HomeMy WebLinkAbout11-23-09 (2)PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES '~~ ~_~~-. A N D
PD Box zao6al ' TAXPAYER RESPONSE
HARRISBURG PA 17128-0601 y F '
REV-1543 EX AFP (OB-OB)
FILE N0. 21
ACN 09141158
DATE 06-26-2009
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RI]BERT E SHIELDS
5:5 SME
SI~IPPENSBURG PA 17257
EST. OF TINA M TRUMP
SSN 173-60-3523
DATE OF DEATH 06-08-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
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
Pennsylvania. Please call (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 285813-0 0 Date 05-20-2006 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
AccO'unt Balance $ 1 , 257 • 31 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
AmOUnt Subject t0 TaX $ 628 66 months of the decedent's date of death,
Tax Rate X 15 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential TaX Due $ 94 • 30 nine months after the date of death.
PART TAXPAYER RESPONSE
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
a discount or avoid interest, or check box "A" and return this notice to the Register of
C H E C K Wills and an official assessment will be issued by the PA Department of Revenue.
C 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 1' to be filed by the estate representative.
C. ~he 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 QI~FICIAL USE ONLY AA1=
relationship to decedent: PA DEPARTMENT OF REVE E
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAO
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 - ,~ 5
6. Amount Taxable 6 '$ 6
7. Tax Rate 7 X ~
8. Tax Due 8 '~ $
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) S
Under penalties of perjury, I declare that the facts I have reported abyo]ve are t`~ru)e/, cohrrpect~7and
complete to the best (of~~my knowledge and belief. HOME C `/7 ~ 6 LI - R~[ d~ / ~ ~ ~ ~~~~c;
`J~,~~Ir i.i.. a ~~.- i ~ ~~ t ll. ~ W O R K ( ] ~~-
,unro T1ATC
ALLIANCE HEMATOLOGY ONCOLOGY PA
PO BOX 75083
Baltimore, MD 21275
(4101 876-5747
Page 1
To:
TINA M TRUMP
53 SHIPPENSBURG MOBILE
ESTATES
SHIPPENSBURG PA 17257
Statement Date
02/27/09
Account Number
13591.0
• -L T-_.-....
Amount Ins
uate ~C~~~ ~N~~.,~ ~ .,,
02/27/09 Prepayment .... Thank You
-35.00
Previous Balance
Today's Total
Total Due
Total Due From Patient
13666.10
-35.00
__ ~
13631 -10 ~
..._- --
----_.._.._...--
35.00
Future Appointments
TINA 03/19/09 10:30 OV & LAB
TINA 03/19/09 10:30 FOLLOW UP VISIT
ALLfANCE HEMATOLOGY ONCOLOGY PA
PO BOX 75083
Baltimore, MD 21275
(410) 876-5747
Page 1
To:
TINA M TRUMP
53 SHIPPENSBURG MOBILE
ESTATES
SHIPPENSBURG PA 17257
Statement Date
05/22/09
Account Number
13591.0
() atP
05/22/09
Description of Transaction
Prepayment ....Thank You
-35.00
Previous Balance 7695.10
Today's Total -35.00
Total Due 7660.10
Total Due From Patient 70.00
Future
ntmpntc
TINA 05/29/09
TINA 06/19/09
Amount Ins
9:30 CHEMOTHERAPY ONLY
10:00 FOLLOW UP VISIT