The URL can be used to link to this page

Home My WebLink About03-13-13BUREAU OF INOIYIOUAL TAXES Pennsylvania Inheritance Tax PO BOX 286601 HARRISBURG PA 8128-6661 Information Notice And Taxpayer Response ~ pennsylvania DEPARTMENT OF REVENUE xcv-csas Ex m~ExEC ,ae-~z, ~ ? FILE N6-P499-~ awl - I ~ ACN 13111494 DATE 03-08-2013 Type of Account Estate of RICHARD R THIELE Savings SSN 198-32-7610 X Checking Date of Death 05-13-2011 Trust PHYLLIS A SNYDER County CUMBERLAND Certificate PHYLLIS A SNYDER 207 GULL CT MECHANICSBURG PA 17050-2057 O ° ..,.: w ~.:,~ n 3r m ~ ~ rm ~ o m s n ~ en :a r ~ rrr rri rrr • .+c ~~ is <', ,~ G .,r 'n A ... N r rrt -p .~ y ... PNC BANK NA provided the department with the information below indicatingxflat at the~ath~of~le above-named decedent you were a joint owner or beneficiary of the account Identified. Remit Payment and Forms to: Account No. 5140060139 Date Established 06-01-1965 REGISTER OF WILLS Account Balance $1 087.00 1 COURTHOUSE SQUARE , CARLISLE PA 17013 Percent Taxable X 50 Tax A b t t t S $ 543 50 moun u jec o . Tax Rate X 0.150 f the th th ithi f d ' n ree mon s o e w : I tax payments are ma NOTE Potential Tax Due $ 81.53 decedent's date of death, deduct a 5 percent discount on the tax With 5% Discount (Tax x 0.95) $ (see NOTE') 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 correct. C ~ The tax rate is incorrect. (Select correct tax race 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 to Siep 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. ~~ i. 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 8 1!2" x 11"sheets of paper.) Date Paid Amount Paid Payee Description Total (Enter on Line 5 of Tax Calculation $ $t@p 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./~1 / / /~ ~~-~ Work e T /~e ~ ~ Home 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 BUREAU OF INDIV IOUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 Pennsylvania Inheritance Tax Information Notice And Taxpayer Response ~ Pennsylvania DEPARTMENT OF REVENUE NEV-1543 E% OacE%EC IOB IZl FILE NO. 2170 ACN 13111495 DATE 03-08-2013 PHYLLIS A SNYDER PHYLLIS A SNYDER 207 GULL CT MECHANICSBURG PA 17050-2057 Estate of RICHARD R THIELE SSN 198-32-7610 Date of Death 05-13-2011 County CUMBERLAND Type of Account Savings Checking Trust Certificate /I ~ ~ ~r~ n ~ o ~~ ° ~~, ~ ~ ~ yQ~ ~~~ mx ~ v ~ ~ ~ a r , l -< cr ~ ~ rr7 ,a r/) -" ,--_ t~.J rri rr1 vCI K~ - ~ i~ r"~ c"s -T - ; C _C" _ is ..._A ~... ~~..) ~o 1 Ci7 ~+i PNC BANK NA 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 lo: Account No. 5130046106 Date Established 03-02-1984 REGISTER OF WILLS Account Balance $ 28 098.00 1 COURTHOUSE SQUARE , CARLISLE PA 17013 Percent Taxable X 50 Tax t t A t S b $ 14 049 00 moun jec o u , . Tax Rate X 0.150 th th f th ithi d ' ree mon s o e e w n : If tax payments are ma NOTE Potential Tax Due $ 2,107.35 decedent's date of death, deduct a 5 percent discount on the tax With 5% Discount (Tax x 0.95) $ (see NOTE`) due. Any inheritance tax due will become delinquent nine months after the date of death. PART st@p 1: Please check the appropriate boxes below. 1 A ~x~ No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was /-'C 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. 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. 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 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 8 1(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 correction to the establishment date (Line 1) account balance (line 2), 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 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. It indicating a different tax rate, you r relationship to the decede 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate state X 8. Tax Due 8 ~ 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 belt ,/ ~~ Work e i (fie 17 1 - r/ /a(o -O Signature ~/ Telephone Number ~~ 7 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 HlOi; )0~ RFVI°l~I __ ~~ _ ~. This is m certify that this is a true copy of the record which is on file in the Pennsylvania Department of Health, in accordance with the Vital Statistics Law of 1953, as amended. WARNING: It is illegal to duplicate this copy by photostat or photograph. 6213114 No. Marina O'Reilly Matthew Acting State Registrar JUN 10 2011 Date x+aslq lav nmxe COMMONWEALTH OF PENN8VLVANIA • DEPARTMENT OF HEALTH • VRAL RECORDS TEAM ~Mn CERTIFICATE OF DEATH (Sae InMreex:tlone end exempNe on nveerrl Z~ b 1.IxwtlM•MiFMgbee.Yw, olb~ x. sv x. scab BS.ey Mnba x.Opaamxbm, aY~Wrl ichard Robertson hiele Male 1 B - 2 - e.roeNtleMah I ua,+ e.MtlmN a i wanes avmda,n o.b a. uw. oq. wn qtl. xe,pw: an..: 69 vn January 18. 1942 Johnatomn, PA ^IRMri ^EPIQIpaY ^0'.a ^ Wne W P°IO.o ^pl.. ~I, eP Ca^Ma0.W 4. CNn lao.iN.a MN kFM'Nm0mIM1M,PNMN,uaw1 x. W„MM1ixtl XYP.Ie QM^1 W Vx IpRO:.M.Iw Y,Y,aMNM.R. Cumberland Hampden Twp. 207 Gvll Court ~nn~n'~vb ~, ci 1''O~White 11. YW aMCen mewa .oomiae, Ii w.cMbnxnn 15 baCM, EneiM pRh aM nP.M WYmiaYYn1 u. YNw eYa:ebnC. H„r WM. 1n BU^MM &ar E M,.WmMM.an1 fl w ~~ b o ~ z i d ~~ ~wpa ~I~a~l Technici n Tele h e Ma e flvr Ow Ph llia Sn der +aoMgYr,eeropmrN.n,gylm•n,r.Wan,l 207 Gull Couzt oegane, [xnaare e.M+FrYrw m.flw Pennsylvania ua n. op ®yq pneYV amen Hampden r„p. Mechanlcebur PA 17050 im.wq Cumberland r0a~mx In.^w,oeae,m uge.e+l abr Lenaa CxylPnv +e. x.er~,nm.IRw, nxanb Yn.whl 1> MMU'exaaPxnn+ne.,nbnenYn°.•1 Domer Aerman Thiele xn..,ran.n, ran.Ir)vIXXT m mim~.++xwu.e'w ts.Meblsn r..hmep Ph llie Sn der 207 Gull Court a anic u Sq.MwM tl[Yytlm g7 CmYxm ^bNbn nn.xraoiM=eumlwa, av. wl ncnna[YyM MU.aunwq.em.nrw.e.n°el n4 mum rNlben, el,Y..ngAl ^°~"" ^ R"°'YrwnB` "o"'""v°'"M"'""11° 5-t~-aon Cremation Society of PA Herrlabur PA 17109 db. ~Meamwea•nw/Cw.rx CY7Vr^w g, xx. eoMbaa 6.aauw,. av.wm°ae°Yml xm uo.Y.rY.+ea xa xan.°nan..ar.wq poet Czemat ott Services of Panneylvflnia ~. PO-013376-L 4100 Toneatow Aoad Harri bur 1 CmOMY xbsmywn amYlnY MwMta •IMaI,/Ab lM reroa,YaN .,naeon.a. b,Y OMamalaa+YawsM) 1 aJ,~~tWM_ 1' l yal mllh3Vb lww, qr. Wr SSS~~ ~. nw.usmr d.'nYYe xYeaem xp° oeen aor 1 N. xwrw wYma FmY°,I Ew°•r .wMm ana om.xmab..emr wq pa°row ar. ~ ^rq w 6 ewWao. Pepe pY+Mn.en. meoww.l wx:fnYraew w m nan.v.nterr.mepysmy-e.,.,,.y.w.ampmuN~nrn•arai..emaei. xo rnrwwrr..wq eq,. m.m, a-~mam enma.,wnm.ae.rype...xn.~nwnr ^v.. Ona,ur agema .aw a+wnns MYYbn wXaM.anrv n, Mmp. w Ya~ s. qme m ea a°. ~,"a':"~. E~A'I ~ c,..P1S ~R.'.C C'_ANCEK STR G'E rV • xenraY: ^Ya naen y u»baq. m~aMbe q. p re. ; ww ^ xa aaa.aa.m YyM1eb ~~~'. y~ n EY ^ . g Webla x, migpN al: [ LrM CY! PYMN Y NYPq.i MPR'e MCYnq trn y y ~ IYM+°~ x~ilY T MI~LYx~ C ^ M Weblaaeamy~q al. y pep.M1na nal~alg4wblYen E,kn CeeN Q ^ UNrnY FeP~ne MIMM YIW xa wren..mmr >A w...Mmq n.xYwao,m~ aorarµyrywn.eer.lwl xm. o,ob. w.ttµomn.e a~tl rbrr. 9e.lrm.~ PeM.tl> .v,1,MeRMb ammawem xq.w ^xmge, ~ : ^va w ^v. ^rvo ^''~0b" ^°'a'E xnaPnm ~p'•tl w'r xa ryrawem mnrmewuem e'F•r la•c+.i xq mmawn(asMMYrb•ngw ^wm ^raxextln.owma.e ^.. ors oNxa,~p,.a ^xe.aEr^vrrnm M. aro aMCEi R,.cnear Meaaxv al xq•mewmtl • .MaF•eNetlMgIMMeM~/MMU.eagMMnertMpWY~N,Pmaeo]bMYmmMMtlXm III LOroYewtlNY.glme,Y•%VweYba, p,,,IPraManV rY! _ ___ _________________ ___ f'q _ ' ~Ytl ~ASeaI.EM'gxr lElTw~IMIPawtleMMy'xl/Ie6giraMy 11FIbrN w b a .9f1.Ci aT.1 N.~N leY~Y~I ro NmggeNbqMeeq°MMroMM, q,e.wllYq.MYbby.elel°Me.,.eeW - ^ • M1AmlY.awlfYlwxr ~ .~ I ( l Io ~ZZII S 13 rqI On Y, b,Wq Nla.eeepx°yM ,Ywnwe°C.tl.ylMeYeYe,,°Mq°YM°ryelNmnbMeeel4L ^ MrWe M/ble°tlxa,n Nlb cndbq rr.. a oe,n pea m *m r ntl <' Cnf R ~SI~ ' x °r . v AAf CS S .Mh .y }~M=p~. y~~n e "/!OI eyL// 3"i r 2... -12n1v/o LE 4~, r rYr.P f~LL-r PA '70 1 ~~~ 0631455 ~3 1^U RECORf1Ep Gi~ rlCE OF \~v REGIS?~ER QF ~'iI~.LS o ~ ~^.y 1 ~`~' '~~3 (1flB 13 P(~ 12 `16 ~ - ~. ~ °~ ". CLERK G~ ~ ~I ORPHANS' COURT , CUMBERLkNa CO., PA ,~ ``~.3 t ~. ~` ~ o ,~ ~° ~ 11 W ~ ~ 1` , N ~ ~` ~ ~ _ ~ ~; N ~ m ,:.s . ~ ...n '" ;t, ~ ~~ .`r` - :, .. :~ -~:~ y; . ,~