The URL can be used to link to this page

Home My WebLink About02-27-13COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BARR STEPHANIE 12031 SOUTHERN RIDGE DRIVE CHESTERFIELD, VA 23838 foltl ESTATE INFORMATION: ssN: t~~-a2-a~sa FILE NUMBER: 211 1-1 1 16 DECEDENT NAME: STONER GRACE E DATE OF PAYMENT: 02/27/2013 POSTMARK DATE: 02/25/2013 COUNTY: CUMBERLAND DATE OF DEATH: 09/30/201 1 TOTAL AMOUNT REMARKS: STEPHANIE BARR SEAL CHECK# 2038 INITIALS: WZ RECEIVED BY: REGISTER OF WILLS REV-1162 EX111-961 NO. CD ACN ASSESSMENT AM CONTROL NUMBER 17236 UNT 13031134 ~ $3, 66.02 PAID: 53, GLENDA EARNER STRA 66.02 BAUGH REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 Pennsylvania Inheritance Tax Information Notice And Taxpayer Response RECORDED OFFICE OF ~ pennsyl~ ania DEPARTMENT OF EVENUE EEY•1563 EX OocEXEC f0~-1EI FILE N0.2111-1116 ~~ ACN 13031134 DATE 02-07-2013 2013 FE8 27 PFl 12 ~Z Type Estate of GRACE E STONER C LE R K ~ 177-a2-473a ORPHANS' ~~,q~,peatn 09-30-2011 STEPHANIE BARR f~CUMBERLAND 12031 SOUTHERN RIDGE DR CUMBERLAND CO., PA CHESTERFIELD VA 238 38-21 93 ~'1 e_,~y,~~ ~ ~j~ ('r' ~.,, --b ~ ~ ' s~-c.d ~ a Ln uar ~ud'~'~ . ~1,2,G~t WOODMEN OF THE WORLD provided the department with the information below indicating of the above-named decedent you were a joint owner or beneficiary of the account iden~ (Account Savings Checking Trust Certificate Z31 ~S'~~ b ~`~- s-tr~b~erl,, v~ 5 U~ ~~ -I-~4`Q . _~-~- ~wa.5, ,~-s~d~ . ~'. at the death Remk Payment and Forms to: Account No. 99999 Date Established 09-30.2011 REGISTER OF WILLS Account Balance $ 79 244.86 1 COURTHOUSE SOUARE , CARLISLE PA 17013 Percent Taxable X 100 Amount Subject to Tax $ 79 244 86 . , Tax Rate X 0.120 NOTE': If tax payments are made within thre months of the Potential Tax Due $ 9,509.38 decedent's date of death, deduct a 5 percent iscount on the tax With 5% Discount (Tax x 0.95) $ (see NOTE') due. Any inheritance tax due will become del nquent 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 correct. C The tax rate is incorrect. Select correct tax rate at right, and complete Part 3 on reverse.) D ~ Changes or deductions listed. 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 paymerjt witl be sent with my response. Proceed to Step 2 on reverse. Do not check any other boxes. `~I 4.5~° I am a lineal beneficiary (parent, child, grandchild, etc.) oft a 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. E ~ Asset will be reported on The above-identified asset has been or will be reported and tax paid with the inheritance tax form Return filed by the estate representative. REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. Inheritance Tax ,\h~ d PART s 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 furnish proof of payment if requested by the department. (If additional space is required, you may attach 8 1J2" x 11"sheets of paper.) Date Paid Payee Description Amount Paid PART TaX Ca~CU~atlOn 3 If ou are makin a correction to the est~lishment date Line 1 account balance Line 2 or Y 9 ( ) ( ), 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 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. If indicating a different tax rate, 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 6. Amount Taxable 7. Tax Rate 3 X 100 5 - 7 X 8. Tax Due 8 $ 3 511° , ~_ 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 1 have reported above are true, correct and complete to the best of my knowledge and belief. Work Home ~ ~-( Cv3 q' `'{ ~ I ~ Taxpayer Telephone Number Date 'i~ 2'~ )3 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 ON LY: 1-800-447-3020 .yj (w G V ~(/~' ~) *e J r _ ~ ~~ .r .:`. .`".. :.v. .. ~o N ~~ ~I ~~ ', ~ ~ J' P' ~~ ~. +~ O a m m zta