HomeMy WebLinkAbout04-09-09 (2)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 ~~1 0~~
PO BOX 280601 TAXPAYER RESPONSE ACN 09114064
HARRISBURG PA 17128-0601
DATE 03-12-2009
REY-1545 E% AFP (OB-08)
TYPE OF ACCOUNT
EST. OF WILLIAM SWANGER r-.~ ® SAVIN
SSN 182-14-8917 ~ [~ c~icK
DATE OF DEATH o2-10-20~j ~ ~'.tRkl~T
COUNTY CUMBERLAND ~`;-~ ~ ~DERlTyI
REMIT PAYMENT AND FORMS T0: ~~_ ~ ~ .7
TRUDY SWANGER REGISTER OF WILLS ~~ "~' ~ ~P ,~~~
2203 HASTINGS DRIVE CUMBERLAND CO COURT HOUS~,`~~~ p. { ,-
MECHANICSBURG PA 17055 CARLISLE, PA 17013 __~-j~~ ~
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MEMBERS 1ST FCU provided the Department with the information below, which has been used in 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
Pernsylvan:ia. Please call {717) 787-Bi27 with aposrinnc. -
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
GS
ING
F.
Account No. 308882-00 Date 06-28-2007 7o ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 3, 657.00 payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject t0 Tax $ 609.51 months of the decedent's date of death,
Tax Rate ~( .045 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 27 • 43 nine months after the date of death.
PART TAXPAYER RESPONSE
1 AILURE `'O RE; POND WI~L RULT IN AN OFFICIAL TAX A,SSE55MENT
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
Wills and an official assessment will be issued by the PA Department of Revenue.
ONE
BLOCK 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 2~ and/or PART 3LJ below.
PARt If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION
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
gFTC"t AL SSE ONLY [~ AAF
PA DEPARTMENT Ofi REVENUE
OF TAX ON JOINT/TRUST ACCOUNTS ~~AII
1
2 $
3 X
4 $
5 -
6
7 X
9 $
1
2
3
4
5
b
7
8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) S
Under penalties of perjury, I declare that the facts I have reported abovey are true, correct a d
comp`l~e-t~e~ to t_hBe best of y knowledge and belief. HOME C ~ / ) '
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