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Home My WebLink About04-17-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 019037 IRVIN IAN G 3 IRVIN DRIVE SHIPPENSBURG, PA 17257 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- HId --------- -------- 13142769 $22.50 ESTATE INFORMATION: SSN: FILE NUMBER: 2113-0900 DECEDENT NAME: IRVIN DONALD C DATE OF PAYMENT: 04/17/2014 POSTMARK DATE: 04/16/2014 COUNTY: CUMBERLAND DATE OF DEATH: 07/27/2013 TOTAL AMOUNT PAID: $22,50 REMARKS: CHECK# 1226 INITIALS: DB1 SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OK WILLS BUREAU 28 1N01VI0UA4 TAXES Penns lvania Inheritance Tax �,J?7 Pennsylvania PO Box 280d0A y i DEPARTMENT OF REVENUE HARRISBURG PA 17128.0601 Information Notice xev-uaa&x oaeuc coaazr And Taxpayer Response FILE NO.21 —1 ACN 13142769 DATE 08-08-2013 Type of Account Estate of DONALD C IRVIN Savings SSN Checking Date of Death 07-27-2013 Trust IAN G IRVIN County CUMBERLAND Certificate 3 IRVIN DR SHIPPENSBURG PA 17257-8223 N s M m -0 =0 � v mm y z M -J -'J. c3 T 7: ,D O _ r 3 ,-n. o c o t-+ ` r— m FARMERS & MERCHANTS TRUST co provided the department with the information beir tndicatir�that%q the death of the above-named decedent you were a 'oint owner or beneficiary of the account id�(Tiified. Account No.7071019 Remit Payment and Fomu to: Date Established 01-04-2006 REGISTER OF WILLS Account Balance $1,000.00 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $500.00 Tax Rate X 0.045 Potential Tax Due $22.50 NOTE if Tax payments are made within three months the decedent's 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 0 No taxis 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 Potential Tax Due. B F71 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. F-] 4.5% I 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). D F�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 fonn. E F 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. (mil 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 1 Total Enter on Line 5 of Tax Calculation $ u c,a 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. Enter the per=centage of the account that is taxable to you. r. a.' irst,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=500%,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 Official Use Only ❑AAF your relationship to the decedent: PA Department of Revenue 1. Date Established 1 2. Account Balance 2 $ PAD 3. Percent Taxable 3 X 11 4. Amount Subject to Tax 4 $ 3 5. Debts and Deductions 5 - 4 6, Amount Taxable 6 $ 5 7. Tax Rate 7 X 8 8. Tax Due 8 $ 7 -- -----. 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 Yc^ Home x-70)53,-2-49E�a lLe Uri 110Li 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