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Home My WebLink About03-16-15 S:`.� .�..� BUqFAO 0FN01°1°'""^�ES Pennsylvania lnheritanceTax �, •a � PennSyLVdllld PO 6ox 200601 OEPAPTMENT OF PEVENOE HPRRISBORG PA V12B�0601 Iniormation Notice ��..L� _ . - - , And Taxpayer Response Fi�E �uo.z� _��°°<E,a jo,-��, _ . . a -I��. G "� . ACv 14160999 �. DATE 11-10-2014 -^t7 1 �� . . _-_ _ � � ' Type oi Acroum -' � Estate of BERNWE J WACKEF Savings r - , Checking ��' Dateo�Deathl0-1&2014 Trusl TIMOTHY E WACK�ER�� - CounlyCUMBEFLAND X CetlifiCa�e 6199 VETERANS WAV NEWPORT PA 1]0]4-8429 MEMBERS isr Fcu provided the depariment with Ihe iniormation below indicating that at the death of [he above-named decedent you were a joint owner or beneficiary of the account identified. Remit Payment antl Forms to: Attount No.386475 Da�e Establlshetl 06-29-2013 REGISTER OF WILLS Account Balance $2,69479 1 COURTHOUSE S�UARE Percen�Taxable % 16.667 CARLISLE PA 17013 Amoun�Subjec�lo TM $449.14 Tax Rate X 0.045 Potential T� Due NOTE': If tax payments are made within three monihs of ihe $Z�.Z� decedenYs date of death, deduct a 5 percent discount on ihe tax With 5%Discount(Tax x 0.95) $(see NOTE') due. Any inheritance tax due will become delinquent nine monihs after ihe date of death. PART St@p 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. Proceetl fo Step 2 on reverse. Do not check any other boxes and disregard Ihe amount shown above as Potential Tax Due. g �The information is The above information is correct. no deduc�ions are being�aken, and payment will be sent correct. wi�h my response. Pmceed fo Step 2 on reverse. �o nof check any other boxes. p �The tax rate is incorrecL � a.5% I am a lineal beneficiary (parent,child, grendchild, etc.)of the deceased. (Selec�correct tax ra�e at righL. and complete Part � �p� I am a sibling o�the deceased. 3 on reverse.� � 15% All o�her rela�ionships(including none). p �Changes or dedudions The informa[ion above is inwrrect and/or debis and deductions were paitl. listed. Complete Part 2 and part 3 as appropriafe on the back o/this torm. E �sset will be reported on The above-identified assel has been or will be reported and tae paid with the PA Inheritance Ta< heritance tax�orm ReNm filed by�he estate represen�ative. REV-1500. Proceed ro Sfep 2 on reverse. Do not check any other boxes. \ Please sign and date the back of the form when finished 7� PART Debts and Deductions 2 Allowable debis and deductions must meet both of ihe following criteria: A. The decedent was legalty responsi6le for payment,and the estate is insuflicient to pay the deductible items. B. Vou paid the debts afler the death of the deceden�and can furnish proot of paymen�i�requesled by Ihe department. Qf additional space is required, you may attach B 1/2"x 11"shee�s of pape�J Date Paid Payee Description Amoun� Paid To[al (Enter on Line 5 of Tax Calcula�ion $ PART Tax Calculation 3 N you are making a correHion to Ihe establishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a written correc�ion from ihe financial insti:ution antl attach itto this form. 1. Enter the date the account was established or titled as it existed at the date of death. 2. En[er the to[al balance of the account including any interest accmed at ihe date of death. 3. Enter ihe percentage of the account that is�axable�o you. a. First, determine the percentaqe owned by the decetlent. i. Accounis ihat are held "in tmst for"another or others were 100%owned by the decedent. ii. For joint accounis established more than one year prior to ihe da[e of death,ihe percentage taxable is 100%divided by the total number of owners including�he decedent (Por example:2 owners=50%,3 owners=33.33%, 4 owners =25%, etc.) b. Nex[,divide�he decedenYs percentage owned by the number ot surviving owners or beneficiaries. 4. The amount sublect to�ax is determined 6y mWtiplying�he account balance by�he peroent�axable. 5. Enter the�o�al of any debts and deductions claimed from Part 2. 6. The amount�axable is determined by sub�racting[he deb�s and deductions irom the amoun�subject�o tax. 7. Enter[he appropriate tax rate imm Step 7 based on your relationship to the decedent. If indicating a differen[�ax rate,please sta�e mFIG'ddl I�SC�f71Y Q pqF - your relationsnip ro tne decedenc . pq�Departm�It of��.Aevenue 1. Date Established 1 � 2. Account Balance 2 $ PAD 3. PerceniTaxable 3 X � �`� 2 4. Amount Subject ro Tax a $ 3 .. - 5. Debts and Deductions 5 - Q -� 6. AmountTaxable 6 S 5 i. Tax Raie ] %� 6 � . 8. Tax Due 8 $ 7 � 8 9. With 5%Discount (Tax x .95) 9 X St2P 2: Sign and date below. ReNrn TWO completed and signed copies to ihe Register of Wills listed on the front of ihis form, along with a check for any payment you are makinq. Checks mus�be made payable�o"Register of Wills,AgenL" Do not send payment directly to the Depariment of Revenue. Under penalty of perjury, I declare th �ne facts I have reported above are tme,correct and complete to ihe 6est of my knowledge and belief. � Work � Home � �� Tax ayer 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 HEARWG AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 n�R�,� or �xo:��ow� ,a.Es Pennsylvania lnheritance Tax �`� �� PennSy�Vdll18 XP R�5 uRG6VA � � OEPFFTMENTOF PEVENOE R a ��ra�osa, Information Notice And Taxpayer Response "�-"" � -� - - - Fi�eNo.erl�{�I��rG ..__ " — •. ' ACN14161001 . . . . . ;. onre i i-ia�oia �- m;9 1� � 9 -, ? �`i —�� "� � ' ` Type ofAccount � " � Estate of BERNECE J WACKER Savings ,,,.,� � . . � Checking "-� � � Date o�Death 10-13-2014 Tmst TInOTHV E WACKER(`li�,�,�;.'�� CountyCUMBERLAND X Cetlificate 6199 VETEHANS WAV` � � � NEWPORT PA 17D74-8429 MEMBERS isr 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 accouni identified. Remit Paymen[antl Forms�o: AccountNo.386475 Date Established 09-28-2013 REGISTER OF WILLS Account Balance $2,687.09 1 COURTHOUSE SQUARE CARLISLE PA 17013 Percen[Taxable X 16.667 Amount Subject to Tav $447.86 Tax Ra�e X 0.045 Potential Tae Due g zp.�5 NOTE': Ii tax paymen�s are made within three months of ihe decedenPs date ot death,deduc[a 5 percent discount on ihe tax With 5%Discount(Tax x 0.95) $(see NOTE') due. Any inheritance tax due will become delinquent nine months atterthe date ofdea�h. PART St2P 1 : Please check the appropriate boxes below. 1 /+ �No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was 27 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and tlisregard Ihe amount shown above as Potential7ax Due. g �The informalion is The above information is correct, no deduc�ions are being taken,antl payment will be sent correct. with my respanse. ProCeed to Step 2 on reverse. Do not Check any other 6oxes. p �7he tax rate Is lncorrect. � 4.5% I am a Ilneal beneficlary (parent,chlld,grandchild,etc.)of the deceased. (Select correct tax rate at right,and complete Pan � �p� I am a sibling of the deceasetl. 3 on reverse.) � 15% All other relationships (including none). p �Changes or deductions The information a6ove is incorrec�and/or deb�s and deduc�ions were paid. listed. Complete Part 2 and part 3 as appropriafe on the back ol this lorm. E �Asset will be reported on The above-identified assel has been or will 6e reporled and tax paid wi[h Ihe PA Inheri�ance Tax I-k`nheritance�ac form ReWm �iled by the estate representative. AEV-1500. Pmceed to Sfep 2 on reverse. Do not check any other boxes. Please sign and date the back oi the form when finished \ / �l PART 2 Debts and Deductions Allawable tlebts and deductions must mee�bo�h of(he following cri[eria: A. The decedent was legally responsible for payment, and ihe estate is insuflicient to pay the deductible items. B. Vou paid the debis aRer the dea[h of ihe decedent and can furnish prwf of payment if requested by ihe department. Qf atldltional space Is required,you may atlach 8 1/2"x 11"sheets of paper.) �ate Paid Payee Description Amount Paid Total En�er on Line 5 of Tax Calculation $ PART Tax Calculation 3 If you are making a correc�ion to the establishmen�tlate(Line 1)account balance(Line 2), or percent taxable(Line 31, please obtain a writlen correc[ion irom the financial insti[ution and attach it to this form. L Enter ihe date the account was established or titled as it existed at the tlate of death. . 2 Enter the btal balance of the account including any interest accmed at the date of death. 3. Enter the percentage of ihe account that is t�able to you. a First,determine[he percentage owned by Ihe deceden[. i. Accounts that are held"in�mst for"another or o�hers were 100%owned by the decedent. ii. For joint accowts established more[han one year prior to ihe tlate of death,ihe percentage taxable is 100%divided by the�otal number of owners including�he decedent (For example:2 owners= 50%, 3 owners=33.33%,4 owners =25%, atc.) b. Nex�, divide�he decedenPs percentage owned by�he number of surviving owners or beneficiaries. 4. The amount sublec�to tax is de�ermined by multiplying Ihe accoum balance by the percen�taxable. 5. Enter the�otal oF any dehts and deductions claimed from Part 2. 6. The amount�axable is determined by subtracting�he debis and deductions from the amount subject to[ax. Z Enter Ihe appropriate tax rate from Step 1 based on your relationship to the decedent. If indica�ing a differen�tax ra�e, please s�ate Qf#jCjal USEOnIy QAAF your reiationship to the decedent pA Department ni<R3vCnuB 1. Date Es�ablished 1 . 2. Account Balance 2 $ PAd �� 3. PerceN Taxable 3 % � � 4. Amount Su6lect�o Tax 4 $ Z 3 5. De6ts and Deduaions 5 - �} 6. Amount Taxable 6 $ 5 7. Tax Rate 7 X S - 8. Tax Due 8 $ � � � � 9. Wi�h 5/ Discount (Tax x .95) 9 X $ StOP 2: Sign and tlate below. Retum TWO completed and signed copies to the Register of Wills listed on�he front of this form, along with a check for any payment you are makinq. Checks must be made payahle ro"Register of Wills,AgenL" Do not send paymen�direcity to the Department of enue. Under penalty of pe ' , I declare t t �e facts �have reported above are tme.. correct and complete to the best of my knowledge and belief. Work 2 t _ � Home ,1 �.t �S� Taxp yer 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 $i4A6S I.Ft1sl0�IC�, LLC i29 SOUTH ISTO STRF.F,T PHONE: 717-730-7310 CAMPHILL,PA 17011 FAX: 717-730-7371 E-mail: mikcbanes'u:vcrizon.cel MICHAEL L. BANCS,At�orne}-xt-I.aw WILLIAM E.MILLF.R.JR. WENDV K. STRAUB,Paraleqal OtCounsel March 13, 20I5 Lisa M. Giayson, Registec of Wills Cumbcrland Coun[}�Courihouse Ore Courthouse Square Carlisle. PA 17013 RE: Estate of Bemece J. Wacker 1°ile No. 21-14-7066 Uear Ms. Grayson: Ftnelosed vou will find [wo sets of PA Inhe�itance Tax Information Notices that I 6le on behalf of Timothv E. Wacker. ycry tmly yoors, � � ' . .. �_,l.y �� i�lichael L. f3an� wks -� o �_ �ri F.ncios�[es `— �' � . J � }� O) �- ' W a 7 C � C� �n 3 ^ y � « � .a s s 'c7 � n ncLN _ � � � w c � � � _ � ; f .'C = o L 7 G� "J � _ ^, � �: r. � T'T " �' �° c P � �ii __ �� T% .� _ � ._ � ,^ - _- � �°�' �i1� '7 _ } y !', n _' o � h" Us;,. - ° 4 _. - R r� - 4 \�'