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Home My WebLink About05-14-15 -�c� s�a�� or ��o,��o�,� ,>.ES PennsylvanialnheritanceTaul , ,,� pennSy�Vallld eo nox zeoso� r �. pEPAFTMENTOFRFVENUE x>RR�sa�a� P. „�za-osa� Information Notice .F�,,., ,.pe,�.��,e,-,,, And Taxpayer Response Fi�E No.zi-I� - , ACN 14123361� ��`��G " REVISEDNOTICE " onTe. os-zazoia Type of Accounl Estate of JANET L COTTON Savings X Checkmg Date of Death 03-242014 Trus[ JENNIFER L TAYLOR CoUntyCUMBERLAND Cetlifica�e 1363 PRINCETON R❑ MECHANICSBURG PA 17050-1959 - � � L :j �� rTi .- � � O � � � K �J � � ) � �� J � � _1 ) rv m o <,� c� o � nEreo 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[he account identified. Remit Payment and Farms to: Account No.ffi004409 Date ESWblished 04-OS-1998 REGISTER OF WILLS Accoun� Balance $1,832.37 1 COURTHOUSE SQUARE CARLISLE PA 17073 Percen�Taxable X 50 Amount Subject to Tax $916.19 Tax Rate X 0.150 NOTP: If�au paymen�s are made within three months of the Potential Tax Due $ 137.43 decedenCs 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 mon[hs after ihe date of death. PART StBP 1 : Please check the appropriate boxes below. 1 A �No tax is due. I am the spouse ot 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 antl tlisregard the amount shown above as Pofential Tar Due. g �The info�mallon is The ebove inierma!ion:s corea, no tletluctions are being takar�, and Gayrnent wlll be sent wrrect. with my response. Pioceed fo Sfep 2 on reverse. Do not check any other boxes. � �The�ax rele is incorrec�. � 4.5% I am a lineal bene�iciary(parent,child, grandchild,etc.)of the deceased. (Select correct tax rate at right, and complete Part � �p� I am a sibling of the deceased. 3 on reverse.) � 15% All other relaflonships Qncluding none). p �Changes or tledudions The in�orma[ion a6ove is incorrect and/or deb�s and deduc�ions were paid. listed. Complete Part 2 and part 3 as appmpiiate on the back ol this lorm. E �Asset will be reported on The above-identified asset has been or will be repotled and tax paid with the PA Inheritance Tax inheritance tax form Return filed by ihe estate representative. 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. � PART 2 Debts and Deductions Allowable debts and deductions must meet both of ihe tollowing criteria: A. The decedent was legally responsible for payment,and the estate is insufiicient to pay the detluctible items. B. Vou paid�he tleb�s aRer�he death of the deceden�and can fumish proof of payment if reques�ed by[he departmen�. (I(additional space is required, you may atlach 8 1/2'x 11"sheets of paper.) Date Paid Payee Description Amoun� Paid a ao ' o u e Total Enter on Line 5 of Tax Calculation) $ PART Tax Calculation 3 If ou are makin a comection to the establishment dale Line 1 account balance Line 2 , or Y 9 ( ) ( ) percent tazable(Line 3), pleau obtain a written cor:ettian trom ihe financial ins:itution antl attach it to this form. L Enter the dale ihe acwunt was established or titled as it existed at the date of death. 2 En�er the btal balance o�the accoun�including any in�erest accrued a[the date of death. 3. Enter lhe percentage of the account that is taxable to you. a. First. determine the percentaqe owned by ihe decedent. i. Accounis�hat are held"in imst for"another or o�hers were 100%owned by the decedent. ii. For joint accounis established more ihan one year prior to the dale of death,the percentage taeable is 100%divided by�he tolal number of owners induding the decedent. (For example:2 owners=50%, 3 owners=33.33%,4 owners =25/.etc.) b. Next,divide the tlecedenYs percentage owned 6y ihe number of survivinq owners or beneficiaries. 4. The amount subject to tax is determined by multiptying the account balance by the percent taxable. 5. Enter the total o�any debts and deductions claimed from Part 2. 6. The amoun�taxable is determined by subtracting�he deb�s and deduc�ions from the amouN subjec�[o tax. 7. Enter�he appropria�e tax rate from Step 1 based on your relationship[o Ihe decedent. If indicating a different tax rate, please state Q({j�(a(�JSE QIt1y[�J�qF your relationship to the decedent PA flE�atfmEttt Sl��BYCIttJB 1. Date Established 1 ' 2 AccountBalance 2 $ P�Q- 3. PercentTaxable 3 X � 4. Amount Subject ro Tax 4 $ 2 3 5. Deb�s and Deductions 5 - q . 6. Amoun�Taxable 6 $ 5 7. Tar Rate 7 x �' 8. Tax Due 8 $ � 9. With 5% Discount(Tax x .95) 9 % $ St@�.1 2: Sign and date below. ReNm TYJO completed and signed copies to the Re9ister oi Wills listed on the fron[of ihis form, along wi(h a check for any payment you are making. Checks must be made paya6le to"Register of Wills,Agent" Do no�send payment directly to the Depariment of Revenue. Under penalry of perjury, I declare ihat the facts I have reponed above are tme,correct and complete to ihe best of my knowled9e and belief. n ��" Work ��+2�' 4:C ��0�1 U?— Home '! 11 -S`7'�/-o'2y(/� 5 � f � I S Te�payeUSignature 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: 1-800-4473020 COCKl.1N FUNf?Ii.U. IIONII�:. INr. STATEMENT OF ACCOUNT I SERVICES OF: lanet L Cotton Statement Datc: Apri116,2015 �� ON: March 26,2014 Acct: C99884 4997 13 � � . .__. _- _. ACCOUNT HISTORY --- - � Posted '� Descripiion Amount Balance � 03/17/2015 alancePorward 7,236.13 .. 04/16/2015 Unanticipated late chargc sincc 03/17/2015 �i 33.80 7,269.93 '� i I il I�__—_ . . .. _ . _. _--�—.__ _. f . . _.._-- -_. _ ACCOUNT SUMMARY � ____ __ --- - - � Unanticipated Late Payment Charge Amount '� QCCOUfIt � Paid/Discounted <.mount Due TOtB� � To Date '� to Date �. .__ ___—_ _ -__. —_ . . __ _ _—__ i g,199.02 �� 412.9] I 2,342.00 i 7,269.93 ..— _. . . . .. . ._.—----- ._. _ - �. __ _ ..� .— — � DETACH AND RETURN BOTTOM PORTION WITH YOUR PAYMENT. MAKE NECESSARY CORRECTIONS JennifcrTnybr � TO ADDRESS AND MARK BOX Mechanicsburg PA 17050 Amount Due '7�z69.93 /Cretlit Card Paymen[ Informationlf------ --- ------ � -- � cara�Account�Nu beoaie- - AC��T 4�7g 3 ��I __ Upon R�pUE BY AMO$UNT ENCLOSED � ,____ . - .. _ . 3 o9��t se��v-coae— SERVICESOF: JanetLCotton 03/26/2014 � ca�a Noiae�s9�a��e � Nluke Checl:s Puyabie To: Cocklin I�unerul Ilum�, In��. �� Kc4�rn 'Co: (:��lin Funcrd Ilume, Inc_ � _�� 30 Norlh Gh�Gtnut Sirci�t FEDERATED Dillaburg, PA 17019-0424 e,�,',�,�``,��-.,,,.,, IF PAYMENT HAS BEEN MADE. PLEASE DISREGARD THIS STATEMENT. � . �' ,: pennsylvania BUREAO OF INOIVIOWL TAXES N�TICE �F [NNERITqNCE TAX � DEPAPTMEM OFPEVENVE INHERIiANCE iRX OIVIS[ON PPPRpISEMENT� qLLOWANCE OR OI54LLOWANCE PO BOX 28G601 OF OEOORIONS� qN0 ASSESSMENT OF TAX ON REv-ISce EX n[v U LI4) HARRiSBVR6 PR P120-060I JOINTLY HELO Ofl TRVST ASSEiS �ATE 04-06-2015 ESTATE OF CDTTON JANET L DATE OF �EATH 03-24-2014 FILE NIIMBER COUNTV COMBERLAND SSN/DC JENNIFER L TAYLOR ACN 14123362 1363 PRINCETON RO APPEAL BY DATE:06-OS-2015 MECHANICSBUHG PA PO50-1959 (SeereversesiAeunderObjections) Anount Re�itYeA 0 MAKE CHECI( PAYABLE ANO REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 1]013 CUT ALONG THIS LINE � RETAIN LOWER POkTION FOR YOUR RECORUS � '_"_"""""'""""""""""'_"__'___"'"'"""'"'"""'""""'"""'"' ""'""" REV-1548 EX AFP (1144) NOTICE OF INXERITANCE TAX APPRAISEMENT, ALLOWANCE OR OISALLOWANCE OF OEOUCTIONS. ANO ASSESSMENT �F TA% ON JOINTLY HELU OR TRUST ASSETS DATE: 04-Ob-2015 ESTATE OF: COTTON JANET L OATE OF OEATH:03-24-2014 COUNTV:CIIMBERLAND FILE NO. : S.S/�.C. NO. : 210-40-4489 ACN: 14123362 TAX RETURN WAS: (%) ACCEPTED AS PILE� O CHANGED JOINT OR TRUST ASSET INFORNATION FINANCIAL INSTITUT[ON: METRO BANK ACCOIINT NO. : 7760441590 TVPE OF ACCOUNT: ( ASAVINGS O CHECKING OTRl1ST C )TIME CERTIFICATE OATE ESTABLISHE� 03-05-2010 Account Balance 688.48 NOTE: TO ENSURE PROPER CREUIT TO Percent Taxable X 0.500 VOUR qCCOUNT. SUBMIT THE Amount Subject to Taz 344.24 ❑PPER POHTION OF THIS NOTICE Debks and Deductions .00 WITH VOUR TAX PAVMENT TO THE Taxable Amount 344.24 REGISTER OF WILLS AT THE Tax Rate i . 15 ABOVE AOORESS. MAKE CHECK Tax ❑ue 51 .64 OR MONEV OROER PAYABLE T0: 'BEGISTER OF WILLS. AGENT." TAX CREOITS: PAYMENT PECEIPT OISCOONT (�) pryppNT PAIp DATE NUMBEk INTEREST/PEX PAIO (-0 INTEREST IS CHARGEU THROIIGH 04-14-2015 TOTAL TAX PAYMENT .00 AT THE RATES APPLICABLE AS OUTLINEO ON THE BALANCE OF TAX OUE 51 .64 kEVERSE SIDE OF THIS FORM INTEREST AND PEN. .47 TOTAL UUE 52. 11 � IF GAID PFTEN THIS �ATE� SEE REVERSE FOM CALNLATION OF A��ITIONGL INiEREST. 3 IF TOTNL OUE IS FEFLE[TEO AS A ^CFEDIT" (CRI� Y011 NpY 9E OUE P REFUNO. SEE FEVEFSE SIDE OF THIS FORM FOR INSTRUCTIONS.