HomeMy WebLinkAbout07-19-13 eUREpU OF INDIVIDWI TAXES � pennsylvania
0o kuc z.o6o� Pennsylvania lnheritanoe Tax
NARRISlUR6 Pp i�ize-osut Informatian Notice e��, dEPRR7MENT OF REVENUE
And Taxpaysr Response "��-"�s ey wwcxec�oe-�z�
F1LE NO.2113-0451
ACN 13137405
pATE 07-05-2013
� Type�ceqmntrn
Estate of MARY F BOWERS� ° c vinge
SSN � -� r-- hecking
Date of Death 04-t 0-20i 3 rn p„ �� F j . °
DAVID G BOWERS County CUMBERLAND �r � n � rti icate
529 W ELMWOOD AVE . � cn ` �.. :..:,�
MECHANICSSUR6 PA 27055-4019 ' .
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cxrxzENS �{AkK OF PEN#SYLVANIA provided the department with the information beiaw irulicating that at
the death af the above-nameci decedent ou were a'aint owner or beneficia af the accaunt identified.
Remft Payment and forms ta:
AcCauM Na.82344745$3
Date Establi�hed 03-20��20t2 REGISTER OF WILLS
Acoaunt Balence $1;53479 1 COUR7HOUSE SQUARE
Percent Taxabie X rsp GARLISLE PA 17013
Amount Subject to T� $7fi7.46
Tax Aate X 0.150 NOTE': If tax payments are made within three months of the
Potential Tvc Due $115.11 ��nt's tiate of death,deduct a 5 perceni discbunt on the tax
Wittr 5%Discwurt(Tax x d.95} ${see NQi'E•) d�. My inherita�e ta��due will became detinquent nine months
after the date of death.
P� $t@�} 1: Piease cfieck#he apprapr�ate boxes beiow.
y
A �No tax 3s due. 1 am ihe spouse af the deceased or 1 am the paren!of a decedent who was
21 years aid or younger at date af death.
Pmceed to Step 2 ort reverse. Do not check any other baxes and disregard the amount
shown a6ove as Potentiel Tax Due.
g �The irNorrnatia�is The sbave infarmation is correct,no deducfions are being taken,and paymerrt will be se�t
correck. with my response.
Prcaceed to Step 2 on reverse. Do npt check any other twxes.
� ❑The ta�c tsie is itxorr�t. � 4.5% i am a#ineai bereeficiary{parent,ohi�,grar�dchiid,etc.}af the deceased.
{Seiect correct tax rate at
right,and complete Part � 1 gy, I am a sibling pf the deceased.
3 on reverse.)
� 15% AI!other relationships(including nana).
p ❑Changes or deductions The information abave is incorrect a�d/or debts and deduction&w@ paid. �
listed. Complete PeK 2 and parf 3 as appropdate an the back of ffris�.
� �Asset will be reparted on The above-identified asset has been or will be repprted and tau paid with the PA Inheritance Taic
inhetitence tax form Retum filed by the estate represenfative.
REV-7 5�. Proceed fo Step 2 ort reuetse, Do rrot check arry nther boxes.
Piease sign and date the back of tfie form when finished.
PaRT Debts and Deductians
x
AllowatNe debts arrci deductiarss must meet both af tfie following criteria:
A. The decedent was legally responsible fpr payment,and the estate is insufficient to pay the deductible items.
B. You paid the debts after the death of the decedent and oan fumish proof of payment if requested by the department.
{If addit+onai space is required,you may attach 8?!2"x 1 T"sheets of paper.}
Date Pakf Payee Descriptian Amount Paid
Total Enier on Line 5 ot Tan Calculation $
PA� Ta7c Calculatiqn
3 N yau ar�t ma�cing a correcttan to the establishmer�t dete(Line 1)accouM balance jLine 2},or percent tarzabie(Line 3),
pl�abtaln a wrlMen corractlon irom the financial instkution and attach it to this form.
1. Enter the daie tfie account was estabiished or titied as it existed at the date of death.
2. Enter the total balarsce of the accouM ineluding any interest accrued at the date of death.
3. Enter the perceMage of the account that is tanebie to you.
a. First,�termine the percentage owned by the decedent.
i. Accounts tha[are heki"in trust for"another or athers were 100°k owned by the dececlent.
ii. Far jaint aceaunts estabiished more than arre year peiar to tha date of death,the percentage ta�table is 7 00%divided
by the total number of owners including the decedent. (FOr example:2 owners=5Q°k,3 owners=33.33%,4 owners
=2Ci%,efC.)
b. Next,divide the decedenYs percentage owned by the number of surviving owners ar beneficisries.
4. The arnouni subject ta t�is determined by muitiptying the accaunt balance by the percem t�able.
5. Enter the total of any debts and deductions claimed from Part 2.
B. The amouM taxabte is determined by subtractlng the debts and deductions from the amourrt subject to ta�c.
7. Enter the appropriate tax rate from Step 7 based on your refationship ta the decedent.
If indicating a different tax rate,please state
your relatlonsAip ta the decedent:
1. Date Established 1
2. Account Balance 2 $
3. Percent Tazable 3 X
4. Amount Subject ta Ta7c 4 $
5. Debts and Darductions 5 -
8. Amaunt Taxable 6 $
7. Tau Rate 7 X
8. Tau Due 8 �
8. With 5°k Discount(Tax x.95j 9 X
$t@(} �: $ign and date below. Retum TWO compieted and signed copies to the Register of Wiiis iisted on khe front of this form,
alang vmth a check for any payment you are making. Checks must be made payable to"Register ot Wills,Agent" Da nat send
payment directly to the Depar#me�#of Revenue.
Under penaity af perjuty, t declare that the faots!have reported above are trus,aorrect and complete to the best of my knowledge and
belief.
L't'fl.�/�L������'R'� Work 7i7-691-7770 � �3
t Home 7=
�ex�yer Signature Attorney for the Estate Telephane Number Date
of Mar F
IF Y{3U NEED FURTNER ASSISTANCE, GONTAGT PENNSYLVANtA DEPARTMENT OF REVENUE
DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR
TAXPAYEFtS WITH SPECtAL HEARlNG AND/OR SPEAKtNG NEEDS ONLY: 1-800-4d7-3d20