The URL can be used to link to this page

Home My WebLink About06-15-15 PEV-1162 FXII 1-961 C�MMONWENLTX OF PENNSYLVPNiP DEPAFiMENT OF FEVENVE 9VFEAV OF IN�NIOUALTp%ES �EFT.380B01 naAaiseuac.Pa�n�e oso, pENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 020833 KALEITA DEBRA K 6331 BRANDY LANE LOT 43 MECHANICSBURG, PA 17050-8125 ACN ASSESSMENT AMOUNT CONTROL NUMBER --- --- � � 15125511 � $� �14'�g ESTATE WFORMATION: ssN: iea- 15125512 � 51 ,174.79 FILE NUMBER: 2115-0439 101 � 516,500.00 DECEDENT NAME: BRAUND LUELLA E I DATEOFPAYMENT: 06/15/2015 I POSTMARK DATE: 06/12/2015 I couNrv: CUMBERLAND � DATE OF DEATH: 03/31 /2015 I � TOTAL AMOUNT PAID: $�$•$49'S$ REMARKS: RECEIPT TO ATTY CHECK# 1783 INITIALS: CJ RECEIVED BY: LISA M. GRAYSON, ESQ. SEAL REGISTER OF WILLS REGISTER OFWILLS "'� pennsylvania o�q�� oF ,xp,�,o,�, ..,Es Pennsylvania lnheritance Tax oePanrneNroF ne�er,ue Po .ox �ao<o, Information Notice ,,.-,,,,,.�o...t� �ao �_� NPR"1SB0RG °" 11zB-�`�' And Taz ayer Response __, J�„� FILE NQ 2115-0439 �t�,^,��' � . � � ACN15125511 r��„-. � - - � �i I !: DATE05-11-2015 ��i5 J' �� 15 ` fl 3 i0 rypeorn��ou�t r , i Eslate of LUELLA E BFAUNO Savings � SSN194-28-8705 �Checking ^ � i �� Date 2015 Tmst � ' `� Counry Cl1MBERLAN� Certificate GEORGIANN BRAUNO CUiS=G� �� - -� � ' 13 MARSHALL OR CpMP HILL PA 17011-1146 rnc eANK NR provided [he 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. Remil Paymenl and Forms to: Account No.5112025563 qEGISTER OF WILLS Date Established OS-11-1999 7 COURTHOUSE SQUARE qccount Balance $164,88052 CARLISLE PA 17013 Percen�Taxable X 16.667 Amount Subject to Ta�c $27,480.64 Taz Rate X 0.150 NOTE': If tax payments are made within ihree months of the Potential T� Due $4•�Z2.�0 decedenYs date of death,deduct a 5 percenl discount on the ta+ With 5%Discount(Tax x 0 95) �� NOTE'1 after tlhe dateeof�deae„ax due will become delinquent nine months PART StEP 1 : Please check lhe appropriale boxes below. 1 n ❑No tax is due. I I am the spouse of Ihe 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 bozes and tlisregard the amount Shown abOVE a5�otenbdi lax Uua. �The information is The above informa�ion is correct, no deductions are being taken,antl payment will be sent B carrect. wi�h my response. Proceetl ro Srep 2 on reverse. Do not check any other bozes. � �7he lae rate is incorrec�. � q.5% I am a lineal beneficiary (parent,child,9randchild, elc.)of the deceased. (Select correct lax rate at right,and complete Part � 12/ I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships(includin9 none). p ❑Changes or deductions The inbComplefe Part 2 and part 3aas appropnzfe on he back o/Ihis Porl m. Ilsted. E ❑Asset will be reported on The above-identified assel has been or will be reported and tax paid with lhe PA Inheritance Tax inheritance�ax form ReWrn�roceed ro�Step 2 0o everse��Do not check any other boxes. �� REV-1500. �� f Please sign and date ihe back of the form when finished. � PART z Debts and Deductions Allowable debts and deductions mus�meet bo�h o�the following criteria: A. The decedent was legally responsible for payment, and the estate is insu(ficient to pay the tleduciible items. B. You paid the debts aRer the death o�ihe decetlent and can fumish pmof of payment if requested by the department. Qf addi(ional space is requireQ you may attach 8 1/2"x 7�^sheets of paper.) Date Paid Payee Description Amoun� Paid To�al En�er on Line 5 of Tax Calculation) $ PART a Tax Calculation i�you are makin3 a^orrection�o the establishment tlate(Line 1)aecounS 4elanve(Lfne 2),cr pereen!taxable(L'ne 3), please obfain a wnpen correction from the financial institution and attach it to this form. L Enter the date the account was establishetl or titled as it existetl at the date of death. 2 Enter the total balance af the accaun�including any interest accmed at the date of tleath. 3. Enter the percentage of ihe account that is taxable to you. a. First, tle�ermine(he percen(age ownetl by�he decetlen�. i. Accounts tha�are heltl"in�mst for"another or o�hers were 100%ownetl by the tlecedent. ii. Forjoint accounts establishetl more than one year prior to the date of death,the percentage tazable is 100%divided by the total number of owners indutling the decetlent (For example:2 owners=50/, 3 owners=33.33%,4 owners =25%, etc.) b. Next,tlivide Ihe decedenYs percentage owned by the number of survivinq owners or beneficiaries. 4. The amount subject to tax is determined by multiptyinq�he account balance by the percent taxable. 5. Enter Ihe[otal of any debts and detluctions claimed 6om Part 2. 6. The amoun�taxable is determined by subtraqing Ihe debts antl detluc�ions trom the amoun�subjec�to�ax. 7. Enter the appropriate tax rate from Step 1 based on your relationship b Ihe decedent. If indiceting a different tax rate,please tate your relationship to the decedent: ' �( t�l 0((qy(rJ�Q��y��F 1. �ate Established pq pgpar#myM of�.qyy��g ` z. Account Baiance p g PAp :�: t" 3. Percen�Taxable 3 X � 4. Amount Subject to Tax q $ '� 7 �p. ( �� 2 5. Debts and Deductions �— 3 5 4 6. AmountTaxable 6 _$ �' 7 �(�• � 5 7. 7�c Rate 7 X . O�(I� 6 e. T� Due 8 $ /J. . 6 3 7 9. With 5%Discount(Tax x .95) 9 X ��c% �'�9 $ / ..�.; � � .. :� �'� ,�; Step 2; Sign and date below. Return TV✓O comple�ed and signed copies to the Register of Wills hsted on the(ront of ihis form �� along with a check for any payment you are making. Checks mus�be made payable to Register of Wills,Agent Do not send payment directty to the Department o(Revenue. be d fr p nalty of peryury. I tleclare[hat�he facis I have reported above are tme, correct and complete to the best o�my knowletlye antl � work �/-7 7-3 � � Home 7�2 ��/�� i��/ /�' Taxpa er Sgnature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-7g7-g3p7 SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-g00-447-3020 �� pennsylvania Pennsylvania lnheritance Tax , oEpqqrneHr or Aeve�ue euauu or ixmv�owi uxes �Il10fR13�100 NOIICB .�. 3.��,o�•u�°'"• �•, vo eox zaosai �RR15°°"� "• "'�°-0601 And Taxpayer Response Fi�E No.zi is-oase r��"^,_- , .,,_ J ACN15125512 �._".: . ._.. DATE OS-11-2015 C'�1 � �Q Type of Accounl :.6�5 J�^� � I � �Savin9s � Estale o�LUELLA E BFAUND Checking ' SSN 194-2&b7�5 Tmst �� ! � DateofDealh03-3t-20�5 Ceniflcate G; „ _.. ,_ , . _ ,..,.. -, � OEBRA K KALEITA CU��%�- �� ' 30 GEORGE LIH MECHANICSBUHG PA 17055-4�50 above-named decVeden�t youdweae a join olwneeor benefi�ary of he ac otun�t dentf iede death of the Remil Paymenl antl Forms to: Accounl No.5112025563 pEGISTER OF W�LLS Date Established 05-11-1NB 1 COUATHOUSE SOUARE AccountBalance $ �64•geo�52 CARLISLE PP �7U79 Percen[Taxable X16.fi67 Amount Subject to Tax $27 480.64 Tax Rate X 0.045 NOTE': 15 tax payments are made within three months of the Potenlial Ta<Due $1,236.63 duee Anys herei�ance tax due w'JI becomeedelmquent�nine monlhs With 5%Discount(Tax x 0 95) $( e NOTE') (!'I �1 � after the da�e o�death. PAHT S[eP 1; please check the appropriate boxes below. 1 n ❑No tax is due. I I am the spouse of the deceased or I am the parent of a decedent w o was 21 years old or younger at dale of death. Proceed to S[ep 2 on reverse. Do not check any oMer boxes and disregard the amount shown abwe as Potznnal!ax Uoe. g �The inbrmalion is The above in�orma�ion is correcl, no deductions are being taken,and payment will be sent correct. with myresponse. Proceed to Step 2 on ieverse. Do nol check any other oxes. � ❑The laz rale is incorrect. � 4.5% I am a lineal beneficiary(parent,child,grandchild,etc.)o�the deceased. (Select correct tax rele ai righ�,and complete Part � 12% I am a sibling of the deceased. 3 on reverse.) � �5/ All olher relationships (including none). p Complete Part 2 and part 3 as appropriate on the back ot fhis/o�m. �Changes or deductions The information above is incorrect andbr debts and deductions were pai . listed. E ❑psset will be reported on The above-identified asset has been or will be reported and tae paid with the PA Inhentance Tax inheritance Iax brm Return��oceed ro�Step Z onPreverse��Do mt check any other boxes � REV-1500. Please sign and date the back of the form when finished. PART 2 Debts and Deductions Allowable debts and deductions must meet both of the following criteria: A. The decedent was legalty responsible for payment, and the estate is insuRicient to pay the deductible items. B. You paid ihe debts atter(he death of the tlecetlent antl can furnish pmof of payment it requestetl by the department. Qf additional space is required,you may atlach 8 1/2"x 7 7°sheets o(paper.) Da[e Paitl Payee Description Amount Paid To�al Enter on Line 5 of Tax Calculation $ PAHT 3 !f you are makin Tax Calculation please obGin a wr tle correctlon from the'fin nNal�nstdutioo antl attachbt to this form? '�� t Enter the date the account was established or titletl as it existed at the date o�death. � ��eent taxable(Lne g), 2 Enter the total balance of the account inclutling any in�eres�accrued a�the date of death. 3. Enter Ihe percentage of the account ihat is taxable to you. a Firet,determine the percentage owned by the deceden�. i Accounts that are heltl "in tms�for"another or others were 100%ownetl by the decedent. ii. Forjoint accounts established more than one year prior to Ihe date ot death,�he percentage t�able is 100%divided by the�otal number of owners inclutling the decedent (For example:2 owners=50%,3 owners=33.33%,4 owners =25%, etc.) b. Nex�, divide the tlecetlen�'s percen�age owned by the number of surviving owners or beneticiaries. 4. The amount subject to tax is tletermined by multiplying the account balance by the percent taxable. 5. Enter Ihe to�al o�any tlebts and tletluctions claimetl from Part 2. 6. The amount taxable is determinetl by subhacting the debts and deductions�rom the amount subject to taz. 7. Enter the appropriate tax rate from S�ep 1 based on your relationshi If indicating a different tax ra�e, please state P�o the tlecetlent. your relationship to the tlecetlenC �p� U�� . Date Established � PA bep�men�� Y 2. Account Balance �e�� ^`��-" � z S PAD r s � „r,. 3. PercentTaxable �"`.„�, �� 3 X � 4. Amoun�Subject to Tax q $ 2 ` 5. Debts and Deduc�ions 3 � fr r . x�""�� 5 4 6. Amount Taxable g g 7. Tat Ra(e 7 X S 8. Tav Due B $ 7 9. With 5%Discount(Tax x .g5) 9 X $ SteF1 2: Sign and date below. ReNrn TWO completetl and signed copies to�the Register of Wills listetl on the front ot this form �� along with a check for any payment you are making. Checks must be made payable to"Register of Wills,AgenL' Do nof send payment directly to the Department of Revenue. Under penalty of perjury, I declare ihat the facts I have reported above are tme,correci and complete to the best o/my knowletlge and belief. �� // /1 / Work N��j( �S �,C�� Taxpayer Signature Home 7 i --r'jU3 � a�/t/� Telephone Number Date 6 IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPqRTMENT O R VENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-7g7_832� SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-gpp-qq7_3020 JOHN F. LYONS ATTORNEY AT LAW ��p Walnut Street Harrisburg, PA 17�o� TelePhone'. p17)238-4777 Faz'. (717)238-4793 a o u� % m � l , � <� � o � :> � =� __ � ut June 11, 2015 � � - � �-� �. _'� �: . , = � > r.� rn � _ �� -> � _ � 0 Cumberland County Cu�rthouse Attn� Reaister of Wills One CoJ°Use Square Carlisle, PA 17013 Re: Estate of Luella E. Braund File No. 21-15-0439 Dear Ms. Grayson: Enclosed please find the following: �, 3 Pa Department of Revenue Inheritance Tax forms reporting the payment of inheritance tax due on decedenYs interest in an account owned with Debra Kaleita; 2. Pa Department of Revenue forms for the repoRing payment of inheritance tax on decedenYs interest in a joint account owned with Georgianna Braund; and 3, Check in the amount of $18,849.58 payable to the Register of Wills, Agent, for payment of the Inheritance taxes due on the joint account and prepayment of the estimated taxes owed by the Estate. Please docket the Pa Inher�ents toameoin then nclosed stalmped seH addressed each and a receipt for the tax pay envelope. June11, 2015 Page Two Should you require any further information, please do not hesitate to contact me. Very truly yours, Jo F. L JFL(Ik ` Enclosures cc: Debra K. Kaleita, Co-Executrix Georgianna Braund, Co-Executrix v � 0 L O � V � - j � 3 � m � v ti 0 0 � o u � � n a « a 'i C v� t Q N pp i 2 J N � O N a .. u — E � v � � � � u a O u �-� � . ; ;;�n� i��n� � ;;:o v� �c , - ; O < ' o U� ST ��.f�" Si��c � � G;; � FN � � r� " � a � � >I��'! z'� 3 � _ .. � -- �-��LG039 � � ._ O � 2 ti