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Home My WebLink About08-17-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 1 ] 128-0801 RECEIVED FROM: MCCLEERY CHRISTINE M 2641 WILD HORSE QUINCY, IL 62305 -------- cola ESTATE INFORMATION: SsN: 20a-1a-0883 FILE NUMBER: 2109-0294 DECEDENT NAME: MITCHELL GERTRUDE I DATE OF PAYMENT: 08/17/2009 POSTMARK DATE: 08/13/2009 couNTY: CUMBERLAND DATE OF DEATH: 02/17/2009 REV-1182 EXI71-961 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 01 1630 AMOUNT ACN ASSESSMENT CONTROL NUMBER 09503416 ~ 52,777.96 TOTAL AMOUNT PAID: REMARKS: CHRISTINE MCCLEERY CHECK#1008 INITIALS: WZ SEAL RECEIVED BY: 52,777.96 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable Snterast basetl on information submitted by th• transfer agent, 2. Inharltanee tax becomes da ll nquent nine months of tar the decedent's date of death. 3. Assets held by a decedent "1n trust For" another or others are taxable fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - If 4he inf ormatian and computation in the notice are correct end deductions ere not being claimetl. place an "X" in block "A" of Park 1 of the ^T.xpavar Raspansa" section. gipn two copies and submit then with your check for the, amount of tax to the Resister of Wills of the county intlicakad. The PA Oapa rtmant of Revenue will issue an official assessment (Form REY-1568 EX] upon receipt of the return from the Ravister of Wills. Do not use the envelope provitled. 2. BLOCK B - If the asset specif iad on this notice has bean or will be reported and tax paid with the Pennsylvania Inheritance Tax Return filed by 4he tlecatlent•s rep resantative, place an "X" in block "B" of Part 1 of iha "Taxpayer Response" section. Bipn one copy end return to the PA Daaartnent of Revenue. Bureau of Individual Taxes. Oepi 288681, Harrisburg. PA )7128-8601 in the envelope provitled. 3. eLOCK C - IF the notice info rwati on is incorrect and/or detlucii ons are bainv claimed, check block "C" antl complete Parts 2 and 3 according to the instructions below. Bivn two copies end submit than with your check for 4he amount of tax payable to the Ravister of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Fa rn REV-1548 EX) upon receipt of the return frog the Register of Wills. Do not use the envelope provided. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Enter the total balance of the account Snelutllnp interest accrued to the dat• of tlaath. 2. the percent taxable assets ownetl by the decadent but held in trust for or payable to another Sndivltlual(s] (hens}icia ri as7: 1 DIVIDED BY TOTAL NUMBER OF BENEFICIARIES X 100 = PERCENT TAXABLE Example: Assets registered in the name of the decedent in trust for two ether parsons... 1 DIVIDED HY 2 (BENEFICIARIES) a .50 X 100 = 50Y. (TAXABLE FOR EACH BENEFICIARY) 3. The amount subject to tax (11 na 4) is data rminod by multiplying the account balance C13 no 2) by the percent taxablo (line 3). 4. Enter the total of tho tlabts and deduc [ions listed !n Part 3. 5. The amount taxable (line 6] is tletermined by subtracting the debts antl deductions Cline 5) from the amount subject to tax Ulna 4). 6. Enter the approp r3 ate tax rate (line 77 as determined below. A. For dates of death occurrin8 after 6/30/94, the tax rates for transfers to spouses are as follows: 1. Dates of tlaath on or after 7/1/94 and before 1/1/95 the rate is 3Y.. 2. Dates of death on or of tar 1/1/95 transfors to spouses will ba taxed at OX tax rate. Note: For dates of death prior to 7/1/94 transfers to sppuses are taxable at 6Y.. B. Transfers to lineal descendants including father, mother, son, tlau gh ter, grandchildren, son-in-law, daughter-in-law, stepchiltl and their issue are taxablo at six pare ant (aX). A tlate of 7/1/2000 and after are taxable at Tour and a half percent (4.5Y.) . C. Transto rs to siblSnps will 6e taxed at twelve pareont (12 Y.) for tlates of tlaath an or after 7/1/2000 . D. Transfers to all others inclutl3ng Uncle, aunt, nephew, and niece are taxable at fifteen percent (15X). E. For tlat os of tlaath on or after 7/01/2000, transfers from a child Cage 21 or untle r) to a natural parent, adopted parent or step-parent are taxable at OX. F. If you change the tax rata. please specify your relationship to the tleeedent in the area provitled. 7. Th• •mount of tax due (lino B) Is de terwined by multiplying the amount taxable Illne 67 by She tax rata Cline 7). CLAIMED DEDUCTIONS - PART 3 - DEBTS AND DEDUCTIONS CLAIMED Allowable debts antl deductions era determinetl as follows A. You legally era responsible for payment, Br the estate subject to atlm3 nisYration by a personal rap resentat3va 33 insufficient to pay th0 tleductible items. H. You actually paitl the debts after tlaath of the decadent and can furnish proof of payment, C. Debts being claimed must be itamSZed fully Sn Part 3. If adgitional apace 33 nestled, use plain paper 8 1/2" x 11". Proof of payment may De requested 6y the PA Department oP Revenue. ~~ ~v~ h ~~ wi £~ •+~ ~i~ 1li4 {~t fji Y'~ ~`~\\ c> y,; "~. W _~ ~~ J w - ~~`W 4~ 1 44 1~£~ v k ! ~ ' e, } f y [, __~_1 F 1 i i5 1 i 't i