HomeMy WebLinkAbout06-05-14 (4) BOREAU 28 INDIVIDUAL TAXES Pennsylvania Inheritance Tax enns lvania
PO BOX 280601 y ./
HARRISBURG PA 17128-0601 Informaloh-Notice DEPARTMENT OF REVENUE
RECD?- � 'do cy rpesponse FILE NO.2114-0257
REGISTER OF WILLS ACN14119412
DATE 04.14-2014
2019 JUN 5 Fill 1191
Type of Account
t L E f"K OF Estate of MARIE M MANSFIELD Savings
0RPHANS' COURT SSN Checking
Date CUMBERLfCUMBERLAND14 Trust
AND CL1,P&unt
Certificate
SHARON M BAR$ARETTA t y
4201 GETTYSBURG RD
CAMP HILL PA 17011-6670
WELLS FARGO 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.$814185693 Remit Payment and Forms to:
Date Established 04-24-2012 REGISTER OF WILLS
Account Balance $3,406.48 1 COURTHOUSE SQUARE
Percent Taxable X 50 CARLISLE PA 17013
Amount Subject to Tax $ 1,703.24
Tax Rate X 0.150
Potential Tax Due $255.49 NOTE*: If tax payments are made within three months of the
decedent's date of death,deduct a 5 percent discount on the tax
With 5 q/a 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 E]No taxis due. 1 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.
S F_ITheinformation 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% 1 am a lineal beneficiary(parent,child,grandchild,etc.)of the deceased.
(Select correct tax rate at
right,and complete Part F_� 12% 1 am a sibling of the deceased.
3 on reverse.)
15% All other relationships(including none).
D [_�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
nheritance tax form Return filed by the estate representative.
REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. l(
Please sign and date the back of the form when finished.