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Home My WebLink About05-30-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX�11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 019223 ABIUSO JW JR 45 HILLCREST ROAD WORMLEYSBURG, PA 17043 ACN ASSESSMENT AMOUNT CONTROL NUMBER '____"' told __"""" 14123367 � S 152.27 ESTATE INFORMATION: Ssrv: � 14123368 � 5345.76 FILE NUMBER: 2114-0471 I DECEDENT NAME: ABIUSO KATHLEEN S I DATE OF PAYMENT: 05/30/2014 I POSTMARK DATE: 05/29/2014 I COU►vTY: CUMBERLAND � DATE OF DEATH: 04/02/2014 I � TOTAL AMOUNT PAID: 5498.03 REMARKS: JOHN ABIUSO JR CHECK# 3784 INITIALS: WZ SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS TAXPAYER �:-'- � ��- � �::-�=�_ �� i;: pennsyLvania BUREAU OF INDIVIDUAL TAXES PerII�S Ivania lnheritance Tax � PO BOX 280601 � HARRISBURG PA 17126-D6o] I�lfOflllatlO�l NOtIC@ DEPARTMENT OF REVENUE REV-1543 E%OocEXEC (0,6-}2) ° And Taxpayer Response FILE NO.21 ' l `�� `�� R�vQ��u � �=3=f�� ACN 14123367 a^+�-�-�- � - �a;a E DATE 05-06-2014 201� �IflY 30 P�1 12 `I? Type of Account Estate of KATHLEEN S ABIUSO Savin s �'L�"�"' �� Checking 0 R P iia',�' C 0 J R�' Date of Death 04-02-2014 T�ust JOHN ABIUSOJR �,��-�,i f,�,� �� , P� CountyCUMBERLAND Certificate 45 HILLCREST RD WORMLEYSBURG PA 17043-1117 METRO BANK 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. . Remit Payment and Forms to: Account No.513364646 Date Established 10-09-2001 REGISTER OF WILLS Account Balance $2,137.11 1 COURTHOUSE S�UARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $ 1,068.56 Tax Rate X 0.150 NOTE*: If tax payments are made within three months of the Potential Tax Due $160.28 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 io Step 2 on reverse. Do not check any other boxes and disregard ihe amount shown above as Potentia/Tax Due. g '�i ne inlormation is The above information is correct, no deductions are being taken, and payment will be sent correct. with my response. � Proceed fo Step 2 on reverse. Do not check any other boxes. � �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 � 12qa I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships (including none). p �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 inheritance tax form Return filed by the estate representative. REV-1500. Proceed to Sfep 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. � �� U U � i5 � 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 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 percent taxable(Line 3), �+Iea�P Qbtain 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"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=50%,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 �� `��°�:� �' �� ,`�� 1��S��T�� your relationship to the decedent: � � � �`��"�� ` "�� "� � � .;' �3 �1��,'7��, �. ' 1. Date Established 1 � � � ` , � .��o...:��,.s�_��, . �....�_��, � ? 2. Account Balance 2 $ 3. Percent Taxable 3 X � \ " y �� . �� 4. Amount Subject to Tax 4 $ �� " ` '° "�'� �. : . � ;� � ; ._ _ . ._ . .< ._ � �. 5. Debts and Deductions 5 - �` � � . �_.� � .- 6. Amount Taxable 6 $ � `�� ' '° '��` � � �� ° 7. T� Rate � X �_ �� r� � � ;.� ax�� .u�.. .� � � 8. Tax Due 8 $ ��r�;.a� � � 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. rf , Work "�%7 ��.5'ct" �S '��. f� ��;7 ,�� "�'� Home � 0��7 � ' �� , (��'� t axpayer Signature�'� � Telephone Number D te ,� �' 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 f ��}� 1 //f� ___.a.._^.��/� F�7�^'.{/ ,.�___� i c�'L ,� f ` �� pennsyLvania BUREAU oF INDIVIDUAL TAXES Penns Ivarna Inheritance Tax � °,�; PO BOX 280601 � HARRISBURG PA 17128-06 01 Ifif01'111atlOtl NOtICG� � DEPARTMENT OF REVENUE �� REV-1543 EX DocEXEC (OB-12) And Taxpayer Response FILE NO.21 —l`�� u 7 � ACN 14123368 R�v��,;";�;� �c�} � DATE 05-06-2014 � n,��' _ � :� �';'1LLS Type of Account ZO1� �l�Y 30 P� �2 ��state of KATHLEEN S ABIUSO Savings SSN 171-05-9497 Checking �'' '�"'"" Q� Date of Death 04-02-2014 Trust �.._�.�,�� JOHN ABIUSOJR QhP��J. ��u�T CountyCUMBERLAND CertifiCate 45 HILLCREST RD WORMLEYSBURG PA 17043-1Q��Q�,;; t',";� ��,, P� METRO BANK 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. Remit Payment and Forms to: Account No.616267242 Date Established 10-09-2001 REGISTER OF WILLS Account Balance $4,852.68 1 COURTHOUSE S�UARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $2,426.34 Tax Rate X 0.150 Potential Tax Due $363.95 NOTE": If tax payments are made within three months of the decedenYs 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 ofher boxes and disregard the amount shown above as Potentia/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 ofher boxes. C �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 � 12% I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships (including none). p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Comp/ete Part 2 and part 3 as approp�iate 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 inheritance tax form Return filed by the estate representative. REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. I�J Please sign and date the back of the form when finished. � �I�CJ�'��' V�� 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 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 percent taxable(Line 3), ;,leas2�bta9.^.a::�rB*.#en correclie�#!'o�n the f�rsanciai 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"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=50%, 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. � -� � .�� c �� as x�v `x �� S�c "y;,. _` If indicating a different t�rate,please state � ' � �I��+�'S�� your relationship to the decedent: �"`��`��"� " "`� �„� � ..� ��D'� ��'�t�1.1 1. Date Established 1 � ° �� ,_- 4.,. s ._.. � ...,�: �� ,.:� : �e� 2. Account Balance 2 $ ` � ' v. ... .. . ,. . � � ,.� 3. Percent Taxable 3 X '�� <. �°� �� ' o ;. . . :... _.. � � . ,..:: ��..:��_:_ 4. AfTlOU�It SUL)J@Ct t0 T8X 4 $ "� � �vH' ''<..=' °.�;' ��..'�•. ��.o� ,, _„ .a �:: �. _. �; � � _ � ; 5. Debts and Deductions 5 - � � � �� '�e �,�... �. `�, � 6. Amount Taxable 6 � ,�; �� , � . ,N y = �� E , �� ' 7. Tax Rate 7 X �'� ` `,�,�`��`��` � ��<'�' � �.�� :�. 8. Tax Due 8 $ �„ �,�� °' , .x�.� �.. �'. r� 9. With 5% Discount(Tax x .95) 9 X ,`, � � '. ��` ; 7'`�` Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wilis 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 Wilis,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 7� �� .�� '�� : / . � f Home 1 (� G�33 :� L / ,. /� 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 LAURIE K ABIUSO ( � � �� 3784 J W ABIUSO JR ss-sais�a�a�a 45 HILLCREST RD tOt0o54627ae6 WORMLEYSBURG,PA 17043 � '! ate Pay to the �[�f l,J!G;/L/- �� !/V��'r✓ r /r ' �� .��• Order of � 3 �0�� ' L w�C �' ` ; � es ''�—'6onars �e: � : � �„k�; Welh Fargo Bank NA. .� Vlrginq .} 7 wNhhrgo.cam � . �< ,, .�i . , � .. •, F .� .. . .., . . ; . .. ,:� ,. -: '. n a o For ..�i� __ _ _.____�_._----. __.__ iur �:0 5 1400 549�: LO i00546 2 48 ��'03784 -_ . � x • m � � � � '�. _'I a � x � $ ,� , ��e i �oz�� . � � . i` � � r!s � '� `a �. � � '� "± 3�� t .. �� Rr: �,w . �x �M di�� . . -�; ?:i �� r� °�_ s' f'; r� �� :G, k \i �' �Y �� 4� �� , , � +�^� � ` ;,ry, e::� � �� , ��t S � ��., ��* �, ` � � � A � � \ � � � � \ �2 � � �;f�! �' i �,1J {}"i �, '�1 'v ,� �'�I i � � �,_..j ��t } �' \ � {,,; ;� � � � �°, �� !� .f..i ,. � "` v � �4 � % � �n � 3 � ` � � � �� :� � �� :� � � � s � . � � � � 1 a � �