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HomeMy WebLinkAbout09-25-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NFORMATION NOTICE FILE N0. 21 Q~ ~-~~ I BUREAU OF INDIVIDUAL TAXES _.-. _ DEPT. 280601 ACN 08137390 HARRISBURG, PA v12B-ocol T-AX PAY ER R E S P O N S E DATE 08-22-2008 NEY-1543 EX FFP (09-00) ~ - - "' ~- TYPE OF ACCOUNT ~~~~ ~~~ ~~ E~~ ~a0p HELEN CARR ® SAVINGS S.S. N0. ^ CHECKING ~~ ~`°'~`: ~iA}TE OF DEATH 08-05-2008 ^ TRUST ~~'~'-~ ``', , `GCIU~'Y CUMBERLAND ^ CERTIF. ,~ I` .~ ~ ~~~'~~ REMIT PAYMENT AND FORMS T0: TERRY SWARTZ REGISTER OF WILLS RD 1 SOX 1107 CUMBERLAND CO COURT H OUSE BLAIN PA 17006 CARLISLE, PA 17013 MEMBERS 1ST FCU 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 .)Dint 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. 75539-05 Account Balance To insure proper credit to your account, two (2) 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 NOTE: If tax payments are made within three Amount Subject to TaX 351 .21 I3) months of the decedent's date of death, Tax Rate X . 045 you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent Potential Tax Due 15 • 80 nine (9) months after the date of death. PART TAXPAYER RESPONSE ' : ~:..::: ~:~:: ~ ..:111 i:~.~..:~E.ES.~ Lfi':IHAIi D E E ID IAE. 't`AIE.. ,A~~ E~S:ET:::HA~ ~~#i ~.I~I.::: T:N I S N D TI ~ E is ...1~]k I1.1111i E...'fl1l.....~EE E~?'~fl~I~ ................................................ 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 Wills and an official assessment will be issued by the PA Department of Revenue. C ONE 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. PART If you indicate a different tax rate, please state your relationship to decedent: TAX RETURN - CDMPUTATION 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 Date 03-12-1997 Established 702.42 WORK ( ~ TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) 5 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. unMF f 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SWARTZ TERRY 100 SWARTZ LANE BLAIR, PA 17006 fold ESTATE INFORMATION: ssN: FILE NUMBER: 2108-0874 DECEDENT NAME: CARR HELEN DATE OF PAYMENT: 09/25/2008 POSTMARK DATE: 09/25/2008 COUNTY: CUMBERLAND DATE OF DEATH: 08/05/2008 NO. CD 010316 REV-1162 EXI11-96} ACN ASSESSMENT AMOUNT CONTROL NUMBER 08137390 ~ 515.80 TOTAL AMOUNT PAID: 515.80 REMARKS: INITIALS: JN SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS