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Home My WebLink About10-25-13 (2) COMMONWEAITH Of PENN5YLVAN4A RfV-1182 EX{}t-98j DEPAflTMENT OF REVENOE BUREAU OF INDIVIpUALTAXES DEP7'.280801 HARftiSBURG.PA i'7128-0601 PENNSYtVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 018317 WpOL MICHAEL S I 135 WRIGHT ROAD DII.LSBURG, PA 17019 ACN ASSESSMENT AMOUNT CONTROL NUM6ER ------- ,o�a -----_..- -------- 13150117 � 5129�51 E3TATE INPORMATIOIV: SsN: � � FILE NUMBER: 2113-1 133 � DECEDENT NAME; WOO� J4HN D � DATEOFPAYMENT: 10/Z�J/201 $ � PdSFMARK RATE: 1 OI24/2013 � CouNTY: CUMBERLAND ! DATEqFDEATH: 09/06/2013 � � TOTA� AMC?UNT PAIQ: 5129.51 REMARKS: CHECK# 5178 INITIALS: CJ sea� RECEIVED BY: GLEtdDA FARNER STRASBAUGH REGISTER OF WILLS � REGISTER OF WILLS _ _ _ _ eursEwu oF INDIVIOWL TAXES Pennsylvania lnheritance Tax �i Pennsylvania ro eox zeocoi II�RRIS�UR6 P� 1712l-O601 Information Notice OEPARTMENT OF REVENUE And Tax a er Res f1S@ wFVas�e ey c..exec neax� P y � FILE N0.21—�3-�I�3 ACN 13150117 E �� DATE09-25-2013 RE6ISTER Of YdiLLS 2013 OCT 25 P{�I 1Z �7 TypeofAccount Estste of JOHN D WOOL Savings SSN Checking MICHAEL w001 CLERK OF CountyCUMBERLAND13 Certficate 135 WRIGHT RD ORPHANS' COURT DILLSBUR6 PA i�oi9-92o��.K��RL�.ND CO., QAr MEMEERS isr Fcu 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. A�xouM No.3«i017 RemR Payment arM Forms to: DsN Es�blished 03-22-2007 REGISTER OF WILLS Account Balance $18,176.69 1 COURTHOU;tE SfNJARE Percent Taxable X 18.667 CARLISLE PA 17013 Amount Subject to Ta�c $3,029.51 Tax Rate X 0.045 NOTE•: If tax payments are made wiihin three moMhs of the Potential Tax Due $136.33 decedenYs date of death,deduct a 5 perceM discount on the tax Wfth 5%Diacount(Tax x 0.95) $(see NOTE') due. Any inheritance tax due will become delinquent nine months after the date of dea[h. PA� S�Bp 1 : Please check the approprfate boxes below. t A �No tau is due. I am the spouse of tMe deceased or 1 am the parent of a decedent who was 21 years old or younger at date of death. Prooeed to Step 2 on reverse. Do not chedc any other boxes and disregerd the amount ,_..,{/� shown above as Potential Tax Due. g �fXLThe informatbn is The above information is correct, no deductions are being taken,and payment will be sent ��—'correct. with my response. Proceed to SYep 2 on reverse. Do not check any other boxes. � �The tax rate is incorcect. � 4.5% I am a lineal beneficiary(parent,child,grandchild,etc.)of the deceased. (Select conect tax rate at right, and complete Part � �p�, I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships (including rrone). p �Changes or deductions The infortnation above is incorrect and/or debts and daductions were paid. listed, Comp/ete PaR 2 and part 3 as appropriate on the back of this lorm. E �Asset will be reported on The above-identified asset has been or will be reported and tau paid with the PA Inheritance Tau inheritance tax form Return filed by the estate representative. REV-1500. Proceed to Step 2 on reverse. Do not chedc any other boxes. Please sign and date the back of the form when finished. � Pa� Debts and Deductions z Allowable d�ts and deductions must meet boih of the following criteria: A. The decedent was legally responsi�e for payment,and the estate is insutficient to pey the deductible items. B. You paid the debts after the death of the decedent and can fumish proof of payment if requested by the department. (li additional space is roqufred,you may attach 81/2"x 11"sheets of paper.) DatePaid Payee Description AmountPaid Total EMer on Line 5 of Tax Ca�Watian $ PA� Tax Calculation 3 MP�M�WIlIY��i� If tliM! �' ' " bn� k�N�tom�.�r w p�[o�M taxaWs(LJne 3)> 1. Enter tha date the aceount was estebHshed or titled as it existed at the date of death. 2. Enter the total balance of the account inchxling a�y interest accrued at the date of death. 3. Entar=tMe pe�erN�of th8 V„ t t�t,is teacabte to yau. a F"�s[�d"ate►mit�-� ' _�1`�y tl»tleCeclent. i. Accour�t�titF aRif ��`t�t'"lthpthgr or o#igris were 100%owned by the'deoedeM. ii. For joint aa�uyt�6, �p ikupn e�year prior to the date of death,the percentape taxable is 100%divided by the tota�r�umbsr cwri�s i�ng tha deCedent. (For example:2 owners=50%,3 owi�=33.$�Jk;�vSNmere =25%,etc.) b. Next,divkfe�adeeecll�s?yij�p�;�_lay the number of surviving Ow�ers w benaficieries. 4. The amourrt aubjsCt to tax ie �ry die�count balan�by the pmrCmnt taxable. 5. Enter the to�l ot arty debtt and ebdudions deimed from Pert 2. 6. Tha amouM fsuuaF�s is dM�stfi�d by eubtrtcting ttie debts arni dedudions from the amount subject ro tax. 7. EM�r tlfe �e�M►f�at�taF 4 ip�id an yair rela�onsh�to the deee¢pc�. your� � � . . fibe o ' " �� 1. Da�-Est�liehed 1 2. Account Balance 2 $ 3. Peroent Taxable 3 x 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - ; 6. Amount Taxable 6 $ 7. Tax Rate 7 X 8. Tau Due 8 $ 9. With 5%Discount(Tax x.95� 9 x v�p';�: �bAaid dat�.k�w. F1aWm TMK�1° _:. and eigne4 f�+��s to the . ter of w►k-li�on tl�e hont of this form, along wf1Ti e ch�c tor an'y pMyment yai are making. ecks must be made payable ro�"Register of Y�ANe,Ayent" Do nqi serM payment direCdy to the DepertmeM of Revenue. Under penalty of pery'ury, 1 dedere that the facts I have reported above are W e,correct and complete to the best of my knowledge and beliet Work ?f 7�3o.i -�ov7 �iY Ho�1lB 'f/��5�� WL I�/�T� +e� axpayer atur Telephone Number Date IF YOU tJ b"Ft1 ` R A ` 141J�, CtSNTACT PENPI�3YLVANLA DEPAR'f'MEIJY OF REVEMUE DISTRICT OFFICE, OR THE 1NWEFM'�iRNCE TAX DIVISION AT 717-787-8327. SERVIGES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020