HomeMy WebLinkAbout08-12-13 8��� °F =�="�ow�� T°x�s Pennsylvania lnheritance Tax � pennsylvania
PO BOX 28U601 DEPARTMENT OF REVENUE
HARRISBURG PA 17128-06p1 information Notiee vevasu e�0«extc tee-Axv
And Taxpayer Respanse FILE NO.2113-0712
ACN13738837
DATE 07-17-2013
Type of Account
Estate of GLADYS THOMAS Savings
SSN Chackirrg
Date of Death 03-31-2013 Trust
KAREN WILIIAMS CountyCUMBERLAND Csrtiticate
12 LILAC DR
MECHANICSBIIRG PA 17050-3169
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Ps c provided the department with the information below indicating that at tK�,cCeath of�he ;�- r'
above-named decedent yau were a'oint owner or beneficia of the account id�ntified. � "' -`;
Account No.8220514130 Remft Payment and Forms to:
Date EstaWtghed 03-13-2006 REGiSTER OF W1{.LS
AccountBalance $p,p�g,tp 1COURTHOUSE�UARE
Percent Taxable X 50
CARLISLE PA 17Q13
Amount Subject to Tax $1,107.55
Tax Rate X d.d<5 NOTE*: If ta�c payments are made within three moriths of the
Potential Tax Due $49.84 decedenYs date of death,deduct a 5 peroent discouM on the t�
With 5%Discount{Tax x 0.95} $(see NqTE*) due. Any inheritance ta�t due wiil become delinquent nine months
after the date of death.
PART gtep 1: Piease check the appropriate boxes betaw.
t
A �Fio tax is due. t am the spouse at the deceased or t am the parent of a decedent who was
21 years old or younger at date of death.
Proceed to Step 2 on reverse. t7o rrot chack any oUrer boxss and dlsregard the amaunt
showrr above as Potential Tar Due.
g �The information is The abave information is carrect,no deductions are being taken,and payment will be sent
carrect. with my response.
Proceed to Step 2 on reverse. Do not check any other bcrxes.
� ❑The tax rate is inoorrect. � 4.5°10 I am a li�eal beneficiary{parent, chiid,grandchiid,etc.j of the deceased.
(Select carrect kax rate at
ri�ht,and complete Part � 124�, �am a siblinp of the deceased.
3 on reverse.j
� 15% All other reletianships{induding none).
p �Ghanges or deductions The inCormation above is incorrect andJor debts and deductions were paid.
Ilsted. Gomplete Part 2 and part 3 a&appropriate on the back of this iprm,
E �ASSet will be reported on The above-identified asset has been or wiN be reparted and ta}c paid with the PA Inheritance Taz
i�heritance tax form Retum fiied by the estate representative.
REV-1500. Proceed ta Step 2 on reverse. Do not che�k any other 6oxes.
Please sign and date the back of the form when finished.
P�T Debts and Deductions
x
Allowable debts and deduotions must meek lwth of tbe followir�g criteria:
A. Tha decedent was#egally responsible for payment,and The estate is insufficient to pay the deductibte items.
8. You pa+d Me debis after the death of tfie decedeni and can furnish propf of payment if reGuested by the department.
(If additional space is required,yau may attach 8112"x 71'sheets of paper.}
Date Paid Peyee 4escription AmQUnt Paid
Total Enter on Line 5 of Tax Cabculation $
�aRT Tax Calculatian
3 if ou ere nRdclny a cartection to the esG�hllshment da�{Li�7 accaunt Wi�nce LGre 2 ,or
y ) ( ) perceM taxabie{Line 3T,
p�ease obtaM a wNt�o correctbn trom Nre AnandallnsNtutbn and attach k to this form.
t. Enter ihe date the account was estabiished or titled as it existed at the date of death.
2. Enter the tptai balance of the account inGuding any i�teresi accrued at the date af death.
3. Enisr the perceMage of the account that is ta�cabie ta you.
a. First,datermine the perceniage owned by the d�edent.
i. :Accounts that are held"in trust for"ano#her or others were 10b°/a owned by the decedent.
ii. For joint accounfs estabiishecl more than one year prior to the dais of death,the pereerrtage ts�cabie is i 00°lo divided
by the total number of owners including ihe deaedent. (Far exampie:2 owners=50°fo,3 ovmers=33.335`0,4 owners
=25%,etc.)
b. Next,divide the decedent's percertage owned by the number of surviving owners or beneficiaries.
4. The amount subject to tau is determined by mui6plying the account 6alance by the{xment taxabie.
5. Enter the total of any dehts and dedt+ctions claimed from Part 2.
fi. The amount tanabie is determined by subtracting the debts and deductlons from the amaunf subJect to ta�c.
7. Enter the appropriate tau rate from Step 1 based on your relationship to N�e decedent.
If indicating a different ta�c rate,please state
your relationship to fhe decedent:
t. pate Estabiished 1
2. Account Balance 2 $
3. PercentTaxabie 3 X
4. Amount Subject to Tax 4 $
5. Debts and DeducNOns 5 -
6. Amoun[Ta�cable B $ -
7. Tax Rate 7 x
8. Tax Due 8 $
9. With 5'to Discouni{Tax x .95} 9 X
.�lt@(1 �: SiQn and date 6elow. Retum TWQ comptei�d and signed copies to the Re�ister of Wiils listed on the hont of this form,
a�ong watt�a check for any payment you ara makirig. Checks must be made payable io Register of Wilisr Agent" Do not send
payment dlrect}y to the Qepartment of Revenue.
Under penalty af pery'ury, I deciare that tfie facis I have reported above are trus,correct and oomplete to the l�esi of my knowtedge and
betief.
Work 71�-- �3G —�5�"�i
��av.v� �G �.�'"�'�,s, Hame 7 1 "7—� 9 --�_ t� Qo I �'— q — t�
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Taxpayer Signature Telephone Mumber Date
!F Yt3U NEED FURTHER ASS{STANCE, CONTACT PENNSYLVANlA DEPAFiTMENT OF REVENUE
DISTRICT OFFiCE, OR THE INNERITANGE TAX DtViSiON AT 717-787-8327. SERVICES FgR
TAXPAYERS WlTH SPEClAL HEAFiiNG ANdiOR SPEAKING NEEDS dNLY: 1-840-447-3024
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