The URL can be used to link to this page

Home My WebLink About07-27-15 _ 1_ a�a�^� ^F ��^� �^'ET pennsylvania lnheritance Tax �� PennSyLVdllla PO Ba% 700601 OEPARTMENT OF PEVENOE HARRISBIIRG PA V129-0601 Iniormation Notice And Taxpayer Response Fi�E No.21�_��;i ncN ,si zaeeo RECORD � C�-ICE OF oaTeos-o�-zois REGIc-_ ... . . ';::L_ � ,� Type ot Accoun� ��15 ��'� 27 � �5 Estate of EDNA P ESHLEMAN Savings ChecWng ��-�� Da�e of Dea�h 04-26-2015 Tms� EDWARD R SCHLUSSER ��P�j�,;, '�.' Coun�yCUMBERLAND CertifiCate 5431 SPRING RO SHERMANS DALE PA 1]09��,[?�i(�. �. • . � MEMBERS isr Fcu provided the department with Ihe information below indicating that at[he death of the above-named decedent you were a joint owner or beneficiary of the account identified. Remit Payment antl Forms to: Account No.471342 Date Establlshed 11-28-2011 REGISTER OF WILLS Account Balance $2,gg0.11 1 COURTHOUSE S�UARE Percent Taxable X 50 CARLISLE PA 17013 Amount Sublect to T� $1,495.06 Tax Rate X 0.045 NOTE': If tax payments are matle within ihree monihs of the Potential Tax Due $6728 decedenYs date of death, deduct a 5 percent discoun�on the[ax With 5% Discount(Tax x 0.95) $(see NOTP) due. Any inheritance tax due will become delinquent nine mon[hs atter the date of death. PART S►@p 1 : Please check the appropriate boxes below. 1 A �No tax is due. I am the spouse of the deceased or 1 am the parent of a decedent who was 21 years old or younger at date of death. Proceed fo Step 2 on reverse. �o nof check any other boxes and disregard the amounf shown above a�Potenfial Tax Due. g �The information is The above information is correct, no deductions are being taken,and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. p �'The tax re�e is incorrecL � 4.5% I am a lineal beneficiary(parent,child,grantichiltl,etc.)o�ihe deceased. (Select correct tax ra�e at right, and complete Part � 7 p/ I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships (including none). p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Complete Part 2 and part 3 as appropriate on the 6ack o!this lorm. E �Asset will be reported on The above-identified asset has been or will be reported and t�paid with�he PA Inheritance Tax inheritance tax form Retum filed by the estate representative. REV4 500. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of ihe form when finished. � PART Debts and Deductions 2 Allowable debts and deductions must meet both of ihe tollowing criteria: A. The deceden[was legally responsible for paymen�, and[he es[a�e is insufficien�to pay the deduc[ible items. B. You paid the debts afler the death of the decedent and can fumish proof of payment if requested hy the department. Qf additional space is required,you may attach 81/2"x 11"sheets of paper.) Date Paitl Payee Description Amount Paid To�al Enter on Line 5 of Tax Calcula�ion) $ PART Tax Calculati0n 3 H ou are makin a correction to ihe establishment date Line 7 account balance Line 2 ,or y g ( ) ( ) percent taxable(Line 3), please obtain a written correction from ihe tinancial institution antl attach it[o this torm. 1. Enter the dale lhe account was established or titled as i�existed at the date of dea�h. 2. Enter the�otal balance o�the account including any interest accmed at�he date o�dealh. 3. Enter the percentage of the account that is taxable to you. a. First,determine ihe percentage owned by the decedent. i. Accaunts that are held"in tms�for"ano�her or others were 100%owned by�he decedent. ii. Forjoint accoun�s established more than one year priar to the da�e of death, �he percentage taxable is 700%divided by�he total number of owners including the decedenL (Por example:2 owners=50%,3 owners=33.33%, 4 owners =25%,e�c.) 6. Next, divide the decedent's percentage owned by the number of surviving owners or 6eneficiaries. 4. The amount subjed to tax is determined by multiplying ihe account balance by ihe percent taxable. 5. En�er�he tolal of any debts and deductions daimed fmm Part 2. 6. The amoun�taxable is determined by subtrac�ing the deb�s and deductions imm the amoun[subjecl to lax. 7. Enter the appropria�e tax rete from Step 1 based on your rela�ionship to the decedent. If indicating a diHerent tax rate, please state {�IClal l)S8 ONy QAAF your relationship to ihe decedent: . ` (.fA DBP2R�'18nt Of RBVBOUB 1. Dale Eslablished 1 rs 2. Acmunt Balance 2 $ �A� . 3. Percent Taxable 3 x 2 4. Amount Sublect�o Tax 4 $ 3 5. Deb[s and Deductions 5 - ¢ 6. AmountTaxable 6 $ 5 Z Tax Flate i ^ s � 8. Tax Due e S $ �� , 9. With5% Discoun[(Taxx .95) 9 X . . StEP 2: Sign and date below. ReWm TYJO completed and signed copies to the Register of Wills lis�ed on ihe front of ihis form, along with a check for any payment you are making. Checks must be made payable to"Register of Wills,AgenC' Do not send paymen�directly to the Departmen�of Revenue. Under penalty of perjury, I dedare that the facts I have reported abave are tme,correct and complete to[he best of my knowledge and belief. wo�kv5� 9y {�-316� _�, Homehi7sg2- �13� 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: 1-800-447-3020 �l� e�a�� oF �Ho��ow� .A.Es Pennsylvania lnheritance Tax �� pennsyLvania PO BOX 290601 pEPARTMENTOFREVENIIE G�, HANkISBORG PR 1]128-0601 Information Notice And Taxpayer Response Fi�E N0.2i -�i5��(Y�� RECO DED OFpICE OF ACN �.si�assi ReG;.,r;-- .- onTeos-o�-zois �'��5 JL�� 27 C� � �5 Typeo�Accaunt ��. L Estate of EDNA P ESHLEMAN Savings 04�` Checking i�,! - DateofDeath04-26-2015 Trust IDA M BLACK CUM:?��,; . CounryCUMBERLAND CertifiCele 317 STH ST - -� � . ., .-„ ENOLA PA P025 MEMBERS isr Fcu provided the department with the information below indicating that at the death of[he above-named decedent you were a joint owner or beneficiary of the account identified. Remit Payment antl Forms to: Account No.441335 Date Established 11-2&2011 REGISTER OF WILLS Account Balance $4,676.10 � COURTHOUSE SOUARE CARLISLE PA 17013 Percent Taxable X 50 Amount Subject to Tax $2,338.05 Tax Fate X 0.045 NOTE': If tax payments are made within three months of the Potential Tax Due $10521 decedenPs date of death, deduct a 5 percent discount on ihe tax With 5%Discount(Tax x 0.95) $(see NO7E') due. Any inheritance tax due will become delinquent nine months afler�he da�e of death. PARi $t0P 1 : Please check the appropriate boxes below. t 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 nof check any other boxes and disregard the amounf shown abovic es Poten.!ia!Tax Cue. g ❑The information is The above iniorma�ion is correct, no tleductions are being taken,antl paymen�will be sent correct. with my response. Pmceed to Step 2 on reverse. Do not check any ofher boxes. � C The tax rate is incorrect. � 4.5% I am a lineal heneficiary(paren[,child, grandchild, e�c.)of�he deceased. (Select correct tau rate at right,and complete Part � �p� I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships(including none). p �Changes or deductions The information above is incorred and/or debts and deductions were paitl. listed. Complete Part 2 and part 3 as appropriate on the back ol fhis lorm. E �Asset will be reported on The a6ove-identified asset has been or will be reported and tan paid with the PA Inheritance Tax inheritance�ax form Retum filed by the esta�e representative. REV-1500. P�oceed to Sfep 2 on reverse. Do not check any ofherboxes. Please sign and date the back of the form when finished. � ,� � PART Debts and Deductions 2 Allowable debts and deduclions must meet both of the following criteria' A. The deceden[was legally responsible for payment and�he es[ate is insufiicient[o pay Ihe deductible i�ems. B. Vou paid the debts aRer ihe dea[h ot Ihe decedent and can Wmish proof oi payment ii requested by the depatlment. 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 Tax Calcula[ion $ PART Tax Calculation 3 If you are making a correction lo the es�ablishmen�tlate(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a writlen wrrection from the financial institution antl attach it to this form. t Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of�he account that is�axable to you. a. First,determine the percentage owned by the decedent. i. Accoun[s�hat are held"in tmst for"another or others were 100%owned by the decedent. ii. For join�accounts established more than one year prior to the da�e of death,the percentage�axable is 100%divided by lhe total number of owners including the decedent (For example:2 owners=50%,3 owners=33.33%,4 owners =25%,etc.) b. Next, divide the decedenfs percentage owned by Ihe number of surviving owners or beneficiaries. 4. The amount subject to taz is determined by mNtiplying the account balance by the percent taxable. 5. Emer ihe total of any deb�s and deduc�ions claimed from Part 2. 6. The amoun�taxable is de�ermined by subtrac�ing�he deb�s antl detluc�ions irom the amount sublect b�ax. Z En�er�he appropriate tax rale from Step 1 hased on your relationship�o�he decedent. If indicating a different�ax rate.. please state Q({'jq3� USB OOIY.[]AAF you��eiaeo�sn�P co me de�edem: pp Department o#Revanue' : L Date Es[ablished 1 ^., � 2. AccountBalance 2 S P�� 3. PercentTaxable 3 X � 4. Amount Subject to Tax 4 $ 3 5. Deb�s and Deduc�ions 5 - 4 6. AmountTaxable 6 $ 5 ]. Tax Rat= 7 X 6 e. Tax Due e $ � 8 - 9. With 5% Discount(Tex x .95) 9 X St2P 2: Sign and date below. ReWrn T4Y0 completed and signed copies�o�he Register of Wills listed on the front of this form, along with a check for any payment you are making. Checks mus[be made payable to"Register of Wilis,AgenL" Do not send payment directly to ihe Department of Revenue. Under penalty ot perjury, I declare that ihe tacts I have reported above are irue,correct and complete to the best of my knowledge and belief. ,,� Lt2 _, Work �T��d �.G�,ea:�°�+d� Home 7i7- 732-Z393 Taxpayer Signature Telephone Number Da[e b-ZZ-IS 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 n a 3N � �J A � RECORG�� -�'�� Of xr � � c-.- !S ' REGI� i �� ; X � 96 . O ^n15 JUL 27 P('1 ? �6 o m r =m mr -r.�: o= ti '' � oa� co�a� ° cu��,' �� ,�� ;:; ,. o (/1 C N N � N � � i,' � O O C D � � O G �' � C W 41 N — — �� N�._.': _ N N _ � p � _ � µ 4 _ Y' �s:.,'�� _ " � - - �tt — �� q F � N s�2 y /��y.+ 1 O� " ' i� ':� �� Ca v n y O �1s a ;�= �i'�,';;, � ' ; � , }