HomeMy WebLinkAbout08-25-09 (5)PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES - -.- AN D
Po eax 2eo661 - TAXPAYER RESPONSE
HARRISBURG PA 17128-0601 ,
REV-1543 IX qFP (OB-OB1~ ~ v
FILE N0. 21_(~~ ~`1~
ACN 09104133
DATE 01-19-2009
L~~v~ ~~t~i ~J ~~~ ~~ 4 ~
EST. OF RUTH M SWARTZ
~~ ~~,, n~ SSN 222-05-5506
L~f ~~'~~` `~' DATE OF DEATH 11-30-2008
~P' F-?A~~ ~ ~~~~`~~~~ COUNTY CUMBERLAND
' ~ ~ REMIT PAYMENT AND FDRMS T0:
PATRICIA A YOUNG REGISTER OF WILLS
812 W KELLER ST CUMBERLAND CO COURT HOUSE
MECHANICSBURG PA 17055 CARLISLE, PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
M & T 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 ]oint 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
Nennsylvania. Please tali (7177 787-is327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 31003913913991 Date 01-01-1999
Account Balance
Established
$ 9,114.69
To ensure prover credit to the account, two
copies of this notice must accompany
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 $ 4,557.35 months of the decedent's date of death,
Tax Rate X .045 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 205.08 nine months after the date of death.
P~T TAXPAYER RESPONSE
1
AT~E„URE TQ RESPOND WI~L ~ S-ULT IN A ICIAL '~C ASS MENT
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
Wills and an official assessment will be issued by the PA Department of Revenue.
ONE
~
B L 0 C K B. '`The above asset has been or wlll be reported and tax paid with the Pennsylvania Inheritance Tax return
ONLY /~ to be filed by the ~-~- -- - Joint Owner
C. ~ The above informs ion is incorr
ect and/or debts and deductions were paid.
Complete PART 2~ and/or ~
PART IJ below.
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION
LINE i. Uate 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
OF TAX ON JOINT/TRUST ACCOUNTS PAD
1
2 $
3 X
4 s
5
6
7 X
8
o~FZ~Xa~~ DNt ^ ~
PA DEPARTMENT OF REY~NUE
PART DEBTS AND DEDUCTIONS CLAIMED
3^
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
compl e t he .best of m knowledge and belief. HOME C ) -
G%t C~~ ~C ~ WORK ( A. )
TAXPAYER SIGNATURE TELEPHONE NUMBER DA ffJJ
TOTAL (Enter on Line 5 of Tax Computation) $