HomeMy WebLinkAbout08-25-09 (13)BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
TAXI
FILE N0. 21•r~-(;~}l-'3
ACN 08163194
DATE 12-22-2008
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EST. OF RUTH M SWARTZ
~; r~~ (;_ SSN 222-05-5506
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n~t~;^;~;; r~~~: ~T DATE OF DEATH 11-30-2008
G~~~ v v~J~ + COUNTY CUMBERLAND
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PATRICIA A YOUNG
811 W KELLER ST
MECHANICSBURG PA 17055-4028
REMLT 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 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 C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 000005030123194 Date 02-02-2006 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 37 ~ 156.62 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
18 ~ 578.31 NOTE: If tax payments are made within three
Amount Subject to Tax $ months of the decedent's date of death,
TaX Rate X . 045 deduct a 5 percent discount on the tax due.
8 3 6. 0 2 Anv Inheritance Tax due will become delinquent
Potential Tax Due $ nine months after the date of death.
PART TAXPAYER RESPONSE
I ~1ILU~ TO R 5PbND WILL RE~ILT IPi AN OFFICIAL TAX 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
CHECK a discount or avoid interest, 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 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 Bstatesspr-0certtativ~. Joint Owner
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART ~2 and/or PART I__J below.
r,arti • • ~••,•~-o••••a o .,~. . ~. v..~ maw . ago, ,+iea~e a~a~e
relationship to decedent: OEFZCIAL~`USE ~Nf-Y (~ AAF
PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 S
6. Amount Taxable 6 $ 6
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
PENNSYLVANIA INHERITANCE
INFORMATION NOTICE
- AND
TAXPAYER RESPONSE
m=v-1543 IX hFP (OB-087
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
comple o the best of/m~~y /kn,~owledge and belief. HOME C 717 ~ 766-1363
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PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID