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Home My WebLink About10-10-13 COMMONWEALTH OF PENNSYIVANIA REV-1162 EX(11-�6) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280801 HARRISBURG,PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 018236 NARGI JOY 14 MONROE CT BRANFORD, CT 06405 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ---------- -------- 13145166 ( $1,743.33 ESTATE INFORMATION: ssN: � FILE NUMBER: 2113-0088 � DECEDENT NAME: STONE CHARLOTTE F � DATE OF PAYMENT: 10/10/2013 � POSTMARK DATE: 1 O/07/2013 � COUNTY: CUMBERLAND � DATE OF DEATH: 01/12/2013 � � TOTAL AMOUNT PAID: $1,743.33 REMARKS: CHECK# 361 1 INITIALS: HMW sEa� RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES Pennsylvania inheritance Tax � pennsyLvania PO BOX 280601 DEPARTMENT OF REVENUE HARRISBURG PA ��ZS-o6o� Information Notice REV-1543 EX DocEXEt(�l-12) And Taxpayer Response Fi�E No.2113-0088 ACN 13145166 ��,`�� _� ��;;�� ' DATE 08-26-2013 - � , , � + � ! ��: �' �;`��.�. Type of Account t�'-'�3 �}�� 1 1 �� Estate of CHARLOTTE F STf�NE Savings �;, Checking ��-��'� �=-x Date of Death 01-12-2013 Trust J,OY E NARG I �}��' ��T County CUMBERLAfdD �+ertificate 14 MONROE ST BRANFORD CT 06405-300�U��-��'�� .. P� .. _. . _ _ _... ___ 4 :_ ' ._:._ . -- ,_-- - -- �__._�_,,,.r;,- ORRSTOWN FIMANCIAL ADVISORS provided the department with the inform�tion belov�r in�licating that at the death of the above-named decedent ou were a joint owner or beneficiary�f the account identified. Remit Payment and Forms to: Acca�nt No.0 � Date Established 01-12-2013 REGISTER OF W1LLS Account Balance $�232,439.00 1 COUR'rt`HOUSE:�(�UARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax , $38,740.61 Tax Rate X 0.045 NOTE`: !f tax payments are�made vMithin three months of the Potential Tax Due . $1,743•33 decedent's date of death,deduct a 5 percent discount on�e tax With 5°�Discount(Tax x 0.95) $(see NOTE`) due. Any inheritance tax due will become delinquent nine months after the date of death. PaRT $t�� 1: Please cl�eck-the appropriate boxes below. � A [�No tax is due. 1 am the spouse of the deceased or I am the parent of a decedent wt�o was , 2'! year�,Qld or younger at date of death. ,., _�rr�;�ted�a S#ep 2 on r+�verse. Do not chedc any other boxes and disregard the amounr - sho�vn abov+e as Potentia/Tax Due. ��_____._._._..__�.__.__ . _ _ _. ._ __ ___ _ __-_ _ g The information is The above information is correct,no deductions are being taken,and payment wilt be sent 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,grandchiid,etc.)of the dece�s�. ❑" lect correct tax rate at � Se nght,and complete Part � ��/o I am a sibling of the deceased. • 3 on reverse.) � 15% All other relationships(including none). p �Changes or deductions The inforFnation ahove is incorrect and/or debts and deductions were paid. , ,listed. Com�et��Part 2 and part 3 as appr.opriate on.the.ba�k.of this form. (�i� �0.s4set wip,.be xe�+orted Qn The above-identified atssst has ben n o�r will be reported and tax paid with tfie PA Inheritance Tax E-�`—�'inher�ance tax forrn -Retum#tled by the estate represe tat e ' REV-1500. Proceed to SteA 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 writtPn 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. Account Balance 2 $ �`�� °� 3. Percent Taxab�e 3 X � 4. Amount Subject to Tax 4 $ � � :�.��. 5. Debts and Deductions 5 - � 6. Amount Taxable 6 $ ��,� � 7. Tax Rate 7 X � 8. Tax Due g $ � \ � � � . _,� � : : 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 � � � Home p;�` ` l�� , Taxp er � nature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. 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