HomeMy WebLinkAbout12-23-08 (4)COMMONWEALTH OF PENNSVL.VANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
SCHWALB RAYMOND J
123 SOUTH 31ST STREET
CAMP HILL, PA 1701 1
------- fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX~11-96)
N0. CD 010680
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
ESTATE INFORMATION: ssN:
FILE NUMBER: 2108- 1 274
DECEDENT NAME: SCHWALB DOROTHY R
DATE OF PAYMENT: 12/23/2008
POSTMARK DATE: 12/23/2008
couNTY: CUMBERLAND
DATE OF DEATH: 09/25/2008
REMARKS:
CHECK# 2201
SEAL
08155931 ~ 51,072.10
TOTAL AMOUNT PAID:
INITIALS: CJ
51,072.10
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21~~~~a7L~
PD Box 260601 TAXPAYER RESPONSE ACN 08155931
HARRISBURG PA 17128-0601
DATE 11-25-2008
REV-1543 E% NFP (08-OB)
TYPE OF ACCOUNT
EST. OF DOROTHY R SCHWALB ® SAVINGS
$SN ^ CHECKING
DATE OF DEATH 0!~-25-2008 ^ rrtusr
COUNTY CUMBERLAND ^ CERTIF.
REMIT PAYMENT AND FOf2MS T0:
RAYMOND J SCHWALB REGISTER OF WILLS ~.,~
123 S 31ST ST CUMBERLAND CO COIJRT HOUSE ~~
CAMP HILL PA 17011 CARLISLE, PA 17013 :r] ..._
r_:~
w
~,
c..~
_.- ,_,
,C~.
SOVEREIGN BANK provided the Department with the information below, which has been used in calcul~ai~~ -''
potential tax due. Records indicate that at the death of the above-named decedent, you were a ioini: owner/beneficiary of tF~t~"3ccount. -
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to tb~ form ~V
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of ••
Pennsylvania. Please call (717) 787-8327 with questions. - ~ ~
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS ~
Account No. 1055520645
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
Date 10-OL-2004
Established
$ 25,078.35
X 100.00
$ 25,078.35
X .15
$ 3,761.75
To ensure proper credit to the account, two
copies of this notice must accompany
payment to 'the Register of Wills. Make check
payable to "'Register of Wills, Agent".
~ NOTE: If t;ax payments are made within three
months of the decedent's date of death,
I deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
nine months after the date of death.
PART TAXPAYER RESPONSE
~ FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX A55ESSM!IMNT
A. ^ The above information and tax due is correct.
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 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.
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 estate representative.
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART ~ and/or PART ~ below.
PART If indicating a different tax ra~e, please state
~ ~ ~%
OFFICIAL U5E ONLY ^ AAF
^
2 relationship to decede nt: -
PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON J0
NT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 ~
~ G ~ I ~ C7 C'~ I
2. Account Balance 2 +fi Z.~ C% ~ V - ~ S 2
3. Percent Taxable 3 X /D(-~ 3
4. Amount Subject to Tak 4 $ ~ `~ 6 7 }~ - -~<5 4
5. Debts and Deductions 5 ~.J 5
6. Amount Taxable 6 $ Z S C~ /'ZJ'. 3S~ 6
7. Tax Rate 7 X ..0~,`j ]
8. Tax Due 8 $ / f 2_ ~? . S -~ g
PART f~ ~ ~ ~ ~ ~ v _ ~ a '7 2 J fl~ DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of per
complete to t,{~e best ~
T
I declare that the facts I have reported above are true, correct and
_Y~r )end belief. HOME C JJ 7 ) ]~~ ~ C' 1 ~~ c
~~S-~~~C WORK C'~ ~.`~ ) ~ 4~t; 2 Z~ /
TELEPHONE NUMBER
/Z Z6+ a~'~
DATE U
TOTAL (Enter on Line 5 of Taz Computation) S
__ __
.~ 3 ~
~'` v,;*
r, ~
,~:.
~..- r
t°: ~f:
F,' ~';
'e = i
r: • ~:
~:., F `.
~;.
j
..: rti
t>
o
.~ Q
~~~,
~=
A M
~r~ ~
~ U
!-. ~
I
4
~7
1--
N
'~ ~J
-~ rn ..
J <, ~
.~ ~ r
`1
V
l_ F
~~ ~ ~
~~,J
~~
L
~ ~~ ~
w
f~vv
~..,
,~~~
<< t
•~r-
rt:=
..,
:~
...~