HomeMy WebLinkAbout06-26-13 HUREAU UF INDIYIDUAL .AXES Pennsylvania lnheritance Tax � pennsylvania
PO BOX 28P601 pEPqRTMENT OF REVEN{IE
tMRR2SBtIR6 PA ���zs-fl6a� ��� Information Notice .
lind Taxpayer Response °E°,�,a�o,�E=E<<,..�„
FIL� NO.21
ACN 1313d637 ;
DA7E 06•25-2p13
" � � Type of Account
Estate af LEON S LUDT� Savings
' Checking
Date of DeaSh 09-07-20�2 Trust
LUAT I EDNA CountyCUMBERLAND, Certificate
3 CLIFTdN TER � � �
CARLISLE PA 17015-7605 � �
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soYEREtsx B� provided the department with the information below indicating that at the death of the
above-named decedent you were a'oint owner ar beneficiary of the account identified.
Account No.2895550J96 Remit Payment and FaCms to:
Date EstabOshed 70-20-2009 REGiSTER OF WitLS '
Accou�t Balance $g,dp4.51 1 COURTHOUSE SQUARE
CARF.ISLE PA 1�413
PercentTaxable X 50
Amount Subject to T� $3,202.28
Tau Rate X 0.150 NC37E': ff tax payments�re made within t��e month of the
Pqtentiai Taic Due $480.34 decedent's date of death,deduct a 5 perc�l£disc�yr�n the tax
With 5°tA 4iscount{Ta�c x 0.95} ${see N4TE') due. A�ny inheritanoe tati�iu�ill became deTinquaatqftne months
� after the date of death. ( - � a � � c�
1 m � � ci....�¢ i";
PART � p. r N s�1 r',r
y S�@Q 1: Piease check the approprlate boxes below. A � rn� cr� ;�
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A No tau is due. i am the spou�+e af the decea�ed or i am the pa�n$� d�e�t u�a was
21 years ald or younge�at date of death. �, c r- - ,:;
Proceed to 8tep 2 on reverse. $3o not check any atherCox�nd disi��ard the�ounf
shown aboas as Potentia(7ax tlue. -a .s �� -,�
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g �The information is The above inform$tion is correct, no deductions are being taken,and payment will tie sent
correct. with my resppnse. �
Proceed to utep 2 on reverse. Do not check any otRer boxes. !
� aThe tax rate is incorrect. � 4.5% R am a lineal beneficiary(parent,child,grandchild,etc.) of the decgased.
{Seiect correct tar eaie at ; � ,
' right, and complete Part � y p�, d am a sibling of the deceased. �
3 an reverse.}
� i 5% All other relationship�(including none). �
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p ❑Changes ar deductions The infarmation�o ve is incorrect andlor de6ts an8 dedu�t�ons were paid,
listed. Complet Tart 2 and part 3 as apprppnate on the i�a'ck of this/orm.
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� �Asset wiil be reported an The above-identifi$d asset has been or will be reported a d tax paid with the PA In ritance Tax
inheritance tax form Retum filed by the�esiate representative.
REV-1500. P�ncesd to tep 2 on reverse. `o not cheok any o er boxes.
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Please sign and te the back of t�e form wfien fi isfied.
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p°`� ` Debts and Deductions
2
qibwabie debts and deductlans must mest bath of the faltowing criteria:
A. The decedent was legally responsit�s for payment,and the estate is insutficient io pay the deductibie items.
B. You paid the debts after the death tit tt�e decedent arid can fumish prnot af payment if requested by the department.
(If additfonal spacb is required,you may attach 81f2"x 11"sheets of paper.)
Date Paid Payee Description Amount Paiti
Totai Enter pn Line 5 of Tax Galculation $
PAR7 Tax Calcul2;tion
3 Ef yai are mldcinp 8 correetFDet to Nse 9�fiiahmeirt tlata(line 1}secpuM bpdtnCa(Line 2),or pBraRnt ta�csble(�Ine 3),
p4pwR ohGin�wrplbn axredloA from�s Nnlncf�In�tkutfon aru!�tach ft to dNslWm.
1. Enter the date the awpunt was eetAblished or titled as it existed at ths tlate of death.
2. Enter the totei balartce of the accouht ineluding any interest accrued at the date of death.
3. Enter the percentage of the accounl that is texabie to you.
a. First,datermirie the psrc�ntape owned by#he decedent.
i. Accounts tfiffi are hek!"in t#or"another or others were 100%awned by the decedeM.
ii. For joint aceaurNS mwe than orre year prior to the date af death,the percent�ye,ttr�ixabie is 100%divided
by the total number of owners including the decedeni. (For example:2 owners=50%,3 owners=83.33Yo,4 owners
=25%,etc.)
b. tJext,divide tt�e decedents-perCentage awned by the number of surviving owners or beneficiaries.
4. The amouM suGject ta tax is detemtined by muit�fying the account balance by fhe perceM taxabie.
5. Enter the total of any debta and deckaction&claimed from part 2.
6. The amount taxable is determined�y subtracting the debts and deducFions from the amount sub}ect to taac.
7. Enter the eppropriate tax r�from tep 1 based on your relationship to the decedent.
If indicating a d�f�erent tax rate,please state
your relationship to ttre decedeM:
1. Date Established i
2. Account Balance 2 $ �
3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $
5. Debts and Deductions 5 -
6, Amount Ta�cable 6 $ i
�S Ta�c Rate 7 X �
8 Ta�c Due 8 $
9 With 5%Discount(Tau x.95a 9 X «
@� i�: �uign and d&te bebw: Rekum TvrB campieted and signed copies to the Register of Wdis fisfiad on the fronF of#his form,
e ng with a check for any payment you are(making. Ghecks must he made payabie to"Register of W�is.A�tf." Do nn#serid
p�yment directfy to the Department of Revenue.
Upder penalty af perjury, I decfare tttat the fgcts 1 hflve reparted abave are true,carrect snd complete ro the best ot my knawledge and
bblief.
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�[ .rd—`�.�� Home ?/7 ,2N.7 .f'.s1 i � �' 7�=1.�
7a�cpayer Signature � Te{ephane Number Date
I , YdU NEED FRlRTHER A..SS TANGE, G4NTAGT PENI+�YLVANfiA DEPARTM�t�T' OF R€VENUE
'STRICT OFFICE, OR THE ! h1ERITANGE TAX DIYISIQN AT 717-787-8327. S�RVtCES FOR
T XPAYERS WITH SPECIAL HEA iNG ANDlOR SPEAKING NEEDS ONLY: 1-800-447-3020
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