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Home My WebLink About11-18-13 s�►u oF �Nnz��ow►� T�ES Pennsylvania lnheritance Tax � {��nr1S�/�Val'11a PO e0X 280601 DEPARTMENT OF REVENUE HARRISdU1�6 PA 17128-0601 Information Notice REY-1543 EX DoeEXEC(�6-12) And Taxpayer Response F��E NO.2�12-�3os ACN 13157369 DATE 10-25-2013 TYPe,.of Account Estate of PAUL D MILLER Savings 4860 Checking Date of Death 07-28-2012 Trust MARK A M I L L E R County CUMBERLAND Certificate �IA*R If M I L L E}R� . . �r-+..,;y, . > ,...:�1� ��.R�� R L. ..� . r y� .fi�y , y...,��.. `:�'4 M,�."`....a ;�:'�,.Y �d�; .. 1} R�, � �;�' .y-�� :7 ..'+} .. ..�^'. .� '��4 �,v��", � +' �� CARLISLE PA 17015-9408 �� c,.,,� �t � { � � � � � � � ��"' � r � t"��t �-+ � � � � � � � C� C,.� .,.., ,. . , - c.7 G� -K� .�"�'�' '�'1 `�`t � , �`� �,,.�, .,..�'" � . �. -- . -� ; ;_ : ��'�� 3�„ � "'n WELLS Fa�so provided the department with the information below indicating that at the death of th� above-named decedent you were a joint owner or beneficiary of the account identified. At�ount No.'1029i42159611 Rem�#Payment snd For�to: Date Estabtished 12-0"3-1990 REGISTER OF WILLS Account Balance $5;458.87 1 COUF�THQUSE;6QUARE Percent Taxable X� CARUSL� PA 7T013 Amount Subject to Tax $2,729.44 � . _ ., Tax Rate X 0.150 ; Potential Tax Due $e�pg,42 MQ�E": If taac payments are made within thrse mor�s�f the �iecede�#'s.dat�of death,ctedwct a 5 percent disco�r�t vn the tax With 5�Disc�unt(Tax x 0�.95) $�see NOTE*) due. Any inheritance tax due'v+Eill become de�i�t�quent nine r�anths � � after the date of death. ' PART .. � S'�E�p 1: Please cfi�eck t�e appropriate boxes below. A No�ta�t is�due. I arn, use��f the de�easeEi or I am the arent of a de�cedeni who was � �� p . _ _ :: _ .,. � :�1 y��..�ur��r�at.�iat��of�deat�. � �- � ��°� � � �� .. .�.�r� , � . # - ��'r�f°#Q S�2 on reverse. Do not chedc any other boxes and dis�+egat�d the_amount ` shc�wm above as Potential Taz Due. _--__,__--�- - �rnforr�a►tion is -'Tf�e a�ove��ormatio�n is correct,no deductions are�beEng taken,and payment will be se�# �ect. w�th my resRonse. Proc�d to Step 2 on reverse. Do not check any other boxes. C ❑The ta�c rate is incorrect. � 4.5% I am a lineal beneficiary(parent;child,grandchild,etc.)of the deceased. (Select correc#tax rate at °- right,and complete Part � 12% I am a sibling of the deceased. ` 3 on reverse.) . , Q 15% All other'relationships(including none). �� ,�� •;�:;�,'; p �Ch�r�es or deductions 'The mfor�nat�on above is incorrect and/or debts and deductions were paid:�:: ��p . �.y I�, °' � � r , �c�le�e��t 2:and p�rt 3 as appropriate on the back�f�tii�;� <., ; ��.,�, ,,: o ,, < �,� , , � , ,� ± E �'A,sset will.be repo�ted:on . The.�bove-identifieci;asse#has�ee�or witl be.reported and tax p�id vwtt��he PA Inheritan�e Tax i�lhe�it�nce t�#:orm, �. Re�r�f�ed bY�?e�e��te re�ire�se�tative. . ' ` . I�EV-i 500. Prvicesd ta�Step:2 on r�erse. Do not check any otherboxes. � 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 •; Z.1. Z.�o t3 � :... . .� t�� + 4/: . ,�/.,.�. .r Ga o ?So L A� 31�?,o Z.... Total (Enter on Line 5 of Tax Calculation) $ PART �ax �alculation 3 If you are making a correction to the establishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), �lease Qb�ain 2 vvr�ttQr±�n�r�'g+�tlQE�f�'nR!#�?a fi!'+laanerl2ll i!?�tit�it�nr�3l��?tt3�!"'. t#t^r��'!!�f�!'^?. 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 � � ;��,��';,,�; ,� ,, your relationship to the decedent: ` °� � � � ��""`�� ``��,�, � � 1. Date Established 1 �` ��`�� `�� '��°��`""��` � � �"�`��`'��' � �� , \��\�: �\� � ��\ �� \ �� \��\�\��\ � . \ � � �\��\� \\ �. � ��\�\��\�� \`��\\��\�� \�\�\` � � 2. Account Balance 2 $ �`��; �� , ,�� ,��.��. ,�:�� ,, �,� � � `� � �� \�� \� \�� \ \\��\�� \\�\� ; �. � �� \ � ��p\� �� \�� 3. Percent Taxable 3 X ' '��' �� ` � � ��\ � ��\��`� ��\\ \� `� \\�� \� � � � ��\� � �� \�� \�� .� ��. 4. Amount Subject to Tax 4 $ � � � � �� \ .......: ��.:;\.�:•\ ': � � ..��::�..\��\��\��\�\�� ....� � 5. Debts and Deductions 5 - � _ � �; � � 6. Amount Taxable 6 � � �� „ � ; , �� ,��,��,, �� „ �� „� � �� , X � ��: �� \�� \ \ :� �\�\\\ �� \� � \ 7. Tax Rate 7 �,: , �,��,�,� �� , � � ,� � � , :�r � � . <,.,.� �,.;�.. ��-�:. . ��. :�� ..�;�,�� .. a;_ ..�., e�� 8. Tax Due 8 � � ' ' � �� `�� , � �; ,�, , �� , � �� X � � \ �\ ��\�� \ \�\�\ ��\� �:��\\ \ \\�\�� \ �\�� . 9. With 5% Discount(Tax x .95) 9 ,, ; � \ .�r ,...�,�: ��_ � � � .,.�...� ....... ..,,�_ �........� � ..,..,... .,.. .�,.�,,,... „�..��_� ..�....�..,,< 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 7a3•g$�'• II �S' �i�G ' HOme 70 ' 8+�5 '6°��i� 1! �f �[3 � 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 Mark A.Miller 8972 Home Guard Drive Burke,VA 22015 c� c; a�� Q �'►' � � . � November 14,2013 r°�n � � � =� � � � � � � � � � � °° �a �r Register of Wills '° c~� �, ,�, � � 1 Courthouse Square � � � � � � Carlisle,PA 17013 :� -�',� � � � , � � � � � Dear Sir or Madam: This letter is in r�gards to the estate of Pau1 D. Mil.ler,file number 21-12-1306. He passed away on July 28,2012. The Inheritance Tax Return was completed by Andrew C. Sheely,Esquire and filed with your of�ice on Apri126,2013 along with the payment of$4,381.02. On June 24,2013 the Bureau of Individual Taxes accepted the retum as filed. Enclosed.are two completed and signed copies of an Inheritance Tax Information sheet recently received. The tax on this account has already been paid. Also enclosed are two sigaed and dated Status Report forms reporting that the estate ' ' 'on is complete. I am Pau1's son and handled the affairs of the esta.te. I can be contacted at: Mark A.Miller 8972 Home Guard Drive Burke,VA 22015 (7�3)865°-6988 MarknCheri@g�mail.com Please let me know if there are any questions or any�thing else I need to do. Sincerely, r .../ Mark A.Miller - � � - � ' � � . �. __ _ �i► � �. - . .:. . ,... _ ,. ... - �, � REGQ�QfD QF�1�E flF REGIS7ER 0� �'�LLS w _ 1�13 #�DU 18 ��l 1l 5� - CLERiC Q� - - Q�PH�tNS' C�t1�fT _ - �1JM�ERL�A�� C�., P� } - 4 x � � �'t� : ♦\ �� '�' � ( i ��i � �, ` �,�, 1 � �+� — .�.. �'i �" .. � � � � � � -� A _ � � �' � � o� � � —� ., -� �. r ..._ c� � � "' ' ' r �." .__.. � � ; �' � ; .,,. �_ c�.r► � � — . _ � � � � � " � ; � � . x ,� � --.�,� � � � . �� _ � � �. „� v r � � ".+ � � � � - � � . .. ' � �- .� ;,,� . :a� - �r '� � � ..... �� ;�� , . . '-_ ✓: •:,y �..� .. , USA RS C VE� �1 �� ,i !� ; , • � I _ .. - ��,.�, �„ . , .. ,.=� . �--..�. - -- - '' ; � 4�,