HomeMy WebLinkAbout11-23-09 (3)PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES '" ,'"°: '-:"~ .( A N D
PD Box 2Ba6ol TAXPAYER RESPONSE
HARRISBURG PA 17128-0601
REV-1543 EX AFP (0e-OB) '
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FILE N0. 21
ACN 09141159
DATE 06-26-2009
EST. OF TINA M TRUMP
r, ;-,.-, , ,-„- SSN 173-60-3523
'`~I DATE OF DEATH 06-08-2009
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~~'' `~ COUNTY CUMBERLAND
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REMIT PAYMENT AND FORMS T0:
ROBERT E SHIELDS REGISTER OF WILLS
53 SME CUMBERLAND CO COURT HOUSE
SHIPPENSBURG PA 17257 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 C717i 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 285813-05 Date 04-25-2008 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 6
040
62 payment to the Register of Wills. Make check
"
,
. payable to
Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to TaX $ 3
020
31 NOTE: If tax payments are made within three
'
,
. months of the decedent
s date of death,
Tax Rate X 15 deduct a 5 percent discount on the tax due.
Potential Tax Due g 453.05 Any Inheritance Tax due will become delinquent
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 co pies of this notice to obtain
C H EC;K 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 O[;K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y ~o be filed by the estate representative.
C. The above information is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different tax rate, please state OFFICIAL tLSE ONLY ' AAF
relationship to decedent: PA DEPARTMENT OF REVEN
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 - ~ ~ 5
6. Amount Taxable 6 '~
7. Tax Rate 7 X 7
8. Tax Due 8 $ $
PART DEBTS AND DEDUCTIONS CLAIMED
3^
TOTAL CEnter on Line 5 of Tax Computation) S
Under penalties of perjury, I declare that the facts I have reported a
b
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v
e
are true, correct and
complete to the best of my knowledge and belief. ~
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TAYDAVCD C7f`IJA TIIDC TCI CPUl1MC MIIMRCD T1ATC
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
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
03/19/09
Account Number
13591.0
Date Description of Transaction Amount Ins
03/19/09 Prepayment .... Thank You -35.00
Previous Balance 13666.10
Today's Total -35.00
Total Due 13631.10
Total Due From Patient 35.00
Future Appointments
TINA 04/16/09 10:30 FOLLOW UP VISIT
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