Loading...
HomeMy WebLinkAbout11-14-12BUREAU OF INDIVIDUAL TAXES PD BOX 280601 HARRISBURG Pq 17128-0601 Pennsylvania Inheritance Tax ~F^Iju,_;~-, ~~;~"n mation Notice ~ Fi~ I'... ~ Andy xpayer Response ._.. ~J LANDIS D KAUTZ 8448 S FLORENCE AVE TULSA OK 74137-1435 ~~f'i~i~'~;~ J vlJU1l Cl1MBRR,Jv'VD CO.. PA '~ i~ Pennsylvania DEPARTMENT OF REVENUE xevasca ex m~exzc <oa-;zo FILE NO. 2112-0293 ACN 12158564 DATE 10-25-2012 Estate of FRANCES I KAUTZ SSN 196-14-3523 Date of Death 03-03-2012 County CUMBERLAND Type of Account Savings Checking Trust Certificate WELLS FAR60 provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No. 5284438446 Date Established 02-03-2012 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Remit Payment and Forms to: REGISTER OF WILLS $ 6,178.00 1 COURTHOUSE SOUARE X 50 CARLISLE PA 17013 $ 3,089.00 X 0.150 Potential Tax Due $ 463.35 With 5% Discount (Tax x 0.95) $ (see NOTE') NOTE': If tax payments are made within three months of the decedent's date of death, deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent nine months after the date of death. PART Ste 1: Please check the a 1 P ppropriate boxes below. A ~ No tax is due. g The information is correct. C ~ The tax rate is incorrect. (Select correct tax rate at right, and complete Part 3 on reverse.) p ~ Changes or deductions listed. E Asset will be reported on inheritance tax form REV-1500. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. The above information is correct, no deductions are being taken, and payment will be sent with my response. Proceed to Step 2 on reverse. Do not check any other boxes. 4.5% I am a lineal beneficiary (parent, child, grandchild, etc.) of the deceased. 12% I am a sibling of the deceased. 15% All other relationships (including none). The information above is incorrect and/or debts and deductions were paid. Complete Part 2 and part 3 as appropriate on the back of this loan. The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax Return filed by the estate representative. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. PART z Debts and Deductions Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment, and the estate is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required, you may attach 8 1/2" x 11"sheets of paper.) 2. Account Balance z 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 = 6. Amount Taxable 6 $ 7. Tax Rate 7 X 8. Tax Due 8 $ 9. With 5% Discount (Tax x .95) 9 X Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to "Register of Wills, Agent." Do not send payment directly to the Department of Revenue. Under penalty of perjury, 1 declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. ` ~.9r+'t/is ~ Jr4cc~'~ work ~~7-69~-~5~' Vl~- ¢~,~ ~. Co-Ldsu~t~ Home Tnvnnvnr Rinr,atura Telephone Number Date !i~/z/i~-- ,.r..~... _.~..___. _ IF YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 Date Paid Payee Description Amount Paid Total Enter on Line 5 of Tax Calculation $ BUREAU OF INDIVIDUAL TAXES 'PD Box znocol HARRISBURG PA 17128-0601 Pena, v la Inheritance Tax ~(}~~, ~ I ation Notice An~;'?T~cpayer Response FiF';I. CUM~t P~~-W`~D ~C . PA TREVA L BRYSON 20 BAYBERRY DR MECHANICSBURG PA 17050-3172 ~ Pennsylvania DEPARTMENT OF REVENUE REV-3563 E% OocE%EC (OB-33) FILE NO. 2112-0293 ACN 12158563 DATE 10-25-2012 Estate of FRANCES I KAUTZ SSN 196-14-3523 Date of Death 03-03-2012 County CUMBERLAND Type of Account Savings Checking Trust Certificate weLLS FARGO provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No. 5284438446 Date Established 02-03-2012 Account Balance $ 6,178.00 Percent Taxable X 50 Amount Subject to Tax $ 3,089.00 Tax Rate X 0.150 Potential Tax Due $ 463.35 With 5% Discount (Tax x 0.95) $ (see NOTE') Remit Payment and Forms to: REGISTER OF WILLS 1000RTHOUSESOUARE CARLISLE PA 17013 NOTE': If tax payments are made within three months of the decedent's date of death, deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent nine months after the date of death. PART Ste 1: Please check the a 1 P ppropriate boxes below. A ~ No tax is due. B ~ The information is correct. C ~ The tax rate is incorrect. (Select correct tax rate at right, and complete Part 3 on reverse.) p ~ Changes or deductions listed. E 'Asset will be reported on inheritance tax form REV-1500. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. The above information is correct, ne deductions are being taken, and payment will be sent with my response. Proceed to Step 2 on reverse. Do not check any other boxes. 4.5% I am a lineal beneficiary (parent, child, grandchild, etc.) of the deceased. 12% I am a sibling of the deceased. 15% All other relationships (including none). The information above is incorrect and/or debts and deductions were paid. Complete Part 2 and part 3 as appropriate on the back ofthis /orm. The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax Return filed by the estate representative. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. PART z Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment, and the estate is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required, you may attach 81/2" x 11"sheets of paper.) Debts and Deductions PART Tax Calculation 3 If you are making a correction to the establishment date (Line 1) account balance (Line 2), or percent taxable (Line 3), please obtain a wntten correction from the financial Institution and attach It to this form. 1. Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of the account that is taxable to you. a. First, determine the percentage owned by the decedent. i. Accounts that are held "in trust for" another or others were 100% owned by the decedent. ii. For joint accounts established more than one year prior to the date of death, the percentage taxable is 100% divided by the total number of owners including the decedent. (For example: 2owners = 50%, 3 owners = 33.33%, 4 owners = 25%, etc.) b. Next, divide the decedent's percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent. If indicating a different tax rate, please state your relationship to the decedent: 1. Date Established 1 2. Account Balance r 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 = 6. Amount Taxable 6 $ 7. Tax Rate ~ X S. Tax Due fi $ 9. With 5% Discount (Tax x .95) 9 x Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to "Register of Wills, Agent " Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and ~.ere~ I~ v1, !~/,~e Taxnaver Signature ,~ >~ U-~ work 7 ~ 7.697• S~Z~ Home Telephone Number Date /l~lx/~y- IF YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 Date Paid Payee Description Amount Paid Total Enter on Line 5 of Tax Calculation $ BUREAU OF INDIVIDUAL TAXES PD BOX 280601 HARRISBURG PA 17128-0601 Pennsylvania Inheritance Tax ~ Pennsylvania ~{F`(~UI ~ , Fi,G ormation Notice ~..1~ DEPARTMENT OF REVENUE ,i t l~f h ~ axpayer Response wE. "°' E= o,~E.E~ ,o,-,,, ''-i FILE NO. 2112-0293 F?F~a~ -~ ~'`~~ ACN 12157102 DATE 10-16-2012 „ CUMB~RI.AIvU CO., PA Estate of FRANCES I KAUTZ SSN 196-14-3523 Date of Death 03-03-2012 County CUMBERLAND Type of Account Savings Checking Trust Certificate TREVA L BRYSON 20 BAYBERRY DR MECHANICSBURG PA 17050-3172 WELLS FARGO provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No. 1000665647366 Remit Payment and Forms to: Date Established 10-31-1973 REGISTER OF WILLS Account Balance $ 12,128.00 1 COURTHOUSE SQUARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax $ 2,021.37 Tax Rate X 0.150 Potential Tax Due $ 303.21 NOTE*: If tax payments are made within three months of the d d t' d f With 5% Discount Tax x 0.95 ( ) $ (see NOTE') ece en s ate o death, deduct a 5 percent discount on the tax due. Any inheritance tax due will become delin t i h quen n ne mont s after the date of death. PART Ste 1: Please check the a 1 P ppropriate boxes below. A ~ No tax is due. g ~ The information is correct. C ~ The tax rate is incorrect. (Select correct tax rate at right, and complete Part 3 on reverse.) p ~ Changes or deductions listed. E Asset will be reported on inheritance tax form REV-1500. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. The above information is correct, no deductions are being taken, and payment will be sent with my response. Proceed to Step 2 on reverse. Do not check any other boxes. 4.5% I am a lineal beneficiary (parent, child, grandchild, etc.) of the deceased. 12% I am a sibling of the deceased. 15% All other relationships (including none). The information above is incorrect and/or debts and deductions were paid. Complete Part 2 and part 3 as appropriate on the back of this /orm. The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax Return filed by the estate representative. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. PART z Debts and Deductions Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment, and the estate is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required, you may attach 8 1/2" x 11"sheets of paper.) Date Paid Payee Description r~mourn rain Total Enter on Line 5 of Tax Calculation $ 4. Amount Subject to Tax 4 5. Debts and Deductions 5 = 6. Amount Taxable 6 $ 7. Tax Rate 7 X 8. Tax Due 8 $ 9. With 5% Discount (Tax x .95) 9 X Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to "Register of Wills, Agent " Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. ~trr L, ~S~n) Work '717 •Gq?-S5 ZL ~`'J/1 ~~`-?,,,r.~ -~z Li. E,?tu.,h.~ Home Taxnaver Siariature Telephone Number Date //~~2//t IF YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 E u% u: ;... ~ ~^ ~: f `- S LL'I i >bH 6 j •, ~r. 5:,.. , ;. •. , a~ N u 7 _ L j r+~ o` _a a U c - ~ Q _ c ~~ 'O to N O ~ =a~ ° C L ~ °o ~a y a~~ o aS _~ w ~U w E 'mom '~ `•`~ i -~mocm sk -U~~OU ~T4 ir, iTl ,-f ~;; s F'... ~~w U '~ O a z Z ~ z ~ r4~a~~N~~'~ ~ < z m da ;off ~. ~ < '~ W ~ m o ~ O ~ ~ a p~~ ~fI~ ~~ t\1i~4~.~.~ • ~ G,I OL ~ Js~ < ~ r _. ... `~P.~.. ~. ..11'1 z ~