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Home My WebLink About07-15-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: LITTLE WILLIAM T 1000 STILLHOUSE LANE ETTERS, PA 17319 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ss-v: is5-3s-2iss FILE NUMBER: 2109-0409 DECEDENT NAME: COYLE JACQUELINE K DATE OF PAYMENT: 07/ 1 5/2009 POSTMARK DATE: 07/15/2009 COUNTY: CUMBERLAND DATE OF DEATH: 04/20/2009 ACN ASSESSMENT CONTROL NUMBER AMOUNT 09129341 ~ 52,375.11 09129340 ~ 5379.26 101 ~ 513,535.63 TOTAL AMOUNT PAID: REMARKS: 516,290.00 CHECK# 101 INITIALS: CJ SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REV-1162 EX111-96) NO. CD 01 1491 REGISTER OF WILLS PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES f._ AND FILE N0. 21 ~(~-~~ PO BOX 2806D1 ~ { ~~~ {~~ iE ~ ^'`} tAXP~-YER RESPONSE ACN 09129341 HARRISBURG PA 1712&-06D1 ~~ ~ _1 ~ , ~ ,~ ~{~U„~ ~"~ ~ti:~ ~ _...~ DATE 05-15-2009 REV-1543 E% AFP (OB-OB) 2009 .~U~ ~ ~ Pt9 ( Z ~ ~ TYPE OF ACCOUNT EST. OF JACQUELIN K COYLE ® SAVINGS ~~~~~ ~F SsN 165-38-2199 ~ CHECKING p L~/` DATE OF DEATH 04-19-2009 ~ TRUST ~S-fpi~.t"`~~! ~ C~l1RT COUNTY CUMBERLAND ~ CERTIF. ' , ,-,~ R ~~'~ t -L'~ •F~ ~f~ • r,A' REMIT PAYMENT AND FORMS T0: WILLIAM T LITTLE REGISTER OF WILLS 1000 STILLHOUSE LN CUMBERLAND CO COURT HOUSE ETTERS PA 17319 CARLISLE, PA 17013 COMMERCE BANK HARRISBURG NA 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 ~a~~nsylvania. Please call :717) 767-5327 with questions. COMPLETE PART I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 626658603 Date 11-29-2005 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 31 668 07 payment to the Register of Wills. Make check " " , . payable to Register of Wills, Agent . Percent Taxable X 50.000 Amount Subject to Tax $ 15 834 04 NOTE: If tax payments are made within three , . months of the decedent's date of death, Tax Rate ~( , 1Cj deduct a 5 percent discount on the tax due. Potential Tax DUe $ 2, 375.11 Any Inheritance Tax due will become delinquent nine months after the date of death. P RT TAXPAYER RESPONSE A 1 FAILURE TO RESPDND 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 C H E C 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. 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 Y to be filed by the estate representative. C. ~ The above informs ion is incorr~ect and/or debts and deductions were paid. Complete PART 2~ and/or PART IJ below. PART If indicating a different tax rate, please state relationship to decedent: 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 OF TAX ON JOINT/TRUST ACCOUNTS PAD 1 1 2 $ 2 3 X 3 4 $ 4 5 rj 6 $ 6 7 X ~ 8 $ g OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE PART DEBTS AND DEDUCTIONS CLAIMED ^S DATE PAID PAYEE DESCRIPTION AMOUNT PAID ~~ Under penalties of perjury, I declare that the facts I have reported above are t rue, correct and om p lete to the best of my knowledge and belief. HOME C1~1 (, ) -1~~'~~~~ ` - N~1 ~ 1 WORK C • ) ~e 1"L~4-9-~- ~Ld,l ~og T XPAYER SIGNATUR TELEPHONE NUMBER D TE ~ TOTAL (Enter on Line 5 of Tax Computation) S BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 -rr; _ _ . .... a , i~3-?eKV'a~ks!eK nFp:~cu~8~'A~1' PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND TAXPAYER RESPONSE FILE N0. 21-(~-Ql~a9 ACN 09129340 DATE 05-15-2009 2Q~~ ~U~ ~ ~ ~~ CI.ER~C Or O~PHA~i`S COURT ~~ff PAS';.-.~:" ``t',f;"` (~;~` , ~~, WILLIAM T LI~TLE~~ 1000 STILLHOUSE LN ETTERS PA 17319 EST. OF JACQUELIN K COYLE SSN 165-38-2199 DATE OF DEATH 04-19-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. COMMERCE BANK HARRISBURG NA 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 ioint 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-Hs27 wit h. questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 513105619 Date 08-20-1999 7o ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 5, 056.83 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject t0 TBX $ 2,528.42 months of the decedent's date of death, Tax Rate ~( lj deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 379.26 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX AS5E55MENT A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C H E C 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 0 C K B. IXI The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y J~ to be filed by the estate representative. C. ~ The above informs ion 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 relationship to decedent: TAX RETURN - COMPUTATION LINE I. 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 OF TAX ON JOINT/TRUST ACCOUNTS i 2 $ 3 X 4 $ 5 - 6 7 X 8 PAD OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE I 2 3 4 5 6 7 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID p / er penalties l of perjury, I declare that the facts I have reported above are true, correct and / p ete to the best of my knowledge and belief. HOME C `~ ) ~6 - ~~`~ W~- 1 ~ WORK C J ~- ~¢ X 160 A PAYER SIGNATURE TELEPHONE NUMBER DA E ~ TOTAL CEnter on Line 5 of Tax Computation) S REV-1500 EX Page 3 Decedent's Complete Address: Fiie Number 21- 2 0 0 9- 4 0 9 DECEDENTS NAME JACQUELINE K COYLE STREET ADDRESS C/0 WILLIAM T. LITTLE 1000 STILLHOUSE LN ETTERS STATE PA ziP 17 319 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total InterestlPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (3) (4} 16,290.00 0.00 0.00 0.00 (5) 16, 290.00 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 16 , 2 9 0 . 0 0 Make Check Payable fo: REGISTER OF W1LLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................... ...... ^ ^ b. retain the right to designate who shall use the property transferred or its income :..................................... ....... ^ ^ c. retain a reversionary interest; or .................................................................................................................... ...... ^ ^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ^ ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........ ...... ^ ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. ...... ^ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. WK9P PAN12I-003 109