HomeMy WebLinkAbout06-04-13 BURFAU OF INOIVIDIIRL TAJ(ES Penns �vania lnheritance Tax � pennsytvania
PO e0X 280601 y ���� DEPARTMENTOFREVENUE
HARHISBUR6 PR 17128•0601 Information Notice REVnsaa ee n..[e[c us�iz�
And Taupayer Response FILE N0.2t7�-Z�'13'�3�
ACN 13126517
DATE 05-20-2013
Type of Account
Estate of BARBARA B A�BEE Savings
SSN o Checking
Date of Death 04-19-2013 +� Trust
TERRYLYN BRODERICK CountyCUMBERLAND C�p `�-' ' Certificate
1021 JENKINS GRV �+ � c � O
ENOLA PA 17025-3502 � = n Z N �
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SUSOUEHANNA BANK provided the department with the information below indicating that at the death of the
above-named decedent ou were a joint owner or beneficia of the account identified.
Ac�unt No.4�1842409 �mh�Y�t and Forms to:
[�ste EstabNshed 02-25-20p3 REQISTER OF WILLS
Account Balance $ ��,��q,gq 1 COURTHOUSE SQUAHE
Percent Taxable X Sp CARUSLE PA 17013
Amount Subject to Tax a 5,557.42
Tax Rate X 0.150 NOTE': If tau payments are made within three months of the
Potential Tax Due $833.61 decedenYs date of death,deduct a 5 peroent 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.
PA� $t@p 1: Please check the appropriate boxes below.
t
A �No tax'Is due. I 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 ieverse. Do not chedc any other boxes and disregard the amount
shown above as Potential Tax Due.
g �The information is The above information is corcect,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.
r •
� The tax rate is incorrect. � 4.5% I am a lineal beneficiary(parent,child, grandchild,etc.) of the deceased.
� ' (Select carecttax rate at
right,and complete Part � �p�, I am a sibling of the deceased.
3 on reverse.)
� 15% All other relationships (including none).
p �Changes or deductions The info�mation above is incorrect and/or debts and deductions were paid.
listed. Complete Parf 2 and part 3 as appropnate on the back of Upa Iqroi.
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 Retum filed by the estate representative.
REV-1500. Proceed to S[ep 2 on reverse. Do not check any other boxes.
Please sign and date the back of the form when finished. �„)
GU
P"� Debts and Deductions
s
Albwabie debts and deductions must meet both of the following criteria:
A. The decedent wss legally responsible for payment,and the estate is insuHicient to pay the deductible ftems.
B. You paid'Me debts after the death of the decedeM and can furnish proof of payment if requested by the dep�artment.
(If additional space is required,you may altach 81/2"x 11"sheets of paper.)
Qate Peid Payee Description Amywrg_P�d
Total Errter on Line 5 of Tax Calculation $
PART Tax Caiculation
3 M y�qu 7Ir# , e catn�Man 6A���+t 9) {WIM?a,w p�M;�xaWa(4�3),
— Pl�a�s a weqan aorreeifbn irom the t nrnal�' ` i'btin.
t. Enter the date the account was eatadished or titled as it existed at tMe date of death.
2. Enter the total baFance of the�oount including any interest accrued at the date of death.
3. Enter the perc6Mqpe of the accauttt M8t is taxable to You•
a. First,determine tbe parcenip�ll t�wwrted by th8 decedent.
i. Accounts thet are held"irttrust for"anoMer a�others were 1 UO%owned by the dece�lent.
ii. For�'a'nt accour�s�'man��+m�y�ar prior to the date of desih�the petcte � �s . .
by the total number of aamers incHid'mg Me decedeM. (For example:2 oxmers=�ff96� ���4" ' s
=25%�etc.)
b. Neut,divide the decedsM's owhaci by tlie number of surviving pNmsrs or beneti�iaries.
4. The amount subject to tax is de�Ct�y muMi�+kq tl�e eccouM 6alance tsy the pe�smnt taacaMe.
5. Entar the total of any debts and deducNons claimed�ornPert 2.
6. The amount taxable is determine¢by sukrtr8eting the dabEs arW dlducEions from ttip am4unt wb9ect to tau.
7. Er�er the ta�c rn��SNp 1 ta�d on y�ir relationghip to Me deC�t.
If i ' a d�Jota�t 14x't+I�PI Pleae�s�e
your ' ' ona'hip to tF�e�M:
t. DateEatabiished 1
2. Account Balance 2 $
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $
5. Debts and Deductions 5 -
6. Amount Taxable 6 $
7, Tax Rate 7 X
8. Ta�c Due 8 $
9. With 5%Discount(Tau x,85) 9 X
ab��a ch�eckafa an��rd y�are�'n� C�hec.�s�mu�be�m�to ths Rm{�r�of N�;�on it��x+t of tlh�t fam,
9 Y PaY 9• paYeble to"1'�'a er��s,�mM DO not s9nd
payment directty ro the Department of Revenue.
Under penalty of pery'ury, I declare that the facta I have reported above are Gue,cortect and compbte to the bast of my knowledge ansi
belief.
y WOrk
7_��--�-cs,..a.��- „��.:, .�,w'��—��L �
Taxpayer SignaWre Telephone Number
IF YOL7 IV��D FUR7HEFi A�aSi�'['A�E� CC#�'��T C F�i�} �' �"�M11�':t"�� PA
DEPARTMEMT OF RE1i�t�fE Dll'�TRICT OFFICE, dH T'f�E tf�i+�R►TAMGE TAl7C UtW�!$10N AT
717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEAR{tdG RND/OR SPEAKING NEEDS
ONLY: 1-800-447-3020
__ _ _ _ _ __
6URFAU OF INDIVIDWL T�ES Penns Ivania lnheritance Tax � pennsylvania
PO !OX 2l0601 Y
II�RRIS6URG PA 17128-a601 Information Notice 'i' DEPAR7MENT OF REVENU 1 b
And Taupayer Response "�-""`�"°j`"`��"• %,u,�
FILE NOrE't7Cl/�'�� ;/
ACN 13126518
DATE 05-20-2013
Type of Account
Estate of BARBARA B ALBEE Savings
SSN n Checking
Date of Death 04-19-2013 C Trust
TERRYLYN BRODERICK CountyCUMBERLAND 3' � CWmf�[e
1021 JENKINS 6RV � b +*1 n
ENOLA PA 17025-3502
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suscuex��u► 6ANK provided the department with the information below indicating that at the death of the
above-named decedent ou were a'oint owner or beneficiary of the account identified.
AccouM No.10006171721 �H Payment and Forms to:
DMe EsteWishsd 11-242008 REGISTER OF WIILS
Account Balance $20,062.44 1 COURTHOUSE StN1ARE
Peroent Taxable X 100 CAIiLISLE PA 17013
Amount Subject to Tau $2p,062,44
Tax Rate X 0.150 NOTE': If tax
Potential Tax Due $3;009.37 PaY�T�ents are made within three months of the
decedenYs dete of death,deduct a 5 perceM discount on the tax
With 55'e Discount(Tau x 0.95) $(see NOTE`) due. Any inheritance tax due will become delinquent nine months
after the date ot death.
PA� St� 1 : Please check the appropriate boxes below.
t
A �No Mx 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 bozes and disiegard the amount
shown above as Potential Tax Due.
g �The information is The above information is correct, no deductions are being taken,and payment will be sen[
corcect. with my response.
Proceed to Step 2 on reverse. Do not check any other boxes.
� �The tax rate is incorcect. � 4.5°k I am a lineal beneficiary(parent,child,grandchild,etc.)of the deceased.
(Select corcect tax ra[e at
right,and complete Part � �p/, I am a sibiing of the deceased.
3 on reverse.)
� 15qo All other relationships(inciuding none).
p �Changes or deductions The information above is incortect and/or debts and deductions were paid.
listed. Complete Part 2 and pert 3 as�propriate on the back of Uds form. ,
E �( Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tau
`P'inheritance tau 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. �1//
��
P'4i� Debts and DeciucEions
s
Allowable debts and deductions must meet both of the following criteria:
A. The dacedent was legally responsible for payment,and the esiate is insufficieM to-pay the deductiMe,items.
B. You paid the debts after the death of the decedent a�rci can fumish proof of payment if requested by the depeRment.
(If additlonal spece is required,you may attach 8 1/2"x 11"sheets of peper.)
Dffie Raid Payee Descripiion Amawat F?e�
Total EMer on Line 5 of Tax Calculdtion $
PA� Tax Calcul�tion
s n�+ n�r��s�ua;!�. , . �k
piessmm�� t wrkbn ee►na4ioh flh�nf N ` �T torm�,or pOroanE t�cw4le(4M�e�,
1. Enter the date the account was estabtished or titled as it existed at the date of death.
2. Enter the total belance of the account including any irtterest accrued at the daEs ot death.
3. FnEer tMe percent�pe,of the.aci�uM that is taxable to you.
a. Frst,determi�tha pere�t�Qp owraed hy the dmc�d�nt.
i. Accounts thet are hek!"in trust for"another w others were 100%owned by the dbcedent.
ii. For jant accour� rmrre than orve'year prior to the d�of deatM,the ' t
by the total number ot owners includimg the decedent. (For exampte:2 owners=5U96;� " � ;�
=25%,etc.)
b. Next,divide the decedenE'o cwn�c�"Ory the number of survivirp owlqe�s w beneficiaries.
4. The amount subject to tax is deterrfiir� mu�U�e aCCOUnt beiance by the�ercQnt taxable.
5. Enter the total of any debta�d ded�tipna daimed frorn Pert 2.
6. The amouM taueble is determirred by sub9�ac:tirig the�and eledudions from tl�amount at�ject to tax.
7. F�r the.appiop►iete tYZ raEe hGm�p 7 baped art your rei'sbats4iip;o t?ie d�r�t:
tf i '' a diRaesrB t��ata.#�st�e
your re7a nship to the decedent: .
1. Date Estabfisfied 1
2. Account Balance 2 $
3. Percent Taxable 3 X
4. Amoun[Subject to Tax 4 $
5. Debts and Deductions 5 -
6. Amount Tauable 6 $
7. Tax Rate 7 X
8. Tax Due 8 $
9. With 5%Discount(Tax x .96) 9 X
�+`�: Sipn:and date 4eil�w. f�m�'YMD campletsdane►�ipned eopps to�1 of . eN1�le�t ofil�jg farm,
along with a ct�edc for any pqyment you are making. Checks must be made peyaWe to �6(N�,i�t"` Ub rWt�'Id
paymeM directly to the DspaAment of Reverrue.
Under penatty of pery'ury, I declare that the fects I heve reported above are true,corra2 and compiste to the best of my knwr�ge arid
belief.
Wflrk
�,�t�- � � �.��= .���
Taup�y�Signature Telephone Num6er Da e
IF YOU'Ir1�ED FUf�THEfi /t�TY�1�E, Ct�kT`.� . ` �! 'fl�'"�'�S� Pl1
DEPARTMENt OF �� f.�18'f`FiiCT C�FGE, Ofit '"�' ' AITRNCE TRk° OtiN�1 AT
717-787-8327. SERVICES FOR TAXPAYERS WITH SP'ECIAL HEI4R#h1G ANDIOR S#'�AI£�G IWE€L'�S
ONLY: 1-800-447-3020
June 3, 2013 r�������"�'���„����y, �'
s
Glenda Farner Strasbaugh, Register of Wills �� .�„��,
Cumberland County Courthouse �
1 Courthouse Square �"�:��E
Carlisle, PA 17013-3387 SEC�I'j"Y
FORMULA,..,
Re: Trust Estate of Barbara B. Albee, deceased
Date of Deat6: Apri119,2019
Social Security No.:
Denise M.Long
dmlQjsdc.com
Deaz Ms. Strasbaugh:
Enclosed are 2 signed PA Inheritance Tax Information Notice and taxpayer Response
for the Susquehanna Bank accounts held by the above referenced decedent at the time
of her death. Both accounts will be included on the PA inheritance tax retum.
Please contact me if you should have any questions
Thank you.
Sincerely,
JAMES�SMITH�DIETTERICK Bc CONNELLY�LLP n �.,. �
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Denise M. Long y � � -� _� �
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Enclosures o � -n 3 � �
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Cc: Terrilyn Broderick n � o � .°n
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13d SIPE AVENUE
HUMMELSTOWN,PA 1]03fi
MAILING ADDRESS
P.O,80%650
HERSHEY,PA 1]033
TOLL FREE 1.800.942 386�
TEL.]17533.3280
. FAX 717.533.]]]1 �
www.jstlacom
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