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Home My WebLink About06-13-13 COMMONWEALTk OF PENNSYLVANIA REV�i 162 EX{t t-g6) �EPAflTMENT OFREVENVE BURE4U OF WDINOUAt TAXES �EPT.2B0801 HARPISBUNG,pA i1128�9807 PENNSYLVANiA RECElVED�PROM: INHERITANCE AND ESTATE TAX OFFlCIA� RECEIPT NC?. CD Q17740 KERR ANNE M 4]9 BRER AVENUE HANOVER, PA 17531 ACN ASSESSMENT AMOUNT CdNTROL NUt�IBER ________ f� _.. ... .. 1Q1 f 553.44 ESTATE 1NFORMATION: ssrv: ( � FILE NUMBER: 217 3-0478 � aECEQENT NAtwE: KERR HEIEN M � DATE OF PAYMENT: 06f 13f 2013 � POSTMARK DA7E: 06/1 2/2013 ! COUNTY: CUMBERLAND � DA7E OF DEATN: 04J46/2013 � � TOTAL AMOUNT PAID: 553.40 REMRRKS: CHECK#4996 INITIALS: DB1 sea� RECEIVED BY; GLENDA FARNER STRASBAUGH REGISTER QF WILlS REGISTER OF WILI.S 6URFAU OF INDIVIDWL 7AXES Penns ivania inheritance T� � Pennsylvania Pp boX 28tl601 y DEPARTMENT OF RfVENUE NARRISBURG PA 17128-Od01 information Notice �¢v�uax Ex oasezec ue�4> � And T�payer Respanse FIIE NO,2113-d478 � ACN 13128318 DATE 05-28-2018 Type of Account Estate af HELEN M KERR Sarrings Checking Date of Death 04-06-20i3 Trust ANNE KERR County CUMBERI.AND Certificate 419 BAF�iFy AVE .ei ��VEI�IjA i7331g2702 _.a � rr W J ,-i � 4 c.> "' U.. p c..� � � C? U p li- Sy � yL � Z p C�', M � Q 'd4'' w Lf.! �--� --� = wyJ � Z � d � � � � OLq � O � - -----... _ W � � � � .,� pNC snNx r��► pravided the department with the information belaw indicating that at the death of the above-named decedent ou were a 'oint owner or beneficia of the aCCOUnt identifieti. Aaeount Mo.5005468353 Remli Payrt�ent and Farms#o: DaM Established 70-26-2009 REGI$TER OF WILLS Account 8alance $2,49$.00 1 COURTHOUSE SQUARE Fercent Taua6le X�p CARI.ISLE PA 1T813 Amount Subject to TaY $1,249.OQ 7auc Rate X 0.045 Potentia!Tax Due ��,p� NOTE': If tax payments are made within three monihs of the dc�cedenYs date of death,dedud a 5 percent discourrt an the tax With 5%Discourrt{Ta�c x 0.95} $(see NOTE`} � �3.y,p due. Any inheritance tax due wiii become delinquent nine months after the date of death. �'A� Step 1: Ptease check the appropriate baxes belaw. t A ❑No tax is due. i am tt►e spouse of the deeeased or i am tfie parent of a deeedent who was 21 years otd or younger at date of death. Proceed to Step 2 on reverse. Da not check any other boxes and disreqard fhe amaunt shown above as Potential Tax Due. $ �The information is The above infarmation is corcect,na deductions are kreing takan,a�d payment wili be sent correct. with my response. Pmceed to Step 2 on reverse. Do not check any other boxes. � ❑The tax rate is Incorrect. � 4.5°t, I am a Iineat beneficiary(parent,chiid,grandchi�d,etc.}af the deceased. {Seiect correct ta�c rate at right, and complete Part � �p/, I am a sibling of the deceased. 3 on reverse.) � 15% AII otfier rela6onships(includirrg none}. p ❑Changes or deductions The information abave is incorract and(or debts and deductions were paid. iisted. Complete Part 2 arrrt part 3 as appropriate an the back of fhis farm. E �Asset will be reported on The above-identified asset has heen or will be reported and tax paid with the PA Inheritance Tau inheritance tax torm Re#urn filed by the estate representative. REV-i 50Q. Pro�eed to Sfep 2 on raverse. Do not check eny aiher boxes. Please sign ar�d date the back of the farm when finished. PAq7 Debts and Deductians � z Aliowabls debts and deductions must meet both of the following criteria: A. The decedent was legaily responsible for payment,and the estata is insufficient to pay the deductibie items. B. You paid the deMs after the death of the decedent and can furnish proof of payment if ree�uested by the department. {if addfianal space is required,you may attach 8 112"x t 1"sheets of paper.} Date Paid Payee Description Amount Peid Total EMer on line 5 af Ta�c Galculaiion $ PART Tax Calculation 3 1#ya�are rn�CNtq s cor►BCUGn#o�e�iaMrt�ent d�Ns(IJne 1}�couM�{I.pts Riease obtatn a wrUbn comection irom the 8naneiai insNhrtia�emd altech R io tMs Rttf�'or percent ta�{t.&�3), 1. Enter the dete the axount was est�ablished or titled as it existed at the date of death. 2. Er�ter the tatal baiance of the�count inciuding any interast accrued at the date of death. 3. Enter the percentage of the accourti that is taxable ta you. a. First,determine the perceMage owned by the decedent. i. Accounts ihat sre held"i�trust for"another or others were 100%owned by the decedent. ii. Far joint aa^ounts esitl6#ehed mwe fhan one year prior to the date of death,the percent2tpe taa�able is 144°fa divi�d by the totai number of owners inciuding the dacedent. (For example:2 owners�509'0,3'tS�thets=35.33%,A Owners =25°/a,etc.) b. Next divide the deced�M's perceMa�a ow�ed by[he number of surviving owners br beneficiaries. 4. The amount subject ta ta�c is detewr�in�fiy muidplylrtg the account beisnce by the pa�Cent tauebie. 5. Enter the totai of any debts and deductions ciaimed from Part 2. 8. The amount tazable is determined by subtracting the debts and deductions frpm the amount subject to tax. 7. Enter the approFniste tax rate-frs�en 3tgp t based on yaur rekationship to the deceQent. if indicatinp 1 dffferent tau rate;p1e9Se state your relation�hip to the decedent: t. Date Established 1 2. Account Balance 2 � 3. Percent Taxable 3 X 4. Amaunt Subject to Tsu 4 $ 5. Debts and deductions 5 - 6. Amount Ta�cable 6 $ 7. T�Rate 7 x 8. Ta�c due 8 $ 9. With 5% piscount(Tax x.95) 9 x .�l�8�} �« Sipn and date bebw. RsWm'iWO,campiet�i and signed capies to the�ter af WiIIs Gsted on the frottt oE this form, along with a check for any payment you are making. Checks must be made payable to"Register of VWlIs,Agent" Do not send payment directly to[he Department of Revenue. Under penairy of per�ury, I declare tha#khe facGs i have reparted abave are true,correct and oampiete[a the t�st of my Knowledge and pefief. WOfk � / ��.� �� _. Fiomet7r7��4LS-r9ta. ��<a�l-o2� JJ3 TaxpayeTr Signature Telephone Number Date7 IF YOlI NEECI Fl1R7HE� ASSISTftiNGE� GOt�2TAGT GllAAAt3ERL�AiCt Gt�A�TY FiE�I�TEFi C?F YttIL{.S; PA DEPARTMENT CYF REV�NUE DISTRICT OFFICE, QR TliE I1�FNERITANCE TAX DIVtSlC1N AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/QR SPEAKING NEEDS ONLY: 1-800-447-3020 =>D . j�O T� �d� AmW vD� D� v �i �• � � � ,� ;} w A n� t , � � � � . _ N � t �i � � � T - � o � A a � � � �� - � � � � : 4 � � � � _ � A � � c, = W � � � : �� h� ti{ �I � � �� '� f ll,' F O n.: i