HomeMy WebLinkAbout07-08-13 BURfAU OF SNDIYIOUtL ,�E$ � �j pennsylvarria
PO BtlX 280601 Pennsyivania inheritance Tax
XARRISBURG PR 17128-06tl1 Information Notice e��, DEPARTMENTOFREVENLIE
And Taxpaysr Response p`� „""�"E"`<�'",
FILE N4.2113-0625
ACN 13134980
DATE 06-25-2013
Type of Acaount
Estate of DONNA LAIRD Savfngs
SSN Ghecking
Date of Death OS-21-20t 3 Trust
EARLENE K LAIRD County CUMBERLAND CertiflCate
ApT 208
66 ASH9URG DR
MEGHANICSBURG PA 1?�50-8258
SOYEREI6N ,$ANK pravided tha department with the infarmatian below indicating that a#the death of the
abave-named decedent you were a'aint owner or beneficiary of the account identified.
Account Mo.1051483575 Remit Payment a�l Forms to:
Dgte Estabiished 12-2&2003 REGISTER OF WII.LS
Account Balance $1,948.93 1 COUHTHOUSE SQUARE
Percent Taxabie X 5C} GAALIS�E PA 17013
Amount SubjBCt to Tan $97d.47
T� Rate X 0.150
Potantial Tax Due $146_17 NOTE': If tax payments are made within three months of the
decedenYs date of dsath,cteduct a 5 perceni discaunt on the ta:�
Wid�5%Discount{7a�c x 0.95) ${see NOTE') due. Any inheritance taix dus wili become delirn{uent nine moMhs
after the date of death,
PA� St@�} 1: Please eheck the appraprl�ate boxes belaw.
1
A �No tax is due. !am the spouse o#ihe deceased or 1 am the��rent of a�ced�n�wha was
21 years ald ar younger at da#e of death. � "�" r*+ c,
Proceed to Step 2 on reverse. Do nai check any oth�s and r,�ega�tl�amount
shown above as Potential Tax Due. � -o � ;— � ;�
$ �The infoemation Is The above infarmation is correct,no deductions are being Ta�ti�n�ay�t vrl�e�t
oorcect. with my response. y„ ,,, �
Proceed to Step 2 on reverse. Do not check any other•kxa�'es7� � � -,�
c1 � Gy 3 � -r,
� ❑The tax rate is incorrect. � 4.5% i am a lineai beneficiary(parerrt,child,grarl�h�,e't�,)t}fStie d�e�d.
(Select coReci ta�c rate at � � rv r-.
right,and complete Part � 12% I am a sibling af the deoeased. -,� "`{ � � °
3 on reverse.) �. W
� 15% Aii oiher reiationstrips{inciuding none}.
p �Changes or deductions The information above is incorrect and/or debts and deductions were paid.
listed. Compiete Parf 2 and part 3 as appropriate on the back of this torm.
E �Asset wil�be reparted on The above-identified asset has been or will be reported and tatt paid with the PA Inheritance Tau
inheritance tax form Return filed by the esta[e representative.
REY-1500. Prpcesd to Step 2 orr re�rse. !?o nof check any athet boxes.
Please sign and date the back of the farm when finished. ����
)�� �
PART Debts and Deductions
2
Allowabie debts and deductions must meet both of the foliowing criteria:
A. The decedent was Iegaily responsibie for payment,and the estate is insufficient to pay the deductibie kems.
B. You paid[he debts after the death of the decedent and can furnish proof pf payment if requested by the department.
{if additional spmce is rsquired,yau may attach 8 4f2"x 11"sheets of paper.)
Date Paid Payee Description Amount Paid
Totai Ertter on�ine 5 of Ta�c Cak�Iation $
PART T1X CBICUIr9�1011
� tf ysw are mWcing a camectt�s to tl�e�istemant sq�s{Li�e 1}accpur��{�i�2),or pereent taxaWe{t.i�3),
piease ohfaica a wrl�p.corraction from ths flnanalai insiNuHion rnd atfaalti ft tn..ii�eiann.
1. Enter the date the accaunt was established qr titled as it existed at the date of death.
2. Enter the total balance of the account including any ir�Yerest accrued at ihe date of death.
3. Enter the pementage of the account thai is#axahle to you.
a. First,determine ihe percentaQe owned by the decedent.
i. Accounts that are held"in trust for"anoMer pr others were t 00qo owned by the decedent.
ii. �or joint accour�ts estabilshed mare than o�e year priw to the date af death,the percentapB t,aic,gb{e is t 00�o divided
by the total number af otimers including#he decedent. (For example:2 owners=50Yo,3 om+ers=33:33°!0,4 ommers
=25%,etc.)
b. Next,dfvide the decedent's percenFape owned by the numbar of surviving owners or beneCiciaries.
4. ihe amount subject to tau is determined by muFEipiying the accouni bala�ce by the percent tauable.
5. Enter the totai of any debts and deductions ciaimed 1rom Part 2.
6. The amount taxable is determined by subtracHng the debts and deductions from the amount subject to ta�c.
7. 6nter the appropriaie taac rate lrbm Step t based on ypur relationship to the decedent.
if indicapng a differerrt taz rate.piease state
your relationship tp the decedent:
i. Date Established 1
2. Aceount Balance 2 $
8. Percent Taxable 3 x
4. Amount Subject to Tax 4 $
5. Debts and deductiorrs 5 -
6. Amount Taxabie 6 $
7. Tax Rate 7 X
8. Tau Due 8 $
9. With 5%Discaunt(Tax x .95) 9 X
.�1�$#}:Z: Sign and da#e 6ebw. Return TYPfl cort�leted and si�n�,1 copies fo ttte HeQiater of WiNs li6ted�ihe front of this form,
along wtth a check for any paprnent you are making. Checks rnust be made payable to"Register of Wilis,Agent" Do not send
payment directty tp the Department of Revenue.
Under penaity of perjury, I deciare that the facts t have repctrted abave are true,corsect and camptete to the best of my knowledge and
belfef.
(J Work n11.L� /
��°s�-+`}�, �ru.t,.�C Hame ¢�t "7 �� L._#c -.S��,5'°l1?
Taxpayer Signature Telephane Number Date
!F YOU NEED FURTFIEFt AS$ISTAtVGE, Gt?NTACT I'Ef�tNSY�VAhiIA DEPAFi'fA�1ENT C?F REVENUE
DISTRIGT OFFlCE, OR THE INHERITANCE TAX DIVISIdN AT 7t7-787-8327. SERVtGES FQR
TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020
COMM4NWE?ATH QF PENNSYIVANiA REV-01B2 EX{��-96}
�EpAflTMENT 6F RGVENUE
BUREAU OF INDIVIDUAL TAXES
DEPL 280801
HARRI59URG,PA 171 Y8-O601
PEPlNSY�VANIA
RECENED FROM: INHERITANCE AND ESTA7E TAX
OFFICIAL RECEIPT
NO. CD 017845
lA1RD EARIENE KAY
80 ASHBURY DRIVE
APT 208
MECHANIGSBURG, PA 17050-8258
ACN
ASSESSMENT AMOUNT
' CONTROI
� NUMBER
---'"--- lald . .
131349$0 � 5146.17
ESTATE INFORMATION: ssN: (
FILE NUMBER: 2113-0625 I
DECEDENT NAME: LAIRC} DONNA EI�EEN (
DATEOFPAYMENT: 07/0$/2013 �
POSTMARK DATE: 07J0512073 +
CouNTV: CUMBERLAND �
DATE Of DEATH: 05/21/2013 I
�
TOTAL AMOUNT PAID: St46.77
REMARKS: EARLEN� K LAIRD
CHECK# 975
INITIALS: C}B1
sea�. RECEIVED BY: GLENDA FARNER STRASBAUGH
REGiSTER OF WILLS
REGISTER OF WILLS
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