HomeMy WebLinkAbout10-31-13 .�._ . _ __ _ _ _ _ _ . _
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INRRISetNtG PA 17128-a6o1 Information Notice DEPAR7MENTOFHEVENUE
And Taxpayer Response "`".`°•'"°°""` `••.",
� FILE NO.21 —�3- I 159
ACN 13154508
� DATE 10-14-2013
Type of Account
Estate of ROBERT W SCHMIDT Savings
SSN Checking
Date of Death 03-12-2013 Trust
ANN E SCHMIDT �County CUMBERLAND Certificate
3808 CARRIAGE HOUSE DR
CAMP HILL PA 17011-1412
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SOVEREICN EANK provided the department with the information below indicating.�aHat the`�'atF�qf�e
above-named decedent ou were a joint owner or beneficia of the account ideokified. ;v '�
Account No.2335543381 Remft Payment and Forms to:
Date EshbNshed 10-2&�08 REGISTER OF WILLS
Account Batance $24,ggp,7p 1 COURTHOU3E SpUARE
Percent Taxable X r�p CARLI3LE PA 170Y3
Amount Subject to Tax $ �p,3q�,3g
Tax Rate X 0.150
Potential Tax Due $1,851.20 NOTE': If tax payments are made within three months of the
decedenPs date of death,deduct a 5 percent discount on the taz
With 5%Discount(Tax x 0.95) ${see NOTE') due. Any inheritance tax due will become delinquent nine months
after the date of death.
P�� Step 1 : Please check the approprlate 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 dabe of death.
Proceed to Step 2 on reverse. Do not check any other boxes and dis2gard the amount
shown above as Potential Ta+r Due.
g �The 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 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 retationships(including none).
p �Changes or deductions The information above is incorcect and/or debts and deductions were paid.
listed. Complete Part 2 and part 3 as appropriate On the back of this fvrm.
E �Asset will be reported on The above-identified asset has been or will be reported and tau paid with the PA Inheritance Tax
inherttance tax form Retum filed by the estate representative.
REV-1500. Proceed to Sfep 2 on reverse. Do not check any other boxes.
�"�,.
Please sign and date the back of the form when finished. �\��
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PART Ctebts and Deductions
x
Allowabie debts and deductions must meet both of the foliowing criteria:
A. The decsedent was{egaNy respansibie far payment,and the estate is insutEicient{o pay the deducNble items.
B. You paid the debts sfter the death af the decedent and can fumish proaf of payment if requestetl by the department.
{If additionat space�requ�,Yatmay attadi 8112"x 11"sh�rets ot paper-)
Date Paid Payee Description Amount Pgid
' Totai Enter on Line 5 af Ta�c Ca� tion $
PA� Tax Calculation
3 N yp►�►w�tfail a�o�pn t�U� �y d�(Lirw 1)accaurt�(Lit�e 2y,ar peraant wtabla(I.intr 3).
�� R��blrNt s wfil�n o�finu�n4Ke#�h�tlat aW allMCle it tlMs fam.
1. Enter the date the account w�s�tat�ished or titled as it exiated at the date of death.
2 Enter the to#ai baiat�cs of#ro accaurrt ir�ciuding any irrterest accnaed at the date of death.
3. Enter the percat�tay�e of the�unt thaY.is t;ucabl�to you.
a. FirSt,determi�the per�nt6�e ownet!by tt��ecodent.
i. Accounffi that are hmki Rh Nuet#of a+�other or othere were 7 00"�owned by the deoedent.
ii. For joint acCOUntp 4�o tqsrt Wl@�(ear prior t4 the date of deaith,the percer�tay�e ta�cable is 1003'o divfded
by the totei number owners ir�duding the decedent. (For example:2 owners=509'a,3 dwrie�a�33:93%,d ovmers
: =2S%,etC.}
b. Next,div{de tMe d�cedae�f'a�srp�lqp aw�!tpy the number of surv'rving owners pr beneficiariec.
4. The amourrt subject to tax is c�temiirred by m�U�lyfnp the account baimnce by tha pencent taxabie.
5. Errter the t�Yai of any debis arjd deducfitxis Gaimed hom Part 2.
� 6. The amouM taxable is determin�d tiy subtracGng the debts snd deductions from the amount subject to tau.
7. Ente.the, ' �r�rrt�e,�ep 1;�a on yan rele�nship to tt�e dec�ant.
. tf indic9ting�}S�lf9�tat�p�e���
yaur refatConShip to the nt:
i. Da#a Esisbtished 1
: 2. Account Balance 2 $
3. Percent Tauable 3 x
4. AmauM Subjeet ta Tax 4 $
5. Debts and deductions 6 -
6. Amount Taxabl� 6 $
� 7. Tau Rate 7 X
8. Taac Due 8 �
9. With 5%Discount(Tau x,.95} 9 X
' '�J"���"1 2: Sipn arul de�Ua.belpw. Rgwm TiIW�pomplatad a�d signad caQ�*s to the Repiater of�Ils yq�d pn,the hont of this form,
aiong wi4h a ct�eck tw anY payrr�ent you are making. Ghecks musf be made paYa4le ta"aegister af WNis,�t" Qo not se�d
payment directly to the Departrnent af Revenue.
Under penalty of peryury, i deciare thet the facts I have repprted above are true,carrsct and compiete tu the best of my knowiedge arx!
belie#.
. Work N/A
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Taxpayer Signature Teiephane M1iumber Date
< IF YOU NEED FUFt7i�ifi AS�tST14H10E, CON'TACT P�NN9YLU+�NIA DEPAR7'M��tT OF AEVENUE
; DISTR(GT t?FFIGE, OR 7Fi� INtiEf�t'i'ANCE TAX DIVISION AT 717-787-8327. SERVICES FOR
,'
7AXPAYERB WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-44�-3026
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