HomeMy WebLinkAbout04-09-09 (4)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE ~ b~-~..+
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21
PO BOX 280601 TAXPAYER RESPONSE ACN 09114067
HARRISBURG PA 17128-0601
DATE 03-12-2009
WILLIAM SWANGER
2203 HASTINGS DRIVE
MECHANICSBURG PA 17055
REV-1541 EX AFP (0e-4B)
TYPE r~ ACCOUI~IT
EST. OF WILLIAM SWANGER ~ `s' s>avlr~Gs
SSN 182-14-8917 =,~ ~ ~EI;'~ING
DATE OF DEATH o2-10-200~tT_~ ~ ^tausx~,
COUNTY CUMBERLAND ~-'~ ~L7 ^ CER'fiF.
REMIT PAYMENT AND FORMS T0: J7i~
REGISTER OF WILLS ~ ~C1'+l ~
CUMBERLAND CO COURT HOUSEti.-~.--~ = - `.~_~
CARLISLE, PA 17013 ~~=-{ ~
~ ~
MEMBERS 1ST FCU provided the Department with the information below, which has been used in calculating the
potential 1:ax 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 lax laws of the Commonwealth of
Pennsylvania. Please call C7I7) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 308882-11 Date 08-01-2007 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 0 7 3.4 1 payment to the Register of Wills. Make check
$ 1 , payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
178
91
Amount Subject to Tax $
•
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 Dua $ 8 • 05 nine months after the date of death.
PART TAXPAYER RESPONSE
AILURE TO RESPOt'kD WILL RESULT IN AN OFFICIAL TALC AS~ESSt~lENT
b
A. ~y The above information and tax due is correct.
J~j 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.
C 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 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
OFFICIAL USE" ONLY ^ AAF
PA DEPARTMENT OF REVENUE
OF TAX ON JOINT/TRUST ACCOUNTS ~PAA
1
2 $
3 X
4
5
6
7 X
8
l
2
3
4
5
6
7
8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) S
Under penalties of perjury, I declare that the facts I have reported above are+-tlrue, correct and
complete to h best of knowledge and belief ._ HOME C 7C7 ) /~P6 -~3.~
WORK C 7r") ) ~jg Y - p ?jd 8' `f 8' d
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