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HomeMy WebLinkAbout06-05-15 BUREAU INDIVIDUAL TAXES 28 PO BOX 280601 Pennsylvania Inheritance Tax pennsylvania HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE ocEXEC (DB-12)D RECv -) And Taxpayer Response REV-1543 E%X D _1 OFFICE OF FILE NO.21 REGIS T IF.-: M F. �, ACN 14152729 4 f j LLS DATE 09-23-2014 ?0I5 JUN fyn 11 5$ Type of Account G t•`% OF Estate of BERTHA A GREEN Savings O R f H;'.t`= - SSN X Checking ' cuDate of Death 09-06-2014 Trust JANET G Sd� YR�-^E` County CUMBERLAND Certificate 112 FINEVIEW RD CAMP HILL PA 17011-8446 NORTHWEST SAVINGS 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 the account identified. Account No.2856019969 Remit Payment and Forms to: Date Established 09-17-2001 REGISTER OF WILLS Account Balance $9,047.50 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $4,523.75 Tax Rate X 0.120 Potential Tax Due $ 0.120 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 F]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 D<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% 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 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 OFFICE OF MARVIN BESHORE 130 State Street Harrisburg, PA 17101. Telephone: (717)236-0781 Marvin Beshore Facsimile: (717)236-0791 Mbeshore@beshorelaw.com June 3, 2015 Lisa Grayson, Register-of Wills Court of Common Pleas of Cumberland County One Courthouse Square Carlisle,PA 17013-3387 Re: Estate of Bertha A. Green Dear Ms. Grayson: Enclosed please find an original and one (1) copy of the Pennsylvania Inheritance Tax Information Notice and Taxpayer Response to be filed in your office in relation to the above- referenced matter. Kindly file the original, time-stamp the copy and return same to me in the enclosed self- addressed, stamped envelope. Thank you. Very ly yours, TA L. SWARTZ Paraga._t©'1Clarvin Beshore, Esquire Enclosures ' CD a.90 -.7— C)W bsliKn 0 C50o< 2 .JD ti CJ 00 0 ai U 0 to itA if co t— IL'a >E 0 C6 0 0