The URL can be used to link to this page

Home My WebLink About07-17-13 (3) COMMONWEALTN OF PENNSVLVANIA REV-1 i62 EX{7 7-9$) DEPAftFMEM OFflEVENUE BUREAU OF INDIVIDl1AL TAXES DEPT.280801 HAflR�38URG,FA t7t28-0fidt PENN5YLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEtPT NO. CD 017907 SNYDER WILUAM V 40 BRIARWOOD LANE CARLISLE, PA 17015 ACN ASSESSMENT AMOUNT CQNTROL I NUMBER -------� �a�4 ---_..__ 13134301 � ( S773.48 ESTATE tNF4RMATiON: s5r�: � + FILE NUMBER: z713-0686 � oeCE�ENT NaMe: BOWLBY WILLARD F ( DATE QF PAYMENT: 07J19j2013 � P4STMARK OATE: C}7(17(2013 � CoUNrY: CUMBERLAND � pATE QF DEATH: 06f 03j2073 ( I TOTAL AMOUNT PAID: 5773.48 REMARKS: WILLIAM V SNYDER JR CHECK# 1Q2 INITIALS: dB1 sea,� RECEIVED BY: GLENDA FARNER STRASBAUGH REG{STER OF WILLS REGISTBR OF WILL5 i BUREpU OF INOIVSDIIAL „�FS Pennsyivania inheritance Tax � p��+��YEvania �� Po BOX 2806a1 DEPARTMEN7 OF REVENIIE HARRISBURG PA 17128-0601 Information Notice yEVas�e ax w�EVtc �ae-�xi And T�payer Response Fi�E r�o.2� � l�� Cs ACN 13134301 DATE 06-25-2013 Type of Account Esiate of WILLARD BOWLBY Savings SSN Checking Date of Death 06-03-2013 Trust LORETTA J SNYGER CountyCUMBERLAND X CeRifioate 70 6REENFIELQ DR CARLIS�E PA 1?615-7b82 C � •„� 73 P�'i W7j L- ,"'� O �y C — mS � :— t:n �c+ . o � y° t"_' F—' ;ri r y '"- � OJ �..: r:7 z "= � � <a a C', c-> � �s "'f; c1 �7 — � � � �J � � <J : � � � �-... � 'TI _Q —1 � � � � � MEMBERS isr Fcu pravided the department with the information below indicating that at the°t�eath of the above-named decedent ou were a joint owner or beneficia of the account identified. Account No.252582 Remft payment and Forms to: Date Establfshed 09-15-2008 REGISTER OF WILLS Account Balance $108,556.43 1 COURTHOUSE S(iUARE Percen#Taxable X 16.667 CARLISIE PA t?013 Amount Subject to Tax $78,093.10 Tax Rate X 0.045 NOTE": If tax payments are made within three months of the Potentiai Tau Due $874.18 deceslenYs date af death,deduct a 5 peroent discou�t on the tax With 5%Discount(Ta�c x 0.95} �see NpTE') 'J?�7:+�$ due. Any inheritance tax due will became delinquent nine months after the date of death. PA� $rt@p 1: Ptease check the appropriate baxes belaw. ti A �IVo tax is due. i am the spouse oi tfie deceased or i am the parent af a decedent wha was 21 years aid ar yaunger at date of death. Proceed to 5tep 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. g �The informatian is T he abave information is correct,no deductians ara being taken,and payment will be sent correct. with my response, Proceed to Step 2 on reverse. Dp not check any other boxes. � ❑She tax rate is incorrect � A.5% t am a Iineai beneficiary{parent,chiid,grandchiid,etc.}of the deceased. (Saieat corcect tax rate at right,and complete Part � 12°/, I am a sibling of the deceased. 3 on reverse.) � 15°Is AIk a#her relationships{induding none}. � � ❑Cfiat�ges or deductions The infprmation above is incorrect and/or debts and deductions were paid. iisted. Complefe AaR 2 and parf 9 as appropriate on ths back ot ihis fatm. � �Asset will be reported on 7he above-identified asset has been or will be repprted and tax paid with the PA Inheritance Tax inheritence t�form Fteturn fi{ed by the estate represenkative. REV-1504. Proceed to SYep 2 on reverse. Do not che�k any aiher boxes. � Please sign and date the back of the farm when finished. PART Debts and Deductions 2 AAawable debts ar�d deduciions must meet both of the foilowing criteria: A. The decedent was Iegaliy respansibie tor payrnent,and the estate is insufficient to pay the deductible items. B. You paid the debts after#he death of the decedent and can furnish proof of payment if requested by the department. {If additional space is required,you may atfach$1/2"x 11"sheets of paper.) Date Paid Payee Description Amount Paid Totai Errter on Line 5 af Tax Caiculatio� $ PART Tax Calculatian 3 if ya�sre msking a correatlon to tt�e establi�ment date{Line 1}accaurrt bai�ce{Uoe 2},or percent ta�ccabie{Une 3), piease obtain a wriiten correcNon Nom tha Nnancial Instftution and attach it ta this farm. 1. Enter the date the account was established or titled as it existed at the date of death. j 2. Enter the total baiance of the accaunt including any iMerest accrued at the date of death. I 3. Enter the percentage of the account that is taxable to yau. ! a. First,determine the percentage owned by the decedent. i, Accounts that are held"in trust for"another or others were 100%owned by the decedent. ii. For joint accounts estabiished more than one year prior ta the date of death,the percentage ta�cabie is 100�o dividad by the to#aI numk�er ot owners including the decedent. {For example:2 owners=50°k,3 awners=33.33°ta,4 ovmers =2$°/a�OtC.) b. Next,divide the decedenYs percentage pwned by the number of surviving owners ar beneficiaries. 4, The amount subjec[ta tau is determined by muitipiying the account balarrce by the percent taxabfe. 5. Enter the totai af any debts and deductions olaimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. EMer the appropriate ta�c rate trom Step 7 based on ypur relationship to the decedent. If indicating a different tax rete,please state your relationship to the decedent: 1. Date Established 1 2. Account Baiance 2 $ 3. Percent Tauable 3 x 4. Amourrt Subjeci to Tax 4 $ 5. Debts and Deductions 5 - 8. Amount Taxable 6 � 7. Tax Rate 7 X $. Tax due 8 $ 9. With 5°/4 Discount (7au x .95) 9 X �'it$�} 2: Sign and date below. ReWm iW0 completed and signed copies to the Register of Wiils listed on the ironk of this farm, alang with a check for any payment you are making. Checks must be made payabte to"Register of Wilis,Agent° Do not send payment directly to the Department of Revenue. Under penaity af perjury, 1 declare that the facts i have repaRed above are true,correct and compiete to the best of my knowiedge and belief. WOr1c x,-7�� Home 7 r 1 -.�y,�— Y9.3 5' ��Y,,�r3 Taxpayer Signature Telephone Number Date IF YOU NEED FURTHER ASStSTANCE, GQNTAGT PENNSY�VANIA DEPARTMENT OF F{EVENUE DISTRICT OFFICE, OR THE INHERiTANCE TAX DiVIStON AT 717-787-8327. SERVICES FOR TAXPAYERS WITM SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 : � � � W �,� �.7 y.0 �`��' W ��t �; a � - u� A � � � � � � � � � � - � � � � � . _ � � � � � � r A � � ,. ..o� o.,��aaei0,�o � �• � �' M'� iano^ ,sNrN�ao � " - >r�3�� - - 9� T� WH 8T �l�r CI��. � _ , S �^ � =ii.Si93b ��. d; � ,� : , .t3'1�i0�3b � - ,- 6 O � n� tw c � �..