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Home My WebLink About03-15-13 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-1162 EX(11-96) BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 017328 DUCHESNE KAROLINE M 403 BERKSHIRE RD MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold 13111388 $25.84 ESTATE INFORMATION: SSN: 13111389 $20.95 FILE NUMBER: 2113-0319 DECEDENT NAME: PETTS GERALDINE M DATE OF PAYMENT: 03/15/2013 POSTMARK DATE: 03/14/2013 COUNTY: CUMBERLAND DATE OF DEATH: 03/08/2013 TOTAL AMOUNT PAID: $46.79 REMARKS: CHECK# 9814 INITIALS: DMB SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES Pennsylvania Inheritance Tax penny lvania PO BOX 280601 Y r J HARRISBURG PA 17128-0601 Information Noticed- DEPARTMENT OF REVENUE REV-1543 E%Doc EXEC (08-12) And Taxpayer Response FILE N0-217tr 191 -.13_3►q ACN 13111388 R CsRDED CF ICF O DATE 03082013 REGISTER OF a" jl A S Type of Account fLi i3 111RR 15 PA 1 33 Estate of GERALDINE M PETTS Savings SSN X Checking CLERK C r Date of 01-07-2013 Trust KAROLINE M DUCHESNE County CUMBERLAND Certificate 403 BERKSHIRE RD ORPHANS' COURT MECHANICSBURG PA 17M et1 AND CO., PA 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. Account No.5070073515 Remit Payment and Forms to: Date Established 05-21-1993 REGISTER OF WILLS Account Balance $ 1,209.00 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $604.50 Tax Rate X 0.045 Potential Tax Due $27.20 NOTE': If tax payments are made within three months of the With 5/°Discount(Tax x 0.95) decedent's date of death, deduct a 5 percent discount on the tax ( ) $ (see NOTE*) aCj.g� due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1 : Please check the appropriate P boxes below. A No tax is due. 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. B 1pThe information is The above information is correct, no deductions are being taken, and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C The tax rate is incorrect. 4.5% I am a lineal beneficiary (parent, child, grandchild, etc.) of the deceased. (Select correct tax rate at right, and complete Part 1 1 12% I am a sibling of the deceased. 3 on reverse.) 15% All other relationships (including none). D Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. 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 PA Inheritance Tax 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. PART Debts and Deductions 2 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:2 owners=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 . i ' \` your relationship to the decedent: ,, ‘', , -,'; ,'''-','1\ ` 1. Date Established 1 �� 2. Account Balance 2 $ 3. Percent Taxable 3 X �� ° `e � \�� 4. Amount Subject to Tax 4 $ "T.,,,t,i, \\� \ \` �\ �� 5. Debts and Deductions 5 - \ \` \\�;�,, 6. Amount Taxable 6 $ \ " 7. Tax Rate 7 X \ W��` 8. Tax Due 8 $ R A\ 9. With 5%Discount(Tax x .95) 9 X \ .� ;'\,`i ,: :a ,��. : ,;�. :,\.�y .\` 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 ar 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. f 1\ Work /J '14.,' tudt,ec.,-,_ /� 4� Home 7 (1-i% -0172--- °��1i// 7) 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 INDIVIDUAL TAXES Pennsylvania Inheritance Tax pE1111S�/lVat1ia BU EAU 280601 HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE RE"-,5"EX°°`E'E` `°g.,2, And Taxpayer Response FILE NO. O I - - 3 RECORDED OFFICE OF ACN 13111389 DATE 03-08-2013 '013 (1RR 15 Pit 1 32 Type of Account Estate of GERALDINE M PETTS X Savings CLERK OF SSN Checking KAROLINE M DUCHESNE ORPHANS' COURT County CUMBER AND13 Crust 403 BERKSHIRE RD Certificate MECHANICSBURG PA 1705;' &RLAND CO., PA 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. Account No.5030108314 Remit Payment and Forms to: Date Established 05-21-1993 REGISTER OF WILLS Account Balance $980.00 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $490.00 Tax Rate X 0.045 Potential Tax Due $22.05 NOTE*: If tax payments are made within three months of the With 5%Discount(Tax x 0.95) $(see NOTE' decedent's date of death, deduct a 5 percent discount on the tax �D.q Jr due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1 : Please check the appropriate boxes below. A No tax is due. 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. B The information is The above information is correct, no deductions are being taken,and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C The tax rate is incorrect. 4.5% I am a lineal beneficiary(parent,child, grandchild, etc.) of the deceased. (Select correct tax rate at right, and complete Part 1 12% I am a sibling of the deceased. 3 on reverse.) 1 15% All other relationships (including none). D Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. 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 PA Inheritance Tax 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. I` 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 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:2 owners=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 :\aka, your relationship to the decedent: .4• 1. Date Established 1 2 $ 2. Account Balancev` 3 X 3. Percent Taxable �� v vvy , 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 v 6. Amount Taxable 7. Tax Rate 7 , �� 8 $ 8. Tax Due � 9. With 5% Discount(Tax x .95) 9 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 i i- �✓` � A.Adie..1,..JL., Home 11 ]-1 IC --t.: 1 l Z- 3 !// 3 � ate ` Taxpayer Signature Telephone Number 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. 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