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Home My WebLink About08-19-15 (3) euxenu oF �Hmvmw� rnxes Pennsylvania lnheritance Tax �� Pennsylvania v0 BOx ]90601 �EFAPTMENTOFPEVENOE HRRNISBVRG PR ll100-0601 Information Notice AndTaxpayerResponse � ^`�"","�." " •."' Fi�e No.zi-IS��F j ACN 15119719 DATE 04-10-2015 � Type ai Accoun� Esta�e of CLARA D RUNKLE Savings Checking �ate ot�eath 03-OB-20�5 Tmst �EBORAH L RUNKLE CounryCUMBERLAND Certificate 28 FARGREEN RO CAMP HILI PA 1]011-2615 asEcu 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 and Forms to: Accoun[No.777247066 Date Estabiishetl 08-23-1988 REGISTER OF WILLS Account Balance $5,985.8� 7 COURTHOUSE SOUARE Perwnt Taxable X 50 CAHLISLE PA 17013 AmounlSubjecltoTa�c $2,ggp.g7 Tax Rate X 0.045 NOTP: If tax paymen�s are matle wi�hin three months of the Po�ential Tae Due $134.68 decedenYs date o�death,deducl a 5 percent discount on ihe lax With 5 o Discount(Tax x 0.95) $(see NOTE') due. Any inhentance tax due will become tlelinquent nine months after the date of death. PART $teP 1 : Please check ihe 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. Pioceed to Step 2 on reverse. Do nof check any other boxes and disregard the amount shown above as Potential Tax Due. g �The intormation is The abuve iniormation is correct, no deductions are being�aken,and payment will be sen� correct. with my response. Pmceed to Sfep 2 on reverse. Do not check any other 6oxes. � �The ta�e rate is incorrect +d 4.5% I am a lineal beneficiary (parent,child,grandchild,eta)of the deceased. (Select correc�tax ra�e at right,and complete Part � �p� I am a sibling of�he deceased. 3 on reverse.) � 15% All other relationships(including none�. � �Changes or deductions The information above is incorrect and/or debis and deductions were paid. listed. Complete Part 2 andpart 3 as appropriate on fhe back of this torm. E �Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tav inheritance tax form ReNrn filed by the estate representative. REV-1500. Proceed ro Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. �� PART Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for paymem, and the estale is insufficient�o pay�he deduc�ible i�ems. B. Vou paid the tlebis after the tleath ot the decedent and can fumish proof of payment if requested by the departmen[. Q�additional space is required,you may attach 81/2"x 11'shee[s of paper.) Date Paid Payee Description Amount Paid Total (Enter on Line 5 of Tax Calculation) $ PART Tax Calculation 3 N you are making a correction to ihe establishmertt date(Lir.e'.)account balanca(Line 2),or percent taxable(Line 3), please obtain a wrRten correction irom the financiaf institution and atlach it to this form. t Enter the tlate the account was establishetl or titletl as it existetl at the date of death. 2. Enter the to[al balance ot the account including any in[erest accrued at the date of death. 3. Enter the percentage of the account that is�axable to you. a. First, de�ermine the percentage owned by the decedent. i. Accounts ihat are held"in Ims�for"another or others were 100%owned by Ihe decedent. ii. Por loint accounts established more ihan one year prior to the date of death,the percentage tauable is 100%divided by the total number of owners including the decetlent (For example:2 owners=50%,3 owners=33.33%,4 owners =25/, etc.) b. Next, tlivide ihe decedenPs percentage owned by the number of surviving owners or beneficiaries. 4. The amoun�subjec�b lax is determined by mulliplying ihe account 6alance by the percent�axable. 5. En�er the to�al o�any debts and deductions claimed from Pah 2. 6. The amount taxable is determined by subtracting the debis and detluctions from the amount subject ro tax. 7. Enter the appmpriate tax rate from Step 1 based on your relationship to ihe decedent. If indicating a diflerent tax rate, please slate x �+ �E �� j �,4y� your relationship to the decedent: �Wj �"�' � i'' �'s � ' �'6 .�4� 1. Dete Established 1 � �� . �, � �' 2. Account Balance 2 $ 3. PercentTaxable 3 X �.y, .*=�..�� r 4. Amount Subjea[o Tax 4 S = ';r-� ,�.'_"� �;�'-. S Dehts and Dedudions 5 - � �� ^� �^� 6. Amoun[Taxable 6 $ �'�„.�.. 7. Tax Rate 7 X ��-�»��.�� ,v„„; :. 8. T� Due B S # 9. Wi�h 5% Discount(Tar x .95) 9 X " � ;�m..a:�,v�.:a_,.._-� ' . :.az: St2P 2: Sign and date below. FeNm 7W0 completed and signetl copies to ihe Register of Wills listed on ihe tront of ihis torm, along with a check for any payment you are making. Checks must be made payable to"Register of Wills,Agent" Do not send payment directly m the Department of Revenue. Under penalty of perjury, I declare that ihe facis I have repotled ahove are true, correct and complete to the best of my knowled9e and helief. WOfK � ,��<' ,�' �,.�� Home C�i�/ 7�i os.�� s-�a-is 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: 1-800-4473020 °°R�^° °' '"^��"�� *^xE= Penns Ivania �nheritance Tax �� Pennsylvania PO BOX 280601 Y INRRISBOPG PR ll@B-p601 Information Notice OEPAflTMENTOF NEVENUE And Taxpayer Response Fi�E No. 21"`��°.g�`�°-"' ACN 15119720 r DATE 04-10-2015 Type of Account Estate of CLP.RA D RUNKLE Savings Checking Date of Death 03-0&2015 Tmst oEBORAH L RUNKLE CounTyCUMBERLAND CertifiCate 28 FARGREEN RD CAMP HILL PA 17011-2615 PSEcu 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. Hemit Payment antl Forms to: Account No. 177247066 Date Establishetl 0&23-1988 REGISTER OF WILLS Account Balance $35,751.30 1 COURTHOUSE SOUARE Percent Taxable X 50 CAHLISLE PA 17013 Amount Su6jec[to Tax $ �7,875.65 Tax Rate X 0.045 Po�en�ial Tax Due $804.40 NOTE': If tax paymen(s are made within three mon�hs of�he decedenPs date of dea[h,deduct a 5 percent discount on�he tan With 5% Discount(Tax x 0.95) $(see NOTE') due. Any inheritance tax due will become delinquen�nine months atter the date oi death. 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. Proceed to Step 2 on reverse. Do not check any other bozes and disregard the amount shown above as Potential Tax Due. g �The informa�ion is The above informa�ion is correct, no deductions are being�aken, and paymen�will be sen� correct. wi�h my response. Proceed to Step 2 on reverse. Do not check any ofher boxes. C �The�ax rate is inwrrect. � 4.5% I am a lineal beneficiary(parent,child,grandchild,etc.)of lhe deceased. (Select wrrect tax rate at right,and complele Part � �p� I am a sibling of ihe deceased. 3 on reverse.) � 15% All other relationships(including none). p ❑Changes or deduc[ions 7he information above is incorrect and/or debts and deductions were paid. listed. Complefe Part 2 and part 3 as appropriate on the back ol this lorm. E �Asset will be reported on The above-identitied asset has been or will be reported and t�paid with Ihe PA Inheritance Tax inheritance t�form ReNm filed by Ihe estate representa[ive. REV4 W 0. Proceed to Step 2 on reverse. Do nof check any other bozes. Please sign and date the back of the form when finished. 7��: ( PART Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible tor payment, and Ihe estate is insufficient to pay ihe deductible items. B. Vou paid the debts aker the death of ihe decedent and can furnish proof of payment if requested by ihe depariment. Qf adtlitional space is required,you may attach 8 1/2"x 11"sheets of paper.) Date Paid Payee Description Amount Paid To�al (Enter on Line 5 of Tax Calculation $ PApT Tax Calculation 3 H you are makin9 a correction to the establishmen[date(Line 1)account balance(Line 2),or percent taxable(Line 3), piease obtain a wdflen corredion irom�he financlal insiiiution antl attach it to this form. 1. Enter the da�e�he account was eslablished or�itled as i[existed at the date of tlea�h. 2 En[er the tatal balance of the account includinq any interest accrued at the date of death. 3. En[er the percentage of ihe account Ihat is laxable ro you. a. First,determine ihe percentage owned by the decedent. i. Accounts that are held"in Irust for"another or others were 100%owned by ihe decedent. ii. For joint accounts established more ihan one year prior to the date of death,ihe percentage tazable is 100%divided by lhe total number of owners induding the decedent (For example:2 owners=W%,3 owners=33.33%,4 owners =25%, etc.) b. Neat,divide the decedenfs percenta9e owned by the number of survivinq owners or beneficiaries. 4. The amount subject to tax is determined by mWtiplying the account balance by the percent taxable. 5. Enter the rotal of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subiracting the debts and deductions from the amount subject to[ax. Z Enter the appropriate tax rate imm Step 1 based on your relationship to[he decedent. If indlca6ng e dlfterent tax rate,please sta[e ;�'� _ �, �� . � z�; yourrelationship�othedecedent � �, � '� �� 1. Date Established 1 � � � 2 AccouniBalanw 2 $ �� p �� #;�"'. a, 6 ' a f R P4 . .�1� 3. Percent T�able 3 X �.,�-��i. xJ-�. } �` . �. 4. Amounl Subjec�to Tax 4 $ �,..,� �� a € ': �, �, _ 5. Deb�s and Deduc�ions 5 - � �� z ��..;,�-� �,� k� �` <, 6. AmountTaxable 6 $ �..�"��;s,��¢-* �,� p� �t�v�� q,� 7. Tac Rate � X �"� " m ' � �',�.-r�ti�'Imm�a.1..:',. B. Tax Due 8 $ �� ..:;��-� 9. With 5% Discount(Tax x .95) 9 X � ;� x,� '' � ,� # „� St2P 2: Sign and date below. Return TYVO completed and signed copies b the Register o1 Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable[o"Re9ister of Wills,AgenC Do not send payment directly ro the Department of Revenue. Under penalty of perjury, I declare tha�lhe facis I have repotled above are tme,correc�and complete to the bes[of my knowledge and belief. Work ,�� ' �-�. Home [�i�/ 7ei-c�av 5=e-ir 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