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HomeMy WebLinkAbout05-15-15 (2) BUREAU OF INDIVIDUAL TAXESPenns Ivania Inheritance Tax °� pennsytvdnld PO BOX 280601 y HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE And Taxpayer Response -- REV-1543 Ex -EXE` (08-12) RECOR ED OFFICE FILE No.2115-0068 RE C .i U I ,,!I L L ACN 15119073 DATE 04-08-2015 ?01S MY 15 PM 1 09 Type of Account CLEF.'` CF Estate of LOIS M SIMS Savings ORPH Aki'i�5 E 't;i SSN X Checking Date of Death 01-05-2015 Trust CAROL A S I M6 U M s r"` 4 `'` County CUMBERLAND Certificate C 0 CAROL SIMS 13876 SWISS LN TRUCKEE CA 96161-7117 PNC BANK NA 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.5140219701 Remit Payment and Forms to: Date Established 11-30-2010 REGISTER OF WILLS Account Balance $19,930.94 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $9,965.47 Tax Rate X 0.045 Potential Tax Due $ 0.04 5 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*) 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 F�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 _ sho..n above as Potential Tax Due. - B 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 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 ❑ 12% 1 am a sibling of the deceased. 3 on reverse.) 15% All other relationships (including none). D F]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 not check any other boxes. Please sign and date the back of the form when finished. A�,� BUREAU INDIVIDUAL TAXES PO 28PennsylvaniaInheritance BOX 280601 InheritanTax � '� pE'11nsytvani 1 HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE `-' REV-1543 EX D-EXEC (08-12) And Taxpayer Response FILE N0.2115-0068 RCR�L OFFICE OF ACN 15119074 R Ev►S T r` (;; t'1 I ( DATE 04-08-2015 ?015 nfiv Pm 1 C9 Type of Account �F( Estate of LOIS M SIMS Savings P11 r ., SSN Checking 0 R( ((�, ,' Y„ ; 1_ Date of Death 01-05-2015 Trust CAROL AWH* { �' P County CUMBERLAND Certificate C 0 CAROL SIMS 13876 SWISS LN TRUCKEE CA 96161-7117 PNC BANK NA 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.5005798755 Remit Payment and Forms to: Date Established 11-29-2010 REGISTER OF WILLS Account Balance $37,312.42 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $ 18,656.21 Tax Rate X 0.045 Potential Tax Due $ 0.0 53 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") 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 0The 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 F�The tax rate is incorrect. F—] 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 F—]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 not check any other boxes. Please sign and date the back of the form when finished. \\n� Cl °o Fy ra l za {r- .O H 4 Qn . rrl " o =� G-) `a m Irl r r r' o � r O _ r w` +w. ;'..�".IFF n^•.'..� �I ..t 1-