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Home My WebLink About01-09-14 (6) . BUREAU OF INDIVIDUAL TAXES Pennsyivania lnheritance Tax � pennsylvan�a PO BOX 280601 DEPARTMENT OF REVENUE HARRISBUR6 PA ��2a-o6o� Information Notice REY-15�3 EX DocEXEt<�6-12) And Taxpayer Response FILE NO.2��3-�2os ACN 13166442 DATE 12-04-2013 _ Type of Account Estate of ROBERT L KULP Savings , �. Checking Date of Death 05=23-2013 �,,;�� . '. Trust ° .. -- LLOYD KULP - County CUMBERLAND ;,�� C�tificate B07 W TRINDLE RD £ � -� � � � � MECHANICSBURG PA 17055-4058 . � �,.. i� ,� ,..r � � � � -�-�i r � _ .� � C�► ."� 4' €�3 � � � � � � � � � '� � � � �' � � � � .,; _ � - , ,--- -_ y� _. . : . _ _. _:,� - _ . _ .� .__� _ _.___ _ . �_ -� ,��... - - - _ _ __ � � E..+► MEMBERS isr Fcu provided the department with the information below indicating that at the death of the above-named decedent ou were a'oint owner or beneficia of the ac�ount identified. Account No.165474 Remit Payment and Forms to: � Date Established 11-�7-2011 REGISTER OF WILLS . � Account Balance ,$398,214.93�` 1 COURTHOUSE SQUARE Percent Taxable X 50 CARUSLE PA 17p13 Amount Subject t�Ta�c- $199,107.4� ' Tax Rate X 0.045 �f Poterrtia�"��-�.��; '�� $8��9.84 NC7TE*: tax p�yments are rnade witt�in�hree�n_�n'�t�;y f the �� - .�::. � , decedent's date of death,de�uct a 5 percent discount on�e tax With 59��3►�otm#�'Ta�c x 0.95) $(s�e NOTE*) ~ due: Any�in�heritance tax due will become delinquent nine months after the date of death. Pa� �#�p 1 E Please check the appropriate boxes below. � `�A [�Nci�ta�rPis�due. �� 1 am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proa�ed to Step 2 on reverse. Do not ched�any other boxes and disr�egar+d the amount shQwr►above as Potential Tax Due. .._. . . �_ .�� _. - g �TTT...._ . . . _. 9 . P Y he..irtt�rmation is The above infiormafion is correct,no deductions are bein taken,and a ment will be sent correct. with my respbnse. Proceed to Step 2 on reverse. Do not check any other boxes. C �The tax ra#e is incorrect. � 4.5% I am a lineal beneficiary(parent,child,grandchild,etc.)of the deceased. (Select correct tax rate at right,and complete Part � 12% I am a sibling of the deceased. '� 3 on reverse.) � � 15°/a All other relationships(including none). � , � . . ,• Q'Cl�ang$s`or'deductians The information above is incorrect and/or debts and dedu�tions vJere�p�ud. �' � lis�ed. � Complete ParC2 and part 3 as appropriate on the back of this form. . � Asset wilt be reported oE► The above-identi�ied-asset has been or will b�reported and tax paid with the PA J�heritance Ta�c .; inheritance tax form Retum filed by the estaie represen#ative. REV 1500. ' Proceeal°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. i. Enier tne daie ine account was estabiisned or iiti�a as it exisieu at ti��aat�oi uca��. 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�� \ �� \\`�� `� �\�p �� \�\�\\�`��f��r��\�\ �� \�\��\�� \\\�\ �\ 1. Date Established 1 � � �� ;�\,��y��, �,,,�� o�`��,��;�� \ p � \\��:�\\\\� \�� \��\�\\�� \\��\� \\\\��\�\\�� \ �\�, �� \\��\`�\\ �\��\�� \ �� 2. Account Balance � � \ \ \ ��\ ��\�\\\� \\\\\ \Q��\��p ��\��\�\� \�\� � '� \\� \�\�\�\� \\Q\ �\�\ Q\�\� \\\ \� \ � �\�\ q �. ��.:��\��\ ��\\��`��`�� \��p��\\�� 3. Percent Taxable 3 X � �� , � �`\� ��\\�� \`� \ ��\\\��\��\�.�� , �� \��.Q��\�`��\��\��\\\\�\�� \��\��\\��`��. 4. Amount Subject to Tax 4 $ \ \� \ \\\ \ ; ,� �� \�\ ��\\ \ '�\Q�\\\�\\ � �� \�� :� ��\\\�,�\� � �: . \ \� � � �� \��\ �� ; 5. Debts and Deductions 5 - � � , , ; � ��, � ; , , : „ � � � �� \� \ ��\ �� \��\��\ � ��. 6. Amount Taxable 6 $ � � � �� \�� \ �� \� �\ �� \ \ � � .\� �� \\\ � �� \ 7. Tax Rate 7 X � o \ �� \�\\ �� \ \�� \ � � �� V� � � ��A\�� A�.��A�� -A�� . Tax ��.�e g $ � ;��... �33 , ; . � � � � � � � � 9. With 5°/ Discount(Tax x .95) 9 ` � X . � , � ,_, ��.��_��..�_...��.....��\��....� ._��.\��a��\�s� .��.,,._,�_,.��\�a\�\��\��._..��...�a� 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 � Q�IIV�� • . Home (� Taxpayer Signature Telephone Number D te 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