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Home My WebLink About10-21-13 BUREAU OF INDIVIDWIL TAXES Penns Ivania lnheritance Tax � pennsylvan�a PO BOX 280601 Y HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE REV-1543 EX DoeEXEt(Od-j 2) And Taxpayer Response FILE NO.2� �—/3 -�/�a2._ w ACN 13149373 � DATE 09-23-2p 13 { � .�� !�i�� Q F� ��:�:' � TYPe of Account ,: � , ;_, a �. �:.� ; �;` � }n T j � Estat�af STIRUNG E WOODIN " � " Savings _�''3 �.`� � �� Checking Date of Death 04-29-2013 Trust L I NDA M WOOD I N ' �`j��t� :��County CUMBERLAND ' Certificate 248 SWEETBRIAR DR _ � HARRISBURG PA 17111-5634 �t� � �e � si ��.; �� C��3�.i i:.�l i...h►;�:s i: . , � . � . r"� t--r�r, �� . -�� .�, -. .:.. .:e , .. ._ ... .. , —....: �.:. ,., • .. a.G .. .. . . . _ _.,.. . . . ��.....��:..._:: �_ . ._ " ':..� ��_�. �� :�+w ..� . ,< ...�. ... . ; � . . ::.. ::.. - � ... .' .' ' .. .,..c - .-._ . ..•--_�-�.w-- . ,. ..........�.-.:.� ..�,:._. ... -.. -.�_.. .. .. _.m.. _..__.. .♦ � _.,,.. .�� . . �� . ,._ � .. ��.* �f . �� _ .'{y�.� `� . VJ PNC BANK NA provided the department with the information below indicating that at the dea of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No.9046104578 Remit Payment and Forms to: Date Established 12-27-2011 REGISTER OF WILLS Account Balance $269,585.32 1 COURTHOUSE SQUARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax $44,931.79 Tax Rate X 0.045 ' , '�I� $2,021.93 NOTE": 1f tax payments are made within three months of the Potential Tax Due . decedent s date of death,deduct a 5 percent discount on the tax With 5%Discount(Tax x 0.95) $(see NpTE') due. Any inheritance tax due will become delinquent nine months ; after the date of death. PART Step 1 : Please check the appropriate boxes below. 1 A �No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was 21 ye�rs old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount �hown above as Potentia/Tax Due. <.�. : - __.. E �w.:;.._�,...___ .. . , . _ �� ._�. y, : _, .... . g The information is The a ve information is correct,no deductions are being taken,and payment will be seM �correct. with m res ns . Y Po e . Proceed to Step 2 on reverse. Do not check any other boxes. � C �The tax rate is ineorrect. � 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 �Chang�s or deductions . The information above is incorrect and/or debts and deductions were paid. listed. Complefe Part 2 and part 3 as appropriate on the back of this form. E Asset,will be reparted on The above-identified asset has been or will be reported and tax paid with the PA fnheritance Tax -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 per�ent taxable{Line 3), Qlease ob�ain a writte��correction from the financial institution and attach it to tnis form. 1. Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total b�lance 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 \? ��:��q�' , your relationship to the decedent: ��,�� 1. Date Established 1 ' � � � � \ :.: . : � � � \: \ \�..\\�Q\��\\��\��\� \;��. : �: 2. Account Balance 2 $ �� „. ! ; . ' �� ;� � � � 3. Percent Taxable 3 X � „ � � ;. „� .� � , � . . ,, __ .. 4. Amount Subject to Tax 4 $ � � �� ;, � 5. Debts and Deductions 5 - �. �� ,,; ' 6. Amount Taxable 6 $ � � . �� ' � �! X � ' \ 7. Tax Rate 7 �\�.��\��\\ \\�\��.\\��\�\��\��p��\��\��\., \�.�� :\ 8. Tax Due 8 $ �� ,�� , � � �. '.� \. �� ;� , �\��\� � �� ,� � � .�.....�...��...� �.��.......��..�.�.. .:: ... �..�...;.....,��. 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 Wi11s, 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'�-'�- i�j!t �� V��, 1�`�- ��l�L'�c-�'�- Home � i�- 5rb`F-�_ �i�--�i � � �v�� 3 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 THE LAW OFFICES OF NOONAN & PROKUP 326 Wi�I.NUT STREBT THOMAS K.NOONAN ALLENTOWN,PENNSYLVANIA 18101-2394 of co,�i MICHAEL PROKUP CHARLBS T.NOONAN LINDA S.NOONAN SUSAN M.NOONAN 610-433-5211 �34CSII�IILE 610-433-5219 October 18, 2413 Register of Wills Cumberland County 1 Courthouse Square Carlisle, Pennsylvania 17013 RE: ESTATE OF STIRLING E. WOODIN,DECEASED Dear Register of Wills: Enclosed for filing are dupiicate Pennsylvania lnheritance Tax Information Notice and Taxpayer Response forms. As indicated, the asset will i�reported on the iZEV-1 SOfl, when filed, and taxes paid at that tir�e. Our apologies fo�misfiling with the Register of�Nills in Lehigh County. They failed to natice it as well, which is why it has their stamp on it. Please feel free to contact this office if you need us to do anything further regarding this.�natter.,��, ' . y ni �`'o.� `.i�� ,fr"� Yours sincerely, � �-, ':-� �`�� :� �::_ , �� % f ....n .. k .:�.;. � [ . - f'�.� �� .,.,.,�' � i",.r � �1�! r� � . :� � r ' � � _� LINDA S. NOONAN � � ,., ., � = t +,;.'� LSN:nI , ._ :�::; �wa , - ,_� ,.� �.i . Fncs. _ . . �� ,. . _. � '•r'... . .._ . . ' ... ,. , . , , � _ . , . . . { k � i ". . ... . . . .. 1 x4.�- S�S � . � ♦ri +. . ''. ,:c _s � '�at�iZ ;.. f •x.� . �-i . �� .. . , � � � . . .. , . . �` {, ai..Y. , . _ �.f. ,y. ... ,, ., , . . ._ . . " ...,.�. ': . �. . . .�. , ; ��,: , > r "Y e- r�� _ ♦ i ;i" < .. - � , .,_:. ;.. -.;. .. ; W . ... .. ,- ..�. . .� :.. `:.� ' � :.'.� . Y`� , . .-. _. . . . . . ..'` .,. .. .... _...�. .. . .r . c - .. __ .. . ' . , ` . .. . ... .. ,,.. .. . . ... ._:� ._ . . __. . . : - .-� ,� ,.� ._ ..�. . , . . _ � . . . . .. . . . � �... . . .. . . . � '� -' '�. � � . . . . . , � � . . . . . , . 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