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Home My WebLink About12-23-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX�11-96) DEPARTMENT OFREVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARFiISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 020059 LAMARCA RICHARD M 523 PENN AYR RD CAMP HILL, PA 1701 1 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold """"'_ "'_"_' 14139507 � 5591 .11 ESTATE INFORMATION: sstv: � I FILE NUMBER: 2114-0318 � �ECE�ENT rvAME: MURRAY DOROTHY LOUISE � DATE OF PAYMENT: 1 2/23/2014 I POSTMARK DATE: 12/18/2014 I COUNTY: CUMBERLAND � DATE OF DEATH: 03/1 9/201 4 I � TOTAL AMOUNT PAID: 5591 .1 1 REMARKS: RECEIPT TO ATTY CHECK# 127 INITIALS: HMW SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS ��,� oF INDIVIDUAL TAXES Pennsylvania lnheritance Tax �, pennsylvania PO BOX 280601 Information Notice DEPARTMENT OF REVENUE HARRISBURG PA 17128-0601 �� -�� aev-isaa ex uo�exEc coe-iz� And Taxpayer Response FILE NO.2114-0318 ACN 14139507 DATE 07-09-2014 Type of Account Estate of DLOUISE MURRAY Savings SSN 184-26-2945 Checking Date of Death 03- 2014 X Trust RICHARD LAMARCA County CUMBERLAND � � � Certificate 523 PENN AYR RD � � � � CAMP HILL PA 17011-2056 � � � � � � � c�z"+ 2 ;.`'— N �� T�' rn C„r� F S .' � �'� F�, � : �,� 't1 �::J C> �Y � .��; —cl �:� .:.. �j �>� G"= -i"i � '� CTt O - -�-t � tt� "ct �� . y,. 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. Remit Payment and Forms to: Account No.247022058119934 Date Established 04-29-1996 REGISTER OF WILLS 1 COURTHOUSE S�UARE Account Balance $47,542.66 CpRLISLE PA 17013 Percent Taxable X 100 Amount Subject to Tax $47,542.66 Tax Rate X 0.150 NOTE`: If tax payments are made within three months of the Potential Tax Due $7,131.40 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 other boxes and disregard the amount shown above as Potential Tax Due. g �The information �s The abeve informaticn is corr�ct, nc de�uvtio^s are h�iny iaken,and pay�re�t.�.fl!b� s�nt 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). � �I stedges or deductions The inf Complete Part 2 and part 3 as approprate o athe back oW th's forl m. 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�roceed to Steta2 onPeverseatiDo nof check any other boxes. EV-1500. p Please sign and date the back of the form when finished. x 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 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), 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"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 �,��o �� your relationship to the decedent: �" � ��\�� \ �`��`��"�`�� \�� `��\\�� \ �\\ �� \�,��\ �� 1. Date Established 1 �`��\\�\� �;. ` ��Y� �. :.� � ��\�� .;�,\��\\��\\\��\�\`�\'�\\��`��\�� 2. Account Balance 2 $ � �� .�\\��\�\�\\��\��0��\��\�\��\\��\\� ��\\��\�\\��\\\�� y� �\�\�� \ ��\��@` �� 3. Percent Taxable 3 X �:�� \��\��\\\��\�� ` ��,�\� ��\�o�\\\ � \��\��\��\\��\\��\\\��\\\��\�\��\�� 4. Amount Subject to Tax 4 $ �� `�`�a� ��\��`��`�� \��\�\\\��\�\��\�\\��\��\��\�\ ��\\�\\��\\��\\�\��"\��a 5. Debts and Deductions - �� \ ��\��\�� \\��`��`\�`�� 5 ��\a��\��\��\��\\�\��`��\��\\\��y��\\\\\��\� 6. Amount Taxable g $ ��,� �� \\\��`�� \ �� \\\ ��\�� \� \-�\\ \�\�� . �\\\"\�\�\\��\�\��\\��\\\�\\��\\��\��\��\�� 7. Tax Rate X �� \�� 7 ,� � \ � \�� `��A��VVA�� \ �� y�� .�A��\\�\ \`�� `�� A�� \�A��A y ��\��A�`��\�� 8. i ax D u e � \�� \�\�� o��\�� \\\� �\��\�\\�\\\\\�\\��\�\`��`� 8 $ � � �ti\� �� oo\ \\ \\\ \\�� \� 0��\�\� \�\\ \� O� �� '�� \�\\ \�\��\��\\\\�� \. ��\��\�\\\� �� \� 9. With 5°/ Discount(Tax x .95) 9 X ��'�` �" �. ` �A\` �� " �` , ��`\\\�\ ;�� a � ��\�� \\�� \��\� �o�� A ��0�V�� D��DOA o��aV� ��A\� �OA�� VV��oA o�AAA�� y�� VAA p�� 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 Home 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 .._ .,a.�� STROKOFF Sz COWDEN, P.C. ATI'ORNEYS AT LAW TELEPHONE 132 STATE STREET FAX (717)233-5353 (717)233-5806 HARRISBURG,PENNSYLVANIA 17101 www.strokoffand cowd en.com `��=,� December 18, 2014 Via Overnight UPS � Lisa Grayson, Esquire � �, � � rn C u m b e r l a n d C o u n t y R e gister of Wills � � � c� a One Courthouse Square '�" � �' c' "' �' Carlisle, PA 17013 �. 4= '�'' w �y; � c.� - � '� _.� c� RE: Estate of Dorothy Louise Murray � �; �"� � '? -� , �--- a/k/a D. Louise Murray, Deceased , _,; ►--+ '=� c� No. : 2014-0318 .,, =�-j o � m ;w:,. N U'� a � � Dear Register Grayson: Enclosed please find: (1) an original and 2 copies of the Inheritance Tax Return (Rev-1500) for the above captioned Decedent, (2) Estate check #127 in the amount of $591.11 representing the balance due for the Inheritance Tax, and �3) Rev-1543 reflecting that the payment of the Inheritance Tax for Wells Fargo Account #247022058119934 will be reported on the Estate's inheritance t� form. I would ask that you clock in one of the copies of the Rev-1500 and return to me in the self-addressed stamped envelope provided herewith. Naturally, if you have any questions, please do not hesitate to contact me. ,,..yery truly y,ours, � F% r" � .-a�' �, { . i; _,, :W ;,�3 � �"�• !, ��r"vul�� Elliot A. Strokoff EAS/crd Enclosure cc:: Richard M. Lamarca, Executor , ,-fi•=� a � A��+'+ 1�.�.+.}.`�e '� �" • _ = j N � o � � � z " � o � y Q m —1 � , �' n o 0 00 -� �, � co _ � � � � � � -1 �° ' ::::_ �° �� =w._._ � � .,- -n . . _ _._ rn p ,,,� �I � _ � v W = _ .�. � rn ��.. t„f Z � � �; �` I� _ �_-_ (�j � � � � a _ - �__ , , �, � � � �� v , � � • _ � ��I � ... . 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