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Home My WebLink About11-21-14 COMMONWEALTH OF PENNSYLVANIA � REV-1162 EX(11-96) DEPARTMENT OFREVENUE BUREAU OF INDIVIDUAL TAXES DEPT.2S0601 HARRISBURG,PA 77128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 019947 ALFORD KATHLEEN M 910 4TH ST NEW CUMBERLAND, PA 17070 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold """_"_ ""__'_ 14160220 � S 181 .80 ESTATE INFORMATION: sSN: 14160222 I $8.78 F��E NUMBER: 2114-1 1 14 � DECEDENT NAME: GOEBERT JOHN H ( DATE OF PAYMENT: 1 1/21/201 4 � POSTMARK DATE: 1 1/1 9/201 4 � CouNTY: CUMBERLAND ( DATE OF DEATH: 09/25/201 3 I � TOTAL AMOUNT PAID: 5190.58 REMARKS: CHECK# 154 INITIALS: HMW SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS BUREAU oF INDIVIDUAL TAXES Penns Ivania lnheritance Tax � pennsylvania PO BOX 280601 y DEPARTMENT OFREVENUE HARRISBURG PA 17128-0601 Information Notice And Taxpayer Response ' REV-1543 E%UocE%EC �oe-�z� FILE NO.21 —�� ACN 14160220 DATE 11-04-2014 �Type of Acc(o�t � Estate of JOHN H GOEBERT � � �i�s : ; � ;�� G�tre ng Date of Death 09-25-2013 , ;� ,�.., Tr"t�st�.�� KATHLEEN M ALFORD County CUMBERLAND - G�rtif+�ate �_ . 910 4TH ST '"� � , � NEW CUMBERLND PA 17070-1810 : � . . lJA �� •�� _! r .. . � _ �,,,� � Y b�..� � ..i �� -�7 ,T SANTANDER 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.571120032 Date Established 08-17-2011 REGISTER OF WILLS Account Balance $24,191.52 1 COURTHOUSE S�UARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax $4,032.00 Tax Rate X 0.150 Potential Tax Due $604.80 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 fo Sfep 2 on reverse. Do not check any other boxes and disregard fhe 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 ofher boxes. C �he tax rate is incorrect. d4.5% 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 appropriate on the back of this form. � �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 nof check any other boxes. � Please sign and date the back of the form when finished. � 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), �i@u�2 Ot`ilaiil a'vi/YIti�EiS Cvii�i,tii"iii ii�iil r�'i�iii�ai�Clal if15�Sii3iivi�SiiC9 u'�aCEi �ta this far�se. 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 perce ge taxable is 100%divided by the total number of owners including the decedent. (For example:2 owners=50%, wners=33.33% 4 owners =25%,etc.) b. Next,divide the decedenYs percentage owned by the number of surviving owners or beneficiaries. �b ; 7 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 indicatin a different tax rate, lease state ��;��\`� � �� ;� ` \ \\\\`\��\\�� 9 P �/ ��\��\ ��"�\ � �� your relationship to the decedent: vPG�t,t.-'Y�. \�� "``�`�"`��""`�'�`O ` ��`��;�s ��\\\\°��\��\`\\�\�\`, \� � � : �� \� ��O 1. Date Established 1 �r /`7 � 1/ �� ``� ` �"� ` ` � � � � ` -� " ��\�\\��\\�\��\� :�\ �.,� Z. ACCOUfIt B3I3f1C8 2 � �'�1 l �/��y.�� :�.�� .�,. ��,� .. ��\� OS ��\\�S� ��\\��"� � �\� � ' 3. Percent Taxable 3 X 14 � i \\�� \��, �� i ��\��\\��\�� \\�. � `�� 4. Amount Subject to Tax 4 � `�U 3�� b ��\ ��`��\\��\� y.�� \\� � � \ �\ \ . � ��\�\\�\��\�\��\ \�\\\� ��\ 5. Debts and Deductions 5 - �� , � � � ��\��\��\� ��\�� \��\ \ .,��\� �� 6. Amount Taxable 6 $ � � � � � � � �'��\ °��\\"'\� `\\ ` `�� .`\\�`�\ �.. ��\��\�\��\\�\�� \ . �� \ ` 7. Tax Rate 7 -X----�� 5 �,,,�\�� \\\�\��\��\\�\�\\\ `�\\� �\\� � \� ` ��u��\�� `-�� ..�\\\ y0\�':��ti�\��\� �C��\��y.;��a.�,�: / � �U ��\ 8. T� Due 8 $ l � ��V'� `\�`\�"\�\"�..�� .,�� \ �,�\��",�\��a, s��, „ , . ,�� ,:�� ° Discount(Tax x .95) 9 �'�`� � �� 9. With 5/o X -�� \��\\\�� \\��\\\\�v��\\�\\\\��\\\��.\�\\��\\\\\\\\\�O�\�\��\\\\\\\\\\\\\\�\\\� Step 2: Sign and date below. Return 7W0 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. Work ? l '? � '1 �i��v 4 7/ � y'�'1� � Q�zfy� Home -�� 7, - rl�?cl�, Js"�� I �� l S'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 . BUREAU oF INDIVIDUAL TAXES Penns �vania �nheritance Tax � � � Per11'1S�/�Va111a PO BOX 280601 y HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE REV-1543 EX OocE%EC (OB-12)�/ And Taxpayer Response � FILE NO.21 '"- ��" �� / ACN 14160220 DATE 11-04-2014 Type of Account Estate of JOHN H GOEBERT Savings SSN X Checking Date of Death 09-25-2013 Trust KATHLEEN M ALFORD County CUMBERLAND Certificate 910 4TH ST NEW CUMBERLND PA 17070-1810 ,...,....7 �7 4_'�� C. � _.�'.:' �.';? � �� T-J �' _.. � . . . _ . . .. . . . .. . . . . .�'. 1..3 ».::,1 �.._� f.'}._. .._ . . .... _ � �,� �' '' _-.' '—�, ' � ��...r' 1 .-� '. .-'7 � ('\� �' , .;_, - :_ _ C�:J SANTANDER BANK provided the department with the information below indicating that at thc�leath ofi#he above-named decedent you were a joint owner or beneficiary of the account identified �� `' � ; Remit Payment and Forms to ��- -- ' ��;� Account No.571120032 - ' ;w;� c�� Date Established 08-17-2011 REGISTER OF WILLS -i -�r Account Balance $24,191.52 1 COURTHOUSE SGIUARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax $4,032.00 Tax Rate X 0.150 Potential Tax Due $604.80 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 Pofentia/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. � 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. 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 Step 2 on reverse. Do nof check any other boxes. Please sign and date the back of the form when finished. � � 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), piease obtain a wrii�en correction from ihe fiinancial instiiution and aftach ii io ti�is 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 percenta e ax e is 100%divided by the total number of owners including the decedent. (For example:2 owners=50%, owners=33.33° ,4 owners =25%,etc.) 'b � b. Next,divide the decedenYs 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. ��\�� \��\�� \�� a��' \ �� \� If indicating a different tax rate,please s ate �,��\� �� , : �� \��;\�\��; �\��\��\� �. � ��. ��. \�� \ ��\\\\\ your relationship to the decedent: � �� ,,.�� , �� \��. ��\� \ �� 1. Date Established 1 �J d � ��`�`"��``�� -�� '�` �` �� I �.t'7 l'/ ��\�\\ ��\ �� \ \� \�`\��\ \ � ��\�\��\ �� \\\��\��\� 2. Account Balance 2 $ o� �, ! '� l� -��- �� . �� :�� `� �0\` ��o\�� \ ��\�� \\ � � 3. Percent Taxable 3 X �� °��\ � �� \��\�V`��\\o�� ,� \\ � �� , `�\\� �\�. �O\� S� 4. AmOUnt SUb'eCt to T1x 4 $ �l� 0 � r• �f � `�A`\��A�� \\\\\\� \ ��\�� \ \��\�� \\�\\�� \�\\��\� ��\� 5. Debts and Deductions 5 - � �� `�— �\��,��\�� \\�� _s--� , \��\ ��\��$��\., ��\�� . \ . \\� 6. Amount Taxable 6 X � �O 3 g • 4'� "�\��\��\��"\�\��\��\\\��, :� � � 7. T1X f�8t2 7 �--�{�_� ��\ �O��o��h\��\�� `.��\A�� .. �� ____ _ �-------- — �V��\V"�p��A\A��o��\A\��V� ��\:�p� �Vq ��.. �V S ��'�� 8. Tax Due 8 $ f ! � � �� s�� - �SC� �� A� V�a\� A�`�\ �"\`\�`�\\��:�\��\��\��s\�� o �� X ��ti�\� �� .�. � � � � 9. With 5/o Discount(Tax x .95) 9 ""'•—�"'�"�. ��\\�o��\\�aao�\\.\a\�\\\\\\\\\�\�\\\��o��\��\\\�\\\\\��\ \ ��\��\��\O�� 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. � Work `¢�'?-�l '� �S ' � S� ?/ �-�-`.-t'�t�.�� `�� Z� Home �� - 2� y � �S�/l c! !�� 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 � � �� , � �� --` �: � Y � : o ,, o � � � � � �' f �o C � c` � �� °� -�`� c � � � C c�� 1 J �� ., � � � ;--, � � � (� -�- � m � _� � �� r: . _� .-� �� :> ; ,;_C� c� �� :�� . .a E:� ��... �� , , _Y c_'a �, -`� _-� '�f i , __ -...> . _._ - �:�1 ' �.� , ,-:_� G� �-� -.\, 'Y� Y� � , ,:� ��