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Home My WebLink About01-14-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: SWARTZ JOHN L 4606 COUNTRY LANE WOOSTER, OH 44691 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-96) NO. CD 010764 ACN ASSESSMENT AMOUNT CONTROL NUMBER - - fold ESTATE INFORMATION: SSN: 222-05-5503 FILE NUMBER: 2109-0043 DECEDENT NAME: SWARTZ RUTH M DATE OF PAYMENT: 01 / 1 4 f 2009 POSTMARK DATE: 01 /1 4/2009 CouNTY: CUMBERLAND DATE OF DEATH: 1 1 / 3O/ 2008 08163183 ~ 5485.32 08163184 ~ 5205.14 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK#973 5690.46 INITIALS: AJW RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU DF INpIYIDUJIL TAXES AND FILE N0. 21 ~~~ c,~`-~3 Po aox 2aosol TAXPAYER RESPONSE ACN 08163183 HARRISBURG PA 17128-0601 DATE 12-22-2008 REV-1543 IX AFP (98-C!) TYPE OF ACCOUNT EST. OF RUTH M SWARTZ ~ SAVINGS SSN 222-05-5506 ^ CHECKING DATE OF DEATH 11-30-2008 ~..,,, ^ TRUS7 COUNTY CUMBERLAND ~ C€RTIF. ~•~ .. REMIT PAYMENT AND FORMS TO ~ O L,... JOHN L SWARTZ REGISTER OF WILLS `~ ~ '-~'? 4606 COUNTRY LN CUMBERLAND CO COURT HOUS~~~~ -- ~~-~ T ~. WOOSTER OH 44691-5515 CARLISLE, PA 17013 ,-.r;t~ .~ ~_~ _~_ ~.. r' '~~ '1~ "j~ ~~ ~ ~ i ` • 1, ~I ~."1 ., PNC BANK NA provided the Department with the information below. which has been used calculatiYtgu~e` potential tax due. Records indicate that at the death of the above-nosed decadent, you wore a 3oint owner/bonefi cry of this account. If you feel the infonation is incorrect, please obtain written correction from the financial institution, attach a copy to this fore and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Coeaonwealth of Pennsylvania. Please cZI 1717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 000031100239439 Date 02-i7-2004 To ensure proaer credat to tM account, two Established copies of this notice sust accospara, payment to the Register of Wills. Make check 705 49 22 ° " Account Balance , . $ payable to Register of Wills, Agent . Percent Taxable X 50.000 NpTE: If tax payments are Bade within threw Amount Subject to TeX ~ 11:352.75 eanths of the decedent's data of death, Tax Rate X . 045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due ~ 510 • 87 nine sonths after the date of death. PART TAXPAYER RESPONSE 0 p, ` `-o LL R RES A. The above intonation and toot due is correct. Remit Dayeent 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 CHECK Wills and an official assessesnt will be issued by the PA Department of Revenue. C ONE BLOCK B. ~ The above asset has been or will be reported and tax paid xitfi the Pennsylvania Inheritance Tax return ONLY to be filed by the estate representative. C. ct and/or debts and deductions were paid. e' ~ The above informs ion is incorr ( ~ Complete PART 2~ and/or PART l.__J below. PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - COMPUTATION TINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to lax 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 T X $ ~ PART BETS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax CoMputation) Under D®nalties of perj ry, I declare that the facts I fiave reported above are true, correct and r ompl te.to that of° Y knowledge and belief. HpME C ~~~ ~ 6~~-~~ ~`"f f'L~ "Z'~ 7 ,(j,(,.` WORK DAB E PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE ``2 BUREAU DF INDIVIDUAL TAXES AND FILE NU. 21 ~(~~ ``l~ PD Box 280601 TAXPAYER RESPONSE ACN 08163184 HARRISBURG PA 17128-0601 REV-1543 EX AFP (OB-OB) DATE 12 - 22 - 2 0 0 TYPE OF ACCOUNT EST. OF RUTH M SWARTZ ^ SAVINGS SSN 222-05-5506 ^ CHECKING DATE OF DEATH 11-30-2008 f~ ^_,i~asT COUNTY CUMBERLAND~~ `p ~ CERTIF. rl} o !' REMIT PAYMENT AND FORMS T0: n ~ ;, JOHN L SWARTZ REGISTER OF WILLS ~'`~~ -~ 4606 COUNTRY LN CUMBERLAND CO COURT HOUSE~~~~"~ .~' - WOOSTER OH 44691-5515 CARLISLE, PA 17013 .,,~};~: !_j -.~-;~--. 3'' ; ;., ., y ~ .t-, ~~ ; ~ _ `~~ PNC BANK NA provided the Department with the information below, which has been used "calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If you feel the 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. Please call C71%J 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 000031900280728 Date 12-1U-2005 To ensure proper credit to the account, two Established copies of this notice must accompany 9 5 9 7.4 5 payment to the Register of Wills. Make check Account Balance $ , payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 4,798.73 months of the decedent's date of death, TaX Rate X .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 215.94 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TD RESPOND WILL RESULT-iM AN OFFICIAL TAX ASSE55MENT A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or 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 estate representative. C. ^ The above information is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD ~.i~5 ,. ..ate ~s.ablishad 1 ~ _ 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 5 6. Amount Taxable 6 $ g 7. Tax Rate 7 X ~ 8. Tax Due 8 $ g PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) $ Un er enalties of perj ry, I declare that the facts I have reported above are true, corr~eGct and co tQ, to th~t ofamy knowledge and belief. HOME C ~~d ) ~~ ~~4T J~~-j~~ WO R K ( ) TOX VFR ST[~NA TIIRF TFI GP4l f1 A1C WIIMRCD neTc John L. Elizabeth A. Swartz 4606 Country Ln Wooster, OH 44691 PH: 330-601-0184 January 9, 2009 Register of Wills Enclosed check (Huntington National Bank) #973 in the amount of $690.46 for Inheritance Tax to be paid on the estate of Ruth M. Swartz. We have Applied the 5% discount. ~nce ly ~ ~i ~+ Jo L. Swartz ~_. .Ilswartz cLSSSnet.com t~ J C~ ~- ~~ _ i ~ r ~~ - 'Cti r-- r __._ -=_ ~a 7 ~^. ~~ `' -^ ..r. ~ ` / M V • ,, w ° ~1~• 2~ ERC CF - pR.tr. U~ ~!lt ~ r4~ FL~i~ ~ U k t ,V+ `\ _., ~~~~ ~~ { ^ V v ~ '\ ~. ` ~ W C ~ V~ ~ ~ .~ ~ / ? 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