HomeMy WebLinkAbout04-09-09 (6)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE (~~`~jy
BUREAU OF INDIVIDUA! TAXES AND FILE N0. 21 ~~ "
PO BOX 280601 TAXPAYER RESPONSE ACN 09114069
HARRISBURG PA 17128-0601
DATE 03-12-2009
REV-1543 EX AF'P (08-OB)
TYPE OF ACCOUNT
EST. OF WILLIAM SWANGER ® SAVINGS
$SN 182-14-8917 ~ CHECKING
DATE OF DEATH 02-10-2009 ~ TRUST
COUNTY CUMBERLAND ~ CERTIF.
REMIT PAYMENT AND FORMS T0:
WILLIAM SWANGER REGISTER OF WILLS c~ "'
2203 HASTINGS DRIVE CUMBERLAND CO COURT HOI~ A =
MECHANICSBURG PA 17055 CARLISLE, PA 17013 ~ ~ ~
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MEMBERS 1ST FCU provided the Department with the information below, which has been used...~~a]3ulating-the .-. '
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/benef~e~~ of thi~ coun{,- ` _
If you feeft the information is incorrect, please obtain written correction from the financial institution, attac~ila~py to th3S form-.
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the,Ggymonwealth o
Pennsylvaniia. Please call (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 308882-05 Date 06-2$-2007 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance 31, 753.24 payment to the Register of Wills. Make check
~` payable to "Register of Wills. Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject t0 TeX $ 5,292.31 months of the decedent's date of death,
Tax Rate ~( . 0 4 5 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
AILUR~ Td REsP(?M~ WILL RESULT IH AN OFFICIAL TAX AS5~SSM£NT
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K 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
BLOC 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 ~ 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
C)FfZCIAL USE 01LY ~AAF
PA DEPARTMENT OF REVENUE
OF TAX ON JOINT/TRUST ACCOUNTS PAD
1
2
3 X
4
5 -
6
7 X
e ~
1
3
4
b
7
8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of rjury, I declare that the facts I have reported above are true, correct and
complet he be of my knowledge and belief. HOME C 7~ ) ~ -~
...~~'"'~...,.- WORK C'717 ) -O D ~ O
TFIGPHnNF NUMBER D TE
TOTAL CEnter on Line 5 of Tax Computation) S