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Home My WebLink About02-05-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX�11-96) DEPARTMENT OF FEVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 018729 OYLER DIANE L 4970 ERBS BRIDGE ROAD MECHANICSBURG, PA 17050 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold """"'_ ""_'__ 13140507 � 517.27 ESTATE INFORMATION: SSN: � 13140508 � 517.23 FILE NUMBER: 2114-0078 13140509 � 510.74 DECE�ErvT rv,4ME: FINDLEY JANET D � DATE OF PAYMENT: 02/05/2014 I POSTMARK DATE: 02/05/2014 I COUNTY: CUMBERLAND � DATE OF DEATH: 07/1 1/201 3 I � TOTAL AMOUNT PAID: $45.24 REMARKS: CHECK# 8263 INITIALS: CJ SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS BURFAU OF INDIVIDUAL TAXES Pennsylvania lnheritance Tax � PennSY�Val11a PO BOX 280601 HARRISBURG PA 17128-0601 IllfOrlllat1011 NOtIC@ ' DEPARTMENT OF REVENUE ,�'��C��.rC RGSpOI ISG REV-I543 EX DocE%EL (OB-12) �� - FILEN0.21''�y'—�� ';';'°�.� � ACN 13140507 �F�� Ji DATE 07-25-2013 ��'.i'i FE6 5 �'� ��.�i�� Type of Account ^�� , ,„,.�� Estate of JANET D FINDLEY Savings a;„'t,A i�� `��t SSN Checking C��,,,� ^:^�.r ;�fQate of Death 07-11-2013 Trust NOLAN M OYLER County CUMBERLAND Certificate 4725 CREEKVIEW RD MECHANICSBURG PA 17050-2111 MEMBERS isr 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. Remit Payment and Forms to: Account No.240946 Date Established 02-11-2004 REGISTER OF WILLS Account Balance $767.73 1 COURTHOUSE S�UARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $383.87 Tax Rate X 0.045 NOTE': If tax payments are made within three months of the Potential Tax Due $ 17•27 decedenYs 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 Potentia/Tax Due. g �The information is The above information is correct, no deductions are being taken, and payment will be sent correct. with my response. Proceed fo Step 2 on reverse. Do not check any other boxes. C �The tax rate is incorrect. d4.5% 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% All other relationships (including none). p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Comp/ete 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 ou are makin a correction to the establishment date Line 1 account balance Line 2 ,or Y 9 ( ) ( ) 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 decedenYs percentage owned by the number o#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 indicatin a different tax rate lease state �"� ��\�� "''` �� \\�\\\ � "� 9 , P � � �\�� ` ��\��\�� your relationship to the decedent: � ��`� ��" �` � `�� .�� \`� �� \ � o\ �� \��\\ �\� \\�\\\�\��\\\��\� � -- � \ �'� �\�� \ �\\\ �\�:\� 1. Date Established 1 �,��\��,��\\��;\��\\,\\��\:�`�\� ��,�\��\��o\\��\ \� ��\�\��\��\�� V �� A � ��e�� \\��VA�� A�A�� 2. Account Balance 2 $ �� ;�� `��;��\�� , ��\\�`'��V`��,��y `\\\\\�� \\��AV��V"��A�V� ��\�;�� . �A�� \��\ 3. Percent Taxable 3 X ��\�� \��\��A��'��.A.��\��`�� \� �� A�� \��\�� 4. Am0Ul1t SUbJBCt 10 T8X 4 $ �V��;A\\V��\��A��o`�,A\V��A\\��oA��\�`�\��AV�� A��•� �� A � � �� V�\V��\V��V��\ 5. Debts and Deductions 5 - �� ;� � �� „ �\�A��\�\��\��\\\��\\�V\�A��\\��Z�A�A\\�A�� v\y\� y��\ ��.y �� \��\\,� `� 6. AfT10Unt T3X8bl@ 6 $ ��y��`tiy�� y\ y��`�y�y\�A��'�� ` ��y\y �� \\\�� \\��0��V�\�V��o��\�\��VA\�� 7. Tax Rate 7 � �� X ��`��`��y\V�\\�V`\��\��\\V�� V��`�` \��A �' � ��A\�\ti��\��°`��\\\VA\��A��\\�V�� $. T8X �U2 $ � ��V�\\��A� ��\��o��A\A��VA�\�\��VA\\� ��A�� o t� �\��\\\\��\�o��\\\��\\��` \��\\�\�� 9. With 5/o Discount(Tax x .95) J X ��\��\\��\\\\�p\\O��w�:��aao��0��\\\�� a��: a�o��.,\; ..�\\�\\��\��\�\\��\�. 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 �17""�Q�' �e�� F.� Home �C�?"1 fe�`l3� �3��" Taxpayer Signatur 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 Penns �� pennsylvania Po BoX z8o6o� y ania lnheritance Tax HARRISBURG PA 17128-0601 IllfOr171atIOC1 NOtICe DEPARTMENT OF REVENUE And Taxpayer Response RE�-1543 EX OocEXEL �oe-�=> FILE NO.21 ��—O(�� ACN 1314050 ��L�;�-'r= ' 'r �.�` `L�. �i DATE 07-25-2013 REC!S � ._�i Or `�',z�'S ;;_��:� �� . � �� Type of Account Estate of JANET D FINDLEY Savings SSN 11-2013 Trust PEYTON G OYLER ��a�A��c�' G��t- CountyCUMBERLAND CertifiCate 4725 CREEKVIEW RD MECHANICSBURG PA 170�-�$��,Q�� {��w�. �.� MEMBERS isr 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.240947 Remit Payment and Forms to: Date Established 02-11-2004 REGISTER OF WILLS Account Balance $765.74 1 COURTHOUSE S(�UARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $382.87 Tax Rate X 0.045 Potential Tax Due $�7.23 NOTE*: If tax payments are made within three months of the With 5%Discount Tax x 0.95 decedenYs date of death,deduct a 5 percent discount on the tax � ) $(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 othe�boxes and disregard the amount shown above as Potentia/Tax Due. g �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. �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% All other relationships (including none). p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Comp/ete 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. B�R�� oF INDIVIDUAL TAXES Pennsylvania lnheritance Tax � pennsylvania PO BOX 280601 DEPARTMENT OF REVENUE HARRISBURG PA 17128-0601 Information Notice � � REV-1543 EX UocEXEL (OB-12) And Taxpayer Response FILE NO.21-I�}-UD��' ACN 13140509 �� L`��' •'.'�r;:�� ' DATE 07-25-2013 � : ._:� i� t: �._� ��`�� C�! Type of Account � Estate of JANET D FINDLEY Savings SSN Checking �� ``i^ Date of Death 07-11-2013 Trust KYLIE J OYLER D�i��A��' ��;;=��ountyCUMBERLAND Certificate MECHANICSBURGWPAD17050-21��M��L��'i�1 ��., ��`� MEMBERS isr 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. Remit Payment and Forms to: Account No.304850 Date Established 04-24-2007 REGISTER OF WILLS Account Balance $477.28 1 COURTHOUSE S(�UARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $238.64 Tax Rate X 0.045 Potential Tax Due $ 10.74 NOTE*: If tax payments are made within three months of the decedenYs 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 Sfep 2 on reverse. Do not check any other boxes and disregard fhe amounf shown above as Potentia/Tax Due. g �The information is The above information is correct, no deductions are being taken,and payment will be sent correct. with my response. P oceed 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 deceased. �(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). p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Comp/ete 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 decedenYs 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 ;°� ��\��Q�� ' � , �� :� � � ��;��\\�� \\�� '�� 0 �� \��\��° our relationshi to the decedent: �� "��,��,�� y p ��\��\�" \ �� .\��\ ��\�\\\��\\\�� \\\\��\�\�\\\\�� \�� \\ \\ � �\ \ 1. Date Established 1 "�"\��0"\��`�\��\�\��\�\�\�\��\��\\��\�\ ��` �� \�� AA�� A ��AV� 2. ACCOUf1t B8I3fiCe Z $ ��A�A��A�� V��\,�� V`:��\V��A�� A�� V��\�A°��AV�\� ��\�\�\ �� A\� A \\\\�A�� o�� A�\�� A�\� ��,�� \�\ X \��A��\V��\\��A�A\\V��V�A��A�� 3. Percent Taxable 3 ��A��A\`�A�\�� ` �\V�" ��\� "`: `��\\� �A� � `� � �� 4. AmOUnt SUbj2Ct to T8X 4 $ ��\\��'�VA\��V��AA ��y�� ``\V�V�V��V� ��` ��\ ��A�\��\\�\\��\\�\��A�`O\\��\\� ��\\\�\\�\\��\ 5. D@btS 8tld D@dUCtI0f1S 5 - ��;��,��\��A�`��A\\\��A�"��A\�V��\\\��V`V�� o� � ��\\�� AV�� o�� 6. AR10Uflt T1Xdb�8 6 $ �V�V�\V`�VV��\�A�V �V\ �' \\V"V`��\A\V�\��\ �\��\e ��\��\\\ �� \�� \�� V��A�� yV - r � \�V ��A\V� �V�y�� 7. T3X f�3t2 7 X ��\\��\��`��o��A�� A\� �� \\VA��\� � ��A�A�� \�AA\� �\�� 8. Tax Due 8 �"��;��\��`��``\�\y�� `��\��`��y� �v �\�\\��\�\��`\\��\��\�\\��\��\@\��\\ 9. With 5% Discount(Tax x .95) 9 ^ � _.�:\��\\�\\u..��\��\�a��\��\��\�� a\C��\�\.�\\�� \\..�.; 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 j � I-l3� ��3�� Taxpayer Signatu 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 , � � � � N J `n REC .� r� QF �° o Y � � �. RE(.. �� Gi= . �'_'S ° �� wO � �( ?�. �=° ';i!`i FE� ;, s;� � � 1 y a J ! ," .e'.! .,'.. O . � CLL.t:i� V� O ORPNQ"�S' C;�JE:T CUP�lBERL�;":� CC?.. PA �. -•.� �w► � �� ' � � . � � � Q � � � � W " ;- ,,3 `u .._. � .� `y; t� �.:: e�. �� j•:+1 � jl"' . ur '� � fy� ; � � �� N.. �,r,', ! ..... y ' �.� {