HomeMy WebLinkAbout08-20-13 (4) eu�u oF INDIVIDWL TA%ES Pennsylvania lnheritance Tax � Pennsylvania
PO �( 260681 DEPARTMEHTOFREVENUE
INRRISDUt6 PA 17128-8601 Information Notice
And Taxpayer Response �-'X'6��``••��>
FILE NO.2113-0072
ACN 13106114
DATE 02-07-2013
Type of AccouM
Estate of MELVA E WRIGHT Savings
SSN Chec:king
Date of Deffih 71-20-2012 Trust
DORO7HY M WRI6HT CountyCUMBERLAND Certificate
444 MOHAWK RD
NEWVILLE PA 17241-9424
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ACNB BANK provided fhe department with the information below indicating that at�►etleath o�theu- .�„
above-named decedent you were a joint owner or beneficiary of the account ider�ed. o
AccouM No.2443236 Remit Payment aiM Forms to:
p����pq.O7_yp�� REGISTER OF WILLS
Account Balance $�,37�.pg 1 COURTHOUSESQUARE
CARLISLE PA 17013
PerceM Taxable X 50
Amount Subjec[to Tax $685.65
Tax Rate X 0.150 NOTE': If tau paymeMS are made within tliree morrths of the
Potential Tax Due $102.85 decedeM's date of death,deduc[a 5 percent discount on the tax
With 5%DiscouM(fax x 0.95) $(see NOTE') due. My inheritance ta�c due will become delinquent nine montl�s
after the date of death.
P�� Step 1: Please check the appropriate boxes below.
A �No tax is due. I am the spouse of the deceased or 1 am the parent of a decedent who was
21 y�rs old or younger at date of death.
Proceed to Step 2 on reverse. Do not chedc any other boxes and disregard the amount
shown above as Potential Tax Due.
g �The iniormation 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 chec/r any oUrer bares.
� �The tax rate is incorrect. � 4.5% I am a lineal beneficiary(pareM,child,grandchild,etc.)of the deceased.
(Select conect tax rate at
right,and complete Part � �p�, ��a sibling of the deceased.
3 on reverse.)
� 15% All oltier relationships(inciuding none).
p �Changes or deductions The information above is incorrect and/or deb[s and dedudions were paid.
listed. Complete Part 2 arrd part 3 as approp�iate on the badc of this/orm.
E dAsset will be reported on The above-iden'tified asset has been or will be reported and tax paid with the PA Inheritance Tau
�nheri[ance tau form Retum filed by the estate representative.
REV-7 500. Proceed to SYep 2 on reverse. Do not check any ofher 6oxes.
Please sign and date the back of the form when finished. ��
P''� Debts and Deductions
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Albwable debts and deductions must meet boih of the fdbwing criteria:
A. The decedent was legally responsible for payment,and the esTate is insutficient to pay the deductible items.
B. You paid tlie debts atter the death of the decedeM and can fumish proof of paymeni if requested by the department.
pf addi4onal space is required,you may attach 81/2"x 11'sheets of paper.)
Dffie Paid Payee Description Amamt Paid
Total EMer on Line 5 of Tax Cakwla0on $
PART Tax Calculation
3 If yai are mfldnp a correcUo�to Me ea�bN�meM da6e(Llne 1)atxw�e�t belance(Line 2),or perceM iaxaWe(Line 3),
plesse ob[ain a wril�n c�tia�trom tlre flnen�l instfWtion and aMaeh It W thb form.
1. Enter tlie date the account was estaWished or titled as i[e�tisted at the date of death.
2. Enter the rofal bala�x:e of the accouM including any interest accrued ffi the date of deafh.
3. Enter the perceMage of the account fhffi is taxable to you.
a. First,detefmine Uie percee�tage owned by the decedeM.
i. AccourHs tlmt are heltl'in hus[for'anotifer ar others were 100%owned by the de¢edeM.
ii. For joint account5�ed more than pne year prior to the date of death,the percenfage Taxable is 100%divided
by the total number of oMmers incfuding the decedeM. (For exartple:2 owners=50%,3 ownars=33.33%,4 owners
=25%,etc.)
b. Nex[,divide ttie dececlenCg perc�cqage avned by tFre number of surviving owners a beneficiaries.
4. The artrount subject to tax is�temdned by mulfipying the account balar�e by the perceM taxable.
5. Enter the tofal of any d�ts and de�c[ions daimed from Part 2.
6. The amouM taxable is determinc�l by subtracling the debts and deductions from the amouM subject to tax.
7. Enter the Appropriate fax rate trom Stap 1 based on your relationship to tl�decedeM.
If iruficadng a diflerent tgx rate.please s4ffie
your relatlonship m tfie decederrc:
1. Date Established 1
2. AccouM Balance 2 $ �
3. Percent Taxable 3 X
4. AmouM Subjec[ro Tax 4 $
5. Debts and Deductions 5 -
6. Amount Taxable 6 $
7. Tax Rate 7 X '
8. Tau Due 8 $
9. With 5%DiscouM(Tax x.95) s X
�'t@�1 2: Sign and d9te 6ebw. Retum 7W0 compl�ed and signed copies to the Register of VIldls lis�ed on the froM of this form,
along wi[h a chedc for arry payment you are making. Checks must be made payable to"Register o/VVlfls,Agent.` Do not serd
payment directly to the DeparhneM of Revenue.
Under penalty of perjury, I declare thffi tlie tacts I have reported above are true,correc[and cor�lete to the tiest of my knowledge and
be�ief.
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/�//C .. Home ���0�13
Taxpayer Signature' °�' ^ � �S,'�`' Telephone Number Date
IF YOU NEED FURTNER'"RSStSTA1VCE, CdN7'ACT CUMIE�fil,A�iD CClUNTY REC3IS'f�R OF WtLLS, PA
DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INF#ERITANCE TAX QIVISION AT
717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS
ONLY: 1-800-447-3020