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Home My WebLink About07-02-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BU$EAII OF IN4IVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 17128-0801 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SWANGER WILLIAM 2203 HASTINGS DRIVE MECHANICSBURG, PA 17055 mla ESTATE INFORMATION: ssN: tsz-to-89t~ FILE NUMBER: 2109-0334 DECEDENT NAME: SWANGER WILLIAM DATE OF PAYMENT: 07/02/2009 POSTMARK DATE: 07/01 /2009 COUNTY: CUMBERLAND DATE OF DEATH: 02/10/2009 REV-1182 EX111-981 N0. CD 011434 ACN ASSESSMENT AMOUNT CONTROL NUMBER 09132794 ~ 577.26 TOTAL AMOUNT PAID: REMARKS: WILLIAM SWANGER CHECK#1857 SEAL INITIALS: WZ 577.26 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ,~- PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 09-0334 PD am( zapsal TAXPAYER RESPONSE ACN 09132794 HARRISBURG PA 17128-0601 N,. ~-•- ety-IS.e ax ard',wiw ~~.l DATE 06-04-2009 zoos ,rug - ~ ~r ~p~CL)ERK ~~ WILLIAM E SWANGER II'I rr 1'~AfAW~ 2203 HASTINGS DR MECHANICSBURG PA 17055 EST. OF WILLIAM E SWANGER SSN 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 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. N A T HANK provided the Departwant with iha inforwation below. which has boon usetl in ealculatinp the oatential tax due. Records indicak• that at th• death of the above -pawed decedent, you were a joint owner/beneficiary of this eccoun4. It you foal the inforwa4ion is incorrect, please obtain written correction frog the financial institution, attach a coon to this forty and return it to the above address. This account is taxable in aeeortlanee with the Inhe ritanee Tax laws of the Coaaorwealth of Penn svlvania. Please cell (717) 787.8327 with questions. COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS a<count No. 1353462 Account Balaneo Percent Taxahla Amount Subject to Tax Tax Rat• Potential Tsx Due Data 02-03-1997 Establishetl $ 4,649.81 X 50.000 $ 2,324.91 X .045 e 1OG A9 To ensure proper credit to the account. Mo tooles of this notice wu st eccowparo oavaenk to the Register of Wills. Mske cheek payable to "Rapistar of Wills. Apani". NOTE, If tax pavwents are watle within three aonths of the decedent's data of tlaeth, deduct a 5 pereenk discount on the tax duo. Am/ Inheritance Tax due will beeoae dalineuent nine aonths of tar the tlat• of death. P T TAXPAYER RESPONSE ~ 1 A. ~ The above inforaation and tax dua is correct. Rewit paywant to the Register of Wills with two copies of this notice to obtain CHECK a discoun4 or avoid intaras4, or check box '•A'• and return this notice to the Rapistar of r I ONE ~ W311s sod an official assessaent will be issued by the PA Departaant of Revenue. L BLOCK B. ~ The above asset has been or will ae reoo rted and tax paid with the Pennsylvania Inheritance Tax return ONLY to be filed by the estate rep resantativa. C. ~ The above inf Or i ion is iota rrect and/or debts dnd dedYCti011a were p81d. Cowolete PART ~2 and/or PART ~ below. PART If Sndle at ln9 a dlf toront tax rate, pla asa state rolatlonship to tlacetlent: TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Establlshetl ! 2. Account Balance 2 3. Pore opt Taxahl• 3 X 4. Anount Subiaet to Tax 4 S 5. Debts and De tluctions 5 .,Z rT_ 3 b 6. Anount Taxable 6 $ 7. Tax Rate 7 X 8. Tax Dua 8 $ ne /7• eZ~ PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID (w, rn o/lJl an .,,. el..e v*+Wd''t TOTA L [Enter on Itne 5 n} Taw f weuf of [nn) • ~)r/ 7 / Under panalt ies of `a~j ury, I declare that the facts I have report atl above are true, correct epmp is ty~o_the be of my knowladp~"-': unue rrT /7 , ~7/ /. - ~3 WORK ('7~7 ~ 795- !. William E. Swanger, M.A., APR 2203 Nastings Drly® Mschanlasburg, PA 17055 June 30, 2009 Register of Wills Cumberland County Court House Carlisle, PA 17013 Dear Register of Wills: Enclosed is a check for $77.26 related to the enclosed forms for inheritance taxes from an M&T Bank account of which I was joint-owner with my father, who passed away Feb. 10, 2009. The reason for this letter is to explain why the amount enclosed ($77.26) is different from the total on the form ($104.62). This payment is the second of inheritance tax due; the first was paid for funds inherited from a Members ls` bank account on which both my wife and I were co-owners with my father. We paid the face-value amounts on those earlier-received forms; not realizing that we were paying within the five-percent discount period. We thus overpaid and received notices from the state that we had credits from those payments. On the advice of someone in your office, I contacted the state inheritance-tax office. The person with whom I spoke totaled the credits ($27.36) and deducted that amount from the total due on the enclosed form. She indicated that she had updated the records to reflect this new amount due. If you have any questions, please do not hesitate to contact me. Thank you. Sincerely, - (.~ William E. Swanger II o o .o ~ c _' r;t r- c +: ~ ~ N Si 1 ~~ '27 ~ a ~ a _ -; ~ T r cn - ~ © ~