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Home My WebLink About06-30-15 REv-+162 Exft Y981 COMMONWGLTM OF PENNSYLV PNIP �EPAW MENT OF PEVENUE eOPEAV OF INONiOl1AL TP%K �EPT.080601 nnr+aiseuac,Pn�n ae ocm pENNSYLVAN IA RECEIVED FROM: INHERITANCE AND ESTA7E TAX OFFICIAL RECEIPT N0. CD 020912 FAHNESTOCK BFADFORD E 15 WEST PINE ST MT HOLLY SPRINGS, PA 17065 ACN ASSESSMENT AMOUNT CONTROL NUMBER -- -- -- - �-- ,v1e 15126167 � 578.38 ESTATE WFORMATION: SSN: t98-aa-9o31 FILE NUMBER: 2115-0437 � DeCEOENT NAMe FAHNESTOCK KIRBY L I DATEOFPAYMENT: 06/30/2015 POSTMARK DATE: 06/3�/2015 couN7v: CUMBERLAND � DATE OF DEATH: O4/1Z�2O15 I � TOTAL AMOUNT PAID: `"78�38 REMARKS: CHECK# 3733 INITIALS: CJ sEA� FECENED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS flEGISTER OF WILLS eoa�,� oF ��omo�.� *axEs Pennsylvania lnheritance Tax �� Pennsylvania vo eoz zaosoi Information Notiee oernarnexrov neveHue xnva�seucc re viza�oco� And TBXPdyef RBSpOnSe F�-154f�•�v�E•F� �••�f� FILE N0.2115-0437 ACN 15126167 � DATE OS-14-2015 Type of Accounl Estate of KIRBY L FAHNESTOCK �Savings SSN 198-44-9031 Checkin9 Date of Dealh 04-122015 Tmst BHpOPORD E FAHNESTOCK Counry CUMBERLAND Certificate 15 W PINE ST � MT HOLLY SPGS PA 17065-1324 — -_� . ,� '_ p .'" �:: rT� f .. C> (J i C) � r� f1 Ul G'� O � *1 n s T BANK provided the department with the information below indicating that at the death ot [he above-named decedent you were a joint owner or beneficiary of the account identified. Remit Payment and Forms to: Account No.8897233621 Date Established 01-15-2002 REGISTER OF WILLS Account Balance $ 1,375.18 1 COURTHOUSE S�UARE CARLISLE PA 17013 Percent 7axable X 50 Amount Subject ro T� $687.59 Tax Rate %0.120 NOTE': If taa payments are made within Ihree manihs of the Potential T� Due $82.51 decedenPs tlate of death,deduct a 5 percent discount on the tax Wi�h 5%Diswun�(Tan x 0.95) $(see NOTE') due. Any inheritance lax due will 6ecome delinquen�nine months af(erthe date otdeath. PAAT SteP 1 : Please check the appropriate boxes below. 1 n ❑No tax is due. I am the spouse of ihe deceased or 1 am the parent of a decedent who was 2� years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disrepard the amount - shown above as Potential7ax Oue. g ❑The informa�ion is The above informa�ion is correc�, no deduc�ions are being laken,and paymen�will be sen� correc�. witM1 my response. Proceed ro Sfep 2 on reverse. Do not check any other 6oxes. p �7he tax rate is inconect � 4.5% I am a lineal beneficiary(parent, child,grandchild,etc.)of ihe deceased. (Select correct�ax rate al right, and complete Part � �2/ I am a sibling of the deceased. 3 on reverse.) � 15% All other ralatlonships(including none). p ❑Changes or deductions The information above is incorrect and/or debts and deductions were paitl. listed. Complefe Part 2 antl part 3 as appropriate on fhe 6ack of this torm. E �Asset will be reported on The ahove-identified asset has been or will be reported and t� paid with ihe PA Inheritance Tax inheritance t�form Return filed by the estate represenlative. REV-1500. Pmceed to Step 2 on reverse. Do not check any other boxes. � Please sign and date Ihe back of the form when finished. PART z Debts and Deductions Allowable dehts and deductions must meet both of the followinq criteria: A. The decedent was legally responsible for payment,and the estate is insufficient to pay the deductible items. 8. Vou paitl the debts afler the death of the decedent and can furnish proof of paymen�if requested by ihe department. Qf additional space is required,you may attach 8 1/2"x 11"sheets of paper.) Da�e Paid Payee Descripfion Amount Paid Total (Enter on Line 5 ot Tax Calculation) $ PART Tax Calculation 3 �f you are making a comectior.to Ihe esW6lisf�mer.�tlate(Line 1)xccount balance(Line 2),nr pnrcen(taxable(Line 3�, please obWin a written correction from the financial institution and atlach it to ihis/orm. t Enter the date the account was established or titled as it existed at the date of death. 2. Enter�he total balance of the account including any interest accrued at the da�e of death. 3 Enter the percentage of the account that is taxable ro you. a. First, determine the percentage ownetl by the tlecedent. i. Accounts(hat are held'in[rust for"ano[her or others were 100%ownetl by the decedent. ii. Por joint accounts established more than one year prior to the date of death,the percen[age taxable is 100%divided by the total number o�owners including the decedent (For example:2 owners=50%, 3 owners=33.33%,4 owners =25/,etc.) b. Next,divide the decetlenPs percentage ownetl by the number of surviving owners or beneficiaries. 4. The amoun�subjec��o tax is determined by mul�iptying�he account halance by the percent taxable. 5. Emer the btal of any debts and detluctions claimed from Part 2. 6. The amount taxable is determined by sub[racting the debts antl deductions from the amount subject to tax. 7. Enter the appmpriate tax rete from Step 1 based on your relationship to the decedent. If indicating a diRerent tax rate.. please state �� your relationship to ihe decedent . �A�Y��y$ 1. Date Estahlished 1 �.,,�a . �`,';�':: � 2. AccountBalance 2 $ Pf1[?, 3. Percent Taxable 3 X a "� ' � "k 4. Amount Subject to Tax 4 $ � 3 �, 5. �ebts antl Deductions 5 - �,� , . 6. AmountTaxable 6 $ $�� , Z T� Rate 7 X b 8. Tar Due e g — ] � }ix. �:��. 9. With 5% Discoun� (Tax x .95) 9 % � St@P 2: Sign and date below. Retum TWO completed and signed copies to ihe Register of WJIs hsted on(he fmnt of ihis form �� along with a check for any payment you are making. Checks must be made payable to"Register of Wtlls, Agen[.' Do not sentl payment directly to ihe Depatlment of Revenue. Under penalry of perjury, I declare that the fac[s I have reported above are ime,correct and complete to the best of my knowledge and belief. �� WOrk � D � Home �aS�-(d� I.S Taxpayer ignature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-g327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020