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Home My WebLink About12-20-13 (2) __ �:� • �;i�� pennsylvan�a �. BUREAU OF INOIVIDUAL TAXES Pe1lf1S�/IVaf11a II'll�l@r�tanCe TaX Y� pEPARTMENT OF REVENUE PO o0X 250601 Information Notice __ RE�-,S�s E7c DocEXEC coe-iz� FIARRISlURG PA 17128-0601 And Taxpayer Response FILE NO.2113-1087 ACN�13153624 * * * REVISED NOTICE * '` * DATE 10-29-2013 Type of Account Savings Estate of MEARL E HAIR Checking SSN 188-32-2501 T t Date of Death 09-28-2013 � ificate County �'"� i RUSSELL C HAIR � � � G? � 119 MAPLE DR � � �„� � � � MECHANICSBURG PA 17050-2765 +� i"r'i � � � � � � � � � -� ""r'� � C� Q -� � '� � .... � G �--�' � "� ..�.{ �, � G? � m � � MEMBERS isT Fcu provided the depart ment with the information below indicating that at the death of the above-named decedent y ou were a joint owner or beneficiary of the account identified. Remit Payment and Forms to: Account No.200999 REGISTER OF WILLS Date Established 09-17-2012 1 COURTHOUSE S�UARE Account Balance $50,040.68 � CARLISLE PA 17013 Percent Taxable X 50 Amount Subject to Tax $25,020.34 Tax Rate X 0.045 NOTE*: If tax payments are made within three months of the $1,125.g2 decedent's date of death,dee��become delanquent n ne motnths P o t e n t i a l T a x D u e . du e. A n y i n h e r i t a n c e t a x d u With 5%Discount(Tax x 0.95) �(see NOTE ) after the date of death. PART Step 1 : Please check the appropriate boxes below. 1 s ouse of the decQased or I am the parent of a decedent w o was A �No tax is due. I am the p 21 years old or younger at date of death. roceed to�tep 2 on reverse. Do not check any other boxes and disregard the amount P shown above as Potenrial Tax Due. ment will be sent g �The information iS The above information is correct, no deductions are being taken,and pay correct. with my response. Proceed to Step 2 on reverse. Do not check any other oxes. o ' eal beneficiary (parent,chifd,grandchild,etc.)of the deceased. C �The tax rate is incorrect. � 4.5/0 lamalm (Select correct tax rate at i ht and complete Part 12% I am a sibling of the deceased. rg , ❑ 3 on reverse) includin none). � 15% All other relationships (� 9 i n above is incorrect and/or debis and deductions�rhis form�. : p �Changes or deductions The info�o nt�'ete Part 2 and part 3 as appropriate on the back o listed. en or will be reported and tax paid with the PA Inheritance Tax E �Asset will be reported on The ab��a by the e ate r p esentative. ather boxes. inheritance tax form Retu REV-1500. Proceed io Step 2 on reverse. Do nat check any _ _. . , , 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 81/2"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), pleas2 obtain a wri##en cor:��t:an fram th�#ina�cial instit�tio�a�d attach it to this torm. 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 � � X , � _ . _. _ . 3. Percent Taxable 3 � � � <-.:� 4. Amount Subject to Tax 4 $ �� 5. Debts and Deductions 5 - �:� � . 6. Amount Taxable 6 $ ,� 7. Tax Rate 7 X �� . .. . 8. Tax Due 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��1�l�v��-�o�� _ � �2 �� 3 Home � � Taxpayer Signature _ ,�--�n�, �S��Telephone Number Date �� fF YOU I�tEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE,` OR THE INHERITANCE TAX DIVISION AT 717-787-832�. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020