The URL can be used to link to this page

Home My WebLink About11-01-13 (2) COMMONWEALTH OF PENNSYLVANIA REV-11 fit EX111-961 DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 018358 BLANK ALFRED B 7 MCCOY LANE CARLISLE, PA 17015 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fuiJ ---------- -------- 13139171 $26.52 ESTATE INFORMATION: SSN: FILE NUMBER: 2111 -1283 DECEDENT NAME: BLANK NORMA L DATE OF PAYMENT: 11/01/2013 POSTMARK DATE: 11/01/2013 COUNTY: CUMBERLAND DATE OF DEATH: 03/06/2010 TOTAL AMOUNT PAID: $26.52 REMARKS: CHECK# 103 INITIALS: DMB SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES Penns lvania Inheritance Tax DennsVlva nia PO EAU 280601 y • J HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE v[r-,s.s ex oemxcc uean And Taxpayer Response FILE NO.2111-1283 ACN 13139171 RECORDED FFICE OF DATE 07-19-2013 REGISTER OF i'.ILL5 IGi3 ti0U 1 F� �? Type of Account Estate of NORMA BLANK Savings CLERK 0 F SSN Checking Date of Death 03-06-2010 Trust GARY F BLANK �I,fQQ�RPHANS' COURT County CUMBERLAND Certificate LASB VEGASE NVC 8913181/ 5ERLAND CO., PA WELLS FARGO provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No. 1010025840865 Remit Payment and Forms to: Date Established 12-15-2003 REGISTER OF WILLS Account Balance $3,536.34 1 COURTHOUSE.SQUARE Percent Taxable 75 CARLISLE PA 17013 Amount Subject to Tax $176.82 Tax Rate x 0.150 Potential Tax Due $26.52 NOTE': If tax payments are made within three months of the decedent's date of death, deduct a 5 percent discount on the tax With 50%Discount(Tax x 0.95) $(see NOTE`) 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 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. B''The information 19 '" The above information is correct, no deductions are being taken,and payment will be sent orrect. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C The tax rate is incorrect. ❑ 4.5% 1 am a lineal beneficiary (parent,child,grandchild, etc.)of the deceased. (Select correct tax rate at right, and complete Part 12% 1 am a sibling of the deceased. 3 on reverse.) 15% All other relationships (including none). D ❑Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. 1 Complete Part 2 and part 3 as appropriate on the back of this form. E Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax inheritance tax form Return 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 81/2"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 — Official Use Only ❑AAF your relationship to the decedent: PA Department of Revenue 1. Date Established 1 2. Account Balance 2 $ PAD 3. Percent Taxable 3 X 1 4. Amount Subject to Tax 4 $ '3 5. Debts and Deductions 5 - 4 6. Amount Taxable 6 $ 5 _ 7. Tax Rate 7 X 6 8. Tax Due 8 $ 7 1$ 111 9. With 5%Discount(Tax x .95) 9 X J 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 Ny3 — /3Sa Home Ta ayer 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