The URL can be used to link to this page

Home My WebLink About06-11-13 (2) BUREAU OF INOIYIDUAL TAXES -. . . pennsylvania ro sox zsasai Pennsylvania lnheritance Tax FWBRISBURG PA 17128-0601 IflfOf(f18YlOf1 NOYIC@ � DEPARTMENTOFREVENUE And Taxpayer Response p`°154`x°°"X" `°° '�' FILE NO.,2.3.7&� �� -�05 ACN 13119860 DATE 04-17-2013 tr � REGISTER OF 1�:lE.ZS TypeofAccount '1013 JUN 11 R� l.� 27 Estate of GEORGE A ENGLE �Savings SSN X Checking Date of Death 03-15-2013 Trust LYNN D GARRETT CLERK OF COUntyCUMBERLAND Certificate 725 HEIDEN DR �HANS' COURT HUMMELSTOWN PA 17036- 4 CUMBERLAND C�., PA PNC BANK Na provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Remit Payment and Farms to: AccountNo.5140018483 Date Established 10-02-2012 REGISTER OF WILLS Account Balance $ 117,203.00 1 COURTHOUSE SQUARE Percent Taxable X 100 CARLISLE PA 17013 Amount Subject to Tax $ 117,203.00 Tax Rate X 0.045 Potential Tax Due $5,274.14 NOTE': If tax payments are made within three months of the decedenYs date of death,deduct a 5 percent 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. PART Step 1 : Please check the appropriate boxes below. 1 A �No tax is due. 1 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 boxes and disregard 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 sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. � �The tax rate is incorrect. � 4.5% I am a lineal beneficiary (parent, child, grandchild,etc.) of the deceased. (Select correct tax rate at right, and complete Part � �pqo I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships (including none). p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Comp/ete Part 2 and part 3 as appropriate on the back of this form. E I�/I Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax WJ inheritance tax 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. 'I� ) � PART Debts and Deductions 2 Allowabie debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment,and the estale is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required,you may attach 8 1/2"x 11"sheets of paper.) Date Paid Payee Description Amount Paid Total Enter on Line 5 of Tax Calculation $ PART Tax Calculation 3 If you are making a correction to the establishment date(Line 1)account batance(Line 2), or percent taxable(Line 3), please obtain a written correction irom the financial institut(on and attach it.to.this form. ..__ _ _ ___ _ 1. Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at Ihe date of death. 3. Enter the percentage of the account that is taxable lo you. a. First,determine the percentage owned by the decedent. i. Accounts that are he�d"in trust for"another or others were 100%owned by the decedent. ii. For joint accounts established more than one year prior to the date of death,the percentage tauable is 100%divided by lhe total number oi owners including the decedent. (For example:2 owners=50%, 3 owners=33.33%,4 owners =25%,etc.) b. Next, divide the decedenYs percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate lax rate from Step 1 based on your relationship to the decedent. If indicating a different tax rate, please state I OffICl31 USB O�ly ❑AAF � your relationship to the decedent: I PA Department of Revenue 1. Date Established 1 2. Account Balance 2 $ PA� 3. Percent Taxable 3 x 1 4. Amount Subject to Tax 4 $ 3 5. Debts and Deductions 5 - 4 6. Amount Taxable 6 $ 5 7. Tax Rate 7 X 6 8. Tau Due 8 $ �� 8 9. With 5% Discount(Tax x .95) 9 X Step 2: Sign and date below. Return TWO completed and signed copies to the Register ot Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to"Register of Wills,Agent" Do not send payment directly to the Department of Revenue. Under penalty ot perjury, I declare that the facts I have reported above are true,correct and complete to the best ot my knowledge and belief. wo� � 11 �Z.v'��Z � Home ,�j ��D� Taxpay r Signature Telephone Number Date � IF YOU NEED FURTHER ASSISTANCE, CONTACT CUMBERLAND COUNTY REGISTER OF ILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 � '� � r . f � ' �`��-�,:. � ,�: ¢ . � � � �. � ��i � �:� � �i va �� iii \ a �' f �r r � _ � � �, _ .. 91 _. �' sa ; _ � � Y � � r _ �, , ; � �� _ �,il 4i- _ � rt w _ � �' � ,! SY � � � � 7� �;� � _ \ Y� ,;�� - � i{ = t\ '�: �l , , \ �' �:� vV �:. " s � �..�;J _ . �i'� . _—i��` - 1 ""_l . ii i in � YNlrik'�N.�M ��f.��