HomeMy WebLinkAbout08-25-09 (11)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES -- - ~ AN D
PD Box zaocol "~ ~ TAXPAYER RESPONSE
HARRISBURG PA 17128-8601 -
REV-1543 IX AFP (08-OB) y ~ '-'
FILE N0. 21~~-~-'~
ACN 08163192
DATE 12-22-2008
7nr~ F4li L
Lli~ J J r` i ~~ E¢
EST. OF RUTH M SWARTZ
~, ,-_„ ~_ SSN 222-05-5506
~i~`~ ~ DATE OF DEATH 11-30-2008
L' , ~ ~ COUNTY CUMBERLAND
41~~ ~ ~~' ~~
f,"'~. REMIT PAYMENT AND FORMS T0:
PATRICIA A YOUNG REGISTER OF WILLS
812 W KELLER ST CUMBERLAND CO COURT HOUSE
MECHANICSBURG PA 17055-4028 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 ]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
Pennsylvania. Please call t717i 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 000005070086113 Date 02-02-2006 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 22, 132.19 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax
$
11 , 066.10 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
$ 497.97 Any Inheritance Tax due will become delinquent
nine months after the date of death.
P~T
1 TAXPAYER RESPONSE
FAILURE TO RESPOND WTi~L RESULT IN Ahk OFFI~ IA.L T{~C ASSESSMENT
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
0 N E 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.
[ B L 0 C K ~ 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 Pstat2-repre~e„t,ci.e. Joint 0{i6ner
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3~ below.
PART If indicating a different tax rate, please state OFFICIAL 1~$~ ONLY ~ AAF
relationship to deceden t:
PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE I . Date Established 1 i _ _ _ _ _ _-_-~ _ ~-._,_._
2. Account Balance 2 $ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 +fi (~
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ b
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penal es of perjury, I declare that the facts I have reported above are true, correct and
complete o th be~Y ps,/led a and belief. HOME C 717 ~ -
/l///`p ~ WORK C ~J/A. ) ~ G
TAXPAYER SIGNATURE ', TELEPHONE NUMBER DA
IUTAL ctnLer on Line 5 of Tax Computation) S