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Home My WebLink About07-15-15 COMMON W FA'_TH CF PEA.A'SVLVPNIP im�� aF AEVervu� FEV-1162 EXIII-98� uacnu ar imoivioon�raxes oEai_zeoso� nnaaiseuae.�n niaa oeoi PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 020964 WHITTOCK SUSAN I 555 BRENTWATER ROAD CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 � 571,500.00 ESTATE INFORMATION: ssN: I FILE NUMBER: 2115-0468 I oECeoeNr NnME: WHITTOCK IRENE E � DATEOFPAYMENT: 07/15/2015 I POSTMARK DATE: 07/14/2015 I COUNTn CUMBERLAND I DATEOFDEATH: 04/19/2015 I � TOTAL AMOUNT PqID: S71,500.00 REMARKS: RECEIPT TO ATTY CHECK!/ 7031 INITIALS: CJ sE^� RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS flEGISTER OF WILLS Law Offices of H�sRuiv�x,.HA�a� Guis�, LLr 2109 MAFKET STREET•CAMP HILL, PENNSVLVANIA 1]011 MqqKE.X1LBPUNEq (71��(��-J6�O�F(�x:�Jll� ]$1-J6'17 BRPNCHOFFlCE. LP11G A X1TCX,CELR COflPESPON�ENCE PDORE55�. 3 WEST MONIIMENT SQIIPqE SUITE 3M Ca�i led m an Elde�Isw qpamey Oy LEWI9TGWN,PA 00�0 ��e Nalional EIOer Lew FounEellon Cemp HIII O�Ii00 CLIFIpN R.Gp19E W EB SITE ��248��9 Alsa AOmltletl lo p2tllce hBloie I�e 115.Pa�enl 6 i�ademerx Onlce k'w'w�M1�911pGom STLLEY L.NACE Poralegal � TR.�Q L SEPNOVIC JONN X.NLLUlLOOGH Pa�alegel O�Counsal iPqQ L.XILFEPOING Paalegei July 14, 2015 ; o � m � p A c � O m s c� � c� � a ,> r F. -; o Rcgister of Wills =' `-" � ��-; o '. c� i, 1 Courthousc Square, Suite 102 ` � � � -� � Carlisle PA 17013 � �� `-; � —� � H === o , �-+ � m RE: Estate of Irene F.. Whittock . � � � ` N T� File No. 2015-004fiR Dear Rcgiste� of Wills: Cnclosed is a check for$7I,500.00 as an estimated payment of the Pennsylvania lnheritance Tas for the above-rel�erenced estate. Please send the receipt to me in the envelope provided. Also enclosed for filing are the Pennsylvania ]nheritance Tax Information Notice and 7�axpayer Response forms (in duplicate) for a checking accoant at PNC Rank N.A. Please time- stamp the extra copy of the notice znd retum it to me in the envelope provided. Thank you. Sincerely, � G�� . ��_._ 'Vlark E. Halbruncr Enclosures cc: Susan I. Whittock Executor a�R�� o. ��,�,o�., ,<,Es �' pennsylvania Po aox :aobo, Pennsylvania lnheritance Taz IURRISepRC vp ip�2B-0601 Information Notice OEPAPTMENTOFqEVENUE And Taxpayer Response •`" ,`•,"°°"•""° ", FlLE NO. 2115-0468 ACN 15134033 DATE 06-24-2015 Type oi Account Estate of IRENE E WHI7TpCK Savings SSN 57405-0794 Checking SI15AN I WHIiTOCK 2015 Trust 555 BRENTWATEH RO CounryCUMBERLAND CertifiCate CAMP HILL PA 17011-2008 0 � c o � a m p � L � O � _ O r" x n � cn a �' > r �.,.,, -� o _ -� m � ' m '� N _... :,, o - .� o � T T _-. TI � - T J � � n � r m � ' ' r � F-+ (n o N T rwc BqNK NA 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 iden[ified. Account No.5140068689 Aemit Payment antl Forms to: Date Establishetl 11-01-1956 REGISTER OF WILLS Account Balance $8,052.29 7 COURTHOUSE SOUARE Percent Taxable X SQ CARLISLE PA 17p73 Amount Subject to Tax $4,026.15 Tax Rate %0.045 Po�ential Tan Due $ �g� �8 NOTE': If tae paymen(s are made within three mon[hs o(the With 5% Discount(Tax x 0.95) $(see NOTE') decedenPs date of death,deduct a 5 percent discount on ihe tax due. Any inheritance tax due will become delinquent nine months akerthe date ofdeath. PART $tep 1: Please check the appropriate boxes below. A 0 No tax is due. I am the spouse of the deceased or I am the pa�ent of a decedent who was 21 years old or younger at date of death. Proceetl to Step 2 on reve�se. Do not check any other boxes and disregard the amount shown a6ove as Potential Tax Due. B �The information is The above in�ormation is correc�, no tleduc�ions are being�aken, and payment will be sent correct. with my response. Proceed to Step 2 on�everse. Do nof check any other boxes. C ❑The tax rate is inwrrecL 4,5% I am a lineal beneficiar (Selec�correct�ax ra�e at � Y(Paren(, child, grandchild, etc.)of ihe deceased. right,and complete Part � �pq, I am a sibling of the deceased. 3 on reverse.) � 15/ All other relationships (including none). p ❑Changes or deductions The in(ormation above is incorrect and/or debis and deductions were paid. listed. Complete Part 2 and part 3 as appropria[e on the back ol this lorm. E �'Asset will be reported on The above-itlentified asset has been or will be reported and t� paitl with the PA Inheritance Tax inheritance tax form Retum filetl by the esta[e representative. � REV-1500. Proceed to Step 2 on reverse. Do no(check any other boxes. Please sign and date the back of Ihe form when finished. PART Debts and Deductions 2 Allowable debts antl deductions must meet both of the following criteria: A. The decedent was legally responsible far payment,and the estate is insufficient to pay the deducti6le items. B. Vou paid the debis after the death of the decedent and can fumish proof of payment if requesled by Ihe depariment. Qf additional space is required,you may attach 8 1/2"x 11"sheets of paper.) Date Paid Payee Description Amount Paid Total (Enter on Line 5 of Tan Calculalion) $ PART Tax Calculation 3 If you are making a correction lo the esWblishmeM date(Line 1)accoun[balanm(Line 2),or percent taxable(Line 3), please obtain a written correction irom lhe tinancial inslitution antl atlach it to this torm. 1. Enter the date the account was esta6lished or titled as it existed at the date of death. 2. Enter Ihe total balance of ihe account inclutling any interest accmed at the date oi death. 3 Enter ihe percentage of ihe account ihat is tuable to you. a First,determine the percen[a9e owned by the decedent. i. Accoun�s�hat are held'in tms�for"anolher or others were 100%owned by the decedent. ii. 6y ihe total number ot owners includ ng the de edenrt.r(Forhexamplef 2Qowne se P50%n3 ownersbl 33.33�/4 awne�rs =25/.etc.) b. Next,divide�he decedenYs percentage owned by lhe number of surviving owners or beneticiaries. 4. The amount subject ro t� is determined by mWtiprying Ihe accounl balance by ihe percent taxable. 5. Enter the total of any debts and deductions claimed irom Part 2. 6. The amoun�taxable is determined by sublracting�he debts and deductions trom the amounl subjec�lo�ax. 7. Enter[he appropriate tax ra�e from Step 1 based on your relationship lo the decedent. If indlcating a different tax rate,please s�ate .�t:� , ��* .� n ,� � a#� your relationship m�he decedent: � 1. Dale Eslablished � ��'�i 2 Accoun�Balance 2 $ " jK*,A�'"*`�� .&+ ' v° 3. Percent Taxable 3 X '��,°„�a.w .Qi.:��'� rY. --. . �`z 4. Amoun�Subjecl lo Ta�c 4 $ $.�..�»'� ,�,'�n',�i� .�TM' � '��"- 5. Debls and �eductions 5 - '�*`��q {"'�` �"�'� '�.s,+.,�- �. " � 3��j4� �` ��'� 6. AmounlTaxable 6 $ ��y� A'.�=,t +�'� � E'� �` � �+"M'�'�� '^^�^�--�*. 7- Tax Ra�e � x ! r'' ^ � • 8. Tax Due 8 $ I$"'�� 9 W th 5/ D scou t(Ta x ss) s x � '"'" �aSlang�wit2a hleck for any paymentyoo areTmaOking. Checks mus9be madeepaya6le toe9Register olf WiIISQAgente Do oo[selndorm, payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true,correct and complete to ihe best of my knowledge and belief. WOrk fi--�-�LLLL2f�� ] �' Home/sfl7�71 /-�-,l.�1�7-�`� -,�D/S� Tazpayer Signature � Telep one umber Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE T XPAIYER3 WITH SPECIAHHEARINGIAND/OR SPEAK�ING N�EDS ONLY78800 44730 ORVICES FOR 0 ; �,;; �� ,� �„ A �,.',.� 9"s� si;:r w z �;C� $�� N Q O °n "'1 2 �y ^ J � h- <,Wj J t�/ K ^� � O � �- � E C.� � � �J � � � <.; c. W m 00 � �' 4 Cn �� E - o �._ 5 , � W W �y J Q � rh y U � KN J UyIL V C C. ' J, p m h v Ol J vW � o � o °� ar � M � � `�'� � u U � 3 = ,�o � � F a; 5 V = p E � < � � a � � U� - � W N� �U � y yn_ 5 � E �� i J `n � f � o N �