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Home My WebLink About07-13-15 BORG� Of Ix01V1UWL iaXES Pennsylvania lnheritance Tax �`�� pennsylvania PO B�% 2B0601 OEGNFTMENT OF PEVENOE HRRRISBORG PA 11138-0601 Information Notice And Taxpayer Response �`� ""`•��"•" ��"'� RLE N0.2115-0476 REC RCFD CFF;CE OF ACN isisssse �_.., �, �nrem-oazois ?015 JUL 13 ?f� y py TypeoiAccount Estate of EVELVN R STIMELING Savings ��:�:'�. �', - Checking ORPHANS � �—�e�eoioeamoz-o�-2ois rms� +• WILMA I STIMELING �� " � CountyCUMBERLAND % Certificate 966 NW 93R0 AVE ��MBERli^.f.'; PLANTATION FL 33324-6158 � � oRasrowN BANK provided the department with the information below indicating that at the death of the above-named deceden[you were a joint owner or beneficiary of the account identified. Remit Payment and Forms to: AccouniNo.1500030280 Date ESWblished 01-04-2015 REGISTEH OF WILLS Account Balance $2,00137 1 COURTHOUSE S�UARE Percent Taxable X 100 CARLISLE PA 17013 Amount Subject to Tax $2,001.37 Tax Rate X 0.150 Poten[ial Tax Due $3�021 NOTE': If tax payments are made within ihree months of the decedenPs date of death,deduct a 5 percent tliscount on the tax Wi�h 5%Discount(Tax x 0.95) $(see NOTE') due. Any inheritance�ax due will become delinquen�nine monihs after ihe date of death. PApT $t@p 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. Proceetl to Step 2 on reverse. Do not check any ofher 6oxes and disiegard the amount shown abo•.�e as Pofential Tax Due. g �The informalion is The a6ove information is wrrec�, no deduc�ions are being�aken;antl payment will be sem correct. with my response. Pmceed to Step 2 on reverse. Do not check any ofher boxes. p �The tax rate is inwrrect � 4.5% I am a lineal beneficiary (parent, child,grandchild, etc.)of the tleceased. (Select correct tax rate at right,and complete Pah � �p� I am a sibling of the deceased. 3 on reverse.) � 15% All o�her rela�ionships(including nonef. p �Changes or deductions The information above is incorrect and/or debis and deductions were paid. listed. Complete Part 2 and part 3 as appropnate on the back o/this lorm. E �Asset will be reportetl on The above-identitied asse�has been or will be reportetl and tae paid with�he PA Inheritance Tax inheri�ance tav form Retum filed by the estate represen�ative. REV-1500. Proceed to Step 2 on reverse. Do nof check any other boxes. � � Please sign and date the back of the form when finished. l� PART Debts and Deductions 2 Allowable debts and deductions must meet both of Ihe following criteria: A The decedent was legally responsible for payment, and the estate is insufficien�to pay the deductible items. B. You paid the debis after ihe death oi ihe tlecedent and can furnish proof of payment if requested by the depariment. (If additional space is required,you may attach 8 V2"x 11"sheets of paper.) Date Paitl Payee Descrip�ion Amount Paid Total En[er on Line 5 of Tax Calculation $ PART Tax Calculation 3 H you are making a correction to ihe establishment tlate(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a writlen conection from the tinancial instNution and attach it to this torm. L Enter the tlate ihe account was established or titled as it existed at the date of tleath. 2 Enter[he�otal balance of the account including any interest accmed at�he date o�dea�h. 3 Enter the percentage of ihe account that is taxable to you. a First,determine the percentage owned by the decedent. i. Accounts that are held'in imst for"another or others were 100%owned by ihe decedent. ii. For joint accounts established more ihan one year prior to Ihe date of death,ihe percentage ta�mble is 1�0%divided by[he total number of owners includinq�he decedenL (For example:2 owners=50%,3 owners=33.33%,4 owners =25%, etc.) 6. Next, divide the decedenfs percenta9e owned by the number of surviving owners or beneficiaries. 4. The amount subject to f� is determined by multiplying the account 6alance by the percent taxable. 5. Enter�he total of any debts and deductions claimetl From Patl 2. 6. The amount taxable is determined by subtracting the debts and tleduc�ions from�he amount subject to tax. Z Enter the appropriate tax rate irom Step 1 based on your relationship to ihe decedent. If indicating a different�ax rete, please slat ' �p��(jnjY�q�pF ro,, y ,��, your relationship to the decedent lclif-�� '_ � .* �. , 1. Date Establlahed 1 1�" - "`k x*'� ��,tii ��, '� "�. �5 �r 's- +�^ �. 2. Account saiance 2 S �� ., .��,��, . ��,,�',.� 3. Percent7axable 3 X # � �, ,�t ��; �„ cr*x �.� �� 2 �` ,��. e� ��.� .,�„,., 4. Amount Suhject lo Tax 4 $ 3 ' ^ � ,�.''::.r.„ E.` `-_: 5. Debts and Deductions 5 - 4 ��;po-,,. �� - ��" ,+ .,Pr r.��,,. 6. Amoun�Taxable 6 $ 5 ,�. �� w'�r�= .r . 7. T� Rate 7 X � � s� + " j � � '�`=�n '31' ., " � " 8. 7ax Due 8 S '� � • S ",-� $ = t � 9. With 5% Discount(Tax x .95) 9 x , SZJ . -:�.�*1-= StEP 2: Sign and date below. Return TWO completed and signed copies�o�he Register of Wills listed on the iront of this�orm, alon9 with a check for any payment you are making. Checks must be made payable ro"Register of Wills,Agent" Do not send payment directly to the Department of Revenue. Under penalty of perjury, I dedare that the facts I have reported above are ime,correct and complete to the best of my knowled9e and belief. ,� , , � �-a��-{Of4� , ou, " ;n � ° Home � - �'� -�� S '7-�6� l� xpayer Sign e 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: 1-800-447-3020 � RECO?�°� nTFICEOF � � � - y�LLLS ; � °' REGIE". '. " �3 ^015 JOL 13 ?i� 4 04 � w v w ¢3 w� � CL'.. �� ". w � = ORP �; : �.� � � � CUMgE t. � � m _ �'�-�' , �. ,, � �. � .:: � ��. G? � F � `' �� i t.0 � C p} A� 19 � � J _ W � ' � i ��p� T' f. ' .