The URL can be used to link to this page

Home My WebLink About10-29-13 (3) B��►� oF INDIVIDUAL TAXES PeI�I�S Ivania lnheritance Tax � pennsylvania PO BOX 280601 y HARRISBURG PA 17128•0601 I11fOt'tllatlOtl NOtIC@ DEPARTMENT OF REVENUE REY-15f3 EX DocEXEC(�l-12) A r a�rer Response FILE NO.2113-0989 ��G�� '"` ��`��;` �j�' ACN 13153975 ��; (}�' °�a� � , DATE 10-11-2013 ;G�3 �n; �� , ., , �� -= �Q Type of Account �� S� Checking �� ath 09-05-2013 Trust BRUCE A' WYRICK ��B��A �,�,,,�, ��MBERLAND' Certificate 7 E WALNUT ST ��'��,, ► � LEBANON PA 17042-5476 - ORRSTOWN BANK provided the department with the information below indicating that at the death of the above-named decedent ou were a'oint owner or beneficia of the account identified. Remit Payment and Forms to: Account Nv.4000Q3Q656 Date Estsblished 01-05-2009 REGISTER OF WILLS Account Balance $38,439.55 1 COURTHOUSE St�UARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $1 g,21 g.7g Tax Rate X 0.150 .Potential Tax Due $2�gg2.g7 NOTE*: If tax payments are made within three months of the decedent's date qf death,deduct a 5 pereent discount on the tax With 5%Discount(Tax x 0.95) $�see NOTE") due. Any inheritance tax due wiN become delinquent nine months after the da�e of death. PART ��,+tep �: Please check the appropriate boxes below. � A [�No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disnegard the amount . F; shown above as Potential:Tax Due. _ _--- -�:. ._ ___,__ ; _ _ _ : _ _ _ _ ___ _ _ " g �e information is The above information 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 taac rate is incorrect. � 4.5%o I am a lineal beneficiary(parent,child,grandchild,etc.)of the deceased. (Select corcec#tax rate at rig�it,and complete Part � 12% I am a sibling of the deceased. 3 on reverse,) � 15% All other relationships(including none). p �Changes or deductions � The information above is incorrect and/or debts and deductions were pa�d. listed. Complete Part 2 and part 3 as appropriate on�the back of this form. � E �sset v�rill be reported on The above-identified asset has been or will be reported and tax paid with the PA InMeritance Tax mheritance tax form Retum filed by the estate represerrtative. REV-1500. Proceed to Step 2 on r+everse. Do not check any omer boxes. Please sign and date the back of th�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), ptzas�c�btai�a v��i#ien�orrectiore firarn the fiir�a�ciai insi�cu€ian and ai€ac�ii��c��is��rsr. 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 � ��p��.�� , � � �� ` � your relationship to the decedent: . ; ��f�� , ,, 1. Date Established 1 �� ,,�� ` ;`'�� ` � �� ,� � � P'�� ; \ � � '� � ,,�,� , , 2. Account Balance 2 $ �� ,,, ,� � ,� 3. Percent Taxable 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 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 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. �y � Work i Home j�.:--�� - ��..; �� 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 SPECtAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 �w o�� Fo�E�T N. M�E�� 137 Park Ptc�ce W�st. Shippensburg, Pannsylvanta 17267 7 1 7.652.9046 _ _ � Fcax 777.532.8879 fn myers C�lawofficefaest myers..co m October 27, 2013 Register of Wills : Cumberiand County ~One�Court`House Square � �' Cariisle PA 17013 , Re: PATTISON, Annie G. (Estate ofl No. 21-13-0989 Dear Sir or Madam: Enclosed please find three completed Inheritance Tax Response forms for the above-captioned estate. Sincerely, �— � �+� �-�' %� �/ r-...a. ..R'q -� � ,,,.� c.+.:� �� rn � Q � c� Forest N. Myers � � �y �� , �� c� _� � � � :�::, � �....� ash / Enclosure � � � � �� t�-`- -�. ._°;� � ::� �°� � `��' ;.°:.� �"^� r� rEI;.� �� p''4:W 4++" �wf � �-, � -'� _n � -��-q C`� �-�� '�; �.�= �� h��' � ,� .. -� F�--y �,.�., �'�'! �," � ~ � `�1 }---�► S:�PCLaw Data\DATAtPCLawDocslActive\WyrickBruce-2207\Estate of Annie G.P-13-41-0111\Reg of Wills; Inh Tax response forms -A Pattison Estate.doc _ - _ - ,�^ -- - 'C v � - �- _ _ - -- _ - � � �' � _ - --- - ' f/� "�' n - Cf' fD _ _- C � ,� , -- - = OQ � 0 ; - - a � _ - _ � � - --_ V � - N �p -- - - V y � - - - - � _ � - - 1 - - - `r► - -- - � - - - :�, - -- _ ,� � - _ - n0n � -- � 3 C � 3 �D � �Q - - - - - _ . -• -• - _ - •� tp (� a- fp _ - ��:. � � �p � � _- _- _ '��. C � � �:.�a ��; _ - — - „ � � O � � � �-� - - _ � 7 „� C � t^�'t �^�, ` - —_ - � = Q. � � -�-, ,^� � C a - _- - � `�1 � n _ rt� �� c�� _.� � � - _ _ � � �p C y � � �..., � rn � - -- .,��.. ..i � r"" a-� t . � � C �, - - w`' . W � � �' Cn .'.� � ( -- �., _ � M-� �.., "�� ,:I� '� ` ' � � - ... . ..� � ; : r = •�. '�-= . - - � � � � 4-r ° '' - - - - � �D .�..� �-- ti - - �„„ _ �r.., :--� f.- -- — - - - _ - �" '°�7 .�.� � � �.,� - - � - - - - ..,,,� �- ,....� �'s - _ - ... �� -- ,,.. � _ _ — ...�. - � - � - .. ,. - - ..+, - _ � t - - ♦ �IN�y - �w • _ vy■ � �Aiii .� - - �ir -- - w�► i - _ ,� ' - '�1� - _ �� ► - � ♦ - - '�. --.. ". _ .. � - -_ � w o�Vy �C� 0 - '�.:' ��-i �y° - .._. Nvo ��A _ ••�► w - - - - w � �O � - - _ - - .�, � �N - - � � - � v,D _ - G� - - m — _ — , -_ �,� � - �= - — _ — .�.�.�.,�,.,,e,�..�, — �i — - - - — -- � — - — 1