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Home My WebLink About07-29-13 _ --�- __ _ BOHFAU OF INOIVIOIML T.XES Pennsylvania lnheritance Tax � pennsylvania � PO BOX 280601 1uRRISBURG P� 1�128-06u1 Information Notice DEPARTMENTOFREVENUE �� And Taxpayer Response "`� """""�" `�' "' FILE N0.2112-1262 ACN 13132036 DATE 06-25-2013 Type of Account Estate of EDWARD S CALAMAN Savings SSN Checking Date of Death 11-01-2012 Trust EUWINA C HORICK CountyCUMBERLAND ��' _, Qestificate 9 STRAWBERRY DR _ - �� rn CARLISLE PA 17013-4418 -� �� ' <:� �,�.: . .. '-_-.� ..; �..R s � � -� F ` :_� n.? ... .-�' -:' h,,,� ul. '" .... n . ... _ . . . -- � � � - -- WELLS FARCO 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.6301054703 Date Established 10-11-2011 REGISTER OF WILLS Account Balance $25,686.00 1 COURTHOUSE S�UARE Percent Tauable X 50 CARLISLE PA 17013 Amount Subject to Tax $ 12,843.00 Tax Rate X 0.150 Potential Tax Due $ 1,926.45 NOTE': If tax paymen[s 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 aRer the date of death. PnR7 St@p 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 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 2verse. Do not check any other boxes. C he 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 � �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 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 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. . ' 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 8 1/2"x 11"sheets of paper.) Date Paid Payee Description Amount Paid To[al Enter on Line 5 of Tau Calculation $ PART Tax Calculation 3 If you are mtkiny a correctfon W the e�tishrtMM dlde{4ine 1)acC01�M�M�x(LI�2),or psresnt taxabk(Lfne 3), please obMin a wrNten correctlon from the finenclal InslNutlon and ailech It to thfs 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 Ehe percentage awned by the decedent. i. Accounts that are held"in trust for"another or others were 100�0 owned by the decedent. ii. For joint accounts establiched more than one year prior to the date of death,the peroentape[axeble 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 mumplying the account balance by the percent taxable. 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amoun[taxabie is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the s�opdate tax rete feom Step 1 based on your relatiooship to the deceden[. If indicating a different tax rate,plea etete ` � your relationship to the decedent: X.Y . 1. Date Established 1 16 '�l—�A �1 2. Account Balance 2 $ 01.5 .�o�n.0� 3. PercentTaxable 3 X 5D 4. Amount Subject to Tax 4 $ �2 l�'��J .C� 5. Debts and Deductions 5 - 6. AmountTaxable 6 $ l� A4 �_O� 7. Tax Rate 7 X • 8. Tarz Due 8 $ �J`�1- � 9. With 5% Discount(Tax x .95) 9 x .�ft$�1 2: Sign and date below. R�tum TWO completed and signed copies to the Register of WiHs listed on the frorrtaf this form, along with a check for any payment you are making. Checks must be made payable to"Register of Nfills,Agerrt." Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true,correct and compiete to the best of my knowledge and belief. work 11� 3�(� �ifo�� G� ;,.cL L� CSL�� Mome ll � ay5 0�.4 4 7��/'�_ Taxpayer Signature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INMERITANCE TAX DIVIS�ON AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 . _ . _ . � rr'� �"+.�.1ffi 03S 9�it1 ��fo � a ', .f-J9 4122(1�� eea � . �� l:Ix l. EYea �f� � �' . &M¢+�.�;.._" Mei�M:��"' . • F�Co�x7r9eA Rsh-.')" ;i.:� tiroe+�atz `+�one: 7�navzoys ' „ :-. ��{ � � FiDWINA CALANIA!V HORI�`� �9r4 DOU6LAS DR °� C;ARIISLE �?4 a7Qiy __.____..... .'��+��.r �. lx� � s y*! r 9 x, '��, �.. �, :i 4 x �c�t . 1 i rs ymG �` �5�`"�� ?.c,,�' nR' .."..�_. � Ar=PaA �st r t � ,� �,;;. b 4 '� L� a � '$$.... T� � r�. r. £t �— ,.§i :-� 5F'� �1. f � � e� � � k d;'i4� i. 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CD 017958 HC7RICK EDWIRIA C 1914 DOUGLAS DRNE CARLISLE, PA 17013 ACN ASBESSMENT AI1+iQURIT CONTROL NUMBER ------- foltl '_......_._ _......__ 13132p36 � $577.94 ESTATE lNPQRMATI4N; SSN: � FILE NUMBER: 211 2-126z I DECEDENT NAME: GA�AMAN EDWARD S + DATEOFPAYMENT: 07/�1/2013 � POSTMARK OATE: 07/29I201 3 � CouNTV: CUMBERLAND J DATE OF DEA7H: 1 1/�11/201 2 I ( TOTAL Att1!(7UNT PAID: 5577'.94 REMARKS: EDWINR C HORICK CHECK#6267 INlTIAIS: DB1 SEAL RECEIVED BY: GLENdA FARNER STRASBAUGN REGISTER OF WILLS IREGIS7ER OF WIL.LS � i ! �I I � �g�. °Gx ��. . o�.yK ",�� w :.� � �'.�`-'� `' t! i (J � � � S C1cy,, 4 � g v � `t�� o ¢ , � � � � � � �. � .� �;; � _ � � , t, � � _ ,�- �-, � � .,.� � �= .. _ � , : � �- t;� � , '' r � � — � � • ;- � . � � i _ ` < - � ' �� , ' ` �' '"�+�," '� = r , " ` , � = -,� ` ' � �t � � � =.. _ c� t" �: � '� XC _ K � �� . 0 � = �. ` � A _ � nrc � � � m' � m' r A (p c no q