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Home My WebLink About12-30-13 ` .` pennsylvania BUREAU 28 INDIVIDUAL TAXES Pe°nns Ivania Inheritance Tax PO BOX 280601 Y HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE REV-1563A E%DotEXEt (06.12) ' And Taxpayer Response FILE N0.21 -13 35S ACN 13505503 DATE 12-18-2013 s Type of Account Estate of ELEANOR M KURZENKNABE Security SSN X SEC Acct Date of Death 11-09-2013 Stock KARL E KURZENKNABE County CUMBERLAND Bonds APT 712 2907 WESTBURY CT CAMP HILL PA 17011-8121 C) rT1 ryl C) --t S^ r" W M fiat 7 CD t EDWARD JONES provided the department with the information below indicating that�M the death 6f4h, above-named decedent you were a joint owner or beneficiary of the account ide`n'tified. Account No.616 Remit Payment and Forms to: Date Established REGISTER OF WILLS Account Balance $337,695.51 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $168,847.76 Tax Rate X 0.045 Potential Tax Due $7,598.15 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 5%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 F-]No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was 3 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 F 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. C ❑The talc rate is incorrect. ❑ 4.5% 1 am a lineal beneficiary(parent, child,grandchild, etc.) of the deceased. (Select correct tax rate at F right,and complete Part F—] 12% I 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. 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. + i f Please sign and date the back of the form when finished. i z t P PART f ` Debts and Deductions Allowable debts and deductions must meet bath 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 fumish 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 f Total Enter on Line 5 of Tax Calculation $ FART 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 fitted 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"intrust 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 0 AAF your relationship to the decedent: i PA Department of Revenue 1. Date Established 1 2. Account Balance 2 $ PAD 3. Percent Taxable 3 X 1 2 4. Amount Subject to Tax 4 $ 3 5. Debts and Deductions 5 4 6.' Amount Taxable 6 $ 5 7A Tax Rate 7 X 6 8." Tax Due— —' __8_.s� _ 7 8 9.: With 5%Discount(Tax X.95) 9 X 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 717-774-7435 Home /L 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 I 1 i BUREAU OF INDIVIDUAL TAXES Pennsylvania Inheritance Tax pennsytvania PO BOX 280601 Y HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE -'""- REV-1543A E%UocE%EC (08-12) And Taxpayer Response FILE NO.21.-13-1355 ACN 13505504 DATE 12-18-2013 Type of Account Estate of ELEANOR M KURZENKNABE Security SSN X SEC Acct Date of Death 11-09-2013 Stock GLENN R KURZENKNABE County CUMBERLAND Bonds 23 CARRIAGE RD NEW CUMBERLAND PA 17070-2302 C7 ; M tit C-> .-3 CZ> C) C pw r- EDWARD JONES provided the department with the information below indicating that dt thb d h of the above-named decedent you were a joint owner or beneficiary of the account idenlifted. f-A Account No.616 Remit Payment and Forms toy 4n _n Date Established REGISTER OF WILLS Account Balance $337,695.51 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $168,847.76 Tax Rate X 0.045 Potential Tax Due $7,598.15 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 5%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 Q 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. C [-]The tax rate is incorrect. F-1 4.5% 1 am a lineal beneficiary(parent, child,grandchild, etc.) of the deceased. (Select correct tax rate at right, and complete Part F-] 12% 1 am a sibling of the deceased. 3 on reverse.) 15% All other relationships (including none). D F]Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. 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 2 Debts and Deductions 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 y g ( } { }, 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=500%,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 2 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 9. With 5%Discount(Tax x .95) 9 X 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 1 have reported above are true,correct and complete to the best of my knowledge and belief. Work ;717-774-7435 7<��l Home Z ZCl Taxpayer Sign H. gam, B9q, 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 BUREAU OF INDIVIDUAL TAXES r Penns Ivania Inheritance Tax ,. ennS J Lvania PO BOX 280601 Y HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE ...... � REV-1543A EX 0-EXEC (08-12) And Taxpayer Response FILE N0.21— l3-135 ACN 13505505 DATE 12-18-2013 Type of Account Estate of ELEANOR M KURZENKNABE Security SSN X SEC Acct Date of Death 11-09-2013 Stock KARL E KURZENKNABE County CUMBERLAND Bonds APT 712 2907 WESTBURY CT CAMP HILL PA 17011-8121 C -,.. i t C Cpl ,C c.—D co-a EDWARD JONES provided the department with the information below indicating tftDit=at f;e d�th of flue above-named decedent you were a joint owner or beneficiary of the account iddi tidied. ►-� Remit Payment and Forms t CD CO Account No.616 Date Established REGISTER OF WILLS Account Balance $158,374.15 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $79,187.08 Tax Rate X 0.045 Potential Tax Due $3,563.42 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 5%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 F-]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. g F�The information is The above information is ccrrect, 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. C F—]The tax rate is incorrect. F-] 4.5% 1 am a lineal beneficiary(parent,child, grandchild, etc.)of the deceased. (Select correct tax rate at right, and complete Part F—] 12% 1 am a sibling of the deceased. 3 on reverse.) ❑ 15% All other relationships (including none). D F—]Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. 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. C � 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), 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 I Official Use Only ❑AAF I your relationship to the decedent: PA Department of Revenue 1. Date Established 1 2, Account Balance 2 $ PAD 3. Percent Taxable 3 X 1 2 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 $ 8 ! 9. With 5%Discount(Tax x.95) 9 X 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 717-774-7435 Home 2-7 Taxpayer Signature . S6ate, Esq. 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 BUREAU 28 INDIVIDUAL TAXES Pennsylvania Inheritance Tax Ir DennS LVania PO BOX 280601 Y r ✓ HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF R EVENUE REV-1543A EX OocEXEt (08-12) And Taxpayer Response FILE N0.21 - 13--1355 ACN 13505506 DATE 12-18-2013 Type of Account Estate of ELEANOR M KURZENKNABE Security SSN X SEC Acct Date of Death 11-09-2013 Stock GLENN R KURZENKNABE County CUMBERLAND Bonds 23 CARRIAGE RD NEW CUMBERLAND PA 17070-2302 } rr � C) n CD _ gy I" W M rn EDWARD JONES provided the department with the information below indicating t t t ff%death q#� ft- ,the above-named decedent you were a joint owner or beneficiary of the account idettie c-> C-) -Yj Account No.616 Remit Payment and Forms tom F a r.� Date Established REGISTER OF WILLS '-a Account Balance $ 158,374.15 1 COURTHOUSE SQUARE }-' Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $79,187.08 Tax Rate X 0.045 Potential Tax Due $3,563.42 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 5%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 F-]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. C F�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 F-] 12% 1 am a sibling of the deceased. 3 on reverse.) 15% All other relationships (including none). D F�Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. 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 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), 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 $ IPAD 3. Percent Taxable 3 X I2 4. Amount Subject to Tax 4 $ 3 5. Debts and Deductions 5 14 6. Amount Taxable 6 $ 5 7. Tax Rate 7 X 6 8. Tax Due 8 $ 7 ---—– --" °-- 8 9. With 5%Discount(Tax x .95) 9 X 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 d are t the facts I have reported above are true,correct and complete to the best of my knowledge and belief. Work 717-774-7435 I Home L71�u Taxpayer Signatu • ��. �7• 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 STONE LAFAVEH & SHEKLETSKI ATTORNEYS AT LAW 414 BRIDGE STREET DAVID H.STONE POST OFFICE BOX E OF COUNSEL GERALD J.SHEKLETSKI NEW CUMBERLAND.PA 17070 CHARLES H.STONE www.stonelaw.net JON F.LnFAVER TELEPHONE(717)774-7435 FACSIMILE (717)774-3869 December 27, 2013 Cumberland County Register of Wills 1 Courthouse Square Room 102 Carlisle, PA 17013 RE: Estate of Eleanor M. Kurzenknabe Social Security No.: 196-14-0605 Date of Death: November 9,2013 Greetings: We represent the Estate of Eleanor M. Kurzenknabe. This estate has not been probated; however, we do plan on filing an inheritance tax return. Please find attached three (3) original Pennsylvania Inheritance Tax Information Notice and Taxpayer Response for the following ACN Nos.: 13505503, 13505504, 13505505 and 13505506. Please time-stamp one of the originals of each and return it to us in the enclosed self- addressed, stamped envelope we have provided for your convenience. Thank you for your attention in this matter. Please do not hesitate to contact us should you have any questions regarding this matter. Very truly yours, m STONE LaFAVER&-SHE z( FSSKI rr, c-a- m �- r-- w rn rn r" rTS o Jennifer A. Mea le, Paralegal David H. Stone, 1. re /j am Enclosures d �' ! H J A W I W O z T � r 2 m N m y O W -1 N W O ►,L+ O Dm � �jCJT J O O r/I w o n c • :D r. CD c ~ C/, o c� O F—► 3 0 o UNI � T O N S 000 9� 00 T 0 N W {VL Y N OO OnOy Qt M-4 CD(3 V ` M O W O 0 / _._.. �� X,` le' 1� " 7r r t �� V �. 1 i I i (}} S} , t I 0 4,, ,4 "y r •;3 x� —♦