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Home My WebLink About04-16-13 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX01-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 017455 DAVIS RICHARD B 717 HILLTOP DR NEW CUMBERLAND, PA 17070 ACN ASSESSMENT AMOUNT CONTROL NUMBER ------- 13104742 $137.13 ESTATE INFORMATION: SSN: FILE NUMBER: 2113-0433 i DECEDENT NAME: DAVIS PAULINE A DATE OF PAYMENT: 04/16/2013 POSTMARK DATE: 04/15/2013 COUNTY: CUMBERLAND DATE OF DEATH: 12/24/2012 TOTAL AMOUNT PAID: $137.13 REMARKS: CHECK# 938 INITIALS: HMW SEAL RECEIVED BY: GLENDA FARMER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL. TAXES Penn ID pe11f"'1,?J/I.VLL nia PO Box 280601 SylVanla Inheritance Tax HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE REV-1543 EX OocEXEC C88-12'And Taxpayer Response f on FILE NO.Eq4 F& C Ci AtN 13104742 O F 4- ° "-` DATE 01-31-2013 x ih i n # Type of Account Estate of PAULINE A DAVIS Savings CLERK SSN Checking # , F Date of Death 12-24-2012 Trust RICHARD B DAVIS � '` County CUMBERLAND Certificate 717 HILLTOP DR CU M B LAND NEW CUMBERLND PA 17070 SUSQUEHANNA VALLEY FCU 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.4784 Remit Payment and Forms to: Date Established 09-23-1986 REGISTER OF WILLS Account Balance $6,094.66 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $3,047.33 Tax Rate X 0.045 Potential Tax Due $137.13 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*) 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. 1 am the spouse of the deceased or 1 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. S B a 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% 1 am a lineal beneficiary(parent,child,grandchild, etc.)of the deceased. (Select correct tax rate at right,and complete Part F–] 12% 1 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. Debts and Deductions oMs 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.) De10 Paid Payee Description Amount Paid Total (Enter on Line 5 of Tax Calculation) $ Tax Calculation If you are making a correction tm the establishment date account balance(Line 2),mr percent taxable(Line 3), please obtain s 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 ia taxable tnyou. 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 dote of doegh,the percentage taxable is 100%divided by the total number oY owners including the decedent. (For example:2 owners=S0%.3 owners=33.33%.4owners =25%.eto.) b. Next,divide the decedent's percentage owned by the number nfsurviving 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. G. 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 nn your relationship to the decedent. If indicating a different tax rate, please state Aw your relationship to the decedent: 1 Date Established 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ zz 5. Debts and Deductions 5 4 6. Amount Taxable 6 $ Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the fnznfo(this form, along with a check for any payment you are making. Checks must bo made payable to"Register of Wills,Agent." Do not send payment directly to the Department ofRevenue. Under penalty of perjury. |declare that the facts | have reported above are true,correct and complete to the best of my knowledge and belief. Work ~7 1-7 3 6 0 yh Taxpayer Signature Telephone Number 6ate 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 RECORO En REI :�FICE 0p' or FILLS 1013 RPR 1 6 _)f 71 2 3V CLERK c:J: ORPHH l��- �l CUMBE RLQ��v� RT PA rb aj 1 r.M.. y r! aww�+• ��T" �5 11 �• 1 � i w +mow• �" r � R C !• z1oz ' t s