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Home My WebLink About09-27-13 (2) BUREItU 0� II�IVIDUAL TAXES � pennsyLvania Po �x Zso6o� Pennsylvania lnheritance Tax HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENl1E And Taxpayer Response REV-1543A EX DoeEXEC�.a-�� FILE NO.2113-0550 ACN 13503909 DATE 09-18-2013 _ Type.of Account Estate ofi NANCY M BARRY Security SEC Acct� Date of Death 05-03-2013 Stock DIANNE C .VIkNCURA Gounty CUMBERLAND � '�" nds ;..�... DRIPPING SPRINGSNTX 78620-4613 '� '� � �� r Ti `.."."� � '�'.� Cr�` � .,..,� «_ ,� � �-�.. N ..� �"" � i'"�"; ,,,,� .� � � � � �� rrvh�� \,+�' � � �1 +..� �g "`, �' � �� f„_,_� „ ...; — - _ _ �._ .; � � � � .�"�� :�,,,,_....___ � ..._.�.� _ . �. . � ' VAN6UARD provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficia of the account identified. Acxount No.961191114 Remit Payment and Forms to: Date Established REGISTER OF WILLS Account Balance $382,685.81 '1 COURTH�USE St�UARE Percent Taxable X 50 CARLISLE PA.17013 Amount Subject to Tax $191,342.91 � , : Tax Rate X 0.045 NOTE*: If tax paymer�ts�are made vrrithin three mor�ths of the Potential Ta�c Due $8,610.43 -- - - - - ��ent's date of death,deduct a 5 p�era�r►t disc�tmx;�on the tax With`5%Discount(Tax z 0.95) $�s�e NCSTE*) due. Any inheritance tax due will become delinque�tt�nine months after the date of death. PA� Step 1: Ptease check the appropriate boxes below. 1 A Q 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 youn ger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential T�Due. _ .y. _ ___.__ ._ .. _�_._._�_ ..___.__ _ _______ - g �The inforrriation is �� The`above information is correct,no deductions are being taken,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 corr�ct tax rate at right,and complete Part � 1�/o 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. Complete Parf 2 and part 3 as appropriate on the back qf ihis form. �Asset will be reported on The above-ideniified asset has been or will be reported and tax paid with the PA Inheritance Tax E inheritance tax form Retum 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 you are making a correction to the establishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a writ#�n 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%, 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 ' w ' your relationship to the decedent: �' � �� I��<�� . , �� 1. Date Established 1 \ ��1�� ' , � � _- , ��\�� \�\\ � ��\\�\� � ��\� �\�� \\��\ \��\� ��\��\�\\\�\�\��\��\�� \ \�_ \ � ��;�. 2. Account Balance 2 $ �`�� , � X � _ :� . �' ; � ; 3. Percent Taxable 3 � '� � ` � :� ;� � , � �� :: ,,,; ` � : � �:� . ,.. ....,� .. 4. Amount Subject to Tax 4 $ � � �� , �: 5. Debts and Deductions 5 - �. �� 6. Amount Taxable 6 $ � , , ,� � ' \ ' 7. Tax Rate 7 X � � � � � �, , � � �� , � �.:� � �� p _ :, , ,_.,....: . ..�� ,A\�� A �� A`,., �� 8. TaX DUPi C7 `P � �� \�� \\�\�\\�� \ �\�� \\ \��\� � .��\ �. X � � �\�� A�� A� � 9. With 5% Discount(Tax x .95) 9 '� �� _:.;:�... ..,..��:_.. . _._,�.�..��.,�:��...._._��_��_�.�.� ��,�..�: .��.�_..'�. ....,..�....�� .�.��.��......�� 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 ,5/�- '�J 7 U � `��C%`G C�< < � �� '�- �C-�-� Home ^1�-_ �S� - 7 �? � �S 5 0 � 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 B� U OF INDIVIDWL TAXES � pennsylvan�a Po �OX zso6o� Pennsylvania lnheritance Tax W►RRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE And Taxpayer Response REV-1543A EX DocE%EC��a-�2� FILE NO.2113-0550 ACN 13503914 DATE 09-18-2013 . � TYPe of Account. Estate of NANCY M BARRY Security 2013 � � : PATRICK M VANCURA _ _ County CUMBERLAND � c� r1a �;,: nds 101 PLUM CREEK LN � � � +�� ;.. � DRIPPING SPRINGS�TX 78620-4613 s ; � � �,, r— r� �-,, ;o� rr � �-�-� ...� �,,; � s�' u, � ,� � � 7� �..,�.,} ..�4 ...1 r C) � ��""� � �°� C? � �..a .._. :„. �..�..._ �.,�:� � :�7 C� �..,.,,.. � � � �� p" C,j'1, v�NSUARD provided the department with the information below indicating that at the dea#h of the above-named decedent you were a joint owner or beneficia of the account identified. Remit Payment and Forms to: Account No.10388061311064 Date Established REGISTER OF WILLS Account Balance $43,908.85 1 COURTHOUSE St�UARE CARUSLE PA 17013 . Percent Taxable X 25 , _. , - Amount Subject to Tax $1 D,977.21 Tax Rate - X 0.045 , _ _ Potential Tax Due , , 493.97 N�TE�': `ff taz payments are made within three months of the - � _ " decedent's date of death,deduct a 5 percent discount on tFre tax With'5qo Discou�rt�'#'�uc x 0.95) $(s+ee`�VOTE*) due. Any inheritance tax due will become delinquent nine mon#hs - after the dafe of death. PART Step 1: Please check the appropriate boxes below. � 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. Proo�sed to Step 2 on rreverse. Do not chedc any other boxes and disr+egarot ihe amounr shown abov�e as Poiential Tax Due. __�. _. .. . ,,_. . �_ ,x ... _ g �The information is The above information is correct,no deductions are being taken,and payment will be sent corr�ect. 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 � 1�/o I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships(including none). _ . .. ' 1 p �Changes or deductions The ir�form�tion above is incQrrect and/or debts and deductions were paid. _ . _ .listed.-. • - ' Corhplete Part 2 and part 3 as appropriate on the back of this form. - � Ass�t will be rep�rted:on The above-iden#ified asset has been or will be�eported and tax paid with the PA Inheritance Tax E inheritance tax form Refum 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 9 ( ) ( ) 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%, 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. ACCOUfIt BaIaf10E: 2 � ��.� � A �� \�� "�`\��.��A��.�.�� :��.�A�� \� �� . 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 �' � `� �� , � \�\��\\\�\\\\�\� ��\ \\��\�\��\ �� \ �� .�� :��\��, ��\��D��\��\��\:: 8. Tax D u e 8 $ ` ° '' ' ' � � \��\��\�Q��\\�\\��\��\�\:��\��\��\\��\��\�\\\��\��\��\��: X �\��\O��°��`:��\\��`��\��\��\��\��' � 9. With 5% Discount(Tax x .95) 9 ' � � � , ._ _ ,. ._.�.. �....�;. .,....�_.��A.,, ,..:�� ....,..:::��_.,.,A�:� �,..�_.A� .....�,.:.�� 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 �i Z)��Z�� i �-3 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 BIqtEAU OF INDIVIDWL TAXES � pennsylvania Po �ox Zao6o� Pennsylvania lnheritance Tax HARRISBUR6 PA 17126-0601 Information Notice DEPARTMENT OF REVENUE REV-1543A EX DocE7fEt(�8-12) And Taxpayer Response FILE NO.2113-0550 ACN 13503917 DATE 09-18-2013 ; .� TYPe of�unt � Estate o#NANCY M BARRY � � ,.J.� �� 38curity �p, � ;-T-� ' ��Acct Date of Death 05-03-2013 r�rt � c, -''� DIANNE C 1/ANCURA County CUMBERLAND ' _ � �► � � � �nds 101 PLUM CREEK LN � "J -�� =� �' � ,�"+ r,� DRIPPING SPGS TX 7H620-4613 � � . � �:� -�r� Q � ._T..? —,"u �.o � � � --� ,,.w.: +� � � F,--,, . .,p � � C`� ,. ",�� . `L'3 � ti;� '�"--� �', � '"�'1 DEUTSCHE ASSET � WEALTH provided the department with the information below indicating that at the death of the above-named decedent ou were a joint owner or beneficia of the account identified. Remit Psyment and Fornns to: Account No.26089756 Date Established REGISTER OF WILLS Account Balance $51,43827 1 COURTHOUSE SQUARE Percent Taxable X 5p CARLtSLE PA 17�13 Amount Subject to Tax $25,719.14 , Tax Rate , X 0.045 Poter�tial,.T,a�c Due . $1,157.36 NdTE*: If tax payments are made within three mor�ths of the � � � �decedent's date of death;deduct a 5 percent discount on the tax With 5�Qiscoun#(Tayc�x 0.95j ��(see�NOTE') due. Any inheritance tax due will become delinquent nine months after the date of d�eath. PART St4p 1: Please check the appropriate boxes below. � A �No ta�c 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 r+everse. Do not check any other boxes and dis►�g�r+d N�amount shown above as Potential Taar Due. M--,-�-. . ��,.. _.:�_�-.----�-F--,...�- _----- _ g�The information is The above information is correct, no deductions are being taken,and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C �The ta�i 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. - I�sted. Complete Part 2 and parr 3 as appropriate on the..beck of this form. E .- �Asset will be r�ported on The above-identified asset has been or will be reported and tax paid with the PA fnheritance Tax inheritance tax form Return filed�by the esfate representative. . , ° REV-1500. Proceed io 5tep 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%, 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: '��I�� 3�� 1. Date Established 1 \ � � , �� ,� �� \ � ` � � 2. Account Balance 2 $ � � �� ` �� X � �' � �' ��. , � 3. Percent Taxable 3 � �� . : .�� , ' �. .: .- - �` �; � �, 4. Amount Subject to Tax 4 $ � �� ,�� _ _ � ,' � � 5. Debts and Deductions 5 - � � � � � ; , 6. Amount Taxable 6 $ �� ,� : ; �� , � � � 7. T� Rate 7 X � � ;� �� ,` � � � �� \� �� \� �� \�� \ �\\\� \ � � , \� 8. Tax Due 8 $ � �� ,� ��,� � � , �� \ \�� \�\ �� \\\"��\\�\�� \\��\\\\�� \�� \\\\��\��\\\\\\�\�� 9. With 5% Discount(Tax x .95) 9 X " � .,...,.�� ,a,,.�:\�a_..��w�,�...�c��...��,��..... .�- .,�..�o ��\a��a��a��..a�\��.��.�. 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�. � �� _,� �� ,.�;�..�. � /:�� .� / ' Home 5 I�-- � � �- � 3v '7 ' ::�. 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 iP . . � � � 0 � - � - . - � � - � �...� ..._ . --,. �iy :. ,...._. � � _ � � - � � �{: � � �� - _ � 3 S_� 27 #��11D 5� _ - �+� � ' _ � •e �� - _ .� v��,. .,._, � �. ,...,. - - � � � � _ _ - �t1�t�3��.�;��. _ . ., PA � - - - � nn µ � #�• � � - 0 ---•�..�� L� ��r� � � � � - � [_` �� -�__��..,.' 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