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Home My WebLink About08-17-15 �� pennsylvania eueenv or iumvmuni rnxes Pennsylvania lnheritance Tax oevnATnexr oF aeveNue Poso. zaoso, InformationNotice ,r_,,,,E.o,.�<<e,=� NLRRISBORG PG 11126-0601 And Tazpayer Response Fi�E No.2i i5-000e AGN 15140490 DATE 07-30-2015 Type o�Account Estate of OSCAR W ESUNGER �Savings Checking Date of Death 09-07-2014 Tms[ �� SHERRV L ESLINGER County CUMBERLAND Certificate 300 HOGESTOWN RD MECHANICSBURG PA 17U50-3120 � � � r p � r^ n i J A � = O I� � C7 ::J A - - � l"] . I N � 'J J � i �1 � _ O W I Il SANTANDER BAHK provided the deparlment with the information below indicating [hat at the d�h 4f9he above-named decedent you were a joint owner or beneficiary of the accounf identified. pemit Payment and Forms to: AccounlNo.1681700905 REGISTER OF WILLS Dale Estahlishetl 03-20-2014 � COURTHOUSE S�UAfiE Account Balance $40,114.36 CARLISLE PA 17013 Percent T�able X 100 Amount Sublect to T� $40,114.36 Tax Fale X 0.150 NOTE': If tax payments are made within three months of the Potential Tax Due $6,017.15 decedenfs date of death,deduct a 5 percent discount on the tax Wi�h 5%Discount(Tax x 0.95) $ ( ee NOTE') tlue. Any inheri�ance tax due will become delinquent nine monihs afler ihe da�e of death. PaRr SteP 1 ; please check the appropriate boxes below. i n ❑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. Pmceed fo S[ep 2 on reverse. Oo not check any other boxes and disregard the amount shown above as Potential Tax Due. �The information is The above informalion is correct, no deduclions are being taken,and payment will be sen� B correcl. with my response. Proceed to Step 2 on reverse. Do not check any o[her boxes. p �The tax rate is incorrect. � 4.5% I am a lineal beneficiary(parenS,child,grandchild,etc.)oi the deceased. (Seled correct tau rate a[ right, and complete Part � 12% I am a siblin9 of ihe deceased. 3 on reverse.) � 15% All other relationshlps(including none). � �Changesordeduc[ions TheinfoComplefePart2andpart3esappmP�afeo�thebacko/ths�or�m. listed. E �Asset will be reported on The above-identified asset has been or will be reported and tae paid wiih the PA Inheritance Tax Inheritancetaxform ReNmProceedroeStep2oo e e�rsea11Donotcheckanyotherboxes. REV-1500. � Please sign and date the back of the form when finished. D PART z Debts and Deductions Allowable debts and tleductions mus�meet both of Ihe following criteria: A. The decedent was legalty responsible for payment,and the estate is insufficient to pay the deductihle items. B. Vou paid ihe debis afler the death of the deceden[and can furnish proof of payment if requested by the department. (If adtlitional space is required, you may attach 8 7/2^x 71"sheets of paper.) Date Paid Payee Description Amount Paitl Total (Enter on Line 5 of Tax Calculation $ PART a Tax Calculation N you are making a correction to ihe estabiishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a written cortection from the tinan<ial institution and attach it to this form. 1. 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 oi death. 3. Enterthe percentage otthe accounithatis tanable to you. a. First, determine the percentage owned by�he tlecetlent. i. Accounts that are held "in tms�for"another or others were 100%ownetl by the tlecedent. ii. Forjoint accounts established more than one year prior to the date of death, the percen[age taxable is 700 o divitled by the�o�al number of owners including the decedenL (For example:2 owners=50%,3 owners=3333%,4 owners =25%,e�c.) b. Next,divide the decedenYs percentage owned by Ihe number of surviving owners or beneficiaries. 4. The amount subject to tax is determinetl by multiplying the account balance by the percent taxable. 5. Enter the total of any debts and deductions claimed hom Pah 2. 6. The amoun�taxable is determined by subtracting Ihe tlebts and deduc[ions from Ihe amount su6ject�o tax. Z Enter the appropriate tax ra�e from Step 1 based on your relationship to the decedent. If indica�in9 a diRerent tax rate,please state . yourrelationship�othedeceden�: „�((Ci�Ug$.,Qq��qkF.s k ; � i. oa�e Es�acusnea � � PA'�eparlment vf F��y�us *_. � ,{*� 2 AccountBalance z $ (?��.. ,� ,� �y. �.r�,,�yn��y 3. Percent Taxable 3 X 1 � 4. Amount Subject�o Tax q $ Z � 3t�s�� *'s= 5. Debts and Deductions 5 - � ' x 6. Amoun�Taxable g $ rJ i h�:�''.w, 7. T� Rate 7 X fi . � a '�� y�. �; 'x� � 8. Tax Due g $ � �� ,� y„ : ..�.� _. 9. With 5% Discount(Tax x .95) 9 % �$ � �� "� t'�+ � s= SteP 2. Siqn and tlate below. Retum TV✓O completed and signed copies to the Reqister of Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to"Register of Wilis, AgenC Do not send payment directly to the Department of Revenue. Under penalry of perjury, I declare that ihe facts I have repotled above are tme,correct and complete b the best of my knowledge and belie�. � � ' V`/Ofk Home 7 �� 57�/ l72 ��3�5 T � �ignature Telephone Number Dat IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-7g7_g327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 euuenu oF iHorv�oun� rnxes Pennsylvania lnheritance Tax �:� Pennsylvania ao eax asaw� � OEVAPTMENTOFFEVENOE w�xx,seuee vn ��¢e-oso� Information Notice And Taxpayer Response Fi�E No.2ii5-000s ACN 15140497 DATE 07-30-2�15 Type of Account Estate of OSCAR W ESLINGER Savings X Checkinq Da�e of Death 09-07-2014 Tms� SHERRV L ESLINGER CountyCUMBERLA�D � � m Certificate 3D0 HOGESTOWN RD -. o � m � MECHANICSBURG PA 17050-3120 - � '� <� �� 'n � — � . io � , � � � I -n � -i _ � ca ; m N � � � � - SANTANOER 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. Remit Payment antl Forms to: AccounlNo.2891028821 Date Establishetl 03-20-2014 REGISTER OF WILLS Account 8alance $848.66 � COURTHOUSE S�UAF7E Percent Taxable X 100 CARLISLE PA 17013 Amount Subject to Tax $848.66 Tax Rate X 0.150 NOTE': If tax payments are made within�hree months of the Po�ential Tae Due $ 127.30 decedenCs date of death. deduct a 5 percent discount on the tax Wi�h 5%Discount(Tax x 0.95) $(see NOTE') tlue. Any inheri�ance tax due will become delinquent nine months after ihe date of death. PART SteP 1 : Please check the appropriate boxes below. 1 A �No tax is due. I am the spouse of ihe deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceetl fo Step 2 on reverse. Do not check any olher boxes and Oisregard the amount shown above as Potential Tax Due. g �The information is The above information is correct, no deductions are being�aken,and payment will be sent correct. with my response. Proceetl to Step 2 on reverse. Do not check any other 6oxes. � �The tax rate is incorrect � 4.5% I am a lineal 6ene�iciary(parent, child,grendchild, e�c.) of ihe deceased. (Select correct tax ra�e e� right,and complete Part � �p� I am a sibling of the tleceased. 3 on reverse.) � � 15% All o�her rela�ionships(including none). p �Changes or detluctions The information above is incorrect and/or debts and deductions were paid. listed. Complete Part 2 and part 3 as appropriate on fhe back oi this 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 tax form ReWm filed by the estate representative. REV-1500. Pmceed ro Step 2 on reverse. Do not check any othei boxes. � Please sign and date the back of the form when finished. � PART Debts and Deductions 2 Allawable dehts and deductions must meet ha�h oi the following criteria: A. The tlecedent was le9ally responsible For payment,and ihe estate is insufficient to pay[he deductible items. B. You paid ihe debts afler the death of ihe decedent antl can furnish proof of payment if requested by ihe department. Qf additional space is required,you may attach 8 1/2"x 11"shee�s of paper.) Date Paid Payee Description Amount Paid Tolal Enter on Line 5 of Tv�Calculation $ PART Tax Calculation 3 Ii you are making a cortection ro the establishmen[tlate(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a written correction irom the financial institution and attach it to this form. 1. Enter the da�e�he accoun�was es�ahlished or ti�led as it existed a�the tlate of dea�h. 2. En[er[he total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of[he account iha[is taxable to you. a. First,determine ihe percentage owned by the decetlent. '. Accounts ihal are held"in imst for"another or others were 100%owned by the decedent. ii. For joini accounts eslablished more Ihan one year prior to the date of death,the percentage�axable is 100%divitletl by[he to[al number of owners including the decedent. (For example:2 owners=5�%,3 owners=33.33%,4 owners =25/,eta� b. Next,divide the decedenYs percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determinetl by multiplying the account balance by the percent tauable. 5. Enter the total of any debts and deductions daimed fmm Part 2. 6. The amount�axable is determined by subtrac�ing the debts and deductions from the amount subject to tax. 7. Enler the appmpriate tax rate trom S�ep 1 based on your relalionship to the decedent. u indicating a difrerent ta* rate,piease state . ;�; pj}jpig�,(J�;p��r[]� .'. : your relationship to the decedent , �' PA 2Rf Of RLYCl1Ua"�"`*` „ -v '#"u ��.... � b�,t 1. Date Established 1 ' . � rt,,, n�1a�' 2 Account Balance 2 $ �� s��'� ;;� � �k ��.:Y 3. PercentTaxable 3 X � ! -f- + 4. Amount Subject to Tax 4 $ � 3 ��..,� �„ ��_,� �,, �i� 5. Debts antl Detluctions 5 - .Q"' _ ,.� ��kY� �u , x 6. AmountTaxahle 6 $ 5 '.-} � # � � k � ..�°r 7. Tax Rate 7 X 6 ;�' y� . �,�^ Y e. Tac Due e $ $ � �e�ae r�+;. h ,�c 4. 9. With 5%DiscouM(Tax x .95) 9 X StOp 2: Sign and date below. ReNm TNO completed and signed copies to lhe Register of Wills listed on ihe iront of this form, along with a check for any payment you are making. Checks must be made payable ro"Register of Wills, Agent" Do not sentl payment directly to ihe �epartment of Revenue. lJnder penal�y of perjury, I dedare�ha�the�ac�s I have reported ahove are�rue, correct and comple�e�o Ihe bes[of my knowledge and beliet. nA Work � �'�-✓/ � �'�,� --- Home '717 -5�y- 11z5 ,P�i3�is Taxpayer ignature Telephone Number �Da� 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 � �' � S w RECOk: ' � - � REGISTc. � �..'L^E Or � �; `�. (� '�15 �"G 17 Pll 3 '2g '� � c �� or Q a oa�ii,: ,o,,:;r � cur.�Q�;� - , . P,1 �;; � e ..� v� — � S � c � = -b � _ � � q - -t� = J � � _ � � � _ (� _ � � = a �„�,,, I