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HomeMy WebLinkAbout04-01-14 BUREAU OF ML TAXES PO B6r 280603 Pennsylvania Inheritance Tax Pennsylvania NARRISHDRO PA I7328-0602 information NDIICe DEPARTMENT OF REYENOE And Taxpayer Response nt,r,Ia w m,M w, FILE NO,2113.0711 ACN 14116062 DATE 03 26-2014 Type of Account Estate of CAROLYN G HUMPHREYS Savhhgs SSN Checking Date of Death 05.19.2013 Trust PATRICIA A HOESCH County CUMBERLAND APT 17 Certificate 3609 KOHLER PL ° CMHP HILL PA 17011-2765 c o m-M o M D MO M r' Zm �, Sao C-> -n nos I o -n 3 n c o � . . N m > w -n .1 s CITIZENS WHK of PRHNSYL. ANIA -provided the department with the information below indicating that at t the death of the above-named decedent you were a Joint owner or beneficiary of the account identified. Account No.6230$12126 Ran*Payment and Forms to: Date Established 06-09.2010 REGISTER OF WILLS Account Balance $4,007.90 1 COURTHOUSE SQUARE i Percent Taxable x50 'CARLISLE PA 17013 Amount Subject to Tax $2.003.95 Tax Rate x 0.150 NOTE': If lax Potential Tax Due $300;58 payments era meta within three months of the decedents date of death,deduct a 5 percent discount on the tax With 5%Discount(rax x A.9S), $(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.' A QNo tax is due. 1 am the spouse of the deceased or 1 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 nThe information is The above information is correct,no deductions are being taken,and paymem will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C []The tau rate is incorrect. Q 4.5% 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). p ❑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. i - 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 ropresentative. 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. \ 1 Ann E. Rhoads, Attorney at Law 244 West Main Street Hummelstown, Pennsylvania 17036 Telephone: 717-482-8392 Facsimile: 717-482-8394 Email: rhoadsann(ohotmail.com March 31, 2014 Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, Pa 17013 RE: Estate of Carolyn G. Humphreys File No. 21-13-0711 Dear Ladies and Gentlemen: I enclose three (3) copies of Pennsylvania Inheritance Tax Information Notice and Taxpayer Response for filing in the above-referenced estate. Please date-stamp the extra copy and return it to me in the self-addressed, stamped envelope provided. Thank you. Very truly yours �)k - 'L- 9 Ann E. Rhoads Enclosures o Cc: Patricia A. Hoesch, Executrix (w/encl.) o m m m o rn = � cnCD � mr —t ° r z rn X n Cn � o n o n o -n 3 ?i o c c7 � m C'3 C/) C) — t 2 � \ � (\ \ \ 0 . . \ \ en ro e \ © � # n ` S5 \ < ¢ S 3y % . ) % rU ~ 0 . � < ycr ce » : \ . . . . / ƒƒ\ \ ; 4.0