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Home My WebLink About06-11-15 (2) cannMorvwea�in oF Pervrvsvlvnmia aEv-t tez Exlt t�s61 PPFTMENT OF PEVENVE BVFEAV OF IN�IVIpUHL iAXES �E➢i.28�fi�1 naaaiseona va nve-osoi pENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD OZOS� H CARTER SHAWN 850 TOFTREES AVE APT 518A STATE COLLEGE, PA 16803-1939 ACN ASSESSMENT AMOUNT CONTROL NUMBER ----- _....-- 15128828 � S35.82 ESTATE INFORMATION: SSN: FILE NUMBER: 2115-0653 I oeceoeNr NnMe: CARTER MICHELLE J I DATEOFPAYMEN7: 06/11 /2015 � POSTMARK DATE: OB/� 'I/2O1 5 I couN7v: CUMBERLAND I DATE OF DEATH: 05/71/2015 � � TOTAL AMOUNT PAID: 535.82 REMARKS: CHECK# 1208 INITIALS: CJ sEA� RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS � C'�?' euxEau or �eomom� raxes Pennsylvania lnheritance Tax ;�� pennsylvania PO BO% 000601 DEPAPTMENT OF PEVENOE HRRRISBORG PA 11129-0601 Information Notice And Taxpayer Response �=�-".'�'��""`��'.," ECCR�_ �-��;C� OF Fi�eNo. zi r5-CG53 ACN 15128828 RE�"'.'_.. - � ° oa7eo�z�-zois '91� JUN 11 F�i 1 `f9 Type of Accoun� �€state of MICHELLE J CARTER Savings ..,,�$ X Checking � � � '- Oa�eo� Death OS-11-2015 Tmst SHAWN T CARTER �IJ« '. CQun��+EUMBERLAND Certi�ica�e APT 518A � ' 850 TOFTREES AVE STATE COLLEGE PA 16803-1939 MEMBERS isr Fcu provided the department with the inbrmation below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No.269770 Hemit Payment antl Forms to: Uate Establishetl 0&16-2005 REGISTER OF WILLS Account Balance $ 1,675.53 1 COURTHOUSE S�UARE CARLISLE PA 17013 Percent Taxable X 50 Amoun[Subject to T� $837 77 Tav Ra[e X 0.045 Potential Tax Due $3770 NOTE': If tax payments are matle within three months of ihe deceden�'s da�e of death,deduct a 5 percent discount on the�ax With 5%Discount(Tax x 0.95) $(see NOTE') due. Any inheri�ance tax due will become delinquent nine months atterthe date ofdeath. PART StBP 1 : Please check the appropriate boxes below. 1 A �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 Oue. g �7he iNormatlon I, ' The abuve information is correct, no deductions are beinq taken, and payment will be sent wrrec�. with my response. Proceed fo Step 2 on reverse. Do not check any other boxes. � �The tax rale is incorrecc � 4.5% I am a lineal beneficiary (parent, child,grandchild. e�c.)ot the deceased. (Select correct�ax rate a� righ�,and comple�e Part � �p� I am a sibling o�[he deceasetl. 3 on reverse.) � 15% All other relationships (including none). p �Changes or deductions The information above is incorrect and/or debis and deductions were paid. listetl. Complete PaR 2 and part 3 as appropriate on the 6ack ol this lorm. E �Asse�will be repohed on The above-identified asset has been or will be reported and[ax paid wi(h�he PA Inheri�ance Tax inheritance tax form Retum filetl by the estate representative. REV-1500. Proceed ro Step 2 on reverse. Do not check any other boxes. � Please sign and date the back of the form when finished. PART Debts and Deductions 2 Allowable debts and deductions must meel both of the following cri�eria' A. The deceden�was legally responsible�or paymen�.and the esla�e is insWficient ro pay the deductible items. B. Vou paid ihe debts aRer[he death of the decetlent and can furnish proof of payment if requested by the department. Qf additional space is required. you may attach 81/2"x 11"sheets of pa0er.) Da�e Paid Payee Description Amount Paid Total (Enter on Llna 5 of Tax Calculation $ PART Tax Calculation 3 If you are making a correction to the establishment tlate(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a writlen correction from[he financial instifution and attach it to this tortn. t Enter the date the account was established or titled as i�existed at�he date of dea�h. 2. Enter the total balance of the account inclutling any interest accmed at ihe date of death. 3 Enterthe percen�age ofihe accountthatistaxable to you. a First, tle�ermine the percentage owned by�he decedem. i. Accounts lha�are held "in�mst for"ano�her or others were 100%owned by�he deceden[. ii. For joint accounts established more than one year prior to the date of death.ihe percentage taxable is 100%divided by Ihe btal number o�owners inclutling�he decedenL (For example:2 owners=50%,3 owners=33.33%,4 owners =25%,etc.) b. Next,divide Ihe decedenCs percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to�ae is determined by multiplying the account balance by the percen�taxable. 5. Enter the total of any debis and deductions claimetl from Part 2. 6. The amount taxable is determined by su6tracting the debts and deductions Gom Ihe amoun�subjecl to tax. 7. Enter the appropriate ta�c rate from Step 1 based on your relationship to ihe decedent. If intlicating a diflerent tax rate, please state - Q(fjpa��Qp�y�qp��, your rela�ionship to the decedent: p1�,�ypa�t31e�1�,}f'R9�3UB ' ' 1. Date Es�ablished 1 �- "� ��`��xv 2. Acmun�Balance 2 $ PAfl� ��re u y{ ! 3. Percen�Taxable 3 X �� 2 i�-b ''S' ,��t� 4. Amount Subject ro Tax 4 S 3 �� ,�� ,.+�_ 5. Debts and Deductions 5 - 4 `s wu.i 6. Amoun�Taxable 6 $ 5 ` ' J c'y r R 7. T� Rate 7 % 6 '�s � =, s . e. TaxDue 8 $ 8 ��.,,�.�E[�., µ,��ex' .. 9. With 5/ Discoun[(Tax x .95) 9 x w�� . � � StOP 2: Sign and date below. ReNrn TWO completed and signed copies to ihe Register of Wills listed on the imnt of ihis form, along with a check for any payment you are making. Checks mus�be made payable to"Register o(Wills, AgenC' Do no�send payment directly to[he Depatlment oi Revenue. Under penalry ot perjury, I declare ihat the facts I have repohed above are irue,correct and wmplete[o the best of my knowledge and belief. A , � Work jy�� Home �l�l - Y39 - 'Z-�yl io 5,,,,�. zo,S Taxpayer Signature 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 .. _.._____ � �r � ,/ / '��,�'`;t.f� �f,�=:;f) i = ; � � , _ , = � . ,� -- �r 7 = x � � _ � -�- - �I y � � ^ 7 G � /� � �; � �i.: L `// -� N � � Q � f a o � � f— a � — - � � _- � a �-� � �J� iYi !`7 L � {p� f*7 � � � fi} ('} � (> - !Li � f+. � � � „ � � � � � (� . , . � ��;V i�. .��:Il� ``� � � .�.._�' � SN:6 `i0 V � �— . :31� �° � � 6h T Wd IT NO�, Si�� O �- i;193� � "�"" � �- �3 �=., ,__. ". _��.C210�3U � � O � � �1�