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Home My WebLink About08-26-13 (2) BURFAU OF INDIVIDUAL TAXES PennsVivania lnheritance Tax � �1er1r1S�/LVai11t'� PO BOX 280601 J HARRISBUR6 PA 17128-06D1 Information Notice DEPARTMfNT OF REVENUE � ' " REY-�543 EX DocEl(EC t� 12) And Taxpayer Response FILE NO.21-'/.3'�/� � ACN 13137395 } DATE 07-05-2013 Type of Account Estate of KATHRYN V HAITER Savings • Chedcing Date of Death 06-1&2013 X Trust DANA L HALTER JR County CUMBERLAND Certifrcate 37 CARLA DR SHIPPENSBURG PA 17257-8220 � � � C� w � rn '»,'�� p _ �� 1 =`_' �"' C3 c�� rn � �., �:� �,� � A �.�-� �:7 �,,, r-- �.,� f a:.:� �,.'�- " !� �r3 . ..� �.� ..� � �' � ��, �w � � �.,, --�� -,�a �� ..� � :� ��:3 .,�-� � , __ ._.— ____._ _�__---- . .,.,�, _ -- . -__- __ ___ - �.� -�,;, -, „ �:.��------— r- � �..s.7 �'� � �" -..� '� CITIZENS BANK oF PENNSYLVANIA provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the accouttt identified. � Remit Payment and Forms to: Account No,61�795926 Date Estabfished 03-29-1980 REGlSTER OF WILLS Account Balance - $�3,388,g2 1 COURTHOUSE SQUARE Percent Taxable �1 pp CARLlSLE PA 17013 Amount Subject to Tax $13,388.82 Tax Rate X 0.150 � Potential Tax Due $2,008.32 NOTE*: If tax payr�ents are made rvithin Uxee morr�hs o�the decedent's date af death,deduct a 5 percent discpant on tMe tax With 59'o Discount(Tax x 0.95} $(see NOTE") due. Any inheritance tax due wilf become delinquent nine morrths after the date of death. PART St�p 1: Please check the appropriate boxes betow. � A �No t�x is due. I am the spouse of the deceased or t am the parent of a decedent who was 21 years old or younger at date of dea#h. Prnc�ed to Sfep 2 on reverse. Do nof check any other boxes and disregard the amount shc►wn above as Pvtential Tax Due. � _:_..�._..r ..,�:. .�._-y.._ _�-�..._-...:� : _ ��g_..�..�.��-,-,..�.�.,._._..._t�_._.__._..-�.-_— _...��...�.�-�...�_� B�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 D The tax rate is incorrect. � 4.5°10 I am a lineal beneficiary(parent,chikl,grandchild,etc.)of the deceased. (Selec#correct tax rate at right,and complete Part � 12% I am a sibling of the deceased. 3 on reverse.) � 15% All other rela#ionships(including none}. p �Changes or dedu�tions The information above is incorrect and/or debts and deductions were paid. listed. Comp/ete Part 2 and part 3 as appropriate on the badc of this form. E. (�Asset wi11 be reported on The above-identified asset has bsen or will be reported and tax paid with the PA Inheritance Tax '="inheritance tax#ortn Return filed by the es#ate re resentative. R�V-1500. Pr•oceed to 57ep 2 onpreverse. Do nof chedc any other boxes. - Please sign and date the back of the#orm when finished. � PART Debts and Deductions � 5 G Allowable debts and deductions must meet both of the foilowing 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 !f 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#his 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 Official Use On1y ❑AaF your relationship to the decedent: PA Depa�tm�I�t t3f Rev�nue 1. Date Established 1 2. Account Balance 2 $ PAD 3. Percent Taxable 3 X 1 2 4. Amount Subject to Tax 4 $ � 5. Debts and Deductions 5 - 4 6. Amount Taxable 6 $ 5 7. Tax Rate 7 X 6 8. Tax Due 8 � 7 $ 9. With 5%Discount(Tax x .95} 9 X 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 � `� � :r .._._.— ,. ��,-�� Home ,=a,, r-y--yt�'�'�,-- .� ,2`z`��l� 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 DAVID P. P�F�KINS, ESQUIRE ATTORNEY AT LAW 4 James Circle Shippensburg, PA 17257-2165 Telephone: (71'n 532-9537 Direct: (71'1}658-6531 E mail: dppesq@gmail.com August 23,2013 Register of Wilis Cumberland County Courthouse 1 Courkhouse Square Carlisle,PA 17013 Re: Estate of Kathryn V. Halter File No. 21-13-0719 I have enclosed duplicates of two copies of the Pennsylvania lnheritance Tax Information Noti�ces to be filed in the above-referenced estate. Sincerely. o�Cl� David P. 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