HomeMy WebLinkAbout09-27-13 (3) . .. __ .. . .__ ._._.. _.. _. __ . . _ . .._.. .. ._.. ._ .. . . ___ . .
COMMON EALTH OF PENNSVLVANIA REV-1162 EX(17-96)
DEPARTM NT OFREVENUE
BUPEAU FINDIVIDUALTAXES
DEPT.28 801
HARFISB RG,PA 1]128-0801
PENNSYLVANIA
RECEIVED ROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT NO. CD 018183
I
MCC EARY JANE A
201 HIGH�AND CIRCLE
CAM HILL, PA 17011-5920
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
------- �ow
---------- --------
13147328 � S 15.40
ESTATE NFORMATION: SSN: I
FILE NU BER: 2113-0953 �
DECEDE T NAME: MCCREARY ROBERT ERVIN �
DATE O PAYMENT: 09/27/2013 �
POSTM RK DATE: 09/26/2013 �
COUNTY CUMBERLAND �
DATE O DEATH: OS/04/2013 �
�
TOTAL AMOUNT PAID: 515.40
REMA KS:
CHECK# 1205
INITIALS: DB1
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
...__.. . ._ _..�...___ :._..___ _ ..__ .. ...___. .__._..�,.�..__. _ . . _.__.__� .._ . ._ . _._._....___. _ _....
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lURE40 OF INOIVtDWL TU(ES Pennsylvania lnheritance T� � p�nnsytvania
Pa !aX 2696qi D$PARTMENT OF REVENUE
W1RRi5 UItG P� i7�zs-asal Informatian No#ice
i And T�payer Respanse �EV 1N�Ex o���,..-�x>
FlLE NQ.21— �� ' R '�J3
! AGN 13147328
� DATE Q9-1 q-2013
i
� Type of Account
I Estate of ROBERT E MCCREARY Savings
SSN Chedcir�g
Date ot Death 0$-042013 Trust
JA E A NCCREARY County CUMBERLAND Certificate
20 4 HI6HLAND CIR c7 ''���
CA P HILL PA 17011-592U c <.:;; ��� ��� .
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provic�d the department wiih tFte infarmatian belaw indicating that at the death of the
abov amed decedent ou were a 'oint ovmer or beneflcia of tlie account identified.
Accoun No.5140232498 ReeeNt Paym�r�t and Forms#a:
Date E 10-09-1990 itEG�TER OF WII.LS
Ac�unt lar� $St0.44 1 COURTHOUSE SCiUARE
Percent axable X i&.667 �ARLlSLE PA Y7013
Amount ubject to Tau $13b.08
Tau Rat X 0.120 Np�•: �f��yments are made within three months of ihe
Pote�tial Tau Due $1621 decedent's dete of deaffi,deduct a 5 percen[discount on the tax
With 5°10 iscount{Tau x 4.35) $tsee NOTE'} due. Any inherftance tax due will become detinquent nine months
after#he date of deaih.
PAflT t@`? 1: Ph�SE GtiBCiC tF18 8E3(NOpNB� FSdX@S bCIOW.
1
A [��tax is due, 1 am the spouse of the decea�ec!or!am the psrent of a dec6dent who waa
� 21 years oid or ycunger at date ot dea#h.
�, Proceed ta Step 2 on revarse. Dn rrot aheck any other boxes and disregaM the amount
showrr ebove as Poteniiat Ta�c Due.
g �Th irrEarmation is The above informatio�is corcect,no deductions are being taken,and payment wiif be sent
co . wRh my response.
Proceed to Step 2 on reverse. Do not check a�y other 6oxes.
� � ta�c rate is inear�ect. � 4.5% I am a Iineai beneficiary(parent,child,grandchild,etc.}of the deceased.
( t c�rect ta7c rata ai
rig t,and campiete Part Q' y m�, I am a sibiing of the deceased.
3 o revarse.}
� 15% Ail other relationships(including nbne).
p �Ch +iges or detiuctians The informatian abrave is inconect ancUOr debts and deductians were paid.
list . Camptete PaR 2 and part 3 as appropriate on the badc p/this/omi.
E t wilt be reparted on The abave-identitiad asset has bean ar wiii be reported and tax paid with the PA Inheritance Tax
�inh ritance taac torm Retum fll+ed by the estate represerrtative.
RE -15�0. Procned to Sfep 2 orr reyerse. Do rrot oheck any ottrer 6oxes.
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I Please sign arid date the back of the form when finished.
I
i
p"� Debts and Deductions
z
Allowabie debts and deductians must meet both of tha foilowing ariteria:
A. The decedent was i�aliy respansibie far payment,end the estate is insutficient to pay the deductible items.
8. Yau paid#he dek�ts after the deaih of the decedent and can furnish proof af payment if requested by the department.
{IE additio�a4 space is reqwred,you may attach 81/2"x 11"sheets of paper.)
Date Paid Payee Descriptian M�qunt Pak1
Tatal EMer on Line 5 at Tax Ga{cutstion $
PART Tax Calculation
3 H you� ��!cr , ., d�s{Line 1} p�pq�t(t�R 2},tu puronrt aora6�ts iLt�ae 3},
�_ p�sie s� lnrl�tisn�• ` itribtltrslam.
1. ErKer ttie date the account wes eetablished ar 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 tfie pere�entage of tfie acco�nt that is ta�cable to you.
a. First,determine the p�tlq9 owned 6y the deoedent.
i. Accaunts that are hekl in trust fo�"anMiter w others ware ti10%awned by the decwdenf.
, ii. Far joint acaou� h�d mAta fhan tuae-y?eer Anor to-the ti�e of death,the percan ,.< ,�le is 1 tXJ9b tliYidad
6y fhe total num6er af owners including the tlecetlent. {Fw exampla:2 owners=5tlX,, �3�:�,d ovwhers
=25%,@tc.)
b. Next,dlvide the deced6�s, rsw+und by ifie number of survirir�owners cx benefi�ciaries.
4. The amourvt subject ta t�is #y mulC�lyi��acxount baiaz�ce by the paccent�cabla.
5. Enter the tOtat of any debYs sr�d deduGtions claimed ftom Part 2.
6. 74�a amouM tazabte is deterriurfed by su4tracting the debts and deductions from thp,amount subject to ta�c.
7. Enter Yhe ' ta�s:rade trarn�p 1 based on�dWr r�tanship to the cls�ed8�t.
� ,
Ef inQi�ir�� ta�c rate,�asestate
yaur rePatfonatii�#to the ctecedem:
1. D�te F.stelNished 1
2. Account Balsnce 2 $
3. Psrcent Tauable 3 X
A. Amourn Subject to Tax 4 $
5. Dsbts and Deductions 5 -
6. Rmount Taxable 6 $
7. Tan Rate 7 X
,. . ,,._.
8. TeUC Due $ $
! 9. Wfth S%Riscount(Tax x,.A5) 9 x
i
E .�.�: ,$i�n antl dWp k�1Pw• Fi�#um�WQ�Iekad and signed cqpies to t�e,�of Y�,�-cn(hA��0#�s f�sm�
� aiorig witfi a checic for enY Da3m�nt qou are making. Checks must be made pay�le to egister crf Y�B.A�sr+i." Oa n4t send
payment directiy to the bepertment of Revenue.
� t}nder penaity of perjury,i declare that the facis i have reposted abave are true,correct and complete ia the beatt bf my knowAle€iye arrd
beliet.
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F^I4ftt6
Taxpayer Signatttre Telephone Numb'�r' a� � Date t� -�y-Ze,t3
; iF YC3U MEED �1t1�' �t A1+iGE, CO�'F�T F�`��t-1t-,�kPi�A ��1�,4 QF-`�V�t�E
DlSTRiCT OFFIGE, C�'t T�E #NF�4T=�1+iGE TAX DlY1��N1` /t'f 717-787-8327. S��ICES FC)i�
TAXPAYERS W4TH SPEGIAL HEARlIVG ANDlOR SPEAKING NEEDS ONLY: 1-800-4A7-3020
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