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Home My WebLink About07-18-13 COMMONWEALTH OF PENNSVLVANIA flEV-1162 EX(11-96) DEPAflTMENT OF FEVENUE � BUREAU OF IN�NIDUALTAXES - - DEPT.280601 HARRI59URG,PA 1]128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 017900 SNYDER WILLIAM V 40 BRIARWOOD LANE CARLISLE, PA 17015 ACN ASSESSMENT AMOUNT CONTROL NUMBER _______ mia . _________ 13134299 � S628.41 ESTATE INFORMATION: ssN: � FILE NUMBER: 2113-06HC I DECEDENT NAME: BOWLBY WILLARD F � DATEOFPAYMENT: 07/18/2013 � POSTMARK DATE: 07/17/2013 � COUNTY: CUMBERLAND � DATE OF DEATH: 06/03/2013 I � TOTAL AMOUNT PAID: 5628.41 REMARKS: CHECK# 101 INITIALS: BZJ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ^_ � _ BIIRFAU OF INOIVIDUAL Tq%ES Penns ivania lnheritance Tax }[i . enns�/lvania PO BOX 280d01 Y P J IURRISBURG PA 17128-0601 Information Notice f��' DEPARTMENT OF REVENUE And Taxpayer Response "' ,�""°°""`°°.," /,,Q FILE NO.27 �I' `� O(Yu � RECOFpED AcN�siaazss ;F DATE 06-25-2013 � 1.iI � � � l 1G13 JuL 18 � � ' > r� Type of Account �Estate ot�ILLARD BOWLBY Savings C L ER K ssN Checking Date of Death 06-03-2013 Trust LORET7A J SNYDER ORPHANS� County�CUMBERLAND Certificate 70 GREENFIELD DR CUMBERLAND . 7 CARIISLE PA 17015-7682 , t1� MEMBERS isr Fcu 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. AccountNo.252602 Remit Payment and Forms to: Date Established 10.142004 REGISTER OF WILLS Account Balance $gg,�g5_73 1 COURTHOUSE SQUARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax $ 14,699.58 Tax Rate X 0.045 Potential Tax Due $661.48 NOTE': If tax payments are made within three months of the decedent's date of death,deduct a 5 percent discount on the tax With 5°/,Discount (Tax x 0.95) $(see NOTE') (p� „ +� due. Any inheritance tax due will become delinquent nine mon[hs after the date of death. PART Step 1 : Please check the appropriate boxes below. 1 /+ �No tax is due. I 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 disregaro'the amount shown above as Potential Tax Due. B �The information is The above information is correct, no deduc[ions are being taken,and payment will be sent correct. with my response. Proceed to Sfep 2 on reverse. Do not check any othe�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 � �po�, 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 8nd/or debts and dedUCtions were paid. fisted. Complete Part 2 and part 3 as appropriate on the back ol this lorm. E �Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax i�heritance t�form Retum filed by lhe estate representative. REV-7500. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. � PART ' • Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment,and the estate 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 81/2"x 11"sheels o(paper.) Date Paid Payee Description • Amount Paid Total Enter on Line 5 of Tax Calculation $ PART Tax Calculation 3 If you are making a cortection to the establishment date(Line 1 J account baiance(Line 2),or percent taxable(Line 3), _ please obtain a written correction from the financial institution and attach it to this form. _ t 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 the date of death. 3. Enter the percentage of the account that is taxable to you. a. First,determine the percentage owned by the decedent. i. Accounts that are held"in trust for"another or others were 100%owned by lhe decedent. ii. For joint accounts established more than one year prior to the date of death, the percentage tauable is 100%divided by the total number of 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 baiance by the percent taxable. 5. Enter the total of any debts and deductions claimed irom Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. • 7. Enter the appropriate ta�c rate from Step 1 based on your relationship to the decedent. If indicating a di(terent tax rate, please state • Official Use Only �AAF your reiationship to tne decedent: PA Department oi Revenue 1. Date Established 1 ' 2. Account Balance 2 $ PAD 3. Percent Taxable 3 X � 4. Amount Subject to Tax 4 $ 3 5. Debts antl Deductions 5 - 4 6. Amount Taxable 6 $ 5 � 7. Tax Rate 7 X 6 8. Tax Due 8 $ � 8 9. With 5%Discount(7ax x .95) 9 X i 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 of pery'ury, I declare that the facts I have reported above are true,correct and complete[o the best of my knowledge and beliei. WOrk ��l`"��5��. Home '�/� - �. Y,� - Y9� Y Qt�,P�c 9;�O/,� Taxpayer Signature Telephone Number ate IF YOU NEED FtJRTHER ASSISTANCE, CONTACT PENNSYLVANIA 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 i _ � i ;. t � i ; i �. �,, � ..,� . �. �=' ' � M•�' '� �d) . . .� �� N . i �A� � .^.� �\� . � �• ^' � ll� � �_ h .r�: l.0 n �w . . � . . F', c � . . � � v\ c � ,�-f• _ 0 g �•• � rn = � � �CN ' i� � � n � �n�� f , .. ^. �. ;� _, . � u�, _� �� ;� " �c c -� ' � :.y r _ . o c: �� t�/�� /P i,-! _ � � G �� pG�'��.�,' �.. �yj �� 1�{ ':O ^' /`a' {-,l �l �� . �. ` _{ ``��J � m�-� r — 'O �01�.� �y) p'. � � iJ �iir — � 1 eR� �° �� t� �� — �U G� . 5� �§' ",, _ � � :� � � �i� T � �� `,. �; �1 = f � ' I = _ � �' �► , - , ; { � 9.� � � C � � � fi , p�' N \. '`� �:. �