HomeMy WebLinkAbout06-05-14 (2) BUREAU OF'INDIV IDUAL TAXES Pennsylvania Inheritance Tax enns lvania
PD EAU 280601 y P Y
HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE
And Taxpayer Response`t, "` """U...UU ` .-Ul FILE ECORDED OFFICE 0' r ACNNO.21100257
REcISTFR QF DATE 05-07-2014
1014 JUN 5 8n 11 111 Type of Account
CLERi� Or Estate of MARIE M MANSFIELD Security
SSN SEC Acct
O R P H A ft S' C O g4jff-of Death 03-10-2014 Stock
WAYNE A MANSFIELD CUFABERL>:1t�D CC�.our�yncuMBERLAND Bonds
1444 BRANDTON RD
MECHANICSBURG PA 17055-6740
SANTANDER SECURITIES 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.7417410148313 Remit Payment and Forms to:
Date Established REGISTER OF WILLS
Account Balance $12,368.86 1 COURTHOUSE SQUARE
Percent Taxable X50 CARLISLE PA 17013
Amount Subject to Tax $6,184.43
Tax Rate X 0.045 NOTE*: If tax payments are made within three months of the
Potential Tax Due $278.30 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 F�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 Potential Tax Due.
B F_�The information is The above information is correct, no deductions are being taken,and payment will be sent
correct. with my response.
{,yProceed to Step 2 on reverse. Do not check any other boxes.
C F1 The tax rate is incorrect. y l 4.5% 1 am a lineal beneficiary (parent,child,grandchild,etc.) of the deceased.
(Select correct tax rate at `�
right, and complete Part F-1 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 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
I(Skinheritance 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. `�