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Home My WebLink About04-30-13 . , Bu�Eau oF zN��vznua�. T�vc�s Pennsylvania lnheritance Tax � P�nn�Y�y��a PD BOX 280601 DEPARTMENT OF REVENUE HARRISBURG RA i�izs-a6oi lnformation Notice - � REY-1543£X DatEXEC f08-12} And Ta�cpayer Response FILE NO.2110-0801 ACN 13�31382 DATE 04-02-2013 RE�I�� C��' ��l��.S Type of Account ;'�� Estate of J G�MRISTLIEB Savings SSN Checking : �� Date of Death 46-14-2010 Trus# JC1HN W CHRTSTLiEB CountyCUMBERLAND Certificate 127 STEELSTtIWN RD (`��' �(�(��" NEWVILLE PA 17241-9602��Q ��`� �� REAL ESTATE pravided 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 accoun't identified. Account No.0 Remit Payment and Forms ta: Date Es#ablished 06-i1't-2018 REGI�TER OF WILLS Account Balance $��,4fip.pp 1 COURTHOUSE S4UARE Percent Taxable X 8.333 CAR�ISIE PA 17t113 Amount Subject ta Tax $1,788.26 Tax Rate X 0.045 NQTE*: If tax payments are made within three months of the Potential T�Due $80.47 decedent's date af death,deduct a 5 percent discount on the tax With 5°la Discount�Tax x 0.95� ${see NOTE'`} due. Any inheritance tax due will become delinquent nine months after the date of death. PART �t�p 1: Please check the apprapriate boxes below. 1 A �Na tax is due. I am the spouse of the deceased or 1 am the parent of a decedent who was 21 years o!d a►r younger at date af death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential T,�Due. ; � g �The infarmation is The above information is correct,no deductions are being taken,and payment will be sent ' carrect. with my respanse. Proceed to Step 2 on reverse. Do not check any other boxes. � �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 � 12% I am a sibling af the deceased. 3 an reverse,) � 15% All other relationships (including none). p �Changes or deductions The information above is incorrect andCor debts and deductions were paid. : listed. Complete Part 2 and part 3 as apprapriate on the back of this form. E Asset will be reported an The above-identified asse as been r will be repo�ted and tax paid with the PA Inheritar�ce Tax ; �inheritance tax form Return fiied by the estate represen ative. . REV-1500. Proceed to Step 2 an reverse. Da not check any other 6oxes. Please sign and date the back of the form when finished. PART Debts and Deductions 2 Alfowable debts and deductions must meet both of the foliowing criteria: A. The decedent was legally responsible for payment,and the estate is insufficient to pay the deductible items. B. Yau paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. {If additi�nal space is required,you may attach 81/2"x 11"sheets af 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 y)account balance(Line 2),or percent taxabie(Line 3), oiease obtain a written correctian from the financiat 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 aecoun#including any interest accrued at the date of death. 3. Enter the percentage af the accaunt that is taxable to you. a. First,determine the percentage owned by the d�cedent. i. Accounts that are held"in trust for"anather or others were 1�10°/4 owned by the decedent. ii. For joint accaunts established more than one year prior to the date of death,the percentage taxable is 100%divided by the total number of t�wners including the decedent. �For example:2 owners=50%,3 owners=33.33°/4,4 owners =25°l0, etc.) b. Next,divide the decedent's percentage owned by the number af 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 deceden#. If indicating a different tax rate, please state \ �� : your relationship to the decedent: . ; � � � � � �� .�� 1. Date Established 1 ' : ` � � � ��'��3� � � ' � � 2. Accaunt Balance 2 $ � '� � � �� ; �� , � X , 3. Percent Taxable 3 � ' 4. Amount�ubject to Tax 4 $ ; � � 5, Debts arrd Deductions 5 - � � : ��' � .�� 6. Amount Taxable 6 $ � X � � 7. Tax Rate 7 � ! � ��: � ; ,. � � � 8. Tax Due 8 � � � . 9. With 5% Discaunt(Tax x .95) 9 X _....� .: ........ ...... ' .... ..:. . .:.... ... '. .......'.. .... ., . ... StE'p �: �ign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, alang 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 af perjury, I declare that the facts I have reported abave are true,correct and complete to the best af my knowledge and belief. Work � t' (,�;° C�G�-��.;��L�T. , Home 1� G � �7_._jt---� Ta ayer�ignature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGfSTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT C)FFICE, OR THE INHERITAN�E TAX DIVISIQN AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ON LY: 1-8t�0-4�47-3tJ20 (�.... 4... -� Cy '� ,�.3 � � � � � � "�`. � !�� .� � � � � � � � � � � � � �.... �., '� � � � —F � �`� � � i�:� � �C #.�. c� � �� -� �. �� .� t� � �� ;� �.� r c� ,� � � � t'� � �; � �o � �� :.� �: � � �.,f i � ,��:. � .rw. ti r k � ,�p, �� ..,�" � � ' ��f `� � � � � � �� . 'wrw" " r� twr. �i�'Y � Y � f � � ��} �� r �r. yt `�"" ��,�. 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