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Home My WebLink About09-16-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX01-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 019682 CRONE BARBARA D 323 EVERGREEN ST NEW CUMBERLAND, PA 17070 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold 14102416 $90.01 ESTATE INFORMATION: SSN: FILE NUMBER: 2114-0877 DECEDENT NAME: MARANTZ MARGARET DATE OF PAYMENT: 09/16/2014 POSTMARK DATE: 09/15/2014 COUNTY: CUMBERLAND DATE OF DEATH: 12/27/2013 TOTAL AMOUNT PAID: $90.01 REMARKS: CHECK# 7473 INITIALS: DMB SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS BUREAU INDIVIDUAL TAXES Penns lvania Inheritance Tax ' pennsylvania 28 PO BOX 280601 Y HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE --"-`' REV-1543 EX UocEXEC (OB-121 And Taxpayer Response �) RECORDEDDI`FICE C 09-15FILE NO.21 - ( �- 57-7 REGIST'EP; w : REVISED NOTICE ACT 16 DATE 09-15-2014 lt- ?011 SEP 16 PM 3 �J Type of Account D L E!, z)r Estate of MARGARET MARANTZ Savings SSN Checking ORPHANS' C C i r R T Date of Death 12-27-2013 Trust BARBARA CRt �fRi , County CUMBERLAND Certificate 323 EVERGREEN `- 'D u t) NEW CUMBERLAND PA 17070-1325 MEMBERS 1ST 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.36184 Remit Payment and Forms to: Date Established 01-04-1984 REGISTER OF WILLS Account Balance $4,000.43 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $2,000.22 Tax Rate X 0.045 Potential Tax Due $90.01 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%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 E9he 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 F-]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 F-] 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 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. PART Debts and Deductions. 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 odpayment ifrequested bythe 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) $ PA Tax Calculation �--�--� 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 ofthe account including any interest accrued at the date ofdeath. 3. Enter the percentage ofthe account that ietaxable toyou. o. First,determine the percentage owned bythe decedent. i Accounts that are held"intrust for"another or others were 100%owned by the decedent. ii For established more than one year prior tothe date ofdeath,the percentagetaxable is100%divided bythe total number ofowners including the decedent. (For example:2owners=5D%.3owners=33.33%.4owners ~25%.etcj 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 ofany debts and deductions claimed from Part 2. 8. 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 onyour relationship 10the decedent. If indicating a different tax rate,please state Official Use Only [I AAF your relationship to the decedent: PA Department of Revenue 2. Account Balance 2 $ PAD 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - 4 Step 2: Sign and date below. Return TWO completed andaigned copies to the Register ofWills listed onthe front nfthis ' rm, along with acheck for any payment you are making. Checks must bemade payable 0o"Register ofWills,Agant.^ Donot send payment directly tnthe Department ofRevenue. 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