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Home My WebLink About11-04-13 (6) . BUREAU OF INDIVIDWL TAXES PeI�I�S�/IVaC�IS Il�herl�Sl�Ce TaX � pennsylvan�a PO dOX 280601 HARRISBINtG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE And Taxpayer Response REY-1543 EX DoeEXEt(00-12> FILE NO.2113-0989 ACN 13156713 DATE 10-25-2013 � Type of Account Estate of,ANNiE G PATTISON Savings Checking Date of Death 09-05-2013 Trust BRUCE A WYRICK County CUMBERLAND ` Certificate 7 E WAL NUT ST �``' LEBANf1N PA 17042*�k76 � � � � "„� � � � � � � � � us � � ��i �� ...� ;� `� � �'-' �r cc� �:.-� � � � � � � . . � � , � � �.__, :`� ,c� . � . � _ .. . __ , , . �.. _ _ . _.��.:.,__�.._ t:_. . .... _ �.:_ _ �._: ._. - - - - _. _ . _ . � . ___�..._ .;..�. _, _ . _ .: ��:� , -,., ,:....� . ,,,� ' >.�-.. __ _� , .. . _ _,-v ..�, �'c� � � � CITIZE S �ANK oF PENNSYLVAN�A provided the department with the information below indicating-that at the death of the above-named decedent you were a joint owner or benefici� o#the account identified. Remit Payment and Forms#o: , Ac,cou�t,�p.6�4,48�:�31 . . Ba�to�ltstnact 4A-A�-��9 REGISTER OF WILLS x ,:.. .., . . Account Balance $1,264.93 ' ``� -��R'€#�t4USE SQUARE Percent Taxable X 5(? ' CARI.ISLE PA 17013 Amount'Subject to.Tax $632.47 Tax Rate X 0.150 ' NOTE*: If tax paymentS are made within three months ofi the Potential Tax Due $94.87 � � . decedent s date:of death,deduc#a 5 perc�nt discount on the tax �° With 5�o DiscQt�nt(Tax:x 0:95) $(se�IVOTE*) ' due. Any inheritance tax due wilt become delinquent nine'tnonths after the date of death. Pa� �� 1� Pl�ase�heck the appropriate boxes below. � A �t��ax i�du�. 1 am the spouse of the deceased or- 1 am the parent of a decedent who was Z�. �� 21 y�ars old or y�unger at date of death. = Proceed to S1`ep Z on r�everse. Do not check any other boxes and di�regar�d the amount sf�own abvve as Potential Tax Due. . . :'�Ff,.��r.F..,'t �`�'p�}��',f. sL'..9��;4w ft'�3'��.^ y. rky� 9a' -< f*,V,� .3'd, . . .. . . . � .. . . . _.+: _r � ' -� �� A-' � : ` � i ": r�tat�on coRec�,no deductions are being taken,and payment wi8 be sent correet. , - with my response. Proceed to Step 2 on reverse. Do not check anyother boxes. C �The tax rat�is incorrect. � 4.5% I am a lineal bene�ciary(parent,child,grandchild,etc.)of the dece�sed. .. (Selecf"corce�t tax�te�t right,and comptete Part � 12% I am a sibling of the deceased. 3 on reverse.) � 15% A11 other relationships(including none). p ��hanges or deductions The information above is incorrect and/or debts and deductions were paid. , list�dE. Complefe 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 tnheritance'�ax inh�ritanc�tax form Return filed by the estate representative. ° ' _ ` . REV 1500. Proceed to Step 2 on r�everse. Do not check eny 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), �6�as�nb#�i�a a:vr6#t��: ��rr�cti�r�fr�m�h�f:^a�L�a! inst�}ut=cn a�cl ai�tach�t#�a th�s f�rrn. 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°�Q,etc.) b. Next,divide the decedent's percentage owned by the lumber�f 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 , �, ��j�� ,�� ' ; �� '� your relationship to the decedent: . � � � � �� r�.��3��'��'�� 1. Date Established 1 `; ; �\ \� \� \ � '�`\�` ,�\�; ; � � � �� 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 ....... ......... :....... .., . .: ........I .. ...: ....::............ ,... 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 .. , � Home �� OC.=�" ,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 SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 T"♦w o�*roE �"O R E E'3 T N. M YE R� 137 Pcark Pic�cs We�st. Snippensburg, Pannsylvcrnic 17267 7 1 7.632.9046 Fax 777.532.8879 f n myers�lawofficeforestmye rs.co m October 31, 2013 . Register of Wills r , � � � Cumberland County` �. ' � , �" ,. . . .. . One Court House Square Carlisle PA 17013 Re: PATTISON, Annie G. (Estate ofl No. 21-13-0989 Dear Sir or Madam: Enclosed�please find six completed Inheritance Tax Response forms for the above-captioned estate. Sincerely, -�- -- Forest N. 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