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Home My WebLink About07-27-09PENNSYLVANIA INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES _ AND FILE N0. 21 09-0450 PD Box zao6ol TAXPAYER RESPONSE ACN 09142370 HARRISBURG PA 17128-0601 ' DATE 06-12-2009 REV-1543 E% AFp' CAB TB)j ~. _ _... L ~ ~~ ~~~ t ~ k~~~ ~~'~ TYPE OF ACCOUNT - EST. OF RUTH S SWIGERT ~ SAVINGS SSN 195-07-1790 ® CHECKING "~P- ff DATE OF DEATH 05-03-2009 ~ TRUST ~~r ~r.,i ~',,,~T COUNTY CUMBERLAND ~ CERTIF. II - I ~'4 ~' u _ REMIT PAYMENT AND FORMS T0: LINDA PHELABAUM REGISTER OF WILLS 401 16TH ST CUMBERLAND CO COURT HOUSE NEW CUMBERLAND PA 17070-1318 CARLISLE, PA 17013 PNC BANK NA 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 point 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 Pennsylvania. Please call 1717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 000005140063508 Date 01-01-1978 To ensure proper credit to the account, two Establ ished copies of this notice must accompany Account Balance $ 5, 186.48 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 16.667 Amount Subject to Tax $ 864.43 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate X ~ 1[j deduct a 5 percent discount on the tax due. Potential Tax Due $ 129.66 Any Inheritance Tax due will become delinquent nine months after the date of death. P r TAXPAYER RESPONSE ~ 1 FAILURE TO 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 C H E C K a discount or avoid i nterest, 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. B L 0 C K 0 N L Y B. IIJy The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 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 IJ below. . PART ar inaicating a different tax rate, please state relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE I. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 8. Tax Due 7 X s $ PAD OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AM~uNT Porn /c^i' INFORMATION NOTICE .,~ .~n~nr on a ne ~ or iax computation) $ Under penalties of perjury, I declare that the facts I have reported above are true, correct and ~omple e to th best f k wledge and belief. HOME C ) WORK ( ) ~ - AXPAYER ST A IRF rr, r-,~„ .,~ ........~... PENNSYLVANIA INHERITANCE T INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D Po Box 2BO6ol TAXPAYER RESPONSE HARRISBURG PA 17128-0601 REV-1543 EXAFR Y09=U0)- ~ - ... ,,. FILE N0. 21 09-0450 ACN 09146119 DATE 06-12-2009 EST. OF RUTH S SWIGERT SSN 195-07-1790 DATE OF DEATH 05-03-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. LINDA S PHELABAUM 626 PARK AVE NEW CUMBERLAND PA 17070 FULTON 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 Pennsylvania. Please call 0717) 787-8327 with questions. COMPLETE PART I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Amount Subject to TeX $ 2,501.15 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. Potential TaX Due Any Inheritance Tax due will become delinquent 112 • 55 nine months after the date of death. P~T TAXPAYER RESPONSE 1 FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX A55ES5MENT 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 0 N E Wills and an official assessment will be issued by the PA Department of Revenue. 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 J to be filed by the estate representative. Account No. 052-0 1 9721 6 Date 07-28-2005 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 15, 006.58 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 16.667 C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3LJ below. 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 PART If indicating a different tax rate, please state relationship to decedent: 8. Tax Due i`E~~+~ J~,~L ~ 7 P~ 1~= r 3 ~- , '~i- ~ ~ ' ` ' ~' OF TAX ON JOINT/TRUST ACCOUNTS PAD 1 I 2 $ 2 3 X 3 4 $ 4 5 5 6 $ 6 ~ X 7 B $ 8 OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE PART DEBTS AND DEDUCTIONS CLAIMED IVIHL fencer on Line 5 of Iax Computation) $ Under penalties of perjury, I declare that the facts I have reported above are true, correct and c mplete to the best f ow edge and belief. HOM E C ) / WORK ( ) O c ~ 1 c r_u rii r rte. ~.,. ,...~ ...... __ _ / DATE PAID PAYEE DESCRIPTION AMOUNT PAID t~r~"f`~ r,. r. .lr.r i ,. D sue( ~~-•; .. V ~ ~ ~,,.. fin. ~ 3 r.~ j-~ ~~ Z) z,, t~,~~ car ~ r,~ ~'f `~` , ,~~i {~' ~}}1~~ C~j:; 1/ ~J~ A,.~ _ ... i'':: i.d• i~ •.Y' 4. 's j4~ i,},~ k~/ ."~. 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