HomeMy WebLinkAbout02-11-13 (2)BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
r~LVs .. ~ 1Ji~ ~,t~1.~5
t ~~~~ ~Ea ~~ ~~ 1I o~
~, -
Gl.~~°~
8~iNSURRE1a~RhAI~S' ~.~URT
CAMP HII~~~~~~~^~~~'~~•, ~Q'
Pennsylvania Inheritance Tax
Information Notice
And Taxpayer Response
pennsylvania
DEPARTMENT OF REVENUE
REV-1543 EX DocEXEL (08-121
FILE N0.2113-0026
ACN 13106007
DATE 02-06-2013
Estate of AGNES F GULA
SSN
Date of Death 01-04-2013
County CUMBERLAND
Type of Account
Savings
X Checking
Trust
Certificate
ol= PENNSYLVANIA provided the department with be efic ry tof theeaccount idtengfiedt at
CITIZENS BANK
the death of the above-named decedent you were a joilRe w Payment and Forms to:
Account No. 6400040572 REGISTER OF WILLS
Date Established 08-23-1977 1 COURTHOUSE SGIUARE
Account Balance $ 65,732.68 CARLISLE PA 17013
Percent Taxable X 50
Amount Subject to Tax $ 32,866.34
Tax Rate X 0.150 NOTE"`: If tax payments are made within three months of the
Potential Tax Due $ 4,929.95 decedent's date of death, deduct a 5 percent discount on the tax
5% Discount (Tax x 0.95) $ (see NOTE'`) _ due. Any inheritance tax due will become delinquent nine months
With after the date of death.
PART $tep 1 ;Please check the appropriate boxes below.
1
tax is due. I am the spouse of the decease of death the parent of a decedent w o was
A ~ No
21 years old or younger at dat
Proceed to Step Potential Tax Due. of check any other boxes and disregard the amount
shown above as
The above information is correct, no deductions are being taken, and payment will be sent
B The information is
correct. with my response.
Proceed to Step 2 on reverse. Do not check any other oxes.
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% I am a sibling of the deceased.
3 on reverse.)
15% All other relationships (including none).
Changes or deductions The info~omi fete Part 2 and part 3 as app opiate o n the back of th s porm.
D ~ listed. p
Asset will be reported on The above-identified asseefe aesentat~ e. ill be reported and tax paid with the PA Inheritance Tax
E ~ inheritance tax form Return filed by the estat p
Proceed to 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 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 b the de
(If additional space is required, you may attach 8 1/2" x 11"sheets of paper.) y Partment.
Date Paid Payee
PART
Taxpay~} Signature
Description
Total (Enter on Line 5 of Tax Calculation) $
Home ~~ t~~ ~~~ _ ~~
Tele hon N
Amount Paid
p e umber Date
IF YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGISTER OF WIL
DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVI I LS, PA
717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING ON AT
DNLY: 1-800-447-3020 NEEDS