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Home My WebLink About09-19-13 __�,:��...�.,�. , � _;� . v., � � ,� ��-:._ � ,�. .��.�.r,,,A�.�.�,..��. � l.-i3 -c�a�� , BUREAU�oF INDIVIDUAI TAXES Pennsylvania lnheritance Tax � pennsylvarna PO BOX 280601 NARRISBURG PA 17128-0601 ICIfOCCTI$t1011 NOtICe • DEPARTMENT OF REVENUE And Taxpayer Response RE�-1543 EX DocEXEC �oe.�z> FILE NO:-6�7{�--- / '1� _ �1gL/� ACN 13124214 tlJ T ' ; DATE 05-09-2013 „ _ _ _ ��,; Type of Account „ ° " " ` ' ` ` `'`"Estate of AUDREY B MILLER Savings SSN 178-10-9883 Checking ._ _ . . Date of Death 04-19-2013 Trust PATRICIA M MILLER - CountyYORK X Certificate APT 2124 �-;.. ,�r.i.�_ :,._ . ,`: i 5225 WILSON LN G�';'.F ,__ .. , . .t-. MECHANICSBURG PA 17055-6666 FULTON BANK NA provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No.64 Remit Payment and Forms to: Date Established 02-09-2010 REGISTER OF WILLS Account Balance $15,023.40 45 NORTH GEORGE STREET YORK PA 17401-1240 Percent Taxable X 50 Amount Subject to Tax $7,511.70 Tax Rate X 0.045 NOTE': If tax payments are made within three months of the Potential Tax Due $338.03 decedenYs date of death, deduct a 5 percent discount on the tax With 5%Discount(Tax x 0.95) $(see NOTE') due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1 : Please check the appropriate boxes below. 1 A �No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. g �The informatiun is The above information is correct, no deductions are being taken,and payrr�er�t wili be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C �The tax rate is incorrect. � 4.5% I am a lineal beneficiary (parent,child, grandchild, etc.)of the deceased. (Select correct tax rate at right,and complete Part � 12% I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships (including none). p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Comp/ete Part 2 and part 3 as appropriate on the back of this form. E Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax inheritance tax form Return filed by the estate representative. REV-1500. Proceed fo Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. PART Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment,and the estate is insufficient to pay the deductibie items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required,you may attach 8 1/2"x 11"sheets of paper.) Date Paid Payee Description Amount Paid Total (Enter on Line 5 of Tax Calculation) $ PART Tax Calculation 3 If you are making a correction to the establishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a written correction from ihe financial institution and attach it to this form. 1. Enter the date the accouni was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of the account that is taxable to you. a. First,determine the percentage owned by the decedent. SCANNED i. Accounts that are held"in trust for"another or others were 100%owned by the decedent. ii. For joint accounts established more than one year prior to the date of death,the percentage taxable is 1QQ°q divided by the total number of owners including the decedent. (For example:2 owners=50%, 3 owne��i'�3�bf�F owners =25%,etc.) b. Next,divide the decedent's percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent. If indicating a different tax rate, please state � � �\ your relationship to the decedent: 1. Date Established 1 � 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ 7. Tax Rate 7 X 8. Tax Due 8 � 9. With 5% Discount(Tax x .95) 9 X � ��\ �� \ � � \ Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to"Register of Wills,Agent." Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true,correct and complete to the best of my knowledge and belief. Work ?l� � �3� ��'7�� ' Home � l Taxpayer Signature Telephone Number Date � � IF YOU NEED FURTHER ASSISTANCE, CONTACT YORK COUNTY REGISTER OF WIL�S, PA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION+AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ON LY: 1-800-447-3020 ��,��-s � . �.��.�,.�, �_� � , .� . �� .�:;�„�.��.,�,.._.?.� � , __. . �1 _��_ �� ' BUREAU oF INDIVIDUAL TAXES Pennsylvania lnheritance Tax � pennsylvarna PO BOX 280601 ° DEPARTMENT OFREVENUE HARRISBURG PA 17128-0601 Information Notice And Taxpayer Response RE°-15�3 E%DocEXEC �oe-�z� , / FILE NO.fr�A- ��1,3" OS`7'"� ACN 13124066 _ DATE 05-08-2013 ..._. . � , . - - Type of Account �, ._ �;,;� , ; � �v Estate of AUDREY B MILLER Savings SSN 178-10-9883 Checking Date of Death 04-19-2013 Trust DONN J MILLER - -� � ` CountyYORK X Certificate PO BOX 705 '` � , , DILLSBURG PA 17019-070� � �rtJt .w��.,.._ _,� _ � . . .. SOVEREIGN BANK provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Remit Payment and Forms to: Account No. 1685553347 Date Established 02-24-2011 REGISTER OF WILLS Account Balance $42,350.56 45 NORTH GEORGE STREET Percent Taxable X 50 YORK PA 17401-1240 Amount Subject to Tax $21,175.28 Tax Rate X 0.045 Potential Tax Due �g52.gg NOTE": If tax payments are made within three months of the decedenYs date of death, deduct a 5 percent discount on the tax With 5% Discount(Tax x 0.95) $(see NOTE*) due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1 : Please check the appropriate boxes below. 1 A �No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. g �The information is i he above infiormation is correct, no deductions are being taken,and payment will be sent correct. with my response. Proceed to Sfep 2 on reverse. Do not check any other boxes. C �The tax rate is incorrect. � 4.5% I am a lineal beneficiary(parent,child, grandchild, etc.)of the deceased. (Select correct tax rate at right,and complete Part � 12% I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships (including none). p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Comp/ete Part 2 and part 3 as appropriate on the back of this form. E Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax heritance tax form Return filed by the estate representative. REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. PART Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment,and the estate is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required,you may attach 8 1/2"x 11"sheets of paper.) Date Paid Payee Description Amount Paid Total (Enter on Line 5 of Tax Calculation) $ PART Tax Calculation 3 if ou are makin a correction to the establishment date Line 1 account balance Line 2 ,or y g ( ) ( ) percent taxable(Line 3), please obtain a written correction from the financial insti#ution and attach it to this form. 1. Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of the account that is taxable to you. a. First,determine the percentage owned by the decedent. i. Accounts that are held"in trust for"another or others were 100%owned by the decedent. ii. For joint accounts established more than one year prior to the date of death,the percentag able is 100%divided by the total number of owners including the decedent. (For example:2 owners=50%, 3 0� r`��wners =25%,etc.) b. Next,divide the decedenYs percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. MQY 1'6 10�3 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent. If indicating a different tax rate, please state � �� \ your relationship to the decedent: �� 1. Date Established 1 �� 2. Account Balance 2 � � � 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - � � 6. Amount Taxable 6 $ � � �� .:°: .� : �� X �� o �. � �`� 7. Tax Rate 7 ° �..� � :.�� ..��.� �� a. 8. Tax Due 8 $ � 9. With 5% Discount(Tax x .95) 9 X �� _ � �� . � � � � � � �� \��\ Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wilis listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to"Register of Wills,Agent." Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true,correct and complete to the best of my knowledge and belief. Work Home Taxpayer Signature Telephone Number Date � IF YOU NEED FURTHER ASSISTANCE, CONTACT YORK COUNTY REGISTER OF WtCLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISIOf4 AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 � � �.�� .,�._ , � .� �� 13:d5t�� BUREAU OF INDIVIDUAL TAXES Pennsylvania lnheritance Tax � pennsylvarna PO BOX 280601 HARRISBURG PA 17128-0601 Information Notice r DEPARTMENT OF REVENUE REV-3543 EX DocEXEL (OB-12) L And Taxpayer Response 08 /� FILE NO.-�0' �p�(3' ACN 13124213 - , DATE 05-09-2013 � 3 _ `, �„± Type of Account � � " � ' � Estafe of AUDREY B MILLER Savings SSN 178-10-9883 Checking _ , _ , . - . Date of Death 04-19-2013 Trust DONN J MILLER _ „y i;Gbunty YORK X Certificate PO BOX 705 �:�' ` ' "� DILLSBURG PA 17019-0705 ��;,�,� k ' _ �.� FULTON BANK NA provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Remit Payment and Forms to: Account No.64 Date Established 02-09-2010 REGISTER OF WILLS Account Balance $15,023.40 45 NORTH GEORGE STREET YORK PA 17401-1240 Percent Taxable X 50 Amount Subject to Tax $7,511.70 Tax Rate X 0.045 NOTE*: If tax payments are made within three months of the Potential Tax Due $338.03 decedent's date of death, deduct a 5 percent discount on the tax With 5%Discount(Tax x 0.95) $(see NOTE�) due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step_1 : Please check the appropriate boxes below. 1 A �No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. g �The information is The above infiormation is correct, no deductions are being iaken, and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C �The tax rate is incorrect. � 4.5% I am a lineal beneficiary(parent, child,grandchild, etc.)of the deceased. (Select correct tax rate at right, and complete Part � 12% I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships (including none). p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. lis d. Complete Part 2 and part 3 as appropriate on the back of this form. E Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax inheritance tax form Return filed by the estate representative. EV-1500. Proceed fo Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. PART Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment,and the estate is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required,you may attach 8 1/2"x 11"sheets of paper.) Date Paid Payee Description Amount Paid Total Enter on Line 5 of Tax Calculation $ PART Tax Calculation 3 If you are making a correction to the establishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a written correction from the financial institution and attach it to this form. 1. Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of the account that is taxable to you. a. First,determine the percentage owned by the decedent. i. Accounts that are held"in trust for"another or others were 100%owned by the decedent. ii. For joint accounts established more than one year prior to the date of death,the percentage taxable is 100%divided by the total number of owners including the decedent. (For example:2 owners=50%,3 owners=33.33% 4 owners =25°'°,et�.> SCAN�iED b. Next,divide the decedenYs percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. MQY 1"6 2��3 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent. If indicating a different tax rate, please state ` your relationship to the decedent: � 1. Date Established 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 � 7. Tax Rate 7 X �� , 8. Tax Due 8 $ 9. With 5%Discount(Tax x .95) 9 X s� � ,� Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to"Register of Wills,Agent." Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true,correct and complete to the best of my knowledge and belief. Work Home Taxpayer Signature Telephone Number Date " IF YOU NEED FURTHER ASSISTANCE, CONTACT YORK COUNTY REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISIOa AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ON LY: 1-800-447-3020 " � REGISTER OF WILLS CLERK OF ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF YORK COUNTY YORK COUNTY)UDICIAL CENTER BRADLEY C.JACOBS ARA KIMBERLY McPHERSON Register of Wills Chief Deputy Clerk of Orphans'Court Register of Wills JOHN C. HERROLD � BECKY K. FOUST Solicitor Chief Deputy Clerk of Orphans'Court Division September 18, 2013 CERTIFIED MAIL, RETURN RECEIPT REQUESTED Register of Wills Cumberland County Courthouse 1 Courthouse Square Room 102 Carlisle, PA 17013 RE: Estate of Audrey B. Miller Date of Death: 04/19/2013 Your File No. 2113-0506 Dear Register: Pursuant to the correspondence from the Department of Revenue dated September 10, 2013 (courtesy copy enclosed), please find enclosed herewith the original paperwork that we have in our files for the above-referenced estate. Sincerely, Bradley C. Jacobs Register of Wills /aka Enclosures (4) 45 NORTH GEORGE STREET • YORK,PA.17401-1240 REGISTER OF WILLS(717) 791-9607 • CLERK OF ORPHANS'COURT(717) 771-9288 FAX: (717)771-4678 • www.york-county,org ��"i�� pennsylvania 3+ n 4-�:...�_, ._.....� DEPARTMENT OF REVENUE ie. ; i R!=�'f�' ` ��`' - ' _._�_ BUREAU OFINDIVIDUALTAXES � nr;, � . n,. � ' �_a ! 7 ri� L� �.; Telephone ..}�'?-�E��:� i�`i� :�: '�' 717 787-8327 .;,_;`;, September 10, 2013 MR BRADLEY C JACOBS REGISTER OF WILLS YORK COUNTY JUDICIAL CENTER 45 N GEORGE ST YORK, PA 17401 . Re: Estate of AUDREY B MILLER File Number: 2113-0506 County: CUMBERLAND Date of Death: 04/19/13 SS#: 178-10-9883 Dear Register of Wills: The subject decedent legally resided in CUMBERLAND County as of the date of death. Accordingly, you are authorized to cancel file number 6713-0847. All matters concerning this estate should be maintained under CUMBERLAND County File Number 2113-0506. All original Inheritance Tax documents for the subject decedent should be forwarded to the CUMBERLAND County Register of Wills; however, you may wish to retain a copy, including photocopies of all receipts for the collection of Inheritance Taxes in the subject estate which have been issued by your office. P ease contact m t the telephone number above if you have any questions. incerely, � � a . ,x.... Laurel Fulmer, Supervisor Inheritance Tax Division Department of Revenue � PO Box 280601� Harrisburg, PA 17128 � 717.787.8327 � www.revenue.state.pa.us (� � M � r�.�1� O m ' V N Y �/� CQ W �� Z O F W � {�f} N O � �� O � � N O O -�� .�=i. X, ..{, - -•� �y. I. Y_�__ � � Y++ •1a � � • = � � � m - °o ' �� o - _ o _ � � O a� N � �n o �� ..D .c° E - �� o • � N = U � ~ N - � �� . � � M ra - N � �O �' U � � ra � r-i = � 'a N Q ;.t � Q' = o � oa t= _ �- � L F t - � � 'C N = N � � � = � � o {!l = � � U � fF� _ � U � U t'i i.r} •".� �°� n'd I� �'. :-t �//�/•� Q L F�M L�.+ O � r°.' U �° °� Uv � �; � �� O V �O U � � ? °' � �+ � �� ¢ a3 a oa A `' O ° z � � v � �� a �