HomeMy WebLinkAbout04-09-09 (7)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIYIDUAL TAXES AN D
PO BOX 288681 TAXPAYER RESPONSE
HARRISBURG PA 17128-0681
REY-1543 IX AFP (OB-oel
FILE N0. Z1 ~ U33y
ACN 09114066
DATE 03-12-2009
TRUDY SWANGER
2203 HASTINGS DRIVE
MECHANICSBURG PA 17055
EST. OF WILLIAM SWANGER
$SN 182-14-8917
DATE OF DEATH 02-10-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
(r(]
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MEMBERS 'LST FCU provided the Department with the information below, which has been 4sed
potential tax due. Records indicate that at the death of the above named decedent, you were a Joint owner/beAef~,e~i
If you feel the information is incorrect, please obtain written correction from the financial institution, a~t~c~:
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of thE:Gc~:
Pennsylvania. Please call C717) 787-8327 with questions. ~~~
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRI~'
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
IV
c:.~
__. .
rQalculaking tha { ~ :'3
of tips accuygt__ ~j
copy to this fprm,----
""K. ~ ...f.,
IONS-- = ~,
Account No. 30$882-11 Date OS-O1- 2007 -"' ~'
To ensure proper credit to the accppuugqt, two
Established copies of this notice must accompa~
Account Balance
$
1 , 073.4 1 payment to the Register
" of Wills. Make check
payable to
Register of Wills, Agent".
Percent Taxable X 16.6 67
1 7 $ . 9 1 NOTE: If tax payments are made within three
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.
8 . 0 5 Any Inheritance lax due will become delinquent
Potential Tax Due ~` nine months after the date of death.
PaT TAXPAYER RESPONSE
FAILURE TD RESP(AND WILL RE5UL7 IN AN DFFICiAL TAX ASSSMENT
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
0 N E Wills and an official assessment will be issued by the PA Department of Revenue.
[ B L 0 C K ~ 8. ~ 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 ~ DF ICIAL E7SE C1NLY Q AAF
Q relationship to decedent: PA DEPARTMENT OF REY~NUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established I
2. Account Balance 2
3. Percent Taxable 3 X
4. Amount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6 $
T. Tax Rate 7 X
8. Tax Due 8 ~
PART
a
1
2
3
4
6
7 -
B
DEBTS AND DEDUCTIONS CLAIMED
fUTAL (Enter on Lane 5 of Tax Computation) 8
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best ,o~ my knowledge and belief. HOME C 7~ )
+-~ -~CJ'.ti-~~s..~~V WORK C ) 8 ~ 7
TFIFPHONE NUMBER DA E
DATE PAID PAYEE DESCRIPTION AMOUNT PAID