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Home My WebLink About06-11-09~;. ~-~^ ~" ..l r~ ~. s E~ "..? +4~: z~.w~ '~t `~'i ~.~ :.w r. ;a,,, +.~. 4 ~+s .~i Q/ ~~ L C ,oti ~ ~ ~ °° ~ ~l ~= .~: ^+. +. «. ""~. "M..M. '+ :: r '~' +. ,. w ,*.. .:~ `~ I .~ ~ ~ ~ ~ ~ ~ ~ ~ °i s ~~ ~'~ A` ~~~~ 1 ~ N 4 m J 1 Lij~~ 1~ ~ ~ ~~~ -. ,: T ? ~ /'~ v~ ~ f .w .,,~; ~~.r,- a ~'"_ i ~i. ~~+N T:». ~~~ ,~,:~ ~~~ ~~. ~.~ .,,~ /~ BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 REV-1543 EX AFP (08-08) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE ~r _ AND FILE N0. 21 p~ CAS ~`{ F~<,'i-~~~~'~~' RESPONSE ACN 0913 3g ' ~ 0440 ;~ ,!;;°~1. ,`; °~. ~,~~~~.~ ~ DATE 05-26-2009 TYPE OF ACCOUNT ~~~~ ~~~ ~ ~ A~ ~Q~ OF JULIA A SCHLEGEL SSN ^ SAVINGS 196-64-3184 ~iL~ DATE OF DEATH 04-07-2009 ® CHECKING OUNTY ^ TRUST ['-~~~~~~'~ ~ CUMBERLAND ^ CERTIF. ** EDWIN L SCHLEGEL w~~~~ ~~, ~'IIT PAYMENT AND FORMS T0: PO BOX 219 REGISTER OF WILLS ELIZABETHVILLE PA 17023 CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 SUSQUEHANNA BANK provided the Department with the information below, which has been used in calcu potential tax due. Records indicate that at the death of the above-named decedent, you were a If you feel the information is incorrect lating the please obtain written correction from the financial institutions/attachcaacopyftohthiscformt. and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. rlease caii 1717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account N~. 1200471409 Date 0 3 - 0 6 - 2 0 0 9 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $- payment to the Register of Wills. Make check Percent Taxable X .00 payable to "Register of Wills, Agent". Amount Subject to Tax 50.000 '~ . 0 0 NOTE: If tax payments are made within three Tax Rate X months of the decedent's date of death, . 0 4 5 deduct a 5 percent discount on the tax due. Potential Tax Due ~- Any Inheritance Tax due will become delinquent PART ~ 00 nine months after the date of death. 0 TAXPAYER RESPONSE .. ~~~ i ak ,... A• The above information and tax due is correct. ;•..sf. ` 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 Re 0 N E Wills and an official assessment will be issued by the PA Department of Revenue9ister of B L 0 C K B. ^ The above asset has been or will be reported and tax 0 N L Y to be filed by the estate representative. paid with the Pennsylvania Inheritance Tax return C• ^ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2^t and/or PART 3^ below. PART If indicating a different tax rate, please state a relationshi .~~;.r. ~ ~';s:r p to decedent: ,~,fc~:~~.~.',~"~''•../~!~ 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 PART 0 OF TAX ON JOINT/TRUST ACCOUNTS 1 2 $` s X 4 ~` 5 6 ~ 7 X 8 $ DEBTS AND DEDUCTIONS CLAI~M~ED DESCRIPTION TOTAL CEnter on Line 5 of Tax Computation) Under penalties of ~ perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowl dge and belief. HOME C ~~) .~ a ~._ ~' '' '~~~ T XPA R SIGNATURE WORK ( ) ~„' ,rte 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 bec{axablelevenewhenlthemdecedenttsrname waseaddedsasaaematteraof.convenience. 3. A ]oint account is 4. Accounts (including those held between husband and wife) the decedent put in ]oint names within one Year prior o death are fully taxable. 5. Accounts established ]ointly1'between hfsobananotherlor othershareofullyataxable.to death are not taxab e. 6. Accounts held by a decedent in trust REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE BLOCK A - If the information and computation in the noticeSirn tworcopiesdanddsubmitsthem withbalcheckafordthelamount of„ 1. in Block A of Part 1 of the "Taxpayer Response section. 9 tax to the register of wills of the county indfromethe registeDreofrwills.of Revenue will issue an official assessmen (Form REV-1548 EX) upon receipt of the return 2 BLOCK B - If the asset specified on this notice has been or will be reported and tax Paid with the Pennsylvania Inheri ance an "X" in Block B of Part 1 of the "Taxpayer Response" section. Sign one Tax Return filed by the estate's representative, Place copy and return to the register of wills of the county indicated. K C - If the notice information is incorrect and/or deducti{nthemewithnyouracheck forcthelamountaof taxppayablerto thenregister 3. BLOC according to the instructions below. Sign two copies and submi 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 LINE 1. Enter the date the account °. ed9after 12/12/82 a acc unts the de edent hput ain ] ~ {~ ~ feree thregardless rof ftheavalueeof NOTE: For a decedent who di fully taxable. However, there is an exclusion not to exceed 53,000 p the account or the number of accounts held. If a double asterisk C**) appears befors reportedsbv nthe financialdinstitutionn of this notice, the 53,000 exclusion was deducted from the account balance a 2. Enter the totelofathecaccountethatoisttaxablelto eachrsurvivoruis determinedeasffollows: 3. The percentag A. The percentage taxable of ]oint assets established more than one Year pri°MULTIPLIED BY 100,s dePERCENT TAXABLE 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 persons: 1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) _ .167 X 100 = 16.7 Percenccou~ntsB owned byC theU decedent but held B. The percentage taxable for assets created within one near of the decedent's death or a in trust for another individual(s) (trust beneficiaries): = PERCENT TAXABLE 1 DIVIDED BY OWNERSNORBTRUST BENEFICIARIESNT MULTIPLIED BY 100 le: Joint account registered in the name of the decedent and two other persons and established within one Year of death by Ex amp the decedent. _ 50 percent (TAXABLE FOR EACH SURVIVOR) 1 DIVIDED BY 2 (SURVIVORS) _ .50 X 100 - amount subject to tax (Line 4) is determined bylnuPa~{13ing the account balance (Line 2) by the amounttsubjectetoLtax (Line 4). 4. The 5. Enter the total of the debts and deductions lists 6. The amount taxable tei{ax6~ate CLinem7)easbdeterminedlbelowe debts and deductions (Line 5) from 7. Enter the aPPropria Collateral Spouse Lineal Sibling Date of Death 15 percent 3 percent 6 percent 15 percent 07/01/94 to 12/31/94 6 percent 15 percent 15 percent 01/01/95 to 06/30/00 0 percent 15 percent ercent ~ 12 percent 07/01/00 to present 0 percent 4.5 p *The tax rate imposed on the netu~aluParentraenfadoptive par entaordacstepParentaof theachild isuOgPercent. death to or for the use of a na 'Heal class of heirs includes grandparents, Pare{es, children and other lineal descendents• "sceldren" includes natural chi ren d children and step children. "Lineal descendendentsnanddtheirldescendantsf the The li whether or not they have been adopted by others, a op natural parents and their descendents, whether or not then have been adopted by others; adopts e endants. "Siblings" are defined as individualse~hbeneficiariesst one parent in common with the decedent, whether by blood and step-desc or adoption. The Collateral class of heirs includes all o DEBTS AND DEDUCTIONS CLAIMED CLAIMED DEDUCTIONS - PART 3 Allowable debts and deductions are determined as follows: e le ally responsible for payment, or the estate subject to administration by a personal representative is insufficient A. You ar 9 to pay the deductible items. B. You actually Paid the debts after the death of the decedent and can furnish proof of paymen . _ _.._~ ~.,. ;+on„~ed fully in Part 3. If additional space is needed, use 8 1/2" x 11" sheet of paper. Proof of