HomeMy WebLinkAbout12-23-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU 01= INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
SCHVVALB RAYMOND J
123 :iOUTH 31ST STREET
CAMP HILL, PA 17011
told
ESTATE INFORMATION: ssN:
FILE NUMBER: 2108- 1 274
DECEDENT NAME: SCHWALB DOROTHY R
DATE OF PAYMENT: 12/23/2008
POSTMARK DATE: 1 2/22/2008
couNTY: CUMBERLAND
DATE OF DEATH: 09/25/2008
REV-1162 EX111-96)
NO. CD 010677
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
08155933 ~ 5249.57
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTORNEY
CHECK# 2200
SEAL
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
INITIALS: AJW
RECEIVED BY
5249.57
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE ''^^
BUREAU 01= INDIVIDUAL TAXES AND FILE ND. 21 U~ \~~y
Po Box zllBSOI TAXPAYER RESPONSE ACN 08155933
HARRISBURG PA 17128-0601
DATE 11-25-2008
REV-1543 EX AFP (OB-08)
TYPE OF ACCOUNT
EST. OF DOROTHY R SCHWALB ^ SAVINGS
SSN ^ CHECKING
DATE OF DEATH o9-25-2008 ~ TRUST
COUNTY CUMBERLAND ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
f2AYMOND J SCHWALB REGISTER OF WILLS
:L23 S 31ST ST CUMBERLAND CO COURT HOUSE "'
CAMP HILL PA 17011 CARLISLE, PA 17013 ::~
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SOVEREIGN BANK provided the Department with the information below, which has been used i~nycalculating they
potential tax due. Records indicate that at the death of the above-named decedent, You were a joint owner/benefagary;-pf thaccount.
If you feel the information is incorrect, please obtain written correction from the financial institution, attach~;3_copy to ~s form '
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the~Cq~mbnwealth-efi -- ~~
Pennsylvania. Please call (717) 787-8327 with questions. Ti
COMIPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS tC°r31 -
Account No. 2331031177 Date 01-26-2000 To ensure prover credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 5,837.85 payable to "Register of Wills, Agent".
Percent Taxable X 100.00
NOTE: If tax payments are made within three
Amount Subject to Tax $ 5,837.85 months of the decedent's date of death.
Tax Rate X 15 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due ~` 875 • 68 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX A5SE55MENT
A. ^ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or check box "A" and return this notice to the Register of
C H E C K Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
$ L DI, 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 estate representative.
C. I A The above information is incorrect and/or debts and deductions were paid.
Complete PART 2^ and/or PART ~ below.
PART If indicating a different tax rate, please state
%rJ
S L OFFICIAL USE ONLY u`AAF
relationship to decedent: . PA DEPARTMENT OF REVENUE
TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1 . Date Established 1 ~,~ d-~ f Z ~)L''~'' I
2. Account Balance 2 $ ~ ~' 37. ~`~ 2
3. Percent Taxable 3 X
$ _ 1oc.~
~ ~ "~~' g ~ 3
4
4. Amount Subject to Tax 4
5.
6.
7.
8. Debts and Deductions 5
Amount Taxable 6
Tax Rate 7
Tax Due 8
$
X
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Z~Z ~ ~a 5
6
7
$
PART =~ ~~ ;~ijC~ti~= ' DEBTS AND DEDUCTIONS CLAIMED
3^ ``~`~ .:a J
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Undler penalties of perjury,
complete to the be of.._-~
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I declare that the facts I have
n411tledge and belief.
reported above are true, correct and
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