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HomeMy WebLinkAbout01-07-14 BUREAU OF INDIVIDUAL TAXES Pennsylvania Inheritance Tax • pennsytvania PO BOX 280601 DEPARTMENT OF REVENUE HARRISBURG PA 17128-0601 Information Notice """"'"-' REV-1545 EX DocE%EC (08-12) And Taxpayer Response FILE N0.2113-0794 ACN 13158488 DATE 10-29-2013 Type of Account Estate of ELEANOR STUMBAUGH Savings SSN X Checking Date of Death 06-24-2013 C7 =i rust JILL E HARMON County CUMBERLAND 4= © ertificate 1895 MARY LN 3r C) C_ _ O CARLISLE PA 17013-1042 to fix,, ►- rT1 :o C 7 C7 'L -rI `TI � ►—� �"` r1I rn AMERICHOICE FCU 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.18553 Remit Payment and Forms to: Date Established 02-14-1979 REGISTER OF WILLS Account Balance $9,857.99 1 COURTHOUSE SQUARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax $1,643.03 Tax Rate X 0.045 Potential Tax Due $73.94 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 1 Step 1 : Please check the appropriate boxes below. 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. -B`[—]TH&information is - The above information is`cori=ect, no deductions are being taken, and payment will be­sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C ❑The tax rate is incorrect. 74.5% 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. Complete Part 2 and part 3 as appropriate on the back of this form. E sset 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. \ li,• oo 1` CD =U� o= W 2 0 QS • � f� - 30O'i �pr- G 1r