HomeMy WebLinkAbout09-17-09PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 - ~~- ~~~
Po Box zsB6B1 TAXPAYER RESPONSE ACN 09143344
HARRISBURG PA 17128-0601
DATE 06-12-2009
REV-1543 E% AFP COB-OB)
TYPE OF ACCOUNT
EST. OF WILLIAM R MORGAN ® SAVINGS
SSN 203-10-6630 ~ CHECKING
DATE OF DEATH 06-29-2009 ~ TRUST
COUNTY CUMBERLAND ~ CERTIF.
REMIT PAYMENT AND FORMS T0:
STEPHANIE EIFFES REGISTER OF WILLS
5225 ROYAL DRIVE CUMBERLAND CO COURT HOUSE r-J
MECHANICSBURG PA 17055 CARLISLE, PA 17013 ca
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MEMBERS 1ST FCU provided the Department with the information below, which has been usgdi.li7+~c`alculating the ~-, ,,-°~
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/bene~icij~rS~ of tM~ account: a
If you feel the information is incorrect, please obtain written correction from the financial institution, atta -~-`
~K_e1 ~o-bv to~pis form:
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of tbe;~{'nmmonwealth-ef ,-~.~
Pennsylvania. Piease call C717) 787-0327 with questions. =~ ~
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS CIt '~"+
Account Na. 185649-00 Date 07-09-1999 To ensure uroper credit to the account, two
Established copies of this notice must accompany
Account Balance 383.69 Payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject to Tax yr 63.95 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 ~` 2 • 88 nine months after the date of death.
PART TAXPAYER RESPONSE
FAIrL~U,RCE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSE55MENT
A. I~'he above information and tax due is correct.
LuJ 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
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
D N L Y to be filed by the estate representative.
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART ~ and/or PART ~ below.
PART If indicating a different tax rate, please state
relationship to decedent:_
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
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4 +fi
5
6
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
3^
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported a!-b~ove are trJU_eI, correct and
com lete to the best of my knowledge and be 1= ef. HOME C 1 i ~ ) (~ t0
WORK C~ ) p
AX AYER SIGNATURE TELEPHONE NUMBER ATE
TOTAL (Enter on Line 5 of Tax Computation) $
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
EIFFES STEPHANIE
5225 ROYAL DRIVE
MECHANICSBURG, PA 17055
fold
ESTATE INFORMATION: ssly: ooo-oo-oooo
FILE NUMBER: 2109-0771
DECEDENT NAME: MORGAN WILLIAM R
DATE OF PAYMENT: 09/17/2009
POSTMARK DATE: 09/ 1 6/2009
COUNTY: CUMBERLAND
DATE OF DEATH: 06/29/2009
REMARKS:
CHECK#767
SEAL
AMOUNT
ACN
ASSESSMENT
CONTROL
NUMBER
09143344 ~ 52.88
TOTAL AMOUNT PAID:
$2.88
INITIALS: DM
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 01 1755