The URL can be used to link to this page

Home My WebLink About09-14-13 CDMMONWEAITH qF PENfvSYLVANiA ftEV-t 182 EX{7 7-$8) DEpARTMENT pP flfYENUE BUREAU OF INDIVIDUAL TAXES DEPT.2B0601 � HqqR158UFG,AA 171T8Afi41 PENNSY�VANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NQ. GD 4181 10 NE�SOh! 1 IRVIN 165 CONODOQUINET MOBILE NEWVILLE, PA 17241-9485 ACN ASSESSMENT AMOUNT C4NTR4L NUMBER ------- �o�n ---------- -------- 13144982 � 5280.36 ESTATE INfORMATlON: s5N: � FILE NUMBER: 21 1�-0944 � DECEf}ENT NAME: NE�.SON EC)ITH S ( DATEOFPAYMENT: 09/O�J/201 � � II POSTMAftK DRTE: O$I04I2013 � CouNTY: CUMBERLAND � DATE OF DEATH: 07/03/2013 � � � TOT'AL AMCIUNT PAID: S280.36 REMARKS: CHECK# 21Q8 INITIAIS: DB1 seA� RECEIVEb BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS e�z�a� oF ��,�Ymw� rnxE� Penns ivania inheritance Ta�c ,sj�/ enns tvania Ptl BOX 280601 Y � � NAkRISBURG PA 17128-06tl1 Information Notice � OEPARTMENTOFREVENUE p¢r-uas ex nm[ttc ioe-vn And TaxpayerRespanse ��E No.z� ACN 13144982 DATE 08•23-2013 Type of Account Estate ot EDITH S NElSON Savings SSN Checking Date oi Death 47-p3-2013 Trust IIRVIN NELSON CountyCUMBERLAND Certificate P65 CON4DOGUINET NDBIIE NEWVIL�fi PA 1?241-9485 :n � �� 1"T7 C b S�7 C7 � � n . <� LC _... r;"� ....3 Rt -7: c'� . '.'� r. i'" .� �.��I � V' ��` �._ � ..� �^ ` e �.T �-. . `3 _ .r, c :,.� � ., '- ` ..v / N J ' "17 'f � Gn ::_} �.� BANK NA pravided the department witfi the information below indicating thaCat the dea"t�af the� above-named decedent you were a joint owner or beneficia af the account identified. Account No.5003852738 Ramit Payment and Forms ta: Da#e Establlahed 10-2A-2010 REGISTER OF WILLS Account Balance $13,116.60 7 COURTWOUSE SQUARE Percent Ta3cabie X r�p CARt13LE PA 1?013 AmouM Subjeet to Tau $6,558.30 Tau Rate X p.045 NOTE': If tau payments are made within three months of the Potential T�Due $295.12 decedenYs date of death,deduct a 5 percent discpu�t on the t� W(th 5%Discount{Tax x 4.95} $(see NOTE") x�d.3{v due. Any inheritance tau due wiii become delinquent nine months after the date of death. ' pA� St8�3 1: Please ahack the appropriate boxes below, 1 A �No ta�c is due. i am the spouse of ihe deceased or t am#he parent af a decedent who was 27 years oId or younger at da#e af death. Proceed to Step 2 on reverse. Do not check any other bpxes and disregard the amount shown above as Potential Tar Due. g �The informatian is The above informa#ion is oorrect, �o deductions are being taken,and payment wiii be sent correct. with my response. Proceed to Step 2 on reverse. Do nat check any other baxes. c ❑The ta�c eate is ineorrect. � 4.5°{o i am a Iineal beneficiary{parent,child,grandchikl,ete.}of#he deceased. {Seiect oorrect tax rate at right,and complete Part � 12% I am a sibling of the deceased. 3 on reverse.) � 15°la AN other relationships{i�oluding nane}. p �Changes oi deduotiqns The information above is incorrect and/or debts and deductians were paid. listed. Complefe PaR 2 arrd pari 3 as appropriate on the back of fhis form. E �Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Taz inheritance tax form Return filed by the estaie representative. REV-1606. Prbased fa SYep 2 on reverse. Do nof check any ofher bqxes. Piease slgn and date the back of the form when finished. PART Debts and Deductions 2 Allawable debts a�deductians must meet both of the fdlowi�g criteria: A. The decedent was tegaify responsibie for payment,and the estate is insufficient to pay the deductibie items. B. You paid ihe tlebts after the death of the deoedent and can furnish proof of payment iC requested by the department. (if additiona!space is required,you may attach 8 t!2"x t t"sheefs of paper.) Date Paid Payee Description Amauni Paid Tatai Enier on Line 5 of Tan Gaicul�tion $ PART Tax Calculation 3 If y�are mi6�ti�}a�rrsetiot�to Ute e�btishmont d#te{Llne i)account 6aianl�e{t3ne 2),or percernt ia�[�le{ll�3?, pieaas ohtain a wriitan carection irom the Nnancipi iesflhrtian am!attaah ft ta th4�fwm. 1. Enter the date the accpunt was established or titled as it existed at the date of death. 2. Enter the tptal balance of the accaunt includi�g any interest accrued at the date of death. 3. Enter the percentage of the acxount fhat is tauable to you. a. First,determ�ne the percentage owned by the decedent. i. Accounts that are held"in trust for"another or pthers were 100°k awned by ths decedent. ii. For joint accourtts e�tiYshed m�u�than afle year prior to the date of death,the�rcenta�e#azabie is t 00°Io divided by the total number of owners including the decedent. {Far example:2 awrrers=50%,�i�wt�sns*`33.�„4 a�.i�r+ers =25%,etc.) b. Next,divide the decedent's; prmed by the number of surviving owners or benefiaiaries. 4. The amaunt subject to t�is de#e�mened by mutt�M�g the ac�ount balance by the perc:ent taxabie. 5. Enter the totai of any dabts and deductions claimed from Part 2. 6. The amount t�cable is determined t>y subtraoting the debts and deductions from the amount subject to tax. 7. Entar the appropriate Yazc rate from Step t bqsed art yc�tar relationship to the decedeM. if indicating a di(f6rant taz rafe�pleflse state your relationship to the decedent: 1. Date Established 1 2. Account Balance 2 $ 3. Perpent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debfs and DedueNons 5 - 8, Ampunt Taxable 6 $ 7. Tax Rate 7 x $. Tax Due 8 $ 9, With 5%Discount(Tax x .g5) 9 X .�i @�?.�: Sign and dafe 4elow. Raturn 1W0 carr�rie#ed and signed cc�i$s to the Re5{istffir of WiNa Nsted on The ftorst of ifiis#arm, along with a check ftrr any payment you a�e making. Checks must be made payabie to"Register of 4WHe,Agent" Do not send payment directly to the Department of Revenue. Under penalty af penury, i declare that the facts I have repaRed abave are true,correct and compiete to the best of my knowiedge and laeiief. Work �,�� -��A��-- ��,� Taxpayer Signature Telephone Numbe � Date a� �3 IF l'4U NEED FU�"�#�R ASSlSTANGE, CC3N`fACT PEMt+#�Yi.�AN�IA OEFAR �NT f3� R�VENUE pISTRICT OFFICE, OR THE INWERITAhiCE TAX DIVFSiUN AT 717-787-8327. SERYtGES FOR TAXPAYERS WITH SPEC�AL HEARING AND/OR SPEAKING NEEdS ONLY: 1-800-447-3020