HomeMy WebLinkAbout04-09-09 (5)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 QC1 0~3~
PO BOX 280601 TAXPAYER RESPONSE ACN 09114068
HARRISBURG PA 17128-0601
DATE D3-12-2009
REV-1543 IX AFP COB-OB)
TYPE OF ACCOUNT
EST. OF WILLIAM SWANGER ® SAVINGS
SSN 182-14-8917 ~ CHECKING
DATE OF DEATH 02-10-2009 ~ TRUST
COUNTY CUMBERLAND ~ CERTIF.
REMIT PAYMENT AND FORMS T0:
TRUDY SWANGER REGISTER OF WILLS
2203 HASTINGS DRIVE CUMBERLAND CO COURT H0~ ~ .
MECHANICSBURG PA 17055 CARLISLE, PA 17013 =_ ~~ ~• r~':
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MEMBERS 1ST FCU provided the Department with the information below, which has been ~ in` calcining t~e-_ T'
potential tax due. Records indicate that at the death of the above-named decedent, you sere a point owner/bg"r5eiary of 'tRis accovnt~•~
If you feel. the information is incorrect, please obtain written correction from the financial institution, at•,t~i•Rla copy te.this form _
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of ~?1e Commonwea]~Fr of ~
Pennsylvania. Please call 1717) 7R7-8327 with questions. Q
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 308882-05 Date 06-28-2007 To ensure proper credit to the account, two
Established copies of this notice must accompany
7 5 3.2 4 payment to the R@gister of Wills. Make check
Account Balance $ 31 , payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject t0 Tax $ 5,292.31 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 $ 238 • 15 nine months after the date of death.
PART TAXPAYER RESPONSE
AILURE TO RESPONI.1 WILL RESULT IN AN OFFICIAL TAX A5S~551tENT
y
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 ar 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 I. 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
OFFIC~Ai. USE ONLY ~ AAF
PA DEFARTHENT OF REVENUE
OF TAX ON JOINT/TRUST ACCOUNTS [PAD
1
2 $
3 X
4 $
5
6 $
7 X
8 $
1
2
4
5
6
7
8
PART
DEBTS AND DEDUCTIONS CLAIMED
TOTAL CEnter on Line 5 of Tax Computation) 8
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete1~~ best f mY knowledge and belief . HOME C ~ ~ ) - ,...
~~"-J WORK C ) 0 /
rc~GpNnNF NUMBER DA
DATE PAID PAYEE DESCRIPTION AMOUNT PAID