The URL can be used to link to this page

Home My WebLink About09-23-09PENNSYLVANIA INHERITANCE T INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES - - - A;1dD Po eox zsocol ~ :, 1'AXPAYE.R RESPONSE HARRISBURG PA 17128-0601 REV-1543 F.% AFP (0e-OB7 FILE N0. 21 (~j "i52 ACN 09149361 DATE 07-30-2009 2009 SAP 23 P~°~ 2~ 40 EST. OF HUGH BROGAN ~„ ~~,,,, (~'~ SSN 552-52-3424 ~~~,,,,', 1,,--,iJ~~~#IATE OF DEATH o7-18-2009 r,~,k, 4 ~,, %-, G+~UNTY CUMBERLAND " ~~~ ~ f~~MIT PAYMENT AND FORMS T0: PAMELA BROGANSPACHT REGISTER OF WILLS 209 CORNMAN LANE CUMBERLAND CO COURT HOUSE LANDISBURG PA 17040 CARLISLE, PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU 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 rennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 41015-00 Date 05-02-1984 To ensure proper credit to the account, two Established copies of this notice must accompany AccOUnt Balance $ 1 , 868.79 Dayment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 8.333 Amount Subject to Tax $ 155.73 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 $ 7 O1 Any Inheritance Tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE 0 FAILURE TO RESPOND WILL RESULT IN 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 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 0 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 2~ and/or PART 3~ below. PART if lntlicating 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 JQIHT/TRUST ACCOUNTS 1 5 a~ f9E~~ z s i ~' La c _ " 1 cl s X R . ~~ ~ _ $ 5 ~ [~ ~ ~ 6 7 X o 8 $ OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRTPTTf1N AYflII~IT nwr,~ unaer penalties of perjury, I declare that the facts I have reported above are true, correct and c mplete to the best of my knowledge and belief. HOME C ) ~~ WORK C ) AXPAYER SIG URE TELEPHONE NUMBER TE PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES - 'AND FILE N0. 21 Q~ (; -j j"Z Po Box zaocol TAXPAYER RESPONSE ACN 09149362 HARRISBURG PA 17128-0601 - - - -' ~ •- DATE 07-30-2009 REV-1543 E% AFP (OB-OB) L~~g ~~'~ `~ ~~~ ~: ~0 TYPE OF ACCOUNT EST. OF HUGH BROGAN ® SAVINGS i r:--,;~ {~~ SSN 552-52-3424 ^ CHECKING ~~Ct ~~ ~ ,./ ^ ~~~i ,~~~~ ~~ ~~r ~ T DATE OF DEATH 07-18-2009 TRUST C~ i~ x~;~( ~ ~~ ~ ~~,~'p COUNTY CUMBERLAND ^ CERTIF. " '~' REMIT PAYMENT AND FORMS T0: RONALD SPACHT REGISTER OF WILLS 209 CORNMAN LANE CUMBERLAND CO COURT HOUSE LANDISBURG PA 17040 CARLISLE, PA 17013 MEMBERS 1ST FCU 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 Fennsyiv ania. Please tali (717) 787-8327 with questions. COMPLETE PART I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 41015-00 Date 05-02-1984 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance ~- 1 , 868.79 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 8.333 NOTE: If tax payments are made within three Amount Subject to Tax $ 155.73 months of the decedent's date of death, Tax Rate )( .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential TaX DUe $ 7 • 01 nine months after the date of death. P~T TAXPAYER RESPONSE 1 FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX A55ESSMENT! 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 will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 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 OFFICIAL U 5E 0 NL Y ^ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RE TURN - COMPUTATION OF TAX ON J I T/TRUST ACCOUNTS PAD LINE 1. Date Established 1 j 2. Account Balance 2 $ - 9 2 3. Percent Taxable 3 X R , ~ ~ ~ 3 4. Amount Subject to Tax 4 $ 1 ~J~ • ~ el 4 5. Debts and Deductions 5 - ` 3 ~~ UU 5 6. Amount Taxable 6 $ _ C~Q ~ 7 .~ 7. Tax Rate 7 X .~~~~ 7 8. Tax Due 8 $ e 9 .~ $ PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) 8 `'~"o O ~ Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete,to the be t o my knowledge and belief. HOME C~~'1 ) ~~ ~' 3a(Q?l _ '~,c~,~ ~ WORK ( ) /~1_p'Z--f}-q TAXPAYE S ATUR TELEPHONE NUMBER DATE