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HomeMy WebLinkAbout08-08-13 +� � a�►u o� Il�IVIDU�L TAXES Pennsyivania inheritance Tax s pennsytvarria Po so�c Zsosei wut�tisar�s P� 17128-0681 Information Notice ��p�'��1'T OF REVENU� And Taxpayer Response �-'�a°`•'�``�-I2' FlLE NO.2i 11-1283 ACN 13139171 " ' ' . . .. . . .. 4. � .... �- ' t� . � DATE 07-19-2013 , , . , , , . Type.ot A�t _ Estate of N�ORMA BLANK .. � Savings �� .: Date of Death 03-06-2p1 p T�� _�±AR�`�.�� B:�A�1K. . . . County CUMBERLAND � ' te 765� BUTTERSCQTCH CIR � ` � ._=# ���ca _ �AS YEC�AS NV 89131�i709 _ � Q � � �.,j z� � ,.,,, o m � � �' ._�,.� o _ ._ . � n► r' r��r � . ' . : t� � r� � � � a �'• � c� � � c� �, ,� -Za ..n `,� . . -. � - , ' , �7 0 -*� � � � :� _ : ,, . , , , . , �.. . , ;.. , . � � . -- C� _. : . , . .. , ; , � ,� ,�,-� �.,..� , _ .. .__. . -�- ---�- __._ _.. _. ....____ : ,. : , ,. _ � - ._ .. __. ___._, _ ___ ._ __ ._�_, �°,'`"� _..: _.. . .� �- �'.�J. ... . : , .. � � ; '�r'�, wE�1�s F�RSO provided the departmen#with the infor�na�#ic�n�to�v��n��catin�fhi�at,the dea#t o1�the � . , r� ;� , above-named dec��t ,ou were a'oint ownQr.or benefi�i of the account;identified.;' . , ,. , ;: , ., t;: .. ,a `,, ,., . ` �`" R�Rayr�rt�d Roi�e.to: . __ � , . Aa�our��i!�►.:'��@a�5�i08f� _ . . , _ , ,, . .. .: � D�te Eslabiishsd 12-15-2043 REGISTER OF WII.LS -._ .. ..: :7 COURTMOU�iE SQUJ4�E ... Acoour�t Balance ' ` ' ' $3,536.34� , �; , --�. _.Y. CAR Percent Taxable . �5 . � . ��-E P�A ,770�� - , Amount Subjeat to Tax 176.82 ' ' ' , _ - �, . ,- „ ., . Tax Rate - , - . , ,. , .. � : _; X 0 i 50 � -,-..,_..-,— �TER: �tf.t�rx . Poten#�a!Tax Que . . � h�Y�n#s are�nade vr�hi�ttx�e rt�:pf the� ' $2fi.52 * _ � decederrt's date of death.d�a 5 percent ci�mt�r ,.� lllt�iktt�6 a�s�u�tt(Tax�4.9�� :� �(�IVOTE ) d _ due. Any intreritance ta�c ue vvilt b8didrt�e d'e�d�t#+r�cii�rnonths _ , :,. . . .. . .. •.� . .: after the d�te of deatfi. .; ? , . .. _ . ... R11'R't", ..�,. � �Pr1a�e boxes below. . � �_ '�p;�r:PI�e c�eck tt�e . : .� : :_. _ ... . � _ _. A . �� ; , ._... �}�.#a�c:�+c�.. ; . t�_th�e:_ .�e a�the d�t�as�ed or f am tt�e parent o�a dece�ent . . � . . 21 . ... ...�:�d r��'� . ..�-.�... ...� ..... . ..,... ... . _ a tia#e of de�th. . . __ . . . s:� i�..� : :; . �d te�r5@. � � bOXBS 8nd C11St�r�l ,�dfft ' �� t��A�2� Do r�at t�eak any+p�e� . ithe . . ,r --- . . ...... _... -:shc�t�it�s as�otenir�l Tax Dtre. ,_, , ^� _ : , . - '�°irtftl�o��;�.:__�:=°._ - -'ifie��;ii`�l�matic�is oom�ct,no deduciions are beinp tadcen,aAd payrr�ent wiN�sr�+e�E ;,:. ._ : �.�` .. �mY n��r�s±s• _ . ,., _ Prtx�eal�o.St�p 2 on nev�erse. Do not chedc any ott�r tioxes: ` ' ... .` � - __ C �'1`�#ax rate is in�r're�t:�'� ��,4.596 �!am a I�neal:ber��arY.�Pa�er�t,chikl,grandch�d;etc.�o#the cF�ea�ed��Y�`�,- {Se�i�.�t correct`tsx f'ate af , ., _ : . ., . . > , � r�ht,and complete Part � 12% i am a sibiing of the dec�ased. 3 0�reverse.) _ - � . ,. , : : , , ,. �� ; � 15'�6 All other refa#ianships(inciuding.none). , p Changes or deducti�ons The informatiar�at�ove is incomect and/or clebts and deducdons were pa�d. n or� o list�d• Compiete Part 2 and�p�f 3 as appr+r�priate on fhe t�adc of this fo►m. . . . , . ' .. . . . .. - ,i _ . 9. .. , ,......... . � y . .'.. .�,. ; .. ; E �/,NAiV�1��S/V ��� •i.�MYV��i� " ., �rt ;. �fi�d�set h�s b�n or w�!t�report�ed and�pa�i with ttre PA�h�eritarr�g Tax . ,... tr�herit�t��tax form � 1'3etum fit�d`k�y'tt'»eS�e tepr�s�entative: , . . ' ' � '- �iF�il'�'�54�: , ,... . ,Proo�ed.iioi ... , Si+e��ain r�+�iB�^se. pn�t�a�t�r ot�r box�s.� . °,, ` , , .. , . . . , , � . ., , . , ,. : � : .' ... Y ... ..[. _ ....�.�� �.. ..: . • • � ' ... '- ">.. '.. . � .: . � �: . � • . . . . _. ..._._ P e�ss.��g�t �nd d�i�th�.b�ck of�he,form,when�finished_..�.... .,. .w �... .. ....,.� . • (,!� , , PART Debts and Deductions 2 Aliowabfe debts and deductions must meet both of the foliowing criteria: A. The decedent was legally responsible for payment,and the estate is insufficient to pay the deductibie items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. ((f 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#rust 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. Nex#,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 fram the amount subjeet to tax. 7. Enter the appropriate tax rate from Step 1 based an your relationship to the decedent. If indicating a different tax rate lease state � `'���`� ������������,����, � �����=a��,����� , � �p ��m3'��c���h��ti ������ ��CF�i :\Z. your refationship to the decedent: `��� ��' � � �.�+���'�'��,v ti� R���'�. �����������������e � �`�� �. �� \�\�����\�� . � ti Z\ ������ 1. DaLPi CJIaUI�CJ�Pi4� � �� ���� \���` ���s i�b���C, �a�8C'\�F���������.z��c�R��°�'�� ���l��v����\\ 1 �M�\� �,2��?.. 1��� � a�� Z„ �:� �� d�.y 6 a \. �t a�� �� z � � � y ��i�'� 5� ��i a �. � •. `Z �. � �. ���4�`D� ��¢ a a� >>�\�\��� �� r � \�i. � x�, �♦ i"cw�\\`t��� \e � �� �l ��� � � .\ ���� � �_J��\�����.\���'C3Y�� ��'. 2. Account Balance 2 � ����� �, , ,, �.� ��,.�� ��� � ,�;� ���A��� � s����;�� ��;�� ��`� �1:����,..��; �e�\c�,��w.\Z�`��` �\��<<,��y i'�\��"`'�'�2�,� �a �"��bY�.�.�\a e; � 3. Percent Taxable 3 X �����z �� ��; ���;, ��� ,, �;�� �� � ����� �;,��:����;,���`����s ��,:; 'T�w ��3 +� c F ���\ \ , c� h\� , � � . ��"S�'�.. 4'�\��nv��e�� 4. Amount Subject to Tax 4 $ }s�`�� : H � �k ', � 'x ��: , �s �� � ��� � .�az��` ,\ ��G� l�e<�"`�'..,, Y�'��`�. �e� �� ' � 2\���`vea��"��`�q� �`�`�����^�.�.,,;',`1�•�� � �.'X�'� � �c�'��r k�.�� `� � t _ � �,� 5. Debts and Deductions 5 - ����;� �` K �� t� .�z �?���� v,�� `� : � �� ���°� ' ���`�`, > ; '��a��� ���� � ., �� ,-��� � ���, � � 6. Amount Taxable 6 $ �'� �� .���af,,y�;�a3��� � � , ; .: a��r��'�-�.�4���� �- � e � \,i� \ �.�� �x�a3rx�4 � � � �.�. . i �/ H 1. Ta�c Rate �� �4 � a ; Y.�u\ '� � - _� '�i .o- `F�.� � \�. - 7 /� l`S\z��.t \� z�� � \ \ �'°� � \�t�`\.C �T .L� . �c:� ..,�,.._��,. :�. ��=,.��. �„ • .e:_:�.S \'��.._� .ve4.A�e��i��,�a,._," ,...-..;� �...,..n. _.�- v�, �,,,,, 8. Tax Due U � `� x�� �'e s��z�t:' � i �s �a`'''�a�d'�3e�� �?}� � �q� '�: ����.a x�.,a�:���..,�.�.,'�. � k .s\ t� ��i��.,.'���3����`Y,�.J�� ��,o ��. ;%. ,a,..�. --. .. . _ . �`�'� �� � � 9. With 5%Discount(T�x .95} 9 �� � ' ��� ����� ` �� ��� ~ X .::�ia�z�.,i��xk,��53.��.kx�.a\ti..�», ,r:i�,.��..v,:� ;��.�.�..:1.�Me.,.t"����.''o'^.aa_...�+a �.�x..i-F�as..-a ar�. Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wil1s listed on the front of this form, along with a check for any payment you are making. Checks must be made payabie 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 Taxpayer Signature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT QFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEAR{NG AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 � _ . a 765�6utterscotch Circle Las Vegas,NV 89131 3 August,2013 (70�j-658-0288 PA Board of)ndividual Taxes P.O.Box 280601 Harrisburg,PA 17128-Q6Q1 Genttemen: Reference your tetter to me dated 171u1'13(copy attached)regarding my mother Norma Biank's estate (File#2111-1283,ACN 13139171),specifically her checking account; I have forwarded the form to my brother �A1 Blank,�M�Coy Lane,Cartisle PA 17013�who is the executa�of the estate. He has iridicated F�e will seftle any�unpa�d taxes. Sincerely, f�� , Gary f, la k � � n�i � m � � -�' �' � � � � � � � � � � �, z � c� ;�, c� � � � � � � � � � � � � � -;� :� .�..,.. �► � c.�'. ,,,,��w c a � � �M rn 1 Atch: PA Dept of Revenue letter,07•19-2013 �' � rv � a . � _ s -�'t W °� �..*N�� - — -- - eD ��C � �_rzr ;� - .� �=�� . - .�` -�- - - - _ �� - ,�-�� .� � _ - � ,r, �' - - o� - -- - �o - - � � � rn - - _ � � � � - _ '� � � � � m -+c' � �'' ,,,.� '�' — � m c�t � � � �, ;� c�! : _ - �• _ � � � � -��r{ � � _ � +�1 � � � � '� �-�j - � � � � hW � '�� t 4 �.._.� ,�.�' i..rt � � v�' ° �';� '.."; � �' -°� - _ - — #� �� � �*�,,, ,,,�: _ - � � o. � - � �' � -_- - � — °.� �' — w � � �c — - cc � - � � . - ..: ..�. -, � _.. � t� - - - � .� rt � � - � ...�. .� - �c _ - .�, � - .� - '�.. „�,� '� -- - :,. ..�.. .� � - ; �: � - ,� - .,.. ..:= r- - w. ,. _ .. .. - �. � — �. - � - . �... _ ,,, � - - .., _ _ ,�,.r. _ ,..�„ - _ .;� _ ,.,, - ...r. _ - � � � �:� �:� � �� f � - - � _ � . . � , � �;�� � - i - � . . . �� 4.i - _ ., . . tmi �I. - „ �