HomeMy WebLinkAbout08-25-09 (8)' PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21'-~'~~u3
PD Bax zao6B1 TAXPAYER RESPONSE ACN 08163189
HARRISBURG PA 17128-0601
' •-- ' DATE 12-22-2008
REV-1543 E% 71FR..~(p9-:Oel
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OF' }"NI I ~ t 'J;~L7T
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PATRICIA YOUNG
812 W KELLER ST
MECHANICSBURG PA 17055-4028
EST. OF RUTH M SWARTZ
SSN 222-05-5506
DATE OF DEATH 11-30-2008
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
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 (7171 787-d3a7 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 000031200028080 Date 02-02-2006 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 8,308.87 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax $ 4, 154.44 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.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 186.95 nine months after the date of death.
P~r TAXPAYER RESPONSE
~ AILURE TO RESP(} WILL t~SULT IN AN tkFFICLAL TALC AS~~~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
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
ONLY to be filed by the cste.4el+ew•asegta~i.,,a. Joint Owner
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different tax rate, please state OFFICIAL E15~£ ONLY ~ AAF
relationship to decedent:
PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established i 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X ~
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ 8
7. Tax Rate 7 X 7
8. Tax Due g $ B
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION oMnitN-r porn
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complet to the best-of my knowledge and belief. HOME C 717 ) 766-1363
~C%L~Tif.C WO R K C ~ ~./~ ) Cf
TAXPAYE SIGNATURE TELEPHONE NUMBER DAT
iwis~~ .enter on L1ne 5 or Tax Computation) B