The URL can be used to link to this page

Home My WebLink About10-24-13 (3) gw��►" oF I"°I"ID�►� T"'�ES Penns Ivania lnheritance Tax � pennsylvania PO BOX 280601 y DEPARTMENT OF REVENUE WIRRIS6l�6 PA ��zs-o6o� Information Notice REY-1Sf3 EX DocEXEC(�6-12) And Taxpayer Response FILE NO.2��3-�008 ACN 13153621 DATE 10-10-2013 Type of Account Estate of 6ETTY C BARNES Savings Checking Date of Death 09-05-2013 Trust WILLiAM E BARNES County CUMBERLAND Certificate 1341 EMERSON DR MOUNT JOY PA 17552-7238 -��: �� C � � � +�� t�r.9� 'lb �"~l 4./ .�.�^' �._� rn ~� c-> �� "�;r r— rv �°rt r"�� r` - �,,R � � t� "�',.�,` �r� �;;� � �:� . �'". �^ -� � � ; ,. , - _T�,;.._. ;. ._. . _`�__ .'� - - . __ : _...,_ _._� _ ____--- . . _ . _ �r..Y. �--► ,.�,. . _ %� �� , -,� j w,� �.3 p ,;;r� C3 ,� ��"" t� «� °`;�� . PSECU provided the department with the information below indicating that at the dea�of the above-named decedent you were a'oint owner or beneficia of the account identi#ied. - Rem[t Payment and Forms to: Accouni No.1822�51Q'3 . Date Established 06-01-1999 REGfSTER OF WILLS Account Balance $15,024.28 1 C4�tRTHOUSE SQUARE Percent Taxable X 5p CARLISLE PA 17013 � Amount Subject to Tax $7,512.14 Tax Rate X 0.045 $338.05 NOTE�: If tax payments are made w�#hin three months of the Potential Tax Due � deduct a 5 percent discount on tF�e tax decedent s date of death, With 5%Discaunt(Ta�c��,95} $,��N�'T�*) due. Any inheritance tax due will become delinquent nine months after the date of dea#h. PA� Step 1: Please check the appropriate boxes below. � A [�No tax is due. 1 am the spouse of the deceased or t am'the parent of a decedent who was 21 years o1d or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount : ,� � :: shown abQ�as PQtential Tax Due. �,-�. �.,.:.�,��,� �:: ,s�.,�; , .,.: �►f. , � . . -�. .�� ....�.....eF. .�.:�x �. _�.�.... .___. ...__ � .,.,,ri�*«a' _ , ��s-,�oe�...�z.m;•_w�rz.��.y-...,�� •,�.�, ��..;�..�•... j g ` e rr�orr�na r�rs e above informafion is correct, no deductions are being taken,and payment will be sent correct. � with my response. �Proceed to Step 2 on reverse. Do nof check any other boxes. C �The tax rate is ir�orrect. � 4.5°fo I am a lineal beneficiary(parent,child,grandchild,etc:�of the deceased. (Select correct#ax rat�at right,and complete Part � 12% I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships(including none). p nChanges or dedu�tions The information abov�is incorr�ct and/or debts and deductions w�re paid. : `=�;�isted. Complete Part 2 and part 3 as��riate on the back°of��his io`rm. . - � r •s...� .�.�. .. . . z , : ' E (�As�et�riN be reported on The above-identified asse#has been or wiU be reported and tax pa+d with the RA Ir�Meritance Ta�c� ��inher�ance tax form Retum�iled by�the estate represerrtr�tiv�. : REV-1 a00. - Proceeal 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 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 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 �f�;��\�� \„` '; �, , ,� your relationship to the decedent: ' � � ; � ��'`� �� .�� ` 1. Date Established 1 ", � �� ` � "�� `� ��; �� \ � � �� \\��\\\��; �� \�� . �� \ \ ��\\ �� \��\ �� :: ��: \\\��\�� \� �� . �: 2. Account Balance 2 $ ,� �,.,, ,� ,; ,��,,��,��:��`��;��,� �; � ��,� � � X '�' � �\ ;�� ` � `��O��\�� ` �� ,��\�� \ 3. Percent Taxable 3 � � � ��,� �� ,�� ,�� A�� p �� \\V��V� �� A\ � � ` ��`\��\�� \� ��\��\�� \�� \�\��\\\\��\\�� , � � � �� \ . �� \� � ��Q ` ��\�\ � �� 4. Af1l0Uflt SUfJ�@Ct t0 T3X 4 � � � � �� ; � � �� .�._ `�`�.�� ;�..�._,.�:...�:�...��;A�`;� ��,_�-� � � ' 5. Debts and Deductions 5 - � � �� `� �� . � � � � � 6. Amount Taxable 6 $ � �� ; �� ' � � 7, Tax Rate 7 X ' ' ' ` �J.� ��\� � \�� \�\��\�\ �.\�\�\\��\\\\\��\\ \��p �O�\ �. 8. Tax Due 8 $ �� , � � �� ,�� ;. � � � \ ��\��\ � \ �� \\\�� \\� � � \ . � \�\ ��\ o��\��\\\� �, \��\ \��\�\��\�� 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 `� 1-�"I --��--k��-�. -- �3� a.. �:, ��C� - �� C' Home � � 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 CLECKN ER AN� FEAREN � ATTORNEYS AT�LAW 119 LOCUST STREET � � P.O. BOX 11847 �-IARRI8BURG, PENNSYLVANIA 17108-1847 TELEPHONE: 717)238-1731 RICHARD W.CL�IER FAX:(71�238-8481 r��'� DENNi8 J.BHATTO t'iOBERT D. HAN�ON . ' ANN L.RHOADS (1�!Q-1Q0�� Wi111 MRF�E iREN October 23,2013 Office of the R�gister of Wills � Cumberland County Courthouse One Courthouse Square , Carlisle,PA 17013-3387 Re: Estate of Betty C. Barnes File No. 21-13-1008 Dear Ladies and Gentlemen: � I enclose the original and one(1)copy each of the following Pennsylvania lnheritance Tax Information Notice and Taxpayer Response for the above-referenced esta.te: (1) Wells Fargo Account#1000623120418 • (2) Wells Fargo Account#3000248391963 (3) PSECU Account#182225103 Thank you. � Very truly yours, CLECKNER AND FEAREN � � Ann E. Rhoads Enclosure - Cc: Williaxn E. Barnes,Jr.,Executor(w/o encl.) � __ _- _ — - I - - =_