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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 r, .+,, .!~ ~r~,a ~,_ L~ :J J 1 i ~ ~ C- •3 P'11 1 ~ ~ ~ ,_., - ,~ ~~- ~~ ate,-- '.J~~.. _ ... _ 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