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Home My WebLink About08-14-14 BUREAU OF INDIVIDUAL TAXES pennsylvania Po Box 280601 Pennsylvania inheritance Tax HARRISBURG PA 17128-8681 Information Notice DEPARTMENT OF REVENUE And Taxpayer Response FILE NO. 2114-0583 ACN 14141383 DATE 07-21-2014 Type of Account Estate of JOHN V SENISE Savings SSN X Checking Date of Death 06-10-2014 Trust L•EONA S SENISE County CUMBERLAND Certificate 525 JOYCE RD CAMP HILL PA 17011-2044 '.z 3„ mC C >- rr1'7".. PNC BANK NA provided the department with the information below indicating that at the £pith of ttj� n above-named decedent you were a joint owner or beneficiary of the account identified. -o " /Jl 0 Account No.5140202782 Remit Payment and Forms to: Date Established 09-12-1984 REGISTER OF WILLS Account Balance $13,771.52 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $6,885.76 Tax Rate X 0.150 NOTE": If tax payments are made within three months of the Potential Tax Due $ 1,032.86 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 ❑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. g 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. 04.5% 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 XAsset 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 2 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 of payment if requested by the department. (If additional space is required,you may attach 8112"x 11"sheets of paper.) Date Paid Payee Description Amount Paid Total Enter on Line 5 of Tax Calculation $ PART Tax Calculation 3 If you are making a correction to the establishment date(Line 1 account balance Line 2 or y g ) ( ), 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. 3. Enter the percentage of the account that is taxable to you. a. First,determine the percentage owned by the decedent. i. Accounts that are held"intrust 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=500/6,3 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 0 AAF your relationship to the decedent: PA Department of Revenue 1. Date Established 1 2. Account Balance 2 $. PAD 1 Percent Taxable 3 X 1 4. Amount Subject to Tax 4 $ 2 _ l 5. Debts and Deductions 5 4 1 6. Amount Taxable 6 $ 5 d 7. Tax Rate 7 X 6 1 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, t declare that the facts I have reported above are true,correct and complete to the best of my knowledge and belief. vu-m;^3o ,.lcr Nf4'. f�(Lr . . ,h V. k,t..iSt Work t W Home lit I lI 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 CLERM TT W' H S. TEGIES A 7 gcaldwell Dclermontwealth.com (717) 291-2719 August 11, 2014 Register of Wills 1 Courthouse Square Carlisle,.PA 17013 RE: Estate of John V. Senise, Deceased DOD: June 10, 2014 File No. 2114-0583 Dear Register of Wills: Fulton Bank, N.A. has been appointed Executor of the John V. Senise Estate. We recently received the'enclosed Pennsylvania Inheritance Tax Information Notice and Taxpayer Response addressed to Leona S. Senise regarding the joint checking account at PNC Bank, N.A. in the names of John V. Senise and Leona S. Senise. Please note that Leona S. Senise predeceased her husband, John V. Senise, having passed away on October 10, 1992. 1 have enclosed a copy of her Death Certificate for your records. Accordingly, I have checked Box E in Part 1 of the Pennsylvania Inheritance Tax Information Notice and Taxpayer Response. This asset will be reported on the inheritance tax form REV-1500. If you have any additional questions, please feel free to contact my office at the address below. Sincerely, ,�I,Fw • jj11 �� / ffQ X `w C/ 1.4:tLGtA/ Gerri L. Caldwell, CTFA Vice President & Estate Settlement Officer "'".5.3 R� _ ; �v c C C Clermont Wealth Strategies a A Division of Fulton Bank, N.A. /glC C- r { Enclosures . . .. ... . . . . ':. : S: tin O. y, o One Penn Square,P.O.Box 7989 Lancaster,PA 17604 dermontwealth.com ` \ $ / \ \ � \ . $ \ \ /\\ \ g D \ƒ\ \ < aao 9 � . . F t` ®, \ � o � \