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Home My WebLink About02-21-13 (2)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INpIVIDUAL TAXE$ DEPT. 280601 HARRISBURG, PA 1 ] 128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EXI11-96) NO. CD 017215 PTASZEK THOMAS F 695 JULIE CT MECHANICSBURG, PA 17055 ACN ASSESSMENT CONTROL NUMBER ,oIJ ESTATE INFORMATION: FILE NUMBER: 2112-1297 DECEDENT NAME: PTASZEK BARBARA E DATE OF PAYMENT: 02/21/2013 POSTMARK DATE: 02/19/2013 COUNTY: CUMBERLAND DATE OF DEATH: 11/29/2012 REMARKS: SEAL CHECK# 2238 AMOUNT 13500367 ~ $1, 548.24 TOTAL AMOUNT PAID: INITIALS: HEA RECEIVED BY: $1,548.24 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 Pennsylvania Inheritance Tax Information Notice And Taxpayer Response c FFiCE 0 RECGCI^SFER OFm~!1! LS PTASZEK THOMAS ~1f/~ F+ L CL RK CIF ~ ~~ MECHANICSBUR6 PA {~!Al~bS2000RT CUMBERLAND CO., PA ~ Pennsylvania DEPARTMENT OF REVENUE xEV-~saa ev oa~EVCC <ae-~z~ FILE NO. 2112-1297 ACN 13500367 DATE 02-01-2013 Estate of BARBARA E PTASZEK Date of Death 11-29-2012 County CUMBERLAND Type of Account Savings Checking Trust Certificate EDWARD JONES 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. Remit Payment and Forms to: Account No. 270 Date Established REGISTER OF WILLS Account Balance $ 72,432.45 1 COURTHOUSE SOUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $ 36,216.23 Tax Rate X 0.045 Potential Tax Due $1 629 73 NOTE': If tax payments are made within three months of the ' , . decedent s date of death, deduct a 5 percent discount on the tax With 5% Discount (Tax x 0.95) $ (see NOTE ~, _~4y due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1: Please check the appropriate boxes below. 1 A ~ No tax is due. g The information is y orrect. 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. 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 [o 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 z 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 by the department. (If additional space is required, you may attach 81/2" x 11"sheets of paper.) Date Paid Payee Description Amount Paid Total Enter on Line 5 of Tax Calculation $ PART Tax Calculation 3 If you are making a corcection to the establishment date (Line 1) account balance (Line 2), or percent taxable (Line 3), please obtain a written correction hom 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 "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. 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. your 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 X X 9. With 5% Discount (Tax x .95) 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 -~5~~~ 2-~1-J3 Taxpayer Signature ~ !/ 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