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HomeMy WebLinkAbout01-17-13BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 Pennsylvania Inheritance Tax Information Notice And Taxpayer Response h OE' .';';'_LS .'.013 JAN 17 Pj~ 12 ly FANELLI LISA CL~~°,K n' 94 VAN HOUTON AVE ORPHANS' CV~R CHATHAM NJ o79za-IZ2IOUMBERLAND GQ., Pq ~ Pennsylvania DEPARTMENT OF REVENUE xevasasa cx oo~exee ,oaaz~ FILE NO. 2112-1242 ACN 13500016 DATE 01-03-2013 Estate of PEARL REGISTER SSN 203-20-4722 Date of Death 06-23-2012 County CUMBERLAND Type of Account Savings Checking Trust Certificate ANERIPRISE FINANCIAL 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. 19307099 Date Established Account Balance $ 332,403.64 Percent Taxable X 33.333 Amount Subject to Tax $ 110,800.11 Tax Rate X 0.045 Potential Tax Due $ 4,986.00 With 5% Discount (Tax x 0.95) $ (see NOTE`) Remit Payment and Forms to: REGISTER OF WILLS 1 COURTHOUSE SQUARE 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 Step 1: Please check the a p ppro riate 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, 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 torm. 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 Debts and Deductions 2 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.) PART 3 1. 2. 3. 4. 5. 6. 7. Tax Calculation If you are making a correction to the establishment date (Line 1) account balance (Line 2), or percent taxable (Line 3), please obtain a written correction from the financial Institution and attach it to this form. Enter the date the account was established or titled as it existed at the date of death. Enter the total balance of the account including any interest accrued at the date of death. 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 "intrust 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. The amount subject to tax is determined by multiplying the account balance by the percent taxable. Enter the total of any debts and deductions claimed from Part 2. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. Enter the appropriate tax rate from Step t based on your relationship to [he decedent. If indicating a different tax ra you r relationship to the dece 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 5 rnr~ti s°i nisnnunt ITax x .951 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. Work ~,;,,. ~.~~~,~. Home `l~3-~ti(-0513 ~~t3 ~l~ Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGISTER OF W1LLS, 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 ON LY: 1-800-447-3020 Taxpayer Signature „_,,,,,;,,,;,,,, Amount Paid BUREAU OF INOIVIUUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 Pennsylvania Inheritance Tax Information Notice And Taxpayer Response 'i~3 J~?N 17 P(~ 12 FANELLI LISA R CLE~-iC ~.;;- 94 VAN HOUTON AVE ORPHAtaS' rrJURT CHATHAM NJ o79za-I22ICUMBERLA~®d~ r.rj„ pA Type of Account Savings Checking Trust Certificate AMERIPRISE FINANCIAL 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. 55583348 Date Established Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due With 5°/, Discount (Tax x 0.95) PART 1 $ 229,222.14 X 33.333 $ 76,406.62 X 0.045 $ 3,438.30 $ (see NOTE') ~ Pennsylvania DEPARTMENT OF REVENUE xev-~uee Ex m~ezcc ,Dean FILE NO. 2112-1242 ACN 13500019 DATE 01-03-2013 1 y Estate of PEARL REGISTER SSN 203-20-4722 Date of Death 06-23-2012 County CUMBERLAND 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 [ax due will become delinquent nine months after the date of death. Step 1: Please check the appropriate 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 p~ l Asset will be reported on lllF"'--~~-~~ 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 o/this /orm. 1-he above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax 3eturn 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. ,;p•a, PART Debts and Deductions 2 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.) n..,..,,nt Pohl PART 3 1. 2. 3. 4. 5. 6. 7. Tax Calculation If you are making a correction to the establishment date (Line 1) account balance (Line 2), or percent taxable (Line 3), please obtain a written correction from the financial institution and attach it to this form. Enter the date the account was established or titled as it existed at the date of death. Enter the total balance of the account including any interest accrued at the date of death. 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 beneficlarles. The amount subject to tax is determined by multiplying the account balance by the percent taxable. Enter the total of any debts and deductions claimed from Part 2. 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 [he decedent. Amount Subject to Tax -~(ai - US 13 Telephone Number Date 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 Taxpayer Signature aslong~wit?a chleck for any pay entyotu are maOk ng. Che ks mus9be madeepayable toegReg s~er olflWilSSeAgent e Donnot sendorm, 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. Work ~ PDRBOX 28060DIVIDUAL TAXES Pennsylvania Inheritance Tax HARRISBURG PA 17128-0601 Information Notice And Taxpayer Response °" il`J~ RECiS ~ ~ ; ar :;:.~s ~ Pennsylvania DEPARTMENT OF REVENUE aev-maan zx m~exzo coo-~a FILE NO. 2112-1242 ACN 13500022 DATE 01-03-2013 `~V3 ~Fl1j ~ 7 P( I ~ ~9tate of PEARL REGISTER N 203-20-4722 FANELLI LISA R CLERi{ C4" Date of Death 06-23-2012 94 VAN HOUTON AVE ORPHANS' ~~~u°T County CUMBERLAND CHATHAM NJ 07928-1221 CUMBERLANE i~;,~„ PA Type of Account Savings Checking Trust Certificate AMERIPRISE FINANCIAL 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. 279155378021 Date Established Account Balance $ 79,000.00 Percent Taxable X 33.333 Amoun[ Subject to Tax $ 26,333.07 Tax Rate X 0.045 Potential Tax Due $ 1,184.99 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 duee Any nherrtance tax due will become delnlquent n netmonths after the date of death. PART Step 1: Please check the a p 1 ppro riate 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, 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 appropdate on the back o/this form. The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax aeturn 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 Debts and Deductions 2 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.) PART 3 1. 2. 3. 4. 5. 6. 7. Under penalty of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my now e g belief. Work / --~ D ~ _ U 0 : Home Q 73'7vf -bSl3 `l (~Il'~ Tax Calculation If you are making a correction to the establishment date (Line 1) account balance (Line 2), or percent taxable (Line 3), please obtain a written correction from the financial institution and attach it to this form. Enter the date the account was established or titled as it existed at [he date of death. Enter the total balance of the account including any interest accrued at the date of death. 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. byrthe total numbersof owners nclud ng the decedenrL r(Forhexamplef 2 owne se P50%n3 ownersbl 33.33 ~ /4 owners = 25%, etc.) b. Next, divide the decedent's percentage owned by the number of surviving owners or beneficiaries. The amount subject to tax is determined by multiplying the account balance by the percent taxable. Enter the total of any debts and deductions claimed from Part 2. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. Enter the appropriate tax rate from Step t based on your relationship to the decedent. Step, 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this Corm, 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. k I d e and Telephone Number Date 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 Taxpayer Signature ,,,,,,,,,;,,,;,,,, Amount Paid l }'' J ~~ s, ~~ , ~~ ~ R~caRa=~ ~ Ri.GISTE~ , , ~ ~ C'j G 0, ~ OL.ERK ~ ORPNw.VS' C0~ ~ CUMBERLAND C0•~ ' w .~ ~~ r 41 tp 41 W W . L ~ ~€ ~(,? 9 ~ S ~. T y lf? ` <- i:~ ~,'~ =~ St 'z.'- E~ ~`~1, .. M~ ~`Py ' ~~ „~ „, i~ +„1 ~ ,;, : j f t' r F° r i