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Home My WebLink About07-12-13 BUREAU OF INOIVIDWL TAXES Pennsylvania lnheritance Tax ]� pennsylvania PO BOX 2HDbn] �� DEPARTMENT OF REVENUE HqRRIS6URG PA 17128•D60] Information Notice RFV-ISa>EZ Ye[RFC 1�4-I21 And Taxpayer Response FILE NO.2113-0625 ACN 13133880 R CORDED OFFlCE OF DATE0625-2013 � ��c r tt LS 1013 JUI. 12 Pf� 1 58 Type of Account Estate of DONNA LAIRD Savings C L ER K 0 F ssrv Checking Date of Death 05-21-2013 Trust PAIGE M MILLER ORPHANS� COUQ6NntyCUMBERLAND Certificate Po aox 153 CUMBERLAND CO., PA SUMMERpALE PA 17093-0153 PsECU 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 Forms to: AccountNo.9730563419 Date Established 05-21-1999 REGISTER OF WILLS Acco.unt Balance $5,995.60 1 COURTHOUSE SQUARE CARLISLE PA 17013 Percent Taxable X 50 Amount Subject to Tax $2 997.80 Tax Rate X 0.7 50 NOTE': If tax payments are made within lhree monihs of the Potential Tax Due $449.67 decedent's date oi 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. 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 deaih. Proceed fo Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potentra!Tax Due. g �The informaiion 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. C �The tax rate is incorrect. � 4.5% I am a lineal beneficiary (parent,child,grandchild,etc.)ot the deceased. (Select correct tax rate at right,and complete Part � �p/, I am a sibling of the deceased. 3 on reverse.) � 75% All other relationships(including none). p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Complete Part 2 and part 3 as appropriate on the back of this�orm. E sset will be reported on The above-identified asset has been or wili be reported and ta�c paid with the PA Inheritance Tax inheritance tax form Return filed by the es[ate representative. REV-1500. Proceed to SYep 2 on reverse. Do not check any other boxes. � Please sign and date the back of the form when finished. PART Z Debts and Deductions 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 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� account balance Line 2 ,or _. piease obtain a written corcection from the(inancial instrtution and attach it to this form., �rcent taxable(Line 3), 1. Enter the date the account was established or titled as it existed at the date oi 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 the decedent ii. For joint accounts established more than one year prior to the date of death,the percentage taxable is 100°/,divided by the[otal number of owners including the decedent. (For example:2 owners= 50°/,, 3 owners=33.33°/,, 4 owners =25%,etc.) b. Neut,divide the decedent's percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by mu�tiplying 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 tax rate from Step 7 based on your relationship to the decedent. If indicating a diBerent tax rate,please state Official Use Only[�qq� your relationsnip to tne decedent: PA Department of Revenue 1. Date Established 7 � 2. Account Balance 2 $ PAD 3. Percent Taxable 3 X 11 4. Amount Subject to Tax 4 •$ 2 3 5. Debts and Deductions 5 - q 6. Amount Taxable 6 $ 5 7. Tax Ra[e 7 X 6 � 8. Tax Due g $ �� 9. With 5% Discount (Tax x .95� 9 X $ � St2P 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this torm, along with a check for any payment you are making. Checks must be made payable to"Register of Wills, Agent." Do not send payment direc[ly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true,correct and compfete to the best of my knowledge and belief. Work �1��`7�� 7� � Home �/�� Taxpayer Signature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMEtVT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-g327. SERVICES FOR , TAXPAYERS WITH SPECIAL HEARING AND10R SPEAKING NEEDS ONLY: 1-800-447-3020 BIIRFAU OF INDIV70UAL TAXES Pennsylvania lnheritance Tax l .�� f pennsylvania PO BO% 280601 HARRI59URG PA 17126-0601 Information Notice ��'�i DEPARTMENT OF REVENUE And Taxpayer Response aEV�is•e n oe.extt ue-�x� FILE N0.2113-0625 ACN 13136769 r � DATE 07-03-2013 REGISTER OF i�1iLLS Type of Account [Oi3 J�it. 12 P�l 1 58Estaie of DONNA LAIRD �Savings SSN Checking C L E R K 0 h Date of Death OS-21-2013 x Trusc EAR�ENE K IAIRD CountyCUMBERLAND Certificate 305 THIRD ST ORPHANS COURT PO BOX 153 SUMMERDALE PA i�uva-oi��1MBERLAND CO., PA .� --- - — .� _»_� _ _ _ �. . . -- — -� - - - - -- � - - - - SUSGUEHANNA BANK provided the department with the information below indicating that at the death of the above-named decedent you were a 'oint owner or beneficiary of the account identified. Remit Payment and Forms to: Account No. 10007492092 Date Established 11-20-2009 REGISTER OF WILLS Account Balance $21,3f 0.50 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $1 Q655.25 Tax Rate X 0.150 Potential Tax Due $ 1,598.29 NOTE": If ta�c payments are made within three months of ihe decedent's date of death,deduct a 5 percent discount on the tax With 5%Discouni(Tar x 0.95) $(see NO7E') due. Any inheritance tax due wilt become delinqueni�ine months after the date of death. PApT St@p 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 oid or younger at date of death. Proceed to Step 2 on reverse. Do not check any ofher boxes and dis�egard the amounl shown above as PotentraJ Tax Dua. 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 SYep 2 on reverse. Do not check any other boxes. � �The tax rate is incorrect. � a.5% I am a lineal beneficiary(parent,child, grandchild, etc.)of the tleceased. (Setect correct tax rate at right,and complete Part � ��0 1 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. Complete Part 2 ar+d paR 3 as appropriate on the back of this form. E_ Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax inhentance tax form Retum �iled 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. PART Debts and Deductions 2 Allowable debts and deductions must meei both of the following criteria: ' A. The decedent was legally responsible for payment,and the estate is insuHicient to pay the deductible items. . • B. You paid the debts after the death of the decedent and can fumish proo(of payment if requested by the department. (If additional space is required,you may attach 81f2"x 11"sheets of paper.) Date Paid Payee � Oescription Amount Paid Total Enter on Line 5 of Tax Calculation $ PART Tax Caiculation 3 If you are making a correction to the establishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), �' � please obtain a written correction from the tioancfal Institution and attach it to this form. � 1. Enter the date the account was estabiished or titled as it existed at the date of death. 2. Enter the total bala�ce ot the account including any inierest accrued at the date ot death. 3. Enter the percentage ot the account that is tauable to you. a. First,determine the perceniage owned by the decedent. i. Accounts that are held"in trust ior"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 taxable is 100%divided by the total number of owners including the decedent. {For example:2 owners=SD°/,,3 owners=33.33%,4 ow�ers =25%,etc.) b. Next,divide the decedent's petcentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the peroent taxable. S. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the de6ts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent. If indicating a different ta�c rate,please state OffiCidl USB Only (]AAF i your reiationship to�he decedent: PA Department of Revenue � 1. Oate Esiablished 1 � 2. Account Bafance 2 $ PA� � 3. Percent Taxable 3 X y 4. Amount Subject to Tau 4 $ Z 3 � 5. Debts and Deductions 5 - 4 � 6. Amount Taxable 6 $ 5 7. Tau Rate 7 X 6 8. Tax Due 8 $ � 8 � 9. With 5%Discount(Taz x .95) 9 X cJt@p 2: Sign and date below. Return TWO completed and signed copies to the Register of Wilis�isted on ihe front of this torm, along with a check for any paymeni you are making. Checks must be made payabte to"Register of Wills,Agent." Do not send payment directly fo the Departme�t ot Revenue. � Under penalty of perjury, I dedar that the facts I have reported above are true,correct and compiete to the best ot my knowledge and belief. wor� 7f�-�7y- 7`l3s , Home 1j'/� Taxpayer ature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND10R SPEAKING NEEDS ONLY: 1-800-447-3020 BUREAU OF INOIYIDUAL TAXES Pennsylvania lnheritance Tax �� pennsylvania PO HOX 28060] Information Notice r��' DEPARTMENT OF REVENUE HARRISBURG PA ]]12B•0601 v¢rnsu t.o.�aec aean And Taxpayer Response FILE NO. 2113-0625 ACN 13136768 RECORCF OFFICE Or DATE07-03-2013 it . S Type of Account [Gi3 JUl_ 12 P(� 1 57 Estate of DONNA LAIRD Savings SSN Checking CLERK OF DateofDeath05-27-2013 x r��st PAIGE M MILLER ORPHANS� ��t�T CountyCUMBERLAND Certificate ao5 THIRD sr CUMBERLAND CO., PA Po sox 153 SUMMERDALE PA 17093-0153 SUSQUEHANNA BANK 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 Forms to: AccountNo.10007492092 Date Established 11-20-2009 REGISTER OF WILLS Account Balance $21,310.50 1 COURTHOUSE SQUARE CARLISLE PA 17013 Percent Taxable X 50 Amount Subject to Tax $10,65525 Tax Rate X 0.150 NOTE•: If tax payments are made within three months of the Potential Tax Due $1,598.29 decedenYs date o(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 detinquent nine monfhs after the date of death. PART $tep 1 : Please check the appropriate boxes below. 1 A �No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was 21 years ofd or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount sRown above as Potentra!Tar Due. , , . g �The information is The above information is correct,no deductions are being taken,and payment will be sent correci. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C �The tax rate is incorrect. � 4.5°/a I am a�ineal beneficiary (parent,child,grandchild, etc.)of the deceased. (Select correct tax rate at right, and complete Part � �2% 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. Complete Part 2 and part 3 as appropriate on the back o/this lorm. E sset will be reported on The above-identified asset has been or will be reported and tax paid with ihe PA Inheritance Tax inheritance tax form Return tiled by lhe estate representative. REV-1500. Proceed!o Sfep 2 an reverse. Do not check any ofher 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 ot payment if requested by the department. • (If additional space is required,you may attach 81/2"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 balance(Line 2),or percent taxable(Line 3�, "� piease obtain a written correction from the financial institution and attach it to this form. � 1. Enter the date ihe account was established or titled as it existed at the date oi death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage oi the accounl that is taxable to you. a. First,determine the percentage owned by the decedent. i. Accounts thal are held"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 taxable 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[he decedenYS percentage owned by the number of surviving owners or beneficiaries. 4. The amouM 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 trom the amount subject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent. If indicating a different t�rate,please state OffiCidl US2 Only 0 AAF your reiationsnip to the decedent: PA Oepartment of Revenue i. Date Established 1 2. Account Balance 2 $ PAD 3. Percent Taxable 3 X 1 4. Amount Subject to Tax 4 $ 2 3 5. Debts and Deductions 5 • 4 6. AmouM Taxable 6 $ 5 7. Tax Rate 7 X 6 � 8. Tax Due 8 $ � 8 9. Wi[h 5°lo Discount (Tax x .95) 9 X e Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, along with a check tor any payment you are making. Checks must be made payable to"Register of Wills,Agent' Do not send payment directiy to the Department of Revenue. Under penalry of perjury, I declare hat the facts I have reported above are true, correct and complete to the best of my knowledge and belief. wor�c 7(1 �77N-?1i35 Home -1/� f 3 Taxpaye gna re Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR 7HE 1NHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAI HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020