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HomeMy WebLinkAbout03-23-15 BUREAU OF INDIVIDUAL TAXES Penns Ivania Inheritance Tax r '' pennsyLvanla PO BOX 280601 Y HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE _�_����- r REV-1543B EX D..EXEC (08-12) And Taxpayer Response FILE N0.2115-0030 R E C ;*•"-;�REVtSE©WTICE * * * ACN 15501 r"n _ DATE 02-17-2-2 015 Type of Account 1 23 ? 2� Es�ate of FAITH B TRISTAN Security ( +�i SSN X SEC Acct a�, P1. Date of Death 12-21-2014 Stock DAVID TRISTAN County CUMBERLAND Bonds 159 STONEY RUN RD DILLSBURG PA 17019-9305 MERRILL LYNCH 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. Account No.87241710 Remit Payment and Forms to: Date Established REGISTER OF WILLS Account Balance $362,466.53 1 COURTHOUSE SQUARE Percent Taxable X 20 CARLISLE PA 17013 Amount Subject to Tax $72,493.31 Tax Rate X 0.045 Potential Tax Due $ 0.04520 NOTE*: If tax payments are made within three months of the decedent's date of death, deduct a 5 percent discount on the tax With 5% Discount(Tax x 0.95) $(see NOTE*) .3011,01q_ 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 AF]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. B F7 The information is The above information is correct, no deductions are being taken,and payment will be sent ` -i-correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C F-]The tax rate is incorrect. 4.5% 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 FV 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. Please sign and date the back of the form when finished. �� Law Offices of SAIDIS, SULLIVAN & ROGERS A PROFESSIONAL CORPORATION 635 NORTH 12TH STREET,SUITE 400 CARLISLE OFFICE: ROBERT C.SAIDIS LEMOYNE,PENNSYLVANIA 17043 26 WEST HIGH STREET DANIEL L.SULLIVAN TELEPHONE:(717)612-5800-FACSIMILIE(717)612-5805 CARLISLE,PA 17013 ELYSE E.ROGERS EMAIL:attorney@ssr-attorne sy coni TELEPHONE:(717)243-6222 JOHN A.FEICHTEL www.ssr-attorneys.com FACSIMILE:(717)243-6486 MARYLOU MATAS ANNA BORRO HAYS Of Counsel DEAN E.REYNOSA STEPHEN L.GROSE TODD F.TRUNTZ SEAN M.SHULTZ REPLY TO LEMOYNE HANNAH WHITE-GIBSON March 19, 2015 717-612-5801 erogers@ssr-attorneys.com Register of Wills of Cumberland County One Courthouse Square Carlisle, PA 17013 Re: Estate of Faith B. Tristan File No: 2015-00030 Dear Madam: Enclosed is a Pennsylvania Inheritance Tax Information Notice and Taxpayer Response for the above-referenced estate. The account in question will be reported on the decedent's Pennsylvania Inheritance Tax Return. If you have any questions, please do not hesitate to contact me. Sincerely yours, ri rel Elyse E. Roger -- c7) cjr Enclosure CD cc: David S. Tristan (w/enclosure) Katharine E. Tristan (w/enclosure) =. ry ;" ryi N U7, r ..0 Iva ,0 (Dco 7 � 2 � � / � cn � cn co » p 0 Tq � $ ! � ® _ A � . � * . g / » . \ . $ / 4 CD 2 | C I. D / M" ( E R O c » z C,) 0 ƒ E | � k § . � • oma e � � 2 S ' o � � �\ � ) �/ � \ • « $ ,o e