The URL can be used to link to this page

Home My WebLink About08-15-13 COMMONWEALTH OF PENNSVLVANIA REV-1162 EX�11-98) OEPAFTMENT OFREVENUE BUREAU OF INDIVI�UAL TA%ES OEPT.280601 HARFISBURG,PA 1J128-0801 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 018027 QUINN THEODORA 5470 HARMONY GROVE ROAD DOVER, PA 17315 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- ,o�d ---------- -------- 13132704 � 566.00 ESTATE INFORMATION: SSN: l FILE NUMBER: 2113-0892 I DECEDENT NAME: QUINN WINIFRED K � DATE OF PAYMENT: 08/15/2013 I POSTMARK DATE: 08/14/2013 I COUNTY: CUMBERLAND � DATE OFDEATH: 05/07/2012 I � TOTAL AMOUNT PAID: 566.00 REMARKS: THEODORA QUINN CHECK# 1943 INITIALS: WZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Bwe�a� oF tr,o�YTw�� TAxES Penns ivania lnheritance Tax '� Pennsylvama PO B9x 280601 Y DEPAR7MEN7 OF EVENUE HAHft1S6URG PA 17128-0601 Information Notice ��7 REVnsu ev oecc�[c<o�s.�zo ' And Taa�payer Response F��E r�o.2� — 13— '��- ACN 13132704 DATE 06-25-2013 tu�Cr�'{i'[ fY++ n' �g^ � T�,� Type of Acaount ! Estate of WINIFRED K QUINN Savings SSN 48fr1418T4 Ghecking Date of Death 05-07-20t2 Trust THEODORA qUINN CounryCUMBERLAND Certiflcate -iki9�"M7kRR2fi-S T ,aw..r—!•'-n ,.._�^e i .. ra�T / j� y E7�'YZ{`J' l^�L.1/YY�.{/N� VEC9cA4... {'t.� �'``� I 1c�0 UC./� � �'?�I '�, � wE��s �t,aco provided the department witl� the informadon belaw indicafing that at the death oP the above-named decerlent you were a 'oint owner or beneficiary af the account identified. Remft Payment and Forms to: Account No.3tNl�OS2'174277 DaRe Established 09-05-2001 REGISTER OF WILLS Account Balance $4,419.00 1 COURTHOUSE SQUAHE Percent Taxabls X 5p GARLI3�E PA 170t3 I Amoun{Subject to TaSC $2,209.50 Tau Rate X 0.150 I Potential Ta�c Due $331.43 NOTE': If tax payments are made within three months of the deoedeni's date of death,deduet a 5 percent discauM on the ta7c I Wfth 5%Discount{Tax x p.95} �see NOTE�} ��, �y anheritance tvc due will become deiinquent nine months after the date of death. PnR'r St@ 1 : Piease aheck the a 1 � pprapriate baxes beiow. A []No ta�c is due. 1 am the spause of the deceased or 1 am the parertt ot a decedent who was 21 years oId or younger at date of death. Proceed to Step 2 on reverse. Da not chedc any other boxes and disregartl the amount shown above as Potential Tar Due. g �Ths informatian is The above information is correct, no deductians are being taken,and payment wili be sent oorrect. with my response. • Proceed to Step 2 on reverse. Do npt check any other kwxes. � �The tax rate is incorrect. � 4.5°lo i am a(ineaP beneiiciary{parent,child,grandchild,eta)of the deceased. Select correct tax rate ai right,and complete Part � 12a�, I am a sibling qf the deceased. 3 on reverse.) � 15% A!i other reiationships{inoluding none}. p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. isted. Compfete Part 2 arad part$as appropriate or+ihe 6ack of this form. E �Asset will be reported on The above-identified asset has been or witl be reported and tau paid with the PA Inheritanoe Tax inheritance ta�c form Return filed by the estate representative. REV-1504. Proceed fa Step?on reverse. [?o naf chedc any afher t�xes. Piease sign and date the back of the form when finished. pnar Debts and Deductions x Allowable debts asx!dedttctions must meet both of the(ollowing criteria: A. The decedent was Iegally responsibie for payment,and tfie estate is insuHicient to pay the deductible items, B. Ypu paid the debts after the death of the decedent and can furnish proof of payment'rf requested by the department. {i(addibanai space is required,you may attach 81/2"x t t"sheets of paper.) Date Paid Payee Description Amount Paid t r' �Cir (V MC. !a Id'"J � 1.� !f- t rr 1 ��1 �, un.z.�-t ! +� � a ,4Nf`/eu3 }- � !� !Z. Q.1,.'.c.� hl--�.` Soc- • n !-.`. ' 12�5 .,5, . . 3 +- - �- .p T ne 5 of ax $ �Iq z c7 t (L ��,,�,.,�GD-V�`f,d'- wan',r�cr �oc� '_ PART s �y i �- /�U+�-�-�-c��-+�� l✓3IGUI1t1��, � ,e-S: 3 k !'c GLs-w�++Cnen-�+{"-... a�.sc�- +1-- c/+�fi,tr� �y are�c�g a carrectlan to tl�e aRaWlsh �{llrw aca�ue�b�nas(L1�2},or pereent taxabb{lira 3), piease obtain a written torrecNon from t!�flnanciei instliutlon end atbch ft ta thb torm. 1. Enter the date the accaunt was established qr titled as it existed at the date of death. �`i-Q_,. � �G� . [�c/ 2. Enter the total balance of the accaunt including any interest accrued at the date of death. � 3. Enter the percer�tage of the account that is ta�cabie to you. a. First,dstermine the percentage owned by the decedent. i. Accounts that are held"in trust for"another or others were 100°/a awned by the decedent. ii. For jaini accaunts establi&hed more than o�e year prior to the date o#death,the percentage t�able is 700'fo divided hy the totai number of owners including tha decedent. (For example:2 owners=50°to,3 owners-33.33�0,4 ownars =25%,etc.) b. Next,divide the decedenYs percentage owned by the number of surviving owners or beneficiaries. a. The amaunt suhjecT to tax is determined by muidplyirx3 the account bala�ce by the percent ta�cabie. 5. Enter the totai of any debts and deductions cfaimed irom Part 2. 6. The amount tattable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step 1 basec!on your relationship to the decedent. if indicating a different tax rate,pieas state� your relationship to the decedent:� ^- 1. Date Establishgd 1 2. Acoount Balance 2 $ � � ` `� � 3. Percent Taxable 3 x �� 4: Amount Subject to Tax 4 $ a� p� 5. debts and Detiuotions 5 - ��.�.— 8. Amount Ta�cable 6 $ 1 � G'� � 7. Tau Rate 7 X i O�I.� �. 8. 7ax Due 8 $ {�}� 9. Wifh 5% DiSCOUnt(Tax x,95) 9 X �r • ;��@�} �: Sign artd date below. Retum TWO completed arid s�}ned capies to the Reg�r of UYiils Iiated on the ftonf of ihis form, along with a check for any payment you are making. Checks must be made payabie to"Flegister of WiNS,Agent." Do not send payment directly to the Department of Revenue. t}�der penalty af perjury, !deciare d�ai the facts!heve repartad ahove are irue,correct and compiete#o the 6est af my know{edge and belief. � WOrk 1 tft e�� r� ��An-.:-- Hame �71-1• �¢l z - Z(o�) `a �'` '� Taxpayer Signature Telephone Number Date IF YOU NEED fURTHER AS51STAhiCE, GONTAGT PE/VNSYI�V�4NIA DEPAR'fA�fEIUT QF FtEVElUtiE dISTRICT OFFICE, OR TtiE INNERITANCE TAX DtVtSION AT 717-787-8327. SERV{CES FC1R TAXPAYERS WITH SPECIAL HEARING AND/0R SPEAKING NEEDS ONI.Y: 1-800-447-3020 � � , 0 � — �+ -� � - '; °� � � �, N � � ^ = �n � C _ � �' '� � �� '- � J (yt . ts� ; i� � �� try � � � � .,.a ,:.� � °�° '`. �� , .,.. � � � 7 � =; '. +�' i � � A � � ; A �� ` � � � � `V � ` . c l ✓ i p r ? � . _�