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Home My WebLink About05-16-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1543 EX AFp (09-00) F~ ~i , +~fi3r~'~ ` ~ 52 ++ ~~~. OAP; ~h ~, ~j C':~`~JRT BRENDA C TEWELL 326 CANDLELIGHT DR MECHANICSBURG PA 17055-8012 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU calculating the potential tax due. Their recordsvindicate that ratethewdeathhofltherabovendecedentbelow which has been used in this account. If you feel this 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 InheritanceaTax3Lawswof rthenCommonwealth of Pennsylvania. Questions may be answered by tailing (i17} 787-8327 COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PevMru~r T.,..~....____ PART 08-04-1986 25,137.33 X 100.00 25,137.33 X .045 1,131.18 TAXPAYER RESPONS _.,... ~.,.. i ivn5 Ta insure proper credit to your account, two C21 copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". NOTE: If tax payments are made within three C3) months of the decedent's date of death, You may deduct a 5: discount of the tax due. Anv inheritance tax due will become delinquent nine C9) months after the date of death. A• iXi The above informatio ...... n and tax due is correct. IrJ 1. You may choose to remit CHECK payment to the Register of a discount or avoid interest or Wills with two copies of thi C 0 N E ~ , you may check box Wills and an official assessment will b s "A" and return this notice to notice th to obtain BLOCK e issued by the PA Department of Revenu e Re gister of 0 N L Y B ~ The above asset has been or will be e. reported and tax paid with the Pennsylvania Inhe to be filed by the decedent's representati it ve. r ance Tax return C• ~ The above information is incorrect and/or debts and deductions were paid by you. You must complete PART 2^ and/or PART 3^ below. PART If you indicate a different tax rate, relationship to decedent: _ Please state your =°=~°=~~ ~ :=::~::~:::~:::~::_:~:::::::-:::::_:.. 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 PART INFORMATION NOTICE FILE N0. 21 08-0255 TAXPAYERNRESPONSE ACN 08003843 DATE 04-21-2008 TYPE OF ACCOUNT EST. OF WINNONA W GAWRONSKI S.S. N0. ^ SAVINGS DATE OF DEATH 03-04-2008 ^ CHECKING COUNTY ^ TRUSr CUMBERLAND ^ CERTIF. DESCRIPTION )OTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that complete to the best of my knowledge and belief. n i TAXPAYER SIGNAT '++~ll'+y7[6-C50 Date Established OF TAX ON JOINT/TRUST ACCOI 1 2 3 X 4 5 6 7 X DEBTS AND DEDUCTIONS CLAIMED the facts I have reported above are true, correct and HOME C7/ ~ ) "7 C ~-- Z Z ~ ~/ ~ 5~ ~ WORK (~i.7 ~ ~ 7.73-- (~, c. - TELEPHONE NUMBER ~ ~ DATE DATE PAID PAYEE GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on information submitted by the financial institution. 2. Inheritance tax becomes delinquent nine months after the decedent's date of death. 3. A joint account is taxable even though the decedent's name was added as a matter of convenience. 4. Accounts (including those held between husband and wife) which the decedent put in Joint names within one year prior to death are fully taxable as transfers. (,, Accounts heldbbysaedecedenty"inttrusthfobananotherlor othershareotaxable fully to death are not taxable. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - If ufePartolmoflthea°TaxpaYeraResponse"h section aSign twoccopiesdandcsubmitathem with1YOUrlcheck,foratheaamount of in block "A tax to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessmen (Form REV-1548 EX) upon receipt of the return from the Register of Wills. 2. BLOCK B Ifiled bvsthesdecedent'snrepresentativeasplace an "X"lineblockrtBd ofdPe~ laof then"T axpayersResponse"nsectionGe Sign one Tax Return Bureau of Individual Taxes, Dept 280601, Harrisburg, PA 17128-0601 in the copy and return to the PA Department of Revenue, envelope provided. 3. BLOCK C - If the instructionsmbelow.15Sign twoccopiesoandesubmitnthemewithnvouracheck forcthelamount„ofntax payablePtotthe Register according to the of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-1548 EX) upon receip of the return from the Register of Wills. _ TAX COMPUTATION TAX RETURN - PART 2 1. Enter the date the account originally was established or titled in the manner existing at date of deat . LINE NOTE: taxableefullyta~transfers.12However,Atheretiswancexclusionenotttouexceedofi3t000mPerwtransferee(regardless ofatheavalue of the account or the number of accounts held. alreadYUhas beenrdeducted fromathebaccountobalancetasareportedebYdthesfinancial institutionice, the 53,000 exclusion 3. Theepercentooflthelaccount thataisotaxablelforneachtsurvivorcisedeterminedaas followsh A. The percent taxable for Joint assets established more than one year prior X 100 decePERCENTdTAXABLE 1 DIVIDED BY TOTAL NUMBER OF DIVIDED BY SURVIVINGBJOINT OWNERS JOINT OWNERS Example: A Joint asset registered in the name of the decedent and two other person . 1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) _ .167 X 100 = 16.7% (TAXABLE FOR EACH SURVIVOR) g. The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held in trust for another individual(s) (trust beneficiaries): 1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT X 100 = PERCENT TAXABLE OWNERS OR TRUST BENEFICIARIES Example: Joint account registered in the name of the decedent and two other persons and established within one Year of death by the decedent. 1 DIVIDED BY 2 (SURVIVORS) _ .50 X 100 = 50% (TAXABLE FOR EACH SURVIVOR 4. The amouettotaleof thetdebts1and4deductionsmlistedyinuPartl3ing the account balance (line 2) by the percent taxable Cline 3). 5. Enter th 6. The amountatP op~iateltax6rate (linem7)easbdeterminedlbelowe debts and deductions (line 5) from the amount subject to tax Cline 7, Enter the p Sibii~i9 Callateral Spouse Lineal Date of Dea~h 15% 3~ 6% 15% 07/01/94 to 12/31/94 15% 6% 15% 01/01/95 to 06/30/00 0% 12% 15% 0% 4.5%* 07/01/00 to present deathtto ortformtheeusenofha naturaluparent.~aanfadoptive parentasor ahstepparent ofetheachild ise0%r younger a The lineal class of heirs includes grandparents. Parents, children, and lineal descendents. "Children" includes natural children natural parents and their descendents, whether or not they have been adopted by others, adopted descendents and their descendants whether or not they have been adopted by others, adopted chiWhoehavedattleas n oneeparentninlcommonnwithsthendecedentllwhetherebv blood and step-descendants. "Siblings" are defined as individuals or adovtion. The "Collateral" class of heirs includesPaAlRlTthe3 beneficDE$TS AND DEDUCTIONS CLAIMED CLAIMED DEDUCTIONS Allowable debts and deductions are determined as follows: A. You legally are responsible for payment, or the estate sub]ect to administration by a personal representative is insufficient to pay the deductible items. Proof of B. Vou actually Daid the debts after death of the decedent and can furnish proof of paymen . C. Debts being claimed must be itemized fully in Part 3. If additional space is needed, use plain paper 8 1/2 x 11 payment may be requested by the PA Department of Revenue. COPJ~MONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE" BUREAU OF INDIVIDUAL TF~XES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 009744 TEWELL BRENDA C 326 CANDLELIGHT DRIVE MECHANICSBURG, PA 17055 -------- told ESTATE INFORMATION: ssN: ~ FILE NUMBER: 2108-0255 DECEDENT NAME: GAWRONSKI WINNONA WELS DATE OF PAYMENT: 05/19/200$ POSTMARK DATE: 05/06/2008 COUNTY: CUMBERLAND DATE OF DEATH: 03/04/2008 REMARKS: BRENDA C TEWELL CHECK# 2927 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 08003843 ~ S 1,074.62 TOTAL AMOUNT PAID: INITIALS: AKK REV-1162 EXI11-96) S 1,074.62 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~_ n W ~P O n $. m =~z~a ~oo~a-v _ o~oNa~~ ~ o tZ'~ ° ~ ~' m m ~°.~oz i vo° N ~a~ ~ cn r o zytG N m m w ~, X T 0 ~:, ~. ~: Y'" ~, _~x f -. ~~ z o w ~ ~' ~ a ~ _ z >- a ~- w a a O~ ~ j [0 Y ~ WY U oW. N O w f [D z w =W ~' U Y y OU 0 z 0 a