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Home My WebLink About09-23-13 — .. __ _ __ _. . __ _. ..-- -- . . ._.._ _.. . _ . __.. .___._. _ eun�u o II cr+orvinua� uxes pennsylvania lnheritance Tax � pennsylvania Po eoX 2 oc01 DEPARTMENT OF REVENUE IURRIS! G PA 1712l-O601 Information Notice i And Taxpayer Response "`�.`�"`;""n�" `••-", � 5�. FILE NO.21 0��3 " ACN 13146619 ,,. � . „ _ .,� �.,. DATE 09-03-2013 _ ,. 'i ..� .. �. ��_7 �,.....�: . . Type of Account �G,3 �?�f' �3 �� 12 �1 EstateofDONNALSCHNEIDER Savings SSN Checking n . Z�� ' Date of Death OB-26-2013 Trust 19N EDARHURSTNLN �FtPHQ�$� GJU�I CountyCUMBERLAND Certificate cnn Hiu PA i�oii-�9�a6M8ERLAi�D C�., PA _ > N provided the department with the information below indicating that at the death of the above named decedent you were a 'oint owner or beneficia of the account identified. A� � 21� RemR Payment and Forms to: pete E �shsd p4.py�g79 REGISTER OF WILLS Account Balance $1,582.82 1 COURTHOUBE SQUARE Percent Taxable X 50 CARLISLE PA 17073 Amount Subject to Tax $791.41 Tax Rat X 0.045 NOTE': If tax payments are made within three months of the Potenti I Tax Due $35.61 decedenYs date of death,deduct a 5 percerrt discount on the tau With 5°/ Discount(Tax x 0.95) $(see NOTE•) due. Any inheritance tax due will become delinquent nine months after the date of death. PA� StBp 1 : Please check the appropriate boxes below. � A � tax fs due. I am the apouse of the deceased or 1 am the parent of a decedent who was 21 years old or younger at date of death. Proceed to SYep 2 on reverse. Do not clieck any other boxes and disregard the amount shown above as Potential Tar Due. g � he information is The above information is correct, no deductions are being taken,and payment will be sent onect. with my response. Proceed to Step 2 on reveise. Do not check any other boxes. � � he tax rate is incorrect. � 4.5% I am a lineal beneficiary (parent,child,grandchild,etc.)of the deceased. Select conect tax rate at ight,and complete Part � �p�, I am a sibling of the deceased. on reverse.) � 15°/a All other relationships(including none). p hanges or deductions The information above is incorrect and/or debts and deductions were paid. I sted. Complete Part 2 a�part 3 as appropriate on the back ol this form. E set will be reported on The above-identified asset has been or will be reported and tax paid wkh the PA Inheritance Tax i heritance tax form Return filed by the estate representative. EV-1500. Proceed to Step 2 on reverse. Do not check any o[her 6oxes. Please sign and date the back of the form when finished. `T ' PA� Debts and Deductions 2 Allowable debts and deduc[ions must meet both of fhe foNOwing criteria: A. The decedent was legalty responsible for payment,and the estate is insufficient to pay the deducti6le items. B. You peid the debts after the death of the decedent and can fumish proof of payment if requested by the department. (If additionai space is iequired,you may attach 81/2"x 11"sheets of paQer.) Date Paid Payee Description Amq��pp�} Total Errter on Line 5 of Tax Calculation $ PART T8X Ci$�CUIatIOn � 3 1 : �' �or�Mqt�e,(�� P ' � . . 1. Enter the date the account was establiahed or titled as it existed at the date of de�h. 2. Enter the total balance of the account inciud'mg any interest accrued at the date of d�th. 3. Er�td[tkLa p,�S�B Pf thtr�GCUqnt th8t i6laKable.ta you. . a Fitst,ele#errM�ti�t�he;{��tii�siR�9pownp4i„bYthe.decedent. i. Accourt�tFud ive`'held."in tRlst for`annMer w others were t 00%cm�nsd by the dscsdsnt: ii. For jant�upmR ��haye�we year prior to the date ot death,pie pe�pntpp�p f� ' ' by the total number of owrner�including the decedent. (For exartq��e:2 owrrors='5�,3 dw" . ��+ " " s =2596�etc.) b. Next,divitb the dec8tlil�t'a�ajpliqbrnw�ted J�the number of surviving pa�rr�qrrhst+efiCiaries. 4. The amouM suhject to taz is de�!i��y rI�FINp�yir+g the account bal�ee by il5b pd�sq4 taxsb�e. 5. Errter the foNl af arry d�bts a�i detluctions ctaim�from Part 2. 6. The amouM tp�e�determir�ed by subKectlng the debts and deductbns from t#��1M subject to tax. 7. Er#�brtha E�e�:frocn��p t b9ced on your relationahip to the�. Ifi . ,� � . ` ;: • ,� your rai" e 1. Date EatabN6hecF � 1 � 2. AccountBelance 2 $ 3. Percent Tauable 3 X 4. . Amount SUbjBCF(o Tax 4 $ 5. Debts and Deductions 5 - 6. Amount F�ceble 6 $ 7. Tax Rate 7 X 8. Ta�c Due 8 $ 9. With 5°b,DiscpuM(Taz x.86) B- X •, �i�+qtt-a�+tl�� IRQca�ted�s�4�d copros to tha ' of SNi��4�aon tk�p 1t�Ifl:�tl!��, along wiih a dMe�ck for any payment you are makfng. Checks must be made pflyabie to' stsr q('Wi�ls,,�t:" q�r FlCt�nd payment directly to the DepartmeM of Revenue. Under pe�alty of perjury, I deciare that the facts 1 have repqrted aboue are tn�e,coererst and complete to the best of my knowl�J�{9 srid belief. I�A9� n/l:�Mt��tl� WOrk HE�me ��x�S Taxpayer Signature Telephone Number Date . ,: . . : . IF YOU R[�Eb �URTt-I�R ASSkSTJ�hICE, CC3�FTACT � , D4STRICT OFFICE, G7R 1`M� �fHERITkNCE TAX a1�4�1�K+1 A7` 717-787-8327. SERi7FCES FbR TAXPAYERS MIITH SPECIAL HEARING AND/OR SPEAKtNG t�t�EDS ONLY: 1-800-447-3020 _ _ . _ _ _ _ __ _ _ _ eue�u o iNUiviow� r�xES Pennsylvania lnheritance Tax � pennsylvania PO !0% 2 0601 `�l DEP�R7MENT OF REVENUE XARRISf G P� 17126•0601 Information Notice And Taxpayer Response �`�-'�'""""` `��2" C� C, a- FILE NO.21 0� "J ' � ACN 13146620 DATE 09-03-2013 'r'!,'�:) �� r T r^ , �- . S Type of Account � ,� Estate of DONNA L SCHNEIDER Savings i!:3 S_j' 2 3 , i1 l 2 O l SSN Checking Date of Death 08-26-2013 Trust NIN M DELGRANDE L'__..,�,�\ -,� _ CountyCUMBERLAND Certificate 19 EDARHURST LN '� CAM HILL PA 17011-7900�}''h��i$� (;(�;J}�T CUMBERLAPdO CO., FA T FCU provided the department with the information below indicating that at the death of the above named decedent you were a 'oint owner or beneficia of the account identified. Accau t No.21845 RemR Payment and Fortns to: Date E tabllshed 12-1&1995 REGISTER OF WILLS Accoun Balance $3,065.59 1 COURTHOUSE SQI,tARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $1,532.80 Tax Ra X 0.045 Potenti I Tax Due $68.98 NOTE': If tax payments are made within three months of the decedenYs date of death,deduct a 5 percent discount on the tax With 5 Discount(Tau x 0.95) $(see NOTE`) due. Any inheritance tax due will become delinquent nine months after the date of death. PA� Sf@p 1 : Please check the appropriate boxes below. i A � tax is due. I am ffie spouse of the deceased or I am the perent of a decedent who was 21 years old or younger at dete of death. Proceed to Step 2 on reverse. Do rwt chedc any other boxes and disregard the amount shown above as Pofential Tax Due. _ _ >_ _ g � he information is The above information is correct, no deductions are being taken,and payment wili be sent orrect. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. � � he tax rate is incorrect. � 4.5% I am a lineal beneficiary(parent,child,grandchild, etc.)of the deceased. Select conect tax rate at ight,and complete Part � �2=�, I am a sibling of the deceased. on reverse.) � 15% All other relationships (including none). � � hanges or deductions The information above is incorrect and/or debts and deductions were paid. isted. Complete Part 2 and part 3 as appropriate on the back of this form. E set wiil be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax nherftance tax form Retum filed by the estate representative. EV-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 Dectuctions z Allowable debts and deductions must meet both of the foilowing cnteria: A. The decedent was legally responsible for payment,and the estate is insufficient to pay the deducGble items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If addiHo�al space is required, you mey attach 8 1/2"x 11"sheets of peper.) Date Paid Payee Description A�unt Paid, Total Enter on line 5 of Tax Calculffiion $ PART Tax Caiculation 3 If tAe . d 4�e 1)� ��h or p�rcwu 4xaYoie(une 3)> 1. Enter the dete the axouM was estaefishsd or titled as it existed at the date of death. 2. Entef the totai bqlance ot the account induding any iMereat accrued at ihe date of death. 3. Entgr thq �ge pf the,�ur�t thQt,is taxable to you. a. Firdt, , {C�� ptl by the decedent. i. Ac�oun�flrst ede' `M trust#w"another or others were 100%owr�ed by tMe etececlent: ii. For jaint aecaurl�l �i�pn c�year prior to the date of de�h,the p4rraenta�tax�la i� 1Q0%d'nriid�d try tl�+o t�al nurl�Yer owners inCluding the�cedent. (For example:2 ourners=50%,3 owne;�s��'4C;#��s =25%0;etc.) b. Next,dWkle the der,edaMt��e:;eYme�d by the number of survivir�g ownecs Qr I�enefiaaries. a. The amount subjact to tau is �fy mLit�ityir�g thg accountbaiancebytf�e peKCpritt tauable. 5. Enter the t�l of any dppts snd deductions cdaimed from Part 2. 6. The amount taxa$k re el6term�l by su6trae�ng tiie debts and deductions trom ths�rtiour�t subject to tax. 7. ErNar� . fqM,r�i�ro pUp�S baBed on yaur relationship to tha dacqs�tft. Ifi ' ,. �' 4A;��, your r t� td' 1. Date Established 1 2. Account Balance 2 $ 3. Percent Tauabie 3 X 4. Art�ount 5ubjecR to Tax 4 $ 5. Debts and Deductions 5 - 6. Artwunt Texable 6 $ 7. Tax Rate 7 X 8. Tax Due 8 $ 9. With 5%Discount(Tau x,.95) 9 X �i�i ��!d de��M•,.�++!7�1�1{A;c4mpletad and siyr+ed coFaqs tu Gar of pK41ia�; �ot�u6�, alon0 w�h a oh8[At tOr any p�yrtt6trt you are maldng. Checks musi be made payabW M" s�r oF ,�pf�.' �iiot Send paymeM tlirectty to the Dspartmbnt of Revenue. Under penalry of perjury, I declare that Uie facts I have reported above are true,correpf ared complete ro the best of my knowledQe arul belief. WOrk ��. 'w�;�� Hol�te �l � �i Taxpayer Signature Telephone Number Date IF YO1J �i �D _FU ' , A��"1'l��+f�� C(J�'+f'fAGT P�t��"�is� 0�1� � : � , DISTR�CT �FFiCE, OR Ti-�e, , �E fiAK Df1►t�iflN �i'f 717-72iX=8327. 5 FQiR TAXPAYERS WITH SPECIAL HEAF6tNG ANDJOR SPEAKIMIG NEEDS ONLY: 1-8t)0-4d7-3020 __ � _ _ _ __ _ __ _ . .. _ _ . ___ __. _ lUREAU QF INOIVIDWL TAXES � pennsylvania PO �ox Yeocoi Pennsylvania lnheritance Tax 141RRISl��aG PA 17128•0601 Information Notice DEPARTMENTOFREVENUE ? And Taxpayer Response � �EV-�su-x m.ex[c uean � FILE N0.21 p�O��J �� .,i�•rr� �fr�„� �� ACN13146621 .. ... DATE 09-03-2013 i , _.. s :-� __ ''.��.� ��i� �3 �'1� I z �2 Type of Account Estate of DONNA L SCHNEIDER Savings ,�._;;„( !' �= SSN Checking Date of Death 08-26-2013 Trust NI A M DELGRANDEOF,FP'IANS� ��u�T CountyCUMBERLAND Certificate 19 CEDARHURST ��g��A�aD CO.. PA CA P NILL PA 1 � u provided the department with the information below indicating that at the death of the abov -named decedent ou were a'oint owner or beneficia of the account identified. Aceou No.2184b Remft Payment and Forms to: Date shed 07-2&1981 REGISTER OF WILLS Accou t Balance $2,490.40 7 COURTHOUSE SOUARE Percen Taxable X 50 CARLISLE PA 17013 Amoun Subject to Tax $1,24520 Tax R e X 0.045 NOTE': If tax payments are made within three months of the Potenti I Tax Due $56.03 decedenYs date of death,deduct a 5 percent discount on[he tax With 5 a Discount(Tax x 0.95) $(see NOTE•) due. Any inheritance tax due will become delinquent nine months after the date of death. PART St@p 1: Please check the appropriate boxes below. 1 A � tax Is due. I am the spouse of the deceased or I am the perent of a decedent who was 21 years otd or younger at date of death. Proceed to Step 2 on 2verse. Do not check any other boxes and disregard the amount shown a6ove as Potential Tex Due. g � e information is The above information is corcect, no deductions are being taken,and payment will be sent orrect. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. � � e tax rate is incorrect. � 4.5% I am a lineal beneficiary (parent,child,grandchild, etc.)of the deceased. (Select correct tax rete at ight,and complete Part � �pq, I am a sibling of the deceased. on reverse.) � 15°/a All other relationships(including none). p � hanges or deductions The information above is incorrect and/or debts and deductions were paid. isted. Complete Part 2 and part 3 as appropriate on the bedc ol this lorm. E set will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax 'nheritance tax form Retum filed by the estate representative. REV-1500. Proceed to Step 2 on reverse. Do not chedc any other bozes. Please sign and date the back of the form when finished. � 1 / PART Debts and Deduct'rons z AliowaWe debts and deductions must meeiboth of the following criteria: A. The decedent was legally responsible for payment,and the estate is insufficient to pay the deductibie items. B. You pa+d the debts after the death of the decedent and can furnish proof of payment if requested by the de�rtment. (If a�litional space is required,you may attach 8 1/2"x 11"sheets of paper.) Date Paid Payee Description Amqunt Peyd Total EMer on Line 5 of Tax Calculation $ PART Tax Calculation 3 If you are m�ki�p a CQrre�dbn to.;hs�M dpp! LMe 1)a�t b�M1ca 4,�?�or Percent tA�abb(Line 3), ..,_. p1eElqWb�rr7�w�r i�ibetk�n t4tl�M�Y�h�n4iM fi�l�kbn�Kd"�fr'f�ltr� 1. Enter the date the account was estabHshed or titled as it existed at the date of death. 2. Enter the total balance of the accou�t InGuding any interest accrued at the date of death. 3. Enter the percentaye of the acaauqt ihat is texable to you. a. Flrst,determiti�t�par�gnCYpre bwnad.by the decedent �. Accounts�era twid"ftf'#rl�S for"another or othera were 100°6 oMmetl by tlae de�secient. ii. For jant accout� �ttoen o�yaar prior to the date of tb6ih,the percentape taxa6le is t QQ%divided by the tptal number of tnvners including the decedent. (For exampb:2 owners=50%,3 ow�es=��9#6;�4'�ers =25%,etc.) b. Next,divkie fhe decederrt's�p:flwia�cl by the number of surnving own�r�or peneficiaries. 4. The amount s�ject to tau is detarisrthred't>y rrwiEiplying 4Ffe accouM baiance by the peteent taxable. 5. Enter the total of any Qebts and deductlons claimed from Part 2. 6. The artwunt tazaWe is tletermirred by subhacting the debts and deductions from t►�e amaunt subject to tax. 7. Enter the ' -tauc ra�#e��#R t based on your relationship to tl�dscedaM. Ifi�A�r�, �t8�e . your relatforfshlp to tHe 1. Da[e Established 1 2. Account Balance 2 $ 3. Peroent Tauable 3 X 4. Amount Subject to Tax 4 $ 5. DebGs and Deduefions 5 - 6. Amount Taxable 6 $ 7. Tax Rate 7 X � S. Tax Due 8 $ 9. With 5%Discount(Tax x.95) 9 X �� Si�n�tl r,�Jaabw. R�Wm T�IdQ�omPletQd and.siQnsd c.q�ies to the of iK��::: on�165�3 Qi;this�n, abng wifh a checic for any payment you are mekfng. Checks must be made payable to 'egister c� ,pg8�' Ck�not seFUt payment direcdy to tha DaparEment of Revenue. Under penalty of pery'ury, 1 declare that the facts I have reported above are true,correFt and compleEe to the best of my knotvladye•ar� belief. �, o � � � f �� Work I '�MAA.----5��.! Home �II�E��— Taxpayer Signafure Telephone Number Date IF Y00 NE�II FUFtTHER AS�I�7A�JG�, CC'Jtt'�A�T PENN�"�1.�� A1�3�f'�` Q� DISTRIGT OFFIC�, OR 'fHE ��ItTRi�1�E TAX DIU#5tG�1W AT 717-7II7-8327. 3�RW1�ES FOR TAXPAYERS WITH SPECIAL HEARING RND/OR SPEAKtNG NEEDS ONLY: 1-800-447-3U20