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HomeMy WebLinkAbout08-10-15 15 -'�U q August 4, 2015 Register of Wills 1 Courthouse Square Carlisle, PA 17013 e-1.3 c ^ 710M RE: File No 21 CAN 1514064 7/30/15 0 Estate of Erick Peterson - SSN 106-20-0248 rnM MG . Checking and Saving Accounts �' o 0 I am not sure how to respond to the form Inheritance Tax that I received this weeks-1 need-your help. The two accounts listed belong to my mother and father, until just recently I thougI).0 was onlyasigriff rn on the account, not an owner. The money in these accounts has never been used to,mVbenefiWtodg o over maintenance of theses when they were no longer able to do it themselves. c7 M - am their daughter with POA for both. According to their will everything goes to my mother—Ann Peterson which should include these accounts. I have provided a home for my parents since 2004, at no cost to them. My father lived here until his death October, 2014. Mom has been in a Nursing home for the past year. Her expenses have depleted the account. We are in the process of a Medicaid application for my mother who is permanently living at Shippensburg Health Care Center,Shippensburg, PA. I can provide complete records of all money in and out of these accounts showing that at no time have I benefited from the account. I do not feel any inheritance taxes are due because I have not inherited anything,these accounts belong to my mother. Please let me know how to proceed, if you need me to meet with you or provide documentation of any kind I am very happy to do that. Thank you, Karen Still, daughter 641 Britton Rd. Shippensburg, PA 17257 717-504-2876 Attachments: copies of PDR correspondence BUREAU OF INDIVIDUAL.TAXES Penns Ivania Inheritance Tax ` 'PO� pennsyt�arna HARRIS 280'URG P1 y r DEPARTMENT OF REVENUE HARRISBURG PA 17128-0601 Information Notice REV-1543 EX DocE%EC (08-12) And Taxpayer Response FILE NO.21 - 16-wq ACN 15140640 DATE 07-30-2015 Type of Account Estate of ERICK H PETERSON Savings SSN 106-20-0248 X Checking Date of Death 10-03-2014 Trust KAREN ANDERLIKSTILL County CUMBERLAND Certificate 641 BRITTON RD SHIPPENSBURG PA 17257-9522 SANTANDER BANK 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 identified. Account No.3531003402 Remit Payment and Forms to: Date Established 05-11-2004 REGISTER OF WILLS Account Balance $8,609.27 1 COURTHOUSE SQUARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax $ 1,434.91 Tax Rate X 0.150 Potential Tax Due $ 0.150 NOTE': If tax payments are made within three months of the decedent's date of death,deduct a 5 percent discount on the tax With 5% Discount(Tax x 0.95) $(see NOTE') due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1 : Please check the appropriate boxes below. 1 A F�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. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. BEJThe 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. C ❑The tax rate is incorrect. ❑ 4.5% 1 am a lineal beneficiary(parent,child,grandchild, etc.)of the deceased. (Select correct tax rate at right,and complete Part F__] 12% I am a sibling of the deceased. 3 on reverse.) ❑ 15% All other relationships(including none). D ❑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 back of this form. E Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax inheritance tax form Return filed by the estate representative. REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date.the back of the form when finished. I BUREAU 28 INDIVIDUAL TAXES P0:JX 280F�01 Pennsylvania Inheritance Taxpennsylvania HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE REV-1543 EX OocEXEC (08-12) And Taxpayer Response FILE NO.21'- 16 ACN 15140643 DATE 07-30-2015 Type of Account Estate of ERICK H PETERSON Savings SSN 106-20-0248 Checking Date of Death 10-03-2014 Trust KAREN ANDERLIKSTILL County CUMBERLAND Certificate 641 BRITTON RD SHIPPENSBURG PA 17257-9522 SANTANDER BANK 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 identified. Account No.3534300458 Remit Payment and Forms to: Date Established 03-30-2011 REGISTER OF WILLS Account Balance $10,019.71 1 COURTHOUSE SQUARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax $1,669.99 Tax Rate X 0.150 Potential Tax Due $250.50 NOTE: If tax payments are made within three months of the decedent's date of death,deduct a 5 percent discount on the tax With 5%Discount(Tax x 0.95) $(see NOTE') due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1 : Please check the appropriate boxes below. 1 A F�No tax is due. 1 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 to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. B E]The information is The above iriforrnation-is correct;rib deductions are b6ing:taken, and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C F�The tax rate is incorrect. 4.5% 1 am a lineal beneficiary(parent,child,grandchild,etc.)of the deceased. (Select correct tax rate at right, and complete Part ❑ 12% 1 am a sibling of the deceased. 3 on reverse.) 15% All other relationships (including none). D ❑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 back of this form. E Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax inheritance tax form Return filed by the estate representative. REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. A Ms.Kamen shill 641 Britton R 'HA �;SU RRG � 171 Shippensburg,PA 17257 ;„ , )Ilel CaAg&� 1I)A