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Home My WebLink About09-24-13 euR�o oF INpIYIDUAL rAXES Pennsylvania lnheritance Tax • pennsytvania Ptl BoX 280601 DEPARTMENT OFREVENUE HARftISBIIRG PA 17128•0601 Information Notice A�d Taxpayer Response °`"„">`""«f„E� ,.,-�r, FILE NO.2173-d67� ACN 13503457 - �� "� �� " DATE 0&29-2013 : � „ Ty��e of Account �� - � `- ' ` '�� EstaCe of EDWARD M MESSNER Security SSN SEC Acet Date of Death 05-2$-2013 Stack KURT MESSNER �.,� .��.��.�:,,_j�,�-� - CountyCUMBERLAND Bonds 254 PLYMOUTH RD '" � - '" WILMIN6T6N DE 14863-3�t(ji,j�tj-?4 ft.;;...,.. ,'`,' . i',.`; w��s FAR66 ADYISORS provided the department with the information belaw indicat'rng that at the death of the above-named decedent you were a joint owner or beneficiary of the accaunt identified. Account PIa.8143 Remit Peyment�nd Farms ta: pate Establlshed REGISTER OF WILLS Account Balance $96,943.83 7 COUFlTHOUSE 3QUARE Percent Taxable X 33.333 CARLISLE PA 17013 Amount Subject to 7ax $32,314.22 Tax Rate X 0.045 Potentiaf Tax Due $1,454.14 NOTE": If tax paymen[s are made within three morrths of the decedent's date of dea#h,deduct a 5 percent discaunt on the tax With 5%Qiscount{Tax x 0.95} $(see NqTE� due. Any inheritance tax due wiii become detinquerrt nine months after the date of death. �+AR7 �t8p � : Piease check the appropriate boxes belaw. 7 A �Na tax is due. I am the spause of the deceased or(am the}sarent af a decedent wha was 21 years oid ar yaunger at date o#death. Proceed to Step 2 on reverse. Do not check any other 4oxes and disregaM the amount shown above as Potential Tax Due. g �The i�formafion is The above information is correct, �o deductio�s are beir�g teken,and paymerrt will be sent correct. with my response. Proceed ro Step 2 on reverse. Da not check any other laoxes. � �The tax rate is irrcorrect. � 4.51 1 am a Iineal beneficiary(parsnt,child,grandchild,etc.)of the dcceased. {Seiect correct#ax rate at right, and complete Part � 12% I am a sibling of the deceased. 3 on reverse.) � 15°lo AII other reiationships(including none}. p �Changes or deductions 7he information abave is incorrect andlor debts and deductions were paid. listed. Comptefe PaR 2 and�aaR 3 as appropriafe on fhe baok of this famr. E�Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax inhetitance ta�c form Return filed by fhe estate representative. REV-15D0. Proceed to Step 2 on reverse. Do not check any afher boxes. Piease sign and date the back a#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. Qf 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 ta�cable(Line 3), please obtain a written correction frnm the financial institution and attach it tn 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 percen[age 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%,,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 St@p 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this torm, 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 ,�--�,, ;'��G�1 Home � 17 S 7�� (5�"7 `1� �� '13 Taxpayer Signature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 C N ` N C � 'P '� . `7 � } � N � 0 N � ❑ �K t 1._. , � �. 1 � � � : . / � � N � � � W W � 1 � i!] W . __ .. - . - � � ` w �. �+ r+ r V ��t��i� �J� L'. 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