HomeMy WebLinkAbout09-17-13 8��� � r�rvt�� ,�ES � enns [vania
� a�z nobel Pennsylvania lnheritance T� � y
HdRRISe1926 PA 17128-ObC2 informatian Notice DEPAR7MENTOFREVENUE
And Ta�ccpayer Response aEr-�sae ca w�c�cc ree��z>
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ACN 13t25994 ad`,
DATE OS-17-2p13
Type oi Account
Estata of CORBIN A EDMISTON Savings
SSN Checking
Date of Death p5-07-2013 Trust
DONALD E ELIMISTON County '��($(�( GLTMBERLAND Cert'rficate
227 FEATHERDALE� CIR
- FAYETTEVI�CE PA 17222-9472 �
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M�FFLIN CNTY sa provided the department with the information below indicatir;i� that a#ti�r,,death o"f the
above-named decedent yau were a jaint owner o�beneficiary of the accouni identified.
Remit Payment and Forms to:
Atxwunt No.AOOdO"1732
Oate EstaWished 12-16-1996 REGISTER dF WILLS
Account Balance $1,957.11 � ���X
Percent Taxable X 5Q
AmountSubjectXoTax $978.56 CARLZSLE, PA 17023
Tau Rate X 0.045 NK?TE': If tax payme�rts are made within tfiree months ot the
Pptentia#Tac Doe $44•04 ��denYs date ot death,deduct a 5 percent discou�t on the ta�c
With 5%Discount{Ta�c x 0.95� $(see NOTE') due. Any inheritance tax due wili become dei+nquent nine manths
efter the date ot death.
PART Step 1; Please check the appropriate boxes below.
�
A �Na tax is due. i am the spouse of the deceased or I am the parent of a tlecedeM wha was
21 years oid or younge�r at date of deaih.
Proceed to Step 2 ort reverse. Do not check any other boxes and disregard the amount
shawn atave as Potentlal Tar D�e.
g �The informatian is Ttie abave fiformation is correct,no deductions are being taken,and payment wiU be sent
correci. witFt my response.
Proceed to Step 2 on reverse. do not check any othe�boxes.
G ❑The tax ra[e is incorrect. � 4.5 f� f am a lineat heneficiery(parent,child,grandchild,eta}of the deceased.
{Select correct tvc rate at
right,and complete Part � �p�, I am a sibling of the deceased.
3�reverse.}
� i 5°fo A!i ather relationships(inciuding none).
p �Changes or deductions The information above is incorrect and(or debts and deduc:iions were paid.
Iisted. Gomplete PaK 2 and part 3 as appropriate on the back ol this fam�.
� �Asset witt be reparted on The above-identified asset has been or wili be reported and tax paid with the PA Inherifance Ta�c
inheritance ta�c form Retum filed by the estate representative.
REV-15p0. Proceed to Step 2 on reverse. Da not check any other boxes.
P(ease sign and date the back of the form when finished. l,�}�
�Y"
PART Debts and Deductions
2
Atlowabte debts and deducUons must meet both pf the foliowing criteria:
A. The decedent was legalty responsible for payment,and the estate is insufficient to pay the daductibie items.
B. You paid the debts after the death of the decedent and can fumish prqof of payment if requested by the department.
(if ac�itianal space is required,ypu may attach 81l2"x 11"sheets of paper.)
Date Paid Payee Description Amount Paid
Totai Enter on L ine 5 of Tau Caiculation $
p"RT Ta7c Calcu4ation
3 If you are making a correctian to the estabiishment date(Line t)account baiance(Line 2),ar percent taxabie(line 3},
please obtain a written correction from tha Sinancial institWion a�ai[ach H!o this iorm.
S. Enter the daze the account was established or titied as it existed at the daie of death.
2. Enter khe tatal balance of the account locluding any interest accrued at the date of death.
3. Enter ttre percentage of ihe account ihat is taxable to you.
a. Flrst,determine the perceMage owned by the decedent.
i. Accounts that are held"in trust for`anpther or others were 100%owned by khe decedent.
ii. For jaint accounis estahNShed mwe than one year priar to the date o#deaih,the percentage tauable is t OQ°h divided
by the tatai number of owners including the dscede�t. (�or exampte:2 owners=5Q°1o,3 owner5=33.339'e,4 ow�ers
=25°l0,etC.)
b. Next,divide the decedenYs parceritage owned by the number oi sunriving owners a beneficiaries.
4. The amou�t subject ta tax is determined bymtiltiplying the account balance by the percent taxable.
5. Enter the total of any debts and deductians ctaimed ftom Part 2.
8. l'he att�unt taxable is determined by subtracting the debts and deductions from the amouM subject to tau.
7. Ertter the appropriate tau rate lram Step t based an your rel�tionship ta tlie deeedent.
If irniicati�g a d'ifferent ta�c rete,ptease state
your reta6onship to the decedent:
1. Date Established i
2. Accaunt Ba4artce 2 �
3. Percent Taxabte 3 x
4. Amount Subjecf to Tax 4 $
5. Debts and Deductions 5 -
6. Amount Tauabfe 6 S
� 7. 7ac Rate 7 x _ _.
8. Tayc Due $ $
9. With 5%Discount(7ax x.85} g X
�Jt� 2: Sign and date belpw. Retum TWO compieted and signed cppies to the fiegisier o!WiHs listed on the front af this tprm,
alang with a check for any payment you are making. Checks must be made payable to"Register of Ntlis,Agent" Da not send
payment directly to the Department ot Revenue.
Under pena�ty of pery'ury, 1 deciara that#he facts i have reported above are true,correct arxf complete to the best of my knowledge and
beli �y��
WOrk 717^ ��7to ^' }cP(�
Home ('7_ _ t�'f-�Z-- �—f�_ 2.�i 3
Tascpayer Signature 7elephone lVumber Date
IF YOU M1IEED FURTHER ASSISTAM1tGE, C013TAGT FRANKIIN G011NTY REGISTER C?F WILLS, PA
DEPARTMENT OF REVENUE dISTRICT OFF{GE, OR THE fNNERITANCE TAX DlV1SlON AT
717-787-8327. SERVICES FOR 7AXPAYERS W1TW SPECIAI HEARiNG AND14R SPEAKING tdEEDS
ON l.Y: 1-840-447-3020
KELLER, KELLER AND BECK, LLC
toxN H.xe��eR• ATTORNEYS AT LAW
DAVID S.K9LLER«
1035 WqyNE AVENUE 3�3-8 SpVTH}p7pMAC STRlHT
7.e�wexo eecc,�x. CHAMBERSBURG,PA 17201 WAYN85bA0,PA 17265
TRACY/.RO55 TEL(71])]62-7J31
TEL(717)264-1110
Fnx(�v1�bzaelo
OF COUNSEL FAX(717)264-5135
DAVID C CLEAVHA E-MAIL la.v�kktb.com
August 27, 2013
" i'��-�
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co 'x,
m ry' � _ ,
Glenda Farner Strasbaugh r�' �" i- ' '
Register of Wills x: �^ ;;'.; '�
Cumberland County Courthouse r' `' ," _
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One Courthouse Square � :
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Carlisle, Pa 17013-3387 :.,, --'
�.,. �_::: �
In Re: Information Notice and Taxpayer Response
Corbin A. Edmiston Estate
Deaz Ms. Strasbaugh:
Enclosed you will find two (2) fully signed originals of the above indicated form received
from the Bureau of Individual Taaces. Kindly file.
Should you need anything further please contact our offices. Thank you.
Sincerely,
KELLER, KELLER AND BECK, LLC
C� C��-�.-.--�.
By Carol Varner, Legal Assistant to
Tracy J. Ross
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Enclosures
'�''�ed G�'�1 Trial qdvocate by Naaonai Bwrd ot Trid Advocacy
+Cer't�('ied Criminal Tkisi AdvocaM yy NatimW Buud of Trial Advocacy
'nk N,uaw eow amr ea.«.q a.r�,yH.w s�a�c«�.��aira na�y.
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