HomeMy WebLinkAbout09-27-13 a��° aF I oi�ip�� T,�ES Penns Ivania lnheritance T,a�c � pennsytvania
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NARRISBURG PA I'7128-pd01 Information Notice DEPARTMENTOFREVENUE
And 7a�cpayer Response *Enssaa cx px¢�c iae.iv
F«e No.2,-�D43-�t53
ACN 13147633
DATE 08-11-2q13
� 7ype of Accou�t
I Estete of F408ERT E MCGREARY �Savings
SSN Ghecking
Date of Death p8-Q42413 Trust
�• KEL �Y M LOSH CountyCUMBERLAND Certificate
26 24TH ST
CAM HIi.L PA 1TU11-460$
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provided the department with the information below indieating tMtiat at ihe death af th"8
abov -named decedent you were a'oint owner or beneficia of the ac�ount identEfied.
Remit Psyme�nt e�fd Porms to:
A nt ko.5140130184
Da� 07-10-2013 REGISTER OF WILLS
Acc� M Balance $5,oz429 7 COURTHOtN3E StN.lARE
Per t Tarcabie X 100 CARLlSLE PA 17013
Amo nt Subject to Tax $5,02429
Tax ate X 0.045
Pote tial Tax Que g�,pg NOTE': If tax payments are mede within three months of the
decedeM's date of death,deduct a 5 percent discount on the tax
�th �o Discount(Ta�c x 0.95) $tsee NOTE') due. My inheritance tau due will become delinquant nine manths
after the daie of dasth.
pA S't@�i 1: Piease eheck the appraprisfe boxes below.
t
A No tax is due. i am the spause nf the deceased or 1 am#he parrent of e decedeM who was
21 years old or yaunger at da� a#death.
Proceed to Stap 2 on reversa. Do»at oheck any other boxes and disregard the amount
�y�I,�,[["" shown above as PotenHat Tax Due.
g ��f �The information is The above informatian is correct,no deductioos are being taken,and payment wiii be sent
4'�correct. with my response.
I Proceed to Step 2 an reverse. Do not check any ather boxes.
� The ta�c rate is incorcect. d4.5°10 1 am a lineal beneficiary (parent,chiid,grandohiid,eta)af the deceased.
(Select correct tax rate ai
right, and complete Past � 1 po� !am a sibling of the deceased.
� 3 an reverse.)
I � 15% AIf other relationships¢ncluding�one).
p i❑Changes or deductions The information above is isra7rract andlor debts and deductions were paid.
listed. Gemptete Part 2 and pert 3 as appropriate an fhe back at ttris torrn.
Asset wili be reported on The above-identified asset has been or will be reported and t�paid with the PA tnheritance Taac
inherstance tax form Retum flied by the estate representative.
REV-1500. Proceed to Step 2 on reverse. Ao not ohsck any qMrer boxes.
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I Piease sign and date the back of the form when finished. }�,u
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paRr Debts and Deduc#ions
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Allowxble ciebts arrc!deductions mus#meet both ot the failowing critaria:
A. The decedsnt was legally resportsible for payment,and the estate is insufficieM to pay the deduetible items.
8. You paid the debts after the death of khe decedent and can furnish proaf of paymen[if reQuested by the department.
(if additlonat space is requlrsd,yau may attach 81l2"x 11"shaets of paper.�
Da[e Paid Payee Description Amount Paid
Total Enter on Line 5 of Tax Ca�ul�tion $
P^'�T T� Galcuiatian
3 N You anA a cet�#�ir�to n�Rt d1�R(41ne 1) b�s-(�.G�t 2}�or pe�snt�{i:IRee 9),
pkiaeip a vr�af cor�icn���11n9tiCial M�1i4af� h it#o ih4s forrn.
t. ErRer the date the account was estabiishecf or tiUed as it existed at the dafe of deaih.
2. Enter Ehe totaJ bater�ce of the aca�unt ir�cl�irig any intereat accrued at Yhe date of death.
3. Enter,the of the�unt that is t�rabte to you.
a. Fi'st, the pa GwneK)b�f the decedent.
i. AccauMS iliad are h8k1"in tn�6t td'"anatfi9r'or othet�we�81t�ewi�d by the det�ident:
ii. Fc�r jainY accou�ts � ,q�n oFle Year�ior ta tt�.date of de�h,the pert�n. ia�caWe is 1�b tq!Kided
by the totai�umber" ot�mers�uding the tteCedent. (Far euampie:2 owners=5d%� *35�96,�riM�ers
=25°/q 8tc.)
b. Next,divide the decedpaFi��+rrved,k�!�he number of surviving ownars or banefteisvies.
4. The amouM subjeci ta ta�c is 1ig+m�111p�iAp M�e aawunt be4ance'by the paneerri tauabte.
5. Enter the rotal of any debts and de�ctions daimed fran Rart 2.
6. The amour�t tazai�te is determi�d tryr�acting the�m�d�tia+s from thq amount subject to taz.
7. EcNer ih6 � Y�ratssk�s�t IppRAd o�y�r . . !Q the d�#p�t. ,:
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your � ta � �;
t. Date Estabiishmd -- '�� � ��
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2. Accounf Eialance 2 _ �';
3. Percent Taxahle 3 X k
4. Amount SubJect to 7� 4 $ � -��� �
5. Debts and DeducEions 5 - "
6= AmountTaxaWe fi � ` ��
7. Tax Rate 7 X j �
8: T�Due 8 = � `� � �
��x
9. Wfth 5q4 Discount(Ta�c x .9�5} 9 x , � .
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S� 2: slpt,a�t daqa laeiow, Retum;� ana.�a ,_ � co t,tt+t ; � cer of u�i.on�f�c�c of inis form,
aiong witR a check 1`�or anY p�Y��Yo�at6 rt� .t�s must be m e�y�e to istef of ,A{�rM." C10 ri6t set� I
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payment directly to the DepartmeM of Rgvenue, ` �
Under penelty of perjury, !declare that the�cts f have reporteti above are true,correct and complete ro the tieSt ot my knowfedge and � ;
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belief. r,.;,a�'
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Taxpaysr Sign 7eiephone Nurreber�7Ltt '�°j �1� Date � =t:
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IF YOU NEED �`UF#`!�C# " 'CE� CQ�i'YAGT l��3N�Y't.:VA�IIA [3���� ` .'�. i��1�iJE � ��?
DISTRiCT OFFiCE, tDA T�4E MiMfR�l'ANCE TAX QIVISION AT 717-787-8327. �RYfi�ES F4R i��
TAXPAYERS WITH SPECIAL HEARiNG AND/OR SPEAKIMG NEEClS ClNLY: t-8Q0-4�47-3fl20 ° ��.
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