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Home My WebLink About07-20-15 •�RE•� �F ,�� *Es Pennsylvania lnheritance Tax � � pennsylvania VO BOX tB060t �� OEPAflTMENTOFPEVENIIE HRRRISBORG YP 1)10B-Y601 Information Notice �� And Taxpayer Response "`� "" "��.`•" '�'-"' Fi�e No. zi i s-oa�s REC RDED OFFICE OF ACN isisssv �„-�_.. , OATE07-07-2015 �015 JUL 20 �� 3 ti5 TypeofAccoun� Estate of EVELVN R STIMELING �Savings �� - Checking 0 R Pfi^ -��-Date o�Dea�h 02-05-2015 Trust WILMA I STIMELING �' � COunhJCUMBERLAND Certifica�e 966 NW 93RD AVE ��M�E'_, , „ � � PLANTATION FL 33324-6158 we��s Faeco provided the department with the iniormation below indicating that at the death of ihe above-named deceden[you were a joint owner or beneficiary of the account identified. Remit Payment antl Forms to: Accoun�No. 1010216744539 Date Establishetl OB-18-2008 REGISTER OF WILLS Account Balance $5,307.62 1 COURTHOUSE S�UARE Percen�Ta�cable %50 CARLISLE PA 17013 Amount Subject to Tax $2,653.61 Tax Rate X 0.150 Polential Ta�e Due $398.07 NOTE': If tax payments are made within ihree months of Ihe decedenYs date of death,deduct a 5 percent discount on the tax Wi�h 5% Discount(Tax x 0.95) $(see NOTE') due. Any inheritance�ax tlue will become delinquent nine mon�hs afterthe date ofdea�h. PART $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. Proreed ro Step 2 on reverse. Do not check any othei boxes and disregard the amount M�iuwn above as Potential Tar Oue. g �The information is The above information is correct, no deductions are being taken,and payment will be sent correct. with my response. Proceed m Step 2 on reverse. Do nof check any other boxes. � 7he taz rate is incorrecL � 4.5% I am a lineal beneficiary(parent, child grandchild,etc.)of ihe deceased. �(Select corred tax ra�e at right, and complete Part � �p� I am a sibling of the deceased. 3 on reverse.) � 15% All other relatlonshlps (including none). p �Changes or deduc�ions The informa[ion above is incorrect and/or debts and deduc�ions were paid. listed. Complete Part 2 and part 3 as appropriate on the 6ack ol fhis lorm. E �Asset will be reported on The above-identified asset has been or will be reported and tax paid with ihe PA Inheritance Tax inheritance��form ReWm filetl by the es�ate representative. � REV-1500. Proceed to Sfep 2 on reverse. Do not check any other boxes. ..� � Please sign and date the back of the form when finished. PApT Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment,and the esla�e is insuRicient to pay the deductible i[ems. B. You paid the debts after the death of the decedent and can fumish proof of payment if requested by the depatlment. (If additional space is required,you may attach 8 1/2"x 11"sheets o�paper.) Date Paid Payee Description Amount Paid To�al Enter on Line 5 of Tax Calculation $ PART Tax Calculation 3 H you are making a correction to the esWDlishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), please obfain a writlen correction from the financial institution and atlach it to this torm. t Enter the date the account was es�ablished or titled as it existed at ihe date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter ihe percentage ot lhe account ihat is tauable to you. a. First. determine the percentage owned by ihe decedent. . Accounts that are held "in�ms�for"another or athers were 100%owned by the decedent. ii. For joint accounts established more[han one year prior to the date of death,the percentage taaable is 100%divided by�he lotal number oi owners including the decedenL (Por example'2 owners=50%,3 owners=33.33%, 4 owners =25%,etc.) b. Next,divide ihe decedenPs percentage owned by ihe number of surviving owners or beneficiaries. 4. The amount sublec�to�ax is determined by mul�iptying the accoun�balance hy�M1e percen�tauable. 5. En�er the�o�al ot any deb�s and deduc�ions claimed irom Patl 2. 6. The amount taxable is determined by subhactin9 the debts and deductions irom ihe amount sublect to tax. 7. Enter the appropria�e[ax re�e from Step 1 based on your relationship to the decetlent. If indicating a diHeren�tax rale, please sta�e ' �(('{q8J�gg(�7� [� .( , your relatlonship ro the decedent D{l>1=.'�'.��4 ,. x� Y � � " 1. Date Established 1 �`tr PA3i�a�ta�F��3e��ue„`�' PAt):: � � 2. Account Balance 2 $ a; ,'- �„ -�.;_ � � :w,r:. er,X z-;W 3. Percent Taxable 3 X .� •. ;.,�.0 f.� ,,��,� 4. Amount Subjec�to Tax 4 $ 3 y �`� Y f 5. Dehls and Deduc�ions 5 - Q . � � ,. -tc ... 6. Amoun�Taxable 6 $ _ S �,. L� f'.' �f �.y,-:.: 7. Tax Rate 7 X � ' /.- � `%.� 8. 7ax Due 8 $ L-`� t� - � � � $ r :',',�,.,�`tn .,y�r.' 9. W ith 5%Discaunt(Tax x .95) 9 x �� . .�. .�?.� � f.� '- SteP 2: Sign and da�e below. Return TWO completed and signed copies[o lhe Regis[er o�Wills listed on the fmn�of this�orm, alon9 with a check br any payment you are making. Checks must be made payable to"Register of Wills,AgenC' Do not send payment directly to the Depatlment of Revenue. Under penalty of perjury, I declare that the tacts I have reported above are ime,correct and complete ro ihe best of my knowledge and belief. , � �GS�I -�� z'- IC;I� � '��'rn� �'n'..z�c� Home �`��-y'7�f -5 �z15 Taxpayer Signatu � Telephone Number Date��J 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 A' I' � `F � -.-^ C'FICE OF f -. . .. ,.,.,i , g � •,', �Jl� JC�L 2D °(� 3 55 = _ ..,, or = e�.��Fi�tis� ��' _ - cu�e.�,�,.' s ;y = ` r� = ` _ � � _ ^ � � 4l V _ � J < �\ �\, � .� i� N 'v � . � � \ y, m G ` � �� m � � , c� �, � J f � J L�r � N � N � � � Ean � � aLL G " E m � z m m � � ma