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Home My WebLink About07-10-13 BWtfAU OF INIlIYIDWIL Ta�es Penns Ivania lnheritance Tax � pennsylvania PO M9X 280601 y HAItRISBUR6 PA 17128•0601 Informatian Notice DEPARTMENTOFREVENUE REY�3543 EI B09ESEL(�p-321 And Taxpayer Respanse Fi��N0.2t .�k3 �0�73(� ACN 13128513 DATE 05-31-2013 Type of Account Estate of iiALPH P JONES Savirrgs SSN -, ChecitirFg Date of Death 05-15-2013 �` xr Trust JENNIFER J BAIN CounryCUMBERLAND � o � � c� Certificate 218 ST4NEHEDGE LN MECHANICSBUR6 PA 1t655-700T � � r-- c+� � c'> °+ � D �' F� r,s `r f" �_ �-ry O ..,. -�r � ,.-:�"+. �•, ::�. -r, ' ..-% _'� r. --� _.5 ,ry �: .... ,:..� �._. �.: ��:t - r.� r _ �, 4r, n � CENTRIC BANK provided the department with the information belaw indicating that at the deattr of the above-named decedent you were a 'oint owner or beneficia of the account identified. ACCquM Na �0999n Re�rdt Payment and Forms to: Date EstabNshed 0419-2004 RCOURTHOUSE�3QUARE Accpunt Balance $4 071.45 CARLISi.E PA 1T013 Perce�t Taxable X 16.667 Amount Subject to Tau $678.59 Ta�c Rate X 0.045 NOTE': If tar paymeMs are rnade within three months of the Potentia#Ta�c due $34.54 decedenYs date of deatlt,deduct a 5 percent dtscount an the tax With 5%Discount{Tau x 0.95} $(see Nd1'E`) due. Any inheritance tax due wiii become deiinquent nine months �,r- �s�4 after the date of death. '�u PART gt8p 1: Piease ch�eck the appropriate boxes below. 1 A �No tax is dus. i am the spause of the deceased or 1 am the parent of e decedeni wha wss 21 years oFd or younger at date af death. Proceed ro Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. g �The infarmatlon is The abave information is carrect, na deductions are being taken,and paymenT wili be sent correat. with my response. Praceed to Step 2 on reverse. Do not check any other twxes. � ❑The ta�c rate is incomect. Q 4.5°!a I am a Iineal beneficiary(pareni,ch�,grandchiid,etc.}of the deceased. (Seiect correct tax rate at right, and complete Part � 120�, �am a sibling of the deceased. 3 on reverse.) � 15°fo AII other relationships{including none}. p ❑Changes or deductions The information abc�ve is incorrect andlar debts and deductions were paid. Iisted. Complete PaR 2 arrd patt 3 as appropriate on the badc of fhis tomr. E �ASSet will be reported on The above-identified asset has been or will be reported and ta�c paid with the PA Inheritance Ta�c inheritance tax form Return filed by the esiate representative. REV-1546. Proc�d to Step 2 on reverse. Do nof check any ofher boxes. Piease sign and date ihe back af the form when finished. �� PAR7 Debts and Deductions 2 Alfawable debts atid deduckions must meet tmth af the follawing criteria: A. The decedent was Iegally responsibie for payment,and the estate is insu�cient to pay the deductibie items. B. Ypu paid the debts after the death qf[he decedent and can furnish proof of payment if raquested by the department. {if addftionai space is required,you may attaoh 8 t/2"x t t"sheets of paper.} Date Paid Peyee Dsscription Amaunt Paid Tatai E�ter on Li�e 5 af Tzix Calculatian $ PART Tax Calculation 3 H yttu are mekinp a correction W the ea�b8shrnant tl1�(Urte 1}acetlunt#3iiefCB{llrte 2),or percent ta�rable{I.ine SJ, piease obtain a written eotrectlan irom ttie fiAanciai insNhrtlan and atiMCh ft hr this form. 1. Enter the date the account was established pr titled as it existed at the date af death, 2. Enter the totai baiance of the account including any interest accrued at the date of death. 3. Enter the peroentage of the account ihat is taxable to yau. a. First,determine the pereentage owned by the deCedent. i. Accoun[s that are beld"in trust for"another or others were 100%owned by khe decedent. ii. For joint account&estatslished more ihan ons year pr'sor to the date pf death,the percantage tauabie is 140%divided by the total number of owners inciuding the decedent. (For exampie:2 owners=50°k,3 owners-33:333�0,d awners =25%, etc.) b. Next,divide the decedent's peroantage ownedby the number of surviving owners or benefiCiaries. d. The amount subject to t�is determined by muHiplying#�e acxount balanee by the percent tauabie. 5. Enter the totai bf any debts and deductions claimed frqm Part 2. 6. The amount teuaWe is determined by subhacting the debts and deductions from the amnuM subjeot ro tax. 7. E�ker the appropriate t,s�c rate fram Step 1 based on you�relationship to the decedent. ff indicating a di#erent tax rate,pleaae atate your relatiphship to the decedent: 1. Date Established 1 2. Accauni Balance 2 $ 3. Percent Taxable 3 x 4. Amount Subject ta Tax 4 $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ 7. Tax flats 7 X 8. T� Due 8 � 9. With 5°/>Discount(Tax x .95) 9 X ,��8�,} `�: Sign and data beiaw. Retum'TV�4 compieted and s�nsd copies ta the R�ister of Wilis Iisted or:Uxe tront of this farm, along wRh a check for any payment you are making. Checks must be made payabfe to"Register of Wifls;Agent," bo not s�nd payment directly to the Department of Revenue. Under penai#y of perjury, 1 declare#hat the facis i have reported abave are tnie,correct and cbmpiete ta the 6est of sny knowledge and belief. WOrk #iome Taxpayer Signature Telephone Number Date IF YOl1 NEED FiJRTH�R ASSISTANCE, G4h1TACT PENt+#SYLVA(+tlA DEPAFtTE�tfENT QE RE'��4�UE DISTRICT OFFICE, OR THE {NHERITAt+�E TAX DIVISIC�V AT 717-787-8327. S�RUiCES FOR TAXPAYERS WITH SPECIAL HEARiNG ANO/OR SPEAKING NEEDS ONLY: 1-800-447-3020 COMMONWEALTH OF PENNSVLVANIA REV-1782 EX�11-96) DEPARTMENT OFREVENUE BUREAU OF INONIDUAL TAXES DEPT.280601 HAflRISBURG,PA 1]128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 017856 BAIN JENNIFER J 218 STONEHEDGELANE MECHANICSBURG, PA 17055-7007 ACN ASSESSMENT AMOUNT CONTROL NUMBER ----- ,o�a -------- -------- 13128513 � 529.02 ESTATE INFORMATION: SSN: � FILE NUMBER: 2113-0736 � DECEDENT NAME: JONES RALPH P I DATEOFPAYMENT: 07/10/2013 I POSTMARK DATE: 07/09/2013 I COUNTY: CUMBERLAND � DATE OF DEATH: 05/15/2013 I � TOTAL AMOUNT PAID: 529.02 REMARKS: VIRGINIA JONES CHECK# 3598 INITIALS: D61 sE,a� RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS � � �.o �� b�; a� � ..ro �a � o� y � r w � -�1 t.� F� y � � � . � F � � i � � \ ((�� 1 .J � 4� .1 ('n ' `t � y 4� ° � � � x j� - . �. .0 m c.. :� : o 'i+ � � � � � �r f..., �� v � � = .� � 1> r : O � j ;� -. } � �— � S ° c6 � -r, � ° C`°� Q � Q �c �3 � � :�� , } �-. � „� ` ,"."� r �i -i N v �7'I 'Z7 �? : � �v a �j �, . � :� ,.� �� co -*� ',n =1 av - b<1 � _ � r � � �� w ! � + �{ - �1 � s � ti i � I I { � � a � 3 s � : i' . , }t�R;,�. , t�a ti :, . � �. 4 �':� . �!ii" ,i ��. �i�i.�r( , tN �, 1.':I�" a�i. ` �. nt'1,� :