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Home My WebLink About01-04-13COMMONWEALTH OF PENNSYLVANIA pEPARTMENT OF REVENUE BUREAU OF INDIV (DUAL TAXEE DEPT. 280601 HgRRISRURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT LUDWIG SANDY L 12 EAST WINDING RD MECHANICSBURG, PA 17055 _- . ,old ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 191-40-8855 2113-0009 MILLER VICTORIA L 01/04/2013 01/03/2013 CUMBERLAND 11/03/2012 TOTAL AMOUNT PAID: REMARKS: CHECK# 2673 SEAL INITIALS: HEA RECEIVED BY: RCV-1167 EX111-96) N0. CD 017006 576.80 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ACN AMOUNT ASSESSMENT CONTROL NUMBER __-_ BUREAU OF INOIVIUUAL TA%ES PO BOX 280601 HARRISBURG PA 17128-0601 Pennsylvania Inheritance Tax Information Notice And Taxpayer Response . pennsylvania DEPARTMENT OF REVENUE xev-~ws Ex oo~czec ,oe-, x, FILE NO. 2170 ACN 12165126 DATE 12-03-2012 Est Date of Death 11-03-2012 County CUMBERLAND SANDRA L LUDWIG 12 E WINDING HILL RD MECHANICSBURG PA 17055-5624 n ~ O 3r ~ W -y) n ~ v r r" z ~ y. N /L7 iX C"7 n c? a ca ~,. ,..:.> - ~ _il Type of Account Savings Checking Trust Certificate "' m n c:. 4'> p "z> N ~ Z ._{ C3 (-rrY ; i~ ~ .T. C:7 ~} 'T~ ~ ~7 4'V ct - y._, r:n t_~ ~,_ -r ~'J+t ~J the death of the abovesnamed decedent you were a jo nt owner or benefic ary of thel accountadegt fiedat Remit Payment and Firms to: Account No. 3541541 Date Established 01-16-2008 Account Balance Percent Taxable $ 1,077.92 X 50 ~--- Amount Subject to Tax $ 538.96 Tax Rate X 0.150 Potential Tax Due $ 80.84 With 5% Discount (Tax x 0.95) $ (see NOTE") - PART 1 REGISTER OF WILLS 1 COURTHOUSE SOUARE CARLISLE PA 17013 NOTE': If tax payments are made within three months of the decedents 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. $tgP 1: Please check the appropriate boxes below. A ~No tax is due. B The information is correct. 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. shown abovetas Potential Tax Dueno[ check any other boxes and disregard the amount 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 xes. 4.5% I am a lineal beneficiary (parent, child, grandchild, etc.) of the deceased. C ^ The tax rate is incorrect. (Select correct tax rate at right, and complete Part ~ 12% 1 am a sibling of the deceased. 3 on reverse.) 15% All other relationships (including none). Changes or deductions The information above is incorrect and/or debts and deductions were pat . p Complete Part 2 and part 3 as appropriate on the back of this form. listed. E ~ Asset will be reported on Return I d by the estate representatrveW~ll be reported and tax paid with the PA Inheritance Tax inheritance tax form proceed [o Step 2 on reverse. Do not check any other boxes. REV-1500. Please sign and date the back of the form when finished. PART 2 Debts and Deduction Allowable debts and deductions must meet both of the following criteria: S 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 1 f "sheets of paper.) Date Paid ~__ -- ~~ _ u~awmg a correction to the establishment date (Line t) account balance (Line 2), or Please ebtain a xrtitten w.rorrection tram ~ Nnanclai lnatkutlon and attach h to thin }~- 1. Enter the date the account was established or titled as it existed at the date of death. percent taxable (Line 3), 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 mare than one year prior to the date of death, the = 25%, etc.) by the total number of owners including the decedent. (for example: 2owners --~50%on3 owners bl 33 33%/4downers 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. ~. 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 , ~'-'' 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due 9. With 5% Discount (Tax x Taxpayer Signature 5 - 7 X t3 -~V ~ ~~ __- 9 X ~~ r, ;, Telephone Number Date YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGISTER OF WILLS, PA PARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 7-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS JLY: 1-800-447-3020 J 3 N (~ ~~ 5 5~~ ' ~x~ ~n r N U J m m N A FA n~~ -..~ ,~, W W tJ ~S1 h) U1 Ott ~ ~ "~ ~ ~,a W ~ "w,~ ~', r_ ryi !a i ~') ~ ~7 ~ r ': d ''0~ " ~~V'1a38Wp0 ~. " ~~i a~l3?0 <~ do ~~r.~~o a3oaoo3a F L I .~.fl Ti; SCI "y~~ ~i~ r ' t (''~ W q .t O c -- i '- ~y ~ ~~ . $~~ ap `'t1P~30 G34k0~3~1 N