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Home My WebLink About02-08-13 (2)n^ RECOR~~G GP~~''~ ~. t t" ~~~~~jy)~~AL vTl~EE9^~ so ` HARRISDUR6 PJ1 17128-Ob01 i,~ ~.. Cl F ~~ U ORPHANS' G~it~i~~ ., ~. DAVID T GUY 117 FORMAN RD DILLSBURG PA 17019-9689 Estate of WILLIAM T GUY SSN Date of Death 10-20-2012 County CUMBERLAND Type of Account Savings Checking Trust Certificate PNC a m d deceded tho dwererta onnt olwneeor benefic a b olf the alccoung identified death of the ai~ve na Y Account No. 5740025456 Date Established 08-01-1970 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due With 5% Discount (Tax x 0.95) X 0.045 NOTE": If tax payments are made within three months of the $ 9.12 decedents date of death, deduct a 5 percent discount on the tax $ (see NOTE') due. Any inheritance tax due will become delinquent nine months after the date of death. _ ~~ Pennsylvania Pennsylvania Inheritance Tax 5~' , DEPARTMENT OF REVENUE Information Notice pFY-WD E2 -.eEat ,off-in And Taxpayer Response FILE NO:~'tT0 02 ~ ~ j ~ - I c3~ ~ ACN 12163417 DATE 11-20-2012 P y~ Step 1: Please check the appropriate 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.) D ~ Changes or deductions listed. E ®Asset will be reported on inheritance tax form REV•1500. $1,216.00 X 18.887 $ 202.87 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 checlr 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 Siep 2 on reverse. Do not check any other boxes. 4.5~o I am a lineal beneficiary (parent, child, grandchild, etc.) of the deceased. 12°/, I am a sibling of the deceased. 15~o 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 Retum filed by the estate representative. i Pnxeed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. Remit Payment and Forms to: REGISTER OF WILLS 1 COURTHOUSE S~CiUARE CARLISLE PA 17013 PART 2 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. 8. You paid the debts after the death of the decedent and can famish (If additional Proof of payment if requested by the department:` space is required, you may attach 8 1/2" x t i"sheets of paper.) •• ~-~ ~•o ~~~a~~t~s a correctton to the establishment date (Line i) account balance {Line Z), or percent taxable (Line 3), please obtain a written 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 1 DO% owned by the decedent. ii. For joint accounts established more than one year prior to the date of death, the percen ° by the total number of owners including the decedent. For exam le: 2 owners = 50 i6 ~~table is 100 /o divided a 25%' etc') ( p 33.339'°, 4 owners 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 int~irntinn s ..Itp.,-__. . '""a - -^..nv~q pan ~til8, please state your relationship to the decedent: 1. Date Established 1 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 2 $ 3 X 4 $ 5 - i ' PIA [?epartmstr>tt~ ~ . 2 '; , 6. Amount Taxable ~' 8 $ ~ 7. Tax Rate 7 X 6 8. Tax Due t3 $ ('~ 9. With 5% Discount (Tax x .85) 9 X ~'$ Step 2: Sign and date below. Return TWO completed and si ned c ~~ along with a check for any payment you are making. Checks mustgbe madeies to the Register of Wills listed on the front of this form, payment directly to the Department of Revenue. Payable to "Register of Wills, Agent." Do not send Under penalty of perjury, I declare belief. facts I have reported above are true, correct and complete to the best of my knowledge and Work 717-774-7435 Taxpayer Signature __ _ _~ ..~, Stone, E~y, TelepFtone Number Date ~ I . f ~ 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 DN LY: 1-800-447-3020 Home Date Paid pn„m