t-of/my klnowledge and belief. HOME C ~ I + ) t~ 1''
~ - 1~:. .%~6~cr~a.~~ WORK C ) ~ y
PAYER SIGNATURE ~ TELEPHONE NUMBER DAT
TOTAL (Enter On Line 5 Of TeX Computation) $
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES .,.
DEPT. 280601 ~ }~j~~~~ AND
HARRISBURG, PA laze-o6g1 ' ",7,~'~P~1YER RESPONSE
4 _.--_.~ ~,, , i
REV-1543 IX AFP'SL~-TIDJ ~ V ~~ ~ ~!~ ~'- `
FILE N0. 21-Q~-~?j(p
ACN 08121656
DATE 05-13-2008
Z~~~ .~U~+~ ( Z ~~ 12: ~~ TYPE OF ACCOUNT
E OF JOHN R SWINGLE ^ SAVINGS
$.$. N0. 233-05-0427 ® CHECKING
Cr ~~~ ~~ DATE OF DEATH 03-22-2008 ^ rRUSr
ORP~-IA~`' ~ r%'-~t~~T~ouNTY CUMBERLAND ^ CERTIF.
CF.~~4~' r r~n, :~
REMIT PAYMENT AND FORMS T0:
ELIZABETH V SWINGLE REGISTER OF WILLS
APT 3106 CUMBERLAND CO COURT HOUSE
5225 WILSON LN CARLISLE, PA 17013
MECHANICSBURG PA 17055
PNC BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. questions may be answer~~d by calling :717) 737-83'.7.
COMPLETE PART 1 BELOW * ~ * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5004893574 Date 09-13-2005 To insure proper credit to your account, two
Established (2) copies of this notice must accompany your
IUTAL ~tnter on Line 5 of Tax Computation) 6
Under penalties of perjury, I declare that the facts I have reporte)id°~aJbove are true, correct and
complete to the best of my knowledge and belief. HOME C ~l J )
-~~~~-~ ~ a~s~t~ WORK C b a. D
IAxyAYt:K sicNATURE ~ TELEPHONE NUMBER DAT
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE INFORMATION NOTICE ~_~~~
BUREAU OF INDIVIDUAL TAXES FILE N0. 21
DEPT. zao6ol v, ') ''='r;~pj,~pAYERNRESPONSE ACN 08121648
HARRISBURG, PA 17128-0601 ;~,
` !" DATE 05-13-2008
REY 1543E7(.AFe~S49~Op) ~
TYPE OF ACCOUNT
2~~8.1U~ 12 PF4 IZ~ ~~ST. OF JOHN R SWINGLE ^ SAVINGS
S.S. N0. 233-05-0427 ^ CHECKING
~;~~~~{ (j~ DATE OF DEATH 03-22-2008 ^ TRUST
fdFi~~H1'S ~~URT COl1NTY CUMBERLAND ~ CERTIF.
Cl E''~' , r ^'~. ~A REMIT PAYMENT AND FORMS T0:
** ELIZABFrM V SWINGLE REGISTER OF WILLS
APT 3106 CUMBERLAND CO COURT HOUSE
5225 WILSON LN CARLISLE,.PA 17013
MECHANICSBURG PA 17055 '
PNC BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a point owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
oi~ Pnnnsylre~ia. questions may be answered by calling C717) 787-E327.
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 31300315067 Date 06-21-2007 To insure proper credit to your account, two
Established (2) copies of this notice must accomoanv your
Under penalties of perjury, I declare that the facts I
complete to the best o~f,~.my kno/wl_edg_e and belief.
,XPA~fER SIGNATURE
have reported above are true, correct and
HOME C ~ (7 ) ~D9~ ~ 13
WORK C ) ~ ~~
TELEPHONE NUMBER DATE
iui,aL lCnLer on Llne 5 Of TaX Computation) $
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE -._~,~N ~ O R MAT I O N N O T I C E
BUREAU OF INDIVIDUAL TAXES ' j `~'~ "~ ~~ AND
DEPT. 280601 ''~"- ~ '
HARRISBURG, PA nl3a-o6ol -,-, ;', T~1X PAYE R RE S P O N S E
J , -.i 1 .. ..... ,.
REY-1543 'IX I1FP (D9-00) J
FILE N0. 21-~S~~~j~
ACN 08121652
DATE 05-13-2008
~~~~ ~~ l 2 ~~ !~, v3 TYPE OF ACCOUNT
EST. OF JOHN R SWINGLE ~ SAVINGS
~,, ter, ~ $.$. N0. 233-05-0427 ~ CHECKING
~,~~t-th (~J~
o~~r,.l,^1„~ ~,~}~~~T DATE OF DEATH o3-22-loos ~ TRUST
~}, ~ - r nr~ 7A COUNTY CUMBERLAND ~ CERTIF.
CL~a _
ELIZABETH V SWINGLE
APT 3106
5225 WILSON LN
MECHANICSBURG PA 17055
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a ioint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
ofrennsyivania. puestiuns way be ansr:ersd by ea21ir.9 (717) 787-8337.
COMPLETE PART 1 BELOW * * ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 31000319799 Date 12-20-2007
Established
Account Balance
4,553.06
To insure proper credit to your account, two
C2) copies of this notice must accompany your
payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax 2,276.53 NOTE: If tax payments are made within three
C3) months of the decedent's date of death,
Tax Rate X , 00 you may deduct a 5Y. discount of the tax due.
. 0 0 Any inheritance tax due will become delinquent
Potential Tax Due nine (9) months after the date of death.
PART TAXPAYER RESPONSE
~t ~~RT~ii~~E~~!~11~~.. ~1 ~~.......R~~~1.L°E'°.....~~1..._ ~::.:.:::
....................................................................................................................................................~°~I:t~L:;:fiAX€€<€A~S:E~S~iE~lfi.:.:~ . ~~3I::::~N:::::T#1:.:.:.: , ., ........
.......................................................................................................................................::.:..................................................................................................................................~......................... I.~.. TIDE.....
A. The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you may check box "A" and return this notice to the Register of
C 0 N E ~ Wills and 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 to be filed by the decedent's representative.
C. ~ The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
I f o u i n c :...................................... ................:_.,.,.,.,.,.,..., ,.,...,.,...,.,.,.,.,.,...,.,.,.,...,.,.,.,...,.,.,.,., ,.,.,.........,.,...,...,...;.;.;
PART Y di ate a different tax rate, please state your 0~.~~i~~ Q~~~ ~~
relationship to decedent: ......... ........ ......... .....,... :-.,. .... ,_ ..,.....
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
2
3 X
4
5 -
6
7 X
8
PART DEBTS AND DEDUCTIONS CLAIMED
3^
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above mare true, bcorrect and
complete to the best of my knowledge and belief . HOME C ) ~_{ (~ ~. ~ ~S ~ '
TAX YER SIGNATURE TELEPHONE NUMBER DATE
TOTAL CEnter on Line 5 of Tax Computation) S