HomeMy WebLinkAbout04-01-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 7 28-0601
PENNSYLVANI
ECEIVED FROM: INHERITANCE AND EST
OFFICIAL RECEI
WIGGINTON JUDY S
13 HAZELWOOD PATH
MECHANISBURG, PA 17050
_____ fold
__________
ESTATE INFORMATION: ssN: 204-o3-s756
FILE NUMBER: 2109-0306
DECEDENT NAME: LOSH ROBERT A
DATE OF PAYMENT: 04/01 /2009
POSTMARK DATE: 04/01 /2009
couNTY: CUMBERLAND
DATE OF DEATH: 02/23/2009
TOTAL AMOUN
REMARKS:
CHECK# 6464
INITIALS: CJ
SEAL RECEIVED BY:
REGISTER OF WILLS
R
REV-1162 EX111-96)
ATE TAX
T
NO. CD 011063
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
09117976 ~ 52,448.55
PAID:
52,448.55
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
_ _ __ _ _ _
PENNSYLVANIA NHERITANCE TAX
INFORMATI N NOTICE
AN FILE N0. 21-'~ ! -'d~~
BUREAU OF INDIVIDUAL TAXES
Po Box zsB6o1 TAXPAYER RESPONSE ACN 09117976
HARRISBURG PA 17128-8601
DATE 03-24-2009
NEV•1543 E% AFP (09-Oe)
TYPE OF ACCOUNT
EST . OF ROBERT A LOSH ® SAVIN
SSN 204-03-6756 ^ CHECK
DAT OF DEATH 02-23-2009 ^ TRUST
COU TY CUMBERLAND, ^ CERTI
REMI PAYMENT AND FORMS T0:
** JUDY S WIGGINGTON REG STER OF WILLS
13 HAZELWOOD PATH CUM ERLAND CO COURT HOUSE
MECHANICSBURG PA 17050-9155 CAR ISLE, PA 17013
PNC BANK NA provided the Department with the info mation below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named deced nt. you were a point 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 Ball :717) 787-8327 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FIL NG AND PAYMENT INSTRUCTIONS
Account No. 000005005203061 Date 12-03-2008 To ensure proper credit to the account, two
Established copies of this notice ^ust accompany
payment to the Register of Wills. Make check
Account Balance 57,824.00
~` payable to "Register of Wills, Agent".
Percent Taxable X 100.00
NOTE: If tax payments are made within three
Amount Subject to Tax $ 57,824.OU 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 $ 8, 673.60 nine months after the date of death.
PART TAXPAYER RESPO SE
'
RESiJLT IN AN
FALLURE~TO-RESPOND'<WILL OFFICIAL TAX A53ESSMENT
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 " " and return this notice to the Register of
Wills and an official assessment will be is
C ONE ued by the PA Department of Revenue.
B L 0 C K B. ^ The above asset has been or will be reported an 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 2~ and/or PART ~ below.
e~, please state
PART If indicating a different tax rat
" QFFFCIAL U5E ONLY ^ AAF
r.
tC~:
relationship to decedent: ~~~'r f'f7
PA DEPARTMEN? OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCO NTS PAD
LINE 1. Date Established 1 ~ ~ 1
2. Account Balance 2 $ r' ~- u ~ 2
3. Percent Taxable 3 X U 0.~ ~ 3
4. Amount Subject to Tax 4 $ ~~~- ~ d 4
5. Debts and Deductions 5 - S ~ g' Lid 5
6. Amount Taxable 6 $ ~~ ~ •~ ~ 6
7. Tax Rate 7 X . ~ ']
8. Tax Due 8 $ g ! Z --S`t] :. .z ~~g g
PART DEBTS AND DEDUCTI NS CLAIMED
3^
DATE PAID PAYEE DESC IPTION AMOUNT PAID
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3/~ S/ ~/7ME'S ~_ 8 ~s7 ~ :"Ta .^iY6 ~ (~S,
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Under penalties of perjury, I declare that
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ted above are tru
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complete to the best of my knowledge and belief. ~,- S' Fj
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