HomeMy WebLinkAbout02-08-13BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
RECORC~~ C~F1CE OF.
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CLERK CF
SHARON B ~+~I~S' COiJRT
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LINCOLN
Pennsylvania Inheritance Tax
Information Notice
And Taxpayer Response
~ Pennsylvania
DEPARTMENT OF REVENUE
REY-1543 EX OotEXEC (08-12)
FILE NO. 2112-1245
ACN 13102275
DATE 01-16-2013
Estate of GEORGE W BECK
SSN
Date of Death 11-26-2012
County CUMBERLAND
Type of Account
Savings
X Checking
Trust
Certificate
NErRO BANK 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. 513204552 Remit Payment and Forms to:
Date Established 06-OS-2000 REGISTER OF WILLS
Account Balance $ 168,663.26 1 COURTHOUSE SQUARE
Percent Taxable X 50 CARLISLE PA 17013
Amount Subject to Tax $ 84,331.63
Tax Rate X 0.150
Potential Tax Due $ 12,649.74 NOTE`: If tax payments are made within three months of the
With 5% Discount (Tax x 0.95) $ (see NOTE') 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
1 ppro riate boxes below.
A ~] No tax is due. I am the spouse of the deceased I
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.
or 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 form.
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.)
Step.2: Sign and date belown Rotu are mVaOk nom Che ks musgbe made payab a toegReg s~er ofIWillseAge the Donnot sendorm,
along with a check for any payme t y g
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
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Telephone Number Date
Taxpayer Signature
IF YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGISTER OF WILLS, PA
DEPARTMENT OF REVENUE DIS PAIYERSO W TH ESPECIAL HEARINGI AND OR SPEAKWGIONEEDS
717-787-8327. SERVICES FOR TAX
ONLY: 1-800-447-3020
r. _ _ flacrrintinn Amount Paid