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Home My WebLink About01-13-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MULINARI SUSAN T 5930 COVE LANDING RD APT 101 BURKE, VA 22015 -------- fold ESTATE INFORMATION: SSN: 216-01-7873 FILE NUMBER: 2111-0059 DECEDENT NAME: MULINARI EGIDIO J DATE OF PAYMENT: 01/13/2011 POSTMARK DATE: 01 / 1 1 /201 1 COUNTY: CUMBERLAND DATE OF DEATH: 07/15/2010 REV-1162 EXI11-961 N0. CD 013889 ACN ASSESSMENT AMOUNT CONTROL NUMBER 11100637 ~ 51,680.70 TOTAL AMOUNT PAID: REMARKS: SUSAN MULINARI CHECK# 5189 SEAL INITIALS: WZ RECEIVED BY: 51,680.70 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS w. BUREA mwr TAX HARRISB~`]'A 1T1TBrp6D~f ~ Q rF II~L ~~., v ._. . ... : ~ ~_.vd PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND FILE N0. 21 ~- ~~~' ~'~ TAXPAYER RESPONSE ACN 11100637 DATE 01-05-2011 eEV-1543 E% AFP (31-46) :~~~ ~ ~ .,r'~~ 13 Phi I~~ 3z CLERK OF ORPHANS COi1RT uLi naRi E- ~drr~~ last CUMPERL ~Nl~ CO., \\ // n~.mt- ~* SUSAN T NYIUBARU ~_ 5930 COVE LAND//IN~6 RD ~n~~~tC BURKE VA 22015 ~~+ namc EST. OF EGIDIO J MULINARI SSN 216-01-7873 DATE OF DEATH 07-15-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. M 8 T BANK 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 deeetlent, You were a ioint owner/beneficiary of this account. If you feel the information is incorrect, please obtain written correction frog the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordsnu with the Inheritance Tax laws of the Commonwealth of _ ___. --.. Pan*rarlwnia.--~Piyesatatl-(71fi3-i'M'•a3@9~t1'ltlr-4aastiaffs. ~ "--' _ _..,. _.. _. _ ~ _.._. ...r- _. _ - COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 15004221438672 Data 03-05-2010 7o ensure proper credit to the account, two Established Copies of this notice must accompany 6 0 3.58 payment to the Resister of Wills. Make check Account Balance $ 4 5 , payable to "Resister of Wills, Asent". Percent Taxable X 100.00 NOTE, If tsx payments are made within three Amount Subject to Tax ~ 45,603.58 months of the decedent's date of death, Tax Rate X .045 deduct a 5 percent di seount on the tax due. Arty Inheritance Tax due will become delineuent Potential Tax Duo ~ 2, 052.16 nine months after the date of death. PART TAXPAYER RESPONSE 1^ A. ~ The above inforaation and tax du• is correct. Remit payment to the Resister of Wills with two eooies of this notice to obtain CHECK a discount or avoid interest, or check box "A" and return this notice to the Resister of Wills and an official assessment will be issued by the PA Depsrtment of Revenue. C ONE BLOCK B. ~ The above asset has been or will be reported and tax Deid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the estate representative. C. ~he above informs ion is ineorree^t and/or debts and deductions were paid. omplet• PART 2 and/or PART 3 below. PART If indieatin9 a different tax rate, please state relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Dato Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Taz Due Under penalties of perjury, I tlecla re that the facts I have reported above are true, correct and Complete to the best of my knowledge and belief. HOME C ) 2 ~ lV WORK C9tlZ) -'[Ill ^lU~i' 1~ al 09- Zul o DATE PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID GENERAL INFORMATION FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on information subwitted by the financial institution. Inheritene• Tax becowes delinquent nine months after the decedent's date of death. A Joint account is taxable even when the decedent's name was added as a matter of convenience. Accounts (including those held between husband and wife) the decedent put in joint names within one year prior to death are fully taxable. Accounts established jointly between husband and wife more than one near prior to death are not taxable. Accounts hold by a decedent "in trust for" another or others are fully taxable. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - If the information and cowputetion in the notice are correct and deductions are not being claimed, place an "X" in Block A of Part 1 of the "Taxpayer Response" section. Sign two copies and submit thew with a check for the amount of tax to the register of wills of She county indicated. The PA Departwent of Revenue will issue an off ieial assesswent (Forty REV-1548 IX) upon receipt of the return frow the register of wills. 2. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance Tax Return filed by the estate's representative, vlace an "X" in Block B of Part 1 of the "Taxpayer Response" section. Sign one copy and return to the register of wills of the county indicated. 3. BLOCK C - If the notice inf orwation is incorrect and/or deductions are being claiwed, cheek Block C and complete Parts 2 and 3 according to the instructions below. Sign two copies and subwit thew with your chock for the awount of tax payable to the register of wills of the county indicated. The PA Departwent of Revenue will issue an official assesswent (Forty REV-1548 IX) upon receipt of the return frow the ragistar of wills. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Enter the date the account original lv was established or titled in the wanner existing at date of death. NOTE: For a decedent who died after l2/12/82, accounts the decedent put in joint naves within one near of death are fully taxable. However, there is an exclusion not to exceed F3,000 per transferee, regardless of the value of the account or the nuwber of accounts held. If a double asterisk C.s) appears before your first name in the address Do rtion of this notice. the 13,000 exclusion vas deducted from the account balance as reported by the financial institution. 2. Enter the total balance of the account including interest accrued to the dat• of death. 3. The percentage of the account that is taxable to each survivor is determined as follows: A. The percentage taxable of joint assets established wore than one year prior to the decedent's death: 1 DIVIDED BY TOTAL NUMBER OF DIVIDED BY TOTAL NUMBER OF MULTIPLIED BY 100 ~ PERCENT TAXABLE JOINT OWNERS SURVIVING JOINT OWNERS Exawple: A joint asset registered in the nave of the decedent and two other persons: 1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) _ .167 X 100 = 16.7 percent (TAXABLE TO EACH SURV IYOR) B. The Dercentage 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 MULTIPLIED BY 100 = PERCENT TAXABLE OWNERS OR TRUST BENEFICIARIES Example: Joint account registered in the name of the tlecetlent antl two other persons and established within one year of death 6y the decedent. 1 DIVIDED BY 2 (SURVIVORS) _ .50 X 100 = 50 Dercent (TAXABLE FOR EACR SURVIVOR) 4. The amount subject to tax (Line 4) is determinetl by multiplying the account balance (Line 2) by Lhe percent taxable (Line i). 5. Enter the total of the debts and deductions listed in Psrt 3. 6. Ths aaount taxable (Line 6) is dste Wined by subtracting the debts and deductions (Lino 5) frow the awount subject to tax (Line 4). 7. Enter the appropriate tax rate (Line 7) as Bete rw ined belay. Date of Death Spouse Lineal -:. - Sib ling. -... .. Gollat e.eal. 07/01/94 to 12/31/94 3 percent 6 percent 15percent 15 percent 01/01/95 to 06/30/00 0 percent 6 percent 15 percent 15 percent 07/O1/00-to present 0 percent 4.5 percent * 12 percent 15 percent .The tax rate iwposetl on the net value of transfers frow a tleeaasetl child 21 years of ape or younger at death to or for the use of a natural parent. an adoptive parent or a stepparent Of the child is 0 percent. The lineal class of heirs includes grandparents. parents, children and other lineal descendents. "Children" includes natural children whether or not then have been atloptetl by others, atlopted children and step children. "Lineal descendents" includes all children of the natural parents end their descentlsnts. whether or not they have been adopted by others; adopted descendents and their descendants; antl steD-descandant s. "Siblings" era defined as individuals who have at least one parent in cowmon with the decedent, whether by blood or adoption. The Collateral class of heirs inelutles all other benef ieia rigs. CLAIMED DEDUCTIONS - PART 3 - DEBTS AND DEDUCTIONS CLAIMED Allowable debts antl tletluctions are determined as follows: A. You ere legally responsible for payment, or the estate subject to adwinistration by a personal representative is insufficient to pay the deductible itews. B. You actually paid the debts after the death of the decedent and can furnish proof of payment. C. Debts being claiwed ^ust be itewized fu11Y in Part 3. If additional space is needed, use B 1/2" x 11" sheet of paper. Proof of payment way be requested by the PA Departwent of Revenue. Welcome to M&T Online Banking Page 1 of 1 f {- 7T~F~c fl~taUT ~- JANUARY 10, 2011 Sign Off Ac~urAS Transfers BIU Pay Customer Service gCCOUNT 8UMAMRY> TRANSFERS TRI4NSACTION HFSTORY Transaction History ~"~'' Rslabd Links: VewlEdit Transactions ~ Transfers & Loan Payments ~ Pav a Bill ~ Status Alerts From AlI Accounts ~ To AlI AccotmtslPayees ~ ~ Shaw Last 6 Months ~ '~ GO To SENt dick en column narne. TransferslMbT Loan Paymens Cart. • "'~ ~ f.-~m Ise 33809933 09/05/2010 Mrkt Advantage 8672 Cbssk Checking 8275 32716275 0721/2010 Mrikt Advantage 8872 Classic Chedkirg 8275 32718809 07212010 Mrkt Advantage 8672 Cbssic Cttedkir-g 8275 l7e~Ots a;d ~~-k Total for Transfers and Md.T Loan Payments ~' d ~ P ., en, o L S~d,a J. ~4 ~ ,•rw; - Ii5bTlNeb Bi11 Payments / 1 t n 1M5 ~OC ~ a ~ t Cart. it ~ Er.9m >'4 .58871386 (19/D71201D D9/102D10 Classic Chedcinp 8275 Currr6erlard CaoodwiN EM5 58553201 09/02/2010 09108/'1010 Classic Ctledking 8275 Darryl K GuishNde, DO., Inc. 58195220 08/23/2010 08/26/2010 Classic Checking 8275 Carusb Regional Medkoal Carrier 58000939 06/162010 08/1912010 Classic Ctteckirp 8275 Continuing Care RX 57785670 98/092019 08H 22019 Classic Cheddng 8275 Carlisle 1i1rU41otrysic®n Managemen 57558270 08/022010 08/05/2010 Cbssic Checking 8275 CWnberbnd Crossing 57557761 08/02!2010 08!052010 Cbssic Ctreckirtg 8275 Abxartder Springs Emer Phys 57316006 07262010 07/292010 Classic Chadcing 8275 Carlisb Regional Medical Center 57331813 07262010 97292010 Cbssk: Checking 8275 lCtrtefic hnaging 57213698 07222010 07272010 Cbssk Checking 8275 Cumberland Crossings (1) 57213906 07222010 07272010 Cbssic Checking 8275 West Shtxe EMS - Carlab 57214001 07222010 07272010 Classic Checking 8275 Cumbsdand GoodwiN EMS 57214180 07222010 07272010 Classic Checking 6275 Carfisie HMA Physicen Managemen F77177d'2 mn~nn~n mri72nm Classic Chedcim 8275 - CorttirltHrw Care RX Total ror Md~T vlkb BIU Payments 5 Indico<es the trarrwotlon was NrHiated svouph mobile web barNcirg Total for Transfers and Paymerds 9uasunt 550.70 522.82 555.20 5110.b2 538:13 $887.80 521.77 5538.58 512.92 58,547.13 5118.23 150.70 519.28 58r~8~ ~ S'f. '~ ~ sA4'~~'~ ~~ T~ ~ ~ O 2011 Manuracbrrers and Traders Tnrat Comparry. !Jeers W this web site spree to be bound by the proviskns of the M6T 1Meb Bankkp Terms arW ~ (9~ D~_ J Conditbns. Nlew the Terms ~d Cond;tions. Pnvacv Po6rv a Seasily Inforrmntlon. rr f !A Qt~ dead ~~~~ !~-b ~y Sk1/i-n~ ~ . MNL1nau-i _ - .. hops://onlinebanking.mandtbank.com/transfers/TransactionHistory.aspx 1/10/2011 ~814lIOt 5500.00 58,547.13 51,000.00 58,047.13 E+15A i1R5T{EA55 FOREVE2 ~~ ~~ _ I ~ ~ ' l1{A EI25T-CLASS f RE RI ~ •o •~ -_ 1 t a 1•~l t~~ t~„F f~ i~f iI1 (g? mi l~ ~•,. .~ - ----'/