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Home My WebLink About07-07-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 01 1458 MCKENNEY KATHLEEN M 12 CEDAR ROAD MECHANICSBURG, PA 17055 fola ESTATE INFORMATION: ssN: ooo-oo-oooo FILE NUMBER: 2109-0628 DECEDENT NAME: SWARTZ ALICE M DATE OF PAYMENT: 07/07/2009 POSTMARK DATE: 07/06/2009 couNTY: CUMBERLAND DATE OF DEATH: 02/15/2009 REMARKS: CHECK# 6500 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 09138454 ~ 59.99 TOTAL AMOUNT PAID: INITIALS: CJ 59.99 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~L~.~`~?~~_ ±~ I?'W~ISYLVANIA INHERITANCE TAX INFORMATION NOTICE ~ ~~2~ AND FILE NO BUREAU OF INDIVIDUAL TAXES ~ y ~ ~ ~ 21 PD BOX 2806D1 «' Cl ~AXPAYER RESPONSE ACN 09138454 WIRRISBURG PA 17128-0601 DATE 06-22-2009 REV-1543 EX AFP f,UYw~) ~~ ~f'~ll~~ ~~~ TYPE OF ACCOUNT {~~~~~"~, ~•. ~ EST. OF ALICE M SWARTZ ^ SAVINGS SSN 201-16-5939 ® CHECKING DATE OF DEATH 02-15-2009 ~ TRUST COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0: KATHLEEN M MCKENNEY REGISTER OF WILLS 13 CEDAR RD CUMBERLAND CO COURT HOUSE MECHANICSBURG PA 17055 CARLISLE, PA 17013 SOVEREIGN BANK 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 Penr,syl•rar.ia. Plaaa2 call ..,.. 7B7~8327 .,th questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FDR FILING AND PAYMENT INSTRUCTIONS Account No. 1681793822 Date 08-18-2007 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 1 482.86 payment to the Register of Wills. Make check ~ payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 741 .43 months of the decedent's date of death, TaX Rate ~( , lrj deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 111.21 nine months after the date of death. P~T TAXPAYER RESPONSE ~ FAILI~RE 74 RESPOND WILL RESULT IN AN OFFICIAL TAX A55E5SMENT 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 C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue. BLOCK 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 a below. PART If indicating a different tax rate, p1Va~e state pFFI[;IAL IySE~ CINLYS J.IAF relationship to decedent: ~/l,(~/ /iTdt Q PA DEPARTl1ENT OF RE1iENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 ~~~~~Q~ 2. Account Balance 2 • 3. Percent Taxable 3 X ~'S~ ~O 4. Amount Subject to Tax 4 $ 7~f ~3 5. Debts and Deductions 5 - ~S7.S.~o 6. Amount Taxable 6 $ i 7. Tax Rate 7 X D 8. Tax Due 8 1 2 3 4 5 b 7 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and c o mple t e to the b e st of my knowledge and belief. HOME C 7l~ ) .~ ~ / ~ g ~ y ' / 1 Cr,-~°,Q~,t~>~`~. //(~'~~LeN WORK C 7/7 ) ~i47-d oll- ot9o TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) S 3 i ~~ ~~ ~i t'j ~r~.~ w +v i *~ ~1 r ~~ ~~ ~' 1do ~'.°~'~t S 1 3 i i 1 ti ~' ~fe. ~.f ~~Lil W1 lii ... 2fl09 JUL -7 PM t ~ 46 /~t,~f~I11~1`1`SRtJtJ~/J~f 11 iY VV H .~ C~° a ~~' ~ C r'-~ 1i5 ~~1 jai f~ ~~i ~t-1 .r.,