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Home My WebLink About01-09-14 (4) BUREAU OF INDIYIDWL TAXES PEI�nS Ivania lnheritance Tax � pennsylvania PO EOX 280601 ' y DEPARTMENT OF REVENUE HARRISdUR6 PA ��2a-o6o� Information Notice REY-1543 EX DeeEXEC(�6-12) And Taxpayer Response F��E No.2��3-�205 f ACN 13166443 DATE 12-04-2013 Type of Account Estate of ROBERT L KULP - Sav'rn � Date of Death 05-23=2013 ` � _ ..�.. . . LLOYD KULP : _ County CUMBERLAND _ ; �'i , ., #e 8Q7 W TRit�DLE RD _ . ' :� ""' �t MECHANICSBUR6 PA 17055-4058 � ;,�-�, .'� � � ' _ � � �. � � '�ID �." �` 9� � '� 4 *�. "�1 � � � w,,,�- �r 4"� � � � �."" � � �� . I�' �-�► ' : - .. ; ,_ . . - _ _ . _. .. .__�.� - - _ __ .. _ _. . - - - _ _ _ _ __ _ _ .. . : �_.... :.p.....,,.�..x ---- , . MEMBERS isr Fcu provided the department with the information below indicating that af the death of the above-named decedent ou were a'oint owneror ben�ficia of the account identified. Rerr�it Payment and Fonr�s to: Account No.165474 , Date Estabilshed 01-31-1997 REfiSTER OF WlLLS Account Balance $4,625.72 '1 CQURTHQUSE SE�UARE CARLISLE PA 17013 r, Percent Taxabie X 5Q . Amount Subjec��o�'ax ` $2,312.86 , . Tax Rate X 0.045 Potential Ta�.pue $:104.08 NOTE'`: If tax payments�are r�ad�withm th�ree mor�#t�s�afithe . �� ' = d#e�edent's date of death,deduct a 5°�rcer�t discount orti`the tax With 596 Disccrurtt�T'aai z 0.95) $�see NOTE*) due. Any inheritance tax due will become delinquent nine months after the date of dea#h. P�= �#@�11: Ple�se ctYeck the appropri�te boxes below. � : ,� A �No#a�c is due: I am#he spouse of the deceased or I am the parent of a decedent who was 21 years old or�qunger�t date of de.ath. Proc�eed to�tep 2 on reverse. Do not chedc any other boxes and disregar�d the amount shown above as Potential Tax Due. .. _ .. .: _.:. ........-.,�...,. .� .w:...�Y_ :...�._. �__. ,;.__�.__.- �..:.:_ ,_ r_�� , _. g aThe 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. � 4.5% I am a lineal beneficiary(parent,child,grandchild,etc.)of the decessed. (Select correct tax rate at right,and complete Part � 12% I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships(including none). � ' 4�...,. a �� .. : . ; �.. . �, . .y . . . .. . ..... .. .. „��hanges or deductions The information aboye is incorrect_and/or debts and dedactidns wer�pai�. '. ' ", � listed. ' ' Com lete Part 2 and rt`3 as � p pa appropriate on the back of this form. . , � �° Ass�t wiN be reported on - The�above-identi�red asset has been or will be Feported and tax paid with the PA Inheritance Tax- i�theritance tax form. . Return filed by tMe:estate representative. REV-150Q. Proceed to Step 2 on reverse. Do nof 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 CaICUIatl01�1 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. �nter the date the account was estabiished or titied as it existed at the aate oT aeath. 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 � �� '\�� A\\�`��A�� , � �� A�� \��\\\ � � ��\��\\\� \ your relationship to the decedent: `�� \�� ;�� ` �\��\`\��\�� .\��\\�.�\��\�\��`\��\`��:��\��\��\\\\\��\\�n�\\�\\�:\\�\��. �� 1. Date Established 1 �� ,��\� ��\� ��\ � ��A� � �� ,��,�� , �,, � ��A��A��VA��A� ��:,��'��`��V�A�� \ { 2. ACCOUfIt BaIaflCe 2 � ��`.��A��VA�A�\�,`��j��AA\��\�A`��V�\V��,��:�c � \�� \A�V\\A � A�A �� VA�V� �� \�� \�\�\��\\��\�\�\\��\�\\ ��\�\��\\�\��\O\�� o�� . 3. Percent Taxable 3 X \\ \\ \ � �� \\��\`\��`��\��\\��\�\��\�\�� \\�\\��\\��\\�\�\�\Q\\��\\��\\\�\�\�\��` �� \ ��\��\�\�: \�� 4. Amount Sub'ect to Tax 4 $ �� , ��,�,,,;��, ��,�� , �� J � ��.. �\��\�\��\� �� \\ �\� �\�\\\�� \��\\��\�\��\ �: ' .'.. .:: . ...:� �.�.,.\ ... �....:� ,...:.:�,.. \ ,\�. .\.: 5. Debts and Deductions 5 - � �� ,�� ,�� \��\�\O� � � ` \ ��\��\�\��\\�� : � � � �A\��A\ �� V� \\ �� A�\�� A 6. Amount Taxable 6 $ �, �'� � �� , �� ;� ,� � � `�`,�� ,�� : �� ` �� ,�� ,� , ��,��;�, � �; � 7. Tax Rate 7 X ' .� �� \��\�\\��\\��\�\��\�� \� �\\�\\��`��\�\� ��\�� \��\��\\\\ \� \��\\�\�\��\��\\�\�\�\��\ � �� t� p .Q; �' �� : � � � �� Q. TC�i. ��.rt.+:r U tir � ! � ; �� ' _ � � �� , �� ' �� \��\�� \\ \�\��\ �� . 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 . � Home � �g 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