HomeMy WebLinkAbout04-09-09 (3)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE ~ ~.~~~
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21
Po eox zao6ol TAXPAYER RESPONSE ACN 09114065
HARRISBURG PA 17128-0601
REV-1543IXaPP(OB-OB) DATE 03-12-2009
TYPE OF ACCOUNT
EST. OF WILLIAM SWANGER ~ ® SAVIN
SSN 182-14-891x7 ~ 0-CITECK
DATE OF DEATH 02-10-2(~f~ -w [~tQU~T
COUNTY CUMBERLAND r' ~~~ ~ [~"cEatl
REMIT PAYMENT AND FORMS T0: ~ O ~ `_ j
.::
WILLIAM SWANGER REGISTER OF WILLS ":1>T c.
2203 HASTINGS DRIVE CUMBERLAND CO COURT HOUSEEc:";.~ 70" • -`-y,
MECHANICSBURG PA 17055 CARLISLE, PA 17013 t:~~`It ~ _- ;-
~ C~
MEMBERS 1,ST 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
Pennsylvania. Please call (?17) 787-8327 with ouastians.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
GS
ING
F.
Account No. 308882-00 Date 06-28-2007 To 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 to Tax ~ 609.51 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 became delinquent
Potential Tax Due $ 27.43 nine months after the date of death.
P~T TAXPAYER RESPONSE
~ FAILURE TO RE~1'O~IiD 1'lILL RESULT IN AN OFFICIAL. TAX ASSESSMENT
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
BLOC K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
O 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 3~ below.
PART If indicating a different tax rate, please state pFFICIAL U5E DNLY ~AAE
relationship to decedent:
PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 i
2. Account Balance 2 $ ~
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ q
5. Debts and Deductions 5 - 5
6. Amount Taxable 6
7. Tax Rate 7 X 7
8. Tax Due 8 $ g
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penal ies of perjury, I declare that the is I have reported above are true, correct and
complete t best of my knowledge and belief HOME C'11-7 ) ~~olc- 5
WORK ( 1,.7 ) ?r7T- 03O
Tc~ rounMC MIIMAGR T
TOTAL CEnter on Line 5 of Tax Computations $