HomeMy WebLinkAbout09-30-13 �.,.
H� �U pF ���Y��,L r�ES � pennsylvania
PD B % 28969! ��nnSy�Vdflld I(I�t@tlt8tlC8 T3X
i DEPAR7MEN7 4FREVEMUE
F1qRR S9llRG PA 17I28-6bQ2 information Natice
And Taxpayer Respanse "V-'�""�""``.`-'p'
I FILE NO.21^ �i ` "��
1 ACN 737A8387
DATE 09-02-2413
�
i Type ot Accour�t
IEsiate of THOMAS R KARSTETTER Savings
� SSN Checking
Date of Death 02-73-20i1 Trust
MARY M SNYDER County CUMBERLAND Certifioafe
A�T C f
b E MAIN ST
M CHANICS&UR6 PA t7055-3812 p : ,�
Ic � --; m
I � -c' `-'� �
t*i s r> r
� y„ e.... �� �,i
� �, "-ac' '. . O . ,., �..,
� � �v �
� X
c 7
�I _ . . . Cy t� �., -.� -"; �' . .
� >i
` - �"` t� r% ....
I ` � V'""'' :;. .. '1
'-{ F. . '�y!
T �
y., �V Gi �
provided the department with the informatian below indicating that at the de'a� of the
abov named decedent you were a 'oint owner ar beneficia of the acxount identified.
Aexou No.5140060214 ��K Payment a�W Forms to:
Dafe E 11-01-1960 REGlSTEFl OF WILLS
AccounY 6alance $7,322A5 � �RT��€$4UARE
Percent axable X 50 CARLISI.E PA l7013
Amount ubject to Tau $3,667.63
7�Rat X 0.045 �ypTE`: if tau paymeMS are made within three months of the
PatenGal Ts�c Due $164.75 decedent's date of death,dsdu�t a 5 pareenT discount on the ta�c
With 5°k iscouni{7�x 0.95) $(see NOTE'} �. Any inheritance tax due wiii became delinque�t nine months
after the date of cfeath.
PA� tit� 1 : Pl�se check the appropriate boxes below.
t I
A ��fax !s due. 1 am the spouae of#he deceased ar i am Ure parent of a dccedant wha was
21 years otd ar yaunger at date af dsath.
Proceed to Step 2 on reverse. Do not checic any oMer boxes and disregard the amount
shown abave ss Potenfiat Tar Due.
g �Th infamation is The above information is correct,�o deductions ars being taken,and payment wili be sent
c act. with my response.
f'roceed fo Step 2 on reverse. Do not check any other boxes.
G �The tas�rate is incomect � 4.5% i am a Iineai bene6ciary(paze�t,chikl,grandchild,etc.}of the deceased.
(Sa carcect tax rate at
righ ,and complete Part � 12°�, 1 am a sibling of the deceased.
3 reverse.)
� 15% AO other relaCionships(ineluding none}.
p �Cha�ges or deductions The information a6ove is incorrect a�d(nr dabts and deductions were paid.
Iistec� Comptete Part 2 and part 3 as appropriate on the beck of this tprm.
�
� �Asse wiU be reported on The above-ident'rfied asset has bee�or wil!6e reported and t�paid with the PA tnheritance Tax
inha nce ta�c form Retum filed by the estate reprssentative.
REV- 500. Procesd fo 3tep 2 on reverse. po not checlr arry othe�bozes.
� Please sign and date the back qf the torm when finished. ��j�,
i t�d
i
PART Debts and Deduc�ions
z
Allowable deb#s and deductions must meet troth of the fallowing criteria:
A. The decedertt was legally respoosibie for payment,a�Q the estaie is insufficient#o psy the deductible items.
B. You paid the debts after the death of the deaedeM and can furn'ssh proof of payment if requested by the department.
{if adcbtional space!s required,you may attach 8112"x 7 7"sheets of pa�per.}
Date Paid Payee Descriptlon Amount 8aid
Total Enter on Une 5 of Tau Caiculatlon $
PART TaX Cid.ICU{+3t10C1
i 3 n ,.��At _ , to tM�irh�+�t! t.k�a t?�iQia.. {�7),or perw+�nt tar�le i��),
' ,
1. Enter the date the axouni wae a�at�sli8hed or titled as it existed at the date of death.
2. Enter the tp�ai b�+ance of the accpwnt including any interest accrued at the d�te of death.
3. Enier ihe�ot#w accnunt#�at is ta�cabie to you.
a. Fir&f,d�9ferrtlirup,t�e ppfCB � #he�tt.
i. Aceoums that are t�elri in��tsr"arw�rer or c�+�r�09b memed by the deaed8nt.
ii. For joirrt accot�s ;Rfqt�tk�,oli�;yaar prior to Me date of death,the pem.�, t�cah(e is 1 pQ%divided
by the totet number awners ir�Ckx#Sng the�nt. (For exarr�ie:2 owners=5d%; �3�.38�6,4 trianers
=25°/a.BtC.)
b. Next,d+vida�+e decaMM� Y�R�M'+t�dGx"�1he num�r of surviving4wnB�s.ar k�nefkk�aries.
; 4. The amount subjsct to tax ie e�tkby rnU�iir��ria aocount baf�nce by the'jagrc�nt taiccable.
5. Enter ihe tetal of any debts arrd�ions daimed from Fart 2.
j s. Tr,e amouM tazat�ie is detsnrpr�!iy�tracar�g ikiei,i�ar�i deductionairom ct�p amourrt suhyect ro tax.
' 7. Cs[�r itt� �G?re�s't�.�t�:ba�ed on y�r #o#f�a� r
i If.it�i ,� �, . . � _ ..
your t Nte d�Ced� : '
t. 4ate Estebli�fied t
2. Account Balance 2 $
3. Percent Taxeble 3 X
4. Rmount Subject to Tau 4 �
( 5. C3Etbts and L)BducYlons 5 •
�r y 8. Amou�Y Taxabie 8 $
,� � 7. 7�Rats 7 X
€ 8. T�6ue 8� $�'
` � s. wiifi s%otscounC(Tax x.�) 9 X„ ��
} tC af Y�fi 9rkik�e +,�!#,+�t thtfr iflrm,
v�:+�r:°�eu3d:��'..:F�W�t�:�'� � . „�„ �.
�,� u afong w'rth a cMeek for anY pey+nerit Ybu alre mAki�g. Check's mt��t�i�Y�e� �� � �c�t S�+d
payment direIXly to the DapsrG»errt of Rsvenue.
� Urn�er penalty of perjury, I deciere tha#the facts I have report�above are true,cwrrect and complete to the best of my knowledp�artd
belief.
WOI'k
��;� � Has�e'��.��3'-�r4"�"j 9- 3a��► °
� ` Taxpayer� ture Tele�ane hk►mber Date
i� Ydu 'ni �Q Fu�i`�� ��#�e�c�, .,-. `. 'i�� , ��a ���a�a��� � � �
' QIS7RfCT t3FF10E, t�i 'f#� Mtl�i�t#TAl�� fiASC D}V�k1E'�1 AT 717-78�-8327. �kliGES Fdf
= TAXPAYEFiS WITH SPEClAL HEARING AMDJOfl SPEAKtiNG tVEEDS ONLY: i-�0-447-3020
;,
A.a`
�Y
.�'��
�
�.
' J ;o
� �
(� V /' "
�
� � �
W �
O
i.
W (�
M
w yJ
�0
N v � ---
�
-:- �
� � � —
� � �
° �� ,- a i� �
ti + y� I� l n �} 7.^}
Y
�, w n TJ ° .n '�f 'l
_ =y G ` :�i !n .�
. O ' %c�� i� �.J� ?i `t
�
� � C7 p C �..^J . t�t v "
. C> L . �'] �,7 , � � -
''� . A � i.-.' -'�� 4.; %;� ;
�" . ���� �j .'s7
�. ,.. �l� - �. ,—a
� � . : .Cx . ' ,
� � t •
� �� t;
� � �
�
: � � �
� 9 �
, g
.. ,aa �' �
_
._..._.. ' :
rn� ,
...__u_m_ .
....._.....�.,..�