The URL can be used to link to this page

Home My WebLink About06-11-15 COMNONWEALTnOFGENNSYLVArvIA REV-0162EXIll J6) TMENT OF FFVENUE UPEAU OF INOI VIOOPL iA%E6 �WT.]gOfi01 narrrrisauac,Pn n�:e-oso� pENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFRCIAL FECEIPT NO. CD 020817 CARTER SHAWN T S50 TOFTREES AVE APT 518A STATE COLLEGE, PA 16503-1939 ACN ASSESSMENT AMOUNT CONTROL NUMBER ----- __.... 15128827 � S36J7 ESTATE WFORMATION: ssN: � FILE NUMBER: 2115-OE53 � oEceoENT NnnnE: CARTER MICHELLE J I DATEOFPAYMENL OB/11 �ZO� B I POSTMARK DATE: 06/17/2015 I courvrv: CUMBERLAND I DATE OF DEATH: 05/17/2015 I � TOTAL AMOUNT PAID: 536.77 REMARKS: CHECKti1209 INITIALS: CJ sen� RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS a�a�� o. ,xo��ow� ,..E: Penns Ivania lnheritance Tax �i� enns �vania vo eox zaosoi Y `�; Y H4RRISBORGPA 1]I�8-0601 InformationNotice DEGAPTMENiOFREVENOE And Taxpayer Response Fi�E No.zi i� C2:;�� R � C � -.. � . �� G�� ncN ,si2aevJ r�..^-..-. '." , c DATE05-27-2015 o,.�tC ��'r\I 1� rl'� � 35 - - Type af Accoun� �i :. Es�ate of MICHELLE J CARTER Savings �" zois T�us� SHAWN T CARTEH � -. 6,ouMy:GUMBERLANO Certificate APT 518A C� . -. . . . - " . 850 TOFTREES AVE STATE COLLEGE PA 16803-1939 MEMBERS isr Fcu provided the departmen� with the iniormation below indicating that at the death of Ihe above-named decedent you were a joint owner or beneficiary of the account identified. Account No.2fi9770 Remit Payment and Forms to: Date Establishetl 08-16-2005 REGISTER OF WI�LS Account Balance $ �,7�g.gq 7 COURTHOUSE S�UARE Percent Taxable X 50 CARLISLE PA 17013 Amoun�Subjec[to Tax $859.92 Tax Rate X 0.045 Po�ential Tax Due $3870 NOTE': If fax payments are made wi�hin[hree months of�he decetlenPs da[e of death,deduct a 5 percent discoun�on�he tax With 5% Diswunt(Tax x 0.95) $(see NOTE') due. Any inheri�ance�ax due will become delinquent nine months aflerihe date ofdeath_ PART StBP 1 : Please check the appropriate boxes below. 1 A �No tax is due. I am the spouse ot ihe deceased or I am the parent of a decedent who was 2� years old or younger at date of death. Proceetl ro Sfep 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. g �Tha infunra[ion is The above iniormation is correc�, no deductions are being taken,antl payment will be sen( wrrect. with my response. Proceed to Step 2 on reverse. Oo not check any other boxes. p ❑The tax rate is incorrect � 4.5% I am a lineal beneficiary(parent,chiltl,grandchild, etc.)of the deceased. (Select wrrec�tax rale at right, and comple�e Part � �p� I am a sibling ol Ihe deceased. 3 on reverse.) � 15% All other rela�ionships (induding none). p ❑Changes or deductions The inbrmation above is incorrect antl/or deb[s and deductions were paid. listed. Complete Part 2 and part 3 as appiopiiate on the back ol this/orm. E �Asset will be reported on The above-identified asset has been or will be reported and t� paitl with ihe PA Inheritance Tax inheritance�ax form ReNm filed by the es�ate representative. REV-1500. Pmceed to Step 2 on reverse. Do not check any other boxes. � Please sign and date the back of Ihe form when finished. 4 �� PART Debts and Deductions 2 Allowable deb�s and deductions mus�meet bo�h of�he�ollowing criteria: A. The decedent was legally responsible for paymen�,and the es�ate is insufficient�o pay�he deductible i�ems. B. You paid ihe de6is after the death of the tlecedent and can furnish proof of payment if requested by the department. (If additional space is required.you may attach 8 V2"x 11"sheets of paper.) Date Paid Payee Description Amount Paitl Total (En�er on Line 5 oi Tax Calculation $ PART Tax Calculation 3 Ii you are making a correction to ihe eslablishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a writlen correction from the financial insti�u�ion and attach ii to[his fortn. L Enter�he da�e�he accoun�was es�ablished or titled as it existed at�he tlate of death. 2 En�er�he total balance of ihe account including any interest accrued at the date of death. 3. En�er�he percen�age ofthe accountlhalis taxableto you. a First,determine the percen[age owned by the decedent. i. Accoun[s that are held"in tmst for"another or others were 100/owned by the decedent. ii. For joint accounts established more ihan one year prior m tM1e date ot tleath, the percentage taxable is 100%divided by�he total number of owners including the decedenL (For example:2 owners=50%,3 owners=3333%, 4 owners =25%,etc) h. Next,divide�he decedenPs percentage owned by the number of surviving owners or beneticiaries. 4. The amount subjec�to lax is delermined by mul�iplying tM1e account balance by the percent laxable. 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions irom the amount subject to tax. 7. Enter the appropriate�ax rate from S�ep 1 based on your relationship to the deceden[. If indicating a dlfterent tax rate, please state y ,� OffjGl,.�1 �Bly�AAFw. �`� ;s�p � yourrela�ionship�othedecetlent' :: ]af�(�gPa�`�y�(�f��y��s��Y �� 1. Date Established 1 +r.-�"�`" "` "�" '�` � i � �' � � 2. Accoun� Balance 2 $ PRD, �ta� �" �=+i"sX �� - �Yi"L?-u` 3. Percent Taxable 3 X 2 �:t�. : e6„�3,� _ + m�n �:'' . 4. Amounl Subject to Tax 4 $ � :r �;� .�. " '+`y „].„;y' 5. Debis and Deductions 5 - d < <_% ,�� 6. AmountTaxable 6 $ �.'a"' �7i� ,�'� ,;_.ty y�vi 7. Tax Rate � X � - .+^" ++W" " 8. T� Due 8 $ 8 �! r;ti v. �"�t�'r 9. Wi[h 5% Discount(Tax x .95) 9 X � �»� � � � StBP 2: Sign and date below. ReNrn TWO completed and signed copies to ihe Register of Wills listetl on the iront of this form, along with a check for any payment you are makin9. Checks must be made paya6le to"Pegister of Wills,Agent' Do not send paymen�directly[o�he Department of Revenue. Under penalry of perjury, I declare that ihe facts I have reporled above are true,correct and complete to ihe best of my knowledge and belief. � „ Work � Home `lil�"`f3C -7�Y1 �0 5� ZoS Taxpayer Signature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYIVANIA 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 .__�.__ ________ _ rn � = n � + _; � � r �i � r � � � � � -� � � � � � -� � � P � � � - n CS :�' � � � �:; � �,, � �a� � � u� �,; � � tF) lli �A _ IU a � � � _ � A � � � _ � m _ � � � _ � � ° � i = � N � V ' - ; �J3�r4(l� r r c �-�_' .SNVHd"0 _ - - ;'31^ . �. wd tr n;�r Sio� ''�;A ?:, �'� 301jdC ��,:_.JL'003� . S