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Home My WebLink About09-28-15 (2) suaEau oF FrtDrviDua� r�Es Pennsylvania [nheritance Tax �� =� pennsylvania PO BQX 2806D1 HARe2ISEUR6 FA 17128-060I If1fOC111a�lOfl NOtICe DEPkRTMc[�fi OF REVENUE - :�'-isaa�oo_��c ccs-iz� And Taxpayer Respor.se FILE NO.21—f lJ-�-�g� ACN 1512557g DATE 05-11-2015 Type of Account Estate of PATRICIA A HAWK{NS Savings SSN X Checking Date of Death 04-05-2015 Trust BONNA L NE6LEY Caunfy CUMBERLAND Certificafe 202 WHISKEY RUN RD NEWVILLE PA 17241-8612 ,� �� _� C. '=--� c,.:r �� , f'7 .., . ��, 1r �� _. —,`7 tJ r.,� , c..0 . � __. ...� __ _�,...z:_....�.�. . . _.-_ . - ., - - . _ �-- - _� - . _,___._,. `_� , __ - = - __ _ _. _ . , � ' �--.., __ '�.� _ ,-„� � � � ��> ��;a ACNB BANK provided the department with the information below indica�ing that at the death o the ��' above-named decedent you were a joint owner or beneficiary of the account identified. Remit Payment and Forms fo: Account No. 137022 Qate Established Qb-31-2012 REGISTER OF WILLS Account Balance $6,589.51 1 COURTNOUSE SQUARE Percent Taxab6e X 50 CARLISlE PA 17013 Amount Subject io Tax $3,294_76 Tax Rate X O.Q45 Potential Tau Due $14826 NOTE*: If tax payments are made within three months of the decedenYs date of death,deduct a 5 percent discount on the tax Wdh 5%Discount(Tax x 0.95) $(see NOTE'} due. Any inheritance tax dus wil!become delinquent nine months after the date of death. PART Step 7 : Please check the appropriate boxes below. 1 A �No tax is due. I arr�the spouse of#he deceased or I am ti�e parent of a siecedent who was 21 years otd csr younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard fhe amount _ . ._ _ . .. . _ -- . ., ,_ . . .._. _ _ . _ _. - s - ._ - � Sf'O:s!:�.nJY�:3r:'OiS!1I��:-13X UUB. g �The information is The above information is correct,no deductions are being taken,and paymenf will bs sent conect_ with my response_ Proceed fo Step 2 on reverse_ Do not check any other boxes. C �The tax rate is incorrect_ � 4.5% I am a lineal beneficiary(parent,chiEd,grandchild,etc_)of the deceased. (Select correct tax rate at right,and complete Part � 12�/o I am a sibling of the deceased. 3 on reverse.) � � 15% All other relationships(incfuding none). p �Changes or deductions The information above is incorrect and�or debts and deductions were paid. listed. Complefe Part 2 and part 3 as appropriate on fhe back of this form. CS 7fG-1 � E �Assef�reported on The above-identi6ed asset has been or wiEl be reported and ta�c paid with tE�e PA Inheritance Tax ��- I� �nheritance tax form Retum fifed by the estate representative. REV-1500. Proceed fo 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 Ai[owabie debts and deductions rrtust meet both of the following criferia: A. The decedent was legally respansible for payment,and the estate is insufficient to pay the deductible items_ B. You paid the debts a€ter the death of the decedent and can fumish proof of payment if requested by the department_ (!f additional space is required,yau may attach 8 1!2"x 11"sheets of papsr.) Date Paid Payee Descripfion Amount Paid � Total(Enter on Line 5 of Tax Calculation) $ PART 1�ax Calculation 3 ii yvG.i aT�.��^a.�.:��'j 6 C.^.�:<'.-,^•tt.^.�i ZC:�:�nSt.?,.�`.-E:��T;nx�,r�t rl�ta��i�P y1�GCS.'�.:R!��3�]G�«��lS`2�,or�rcent taxat�le(Line 3). please obtain a written correction from the financial institution and attach it to this form. 1. �nte;;.h�dats ths awo��.^.t�as P�tah!ished or t�tled as it exEsted 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 the account that is taxable to you. a_ First,determine the percentage owned by the decedent_ i_ Accounts that are held"in trust for"another or others were 100%owned by the decedent_ ii. For joint accounts established more than one year prior to the date of death,the percentage taxable is 100%divided by the total number of owners including the decedent. (For example:2 owners=50%,3 owners=33.33%,4 owners =25%,etc.) b. Next,divide the decedent's percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account batance by the percent taxable. 5. Enter the total of any debts and deductions claimed from Part 2_ 6. The amount taxable is determined by subtracting the debts and deductions from the arnount subject to tax_ 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent. r gV�»' t�. : i b � �� v z ec+.- [fi indicaiin a difi�erent tax rate, fease state � t�� "a��;��#1�131 �S�Ufl1� [�pA��s ��,`r��'�� your relationship to the decedent: � f �� `�'t S��a� � �"�Xy�� tt � �+�4W�� '��`�Y��'��F .� ,, ; �L wv��'�f?A�Departm�n��#Rsvenue.�,�§M;�`,q. ��J .� Sc��\� �b.�`C1 e 3`.c. �'y�' Lti . �,�ak�V' � "�� t`��N �i��' 1. Date Established 1 ,�: L � vc��'*��, ��'��'�� '��+ �c�h,�>z s�,�=�a�L r� E�t �ir "� ��'�e��a ��`��`�e�a ��' �,� �r'�ax �t n t �u�&�r f a 4L"c� PADi� .�,`,�� 'e tit ��, d �a t �� i k d.s "� "ti.@a � a3: 2. Account Balance 2 $ s ��t ,� v �x �� L�� a,� ,� �, �j �4�w�k�txa c��,�'��z�,�yA,zS�S�4.�t� ,.�� t�,^y��+ �x r�K . �� t�s�e$i�?3 3. Percent Taxable J X �"��S+, �,k J x�KN'��J�W{f��14�z�a 1�+F K�i.��Y�m,F.S#'�aR�c "NJ��t�,5��5�'� �a��'..�'"v'Gti � ,�� 4��n�t�`'`� � t �+��•_ a�� a� �-��-F�a*�; 4. Amount Subject to Ta�c 4 $ r��`�,�,��:,� �,��„, a�.��a z n k�r��$,� �.�� rkh �i,G��+'� <�',�,��;; �� 3� s7:v4��' a b s.tx �� s"}':i ��.��.� ��,�'�,�r`� r�S *,3�x�,4�a5a�b ..�, § �.. �e�3`�l P`k'�a e'7; �Sw�, �� t ti . �s �. � s _- �< 4 5. Debis and Deductions 5 - 4� � ��' �'�r br��k>a,"`��4? ��,aav,,��.'�."�,a x�'��t��.�F�ri��,�i�'�ra :'�e�y.} t_E x t�,ff� s� �, �.�-n�� " � at�`F� k 6. Amount Taxabfe 6 $ �`�'�'�=t,��,�s�;��h��,��,��'��Rr;�x��£ f�� ,��;�y r�p =�,��:,ti�� w�,�4, fi � *� "� � � o�.�:e� 3°�. 7. Tax Rate i iC ��'�'��r� �s��sl�� 3`�n�s,�s��+ ��` }� � ' ��,tr� �, � �r,� �at r'�'-�� `�,y�1-.�� a �n� �t e �y„� � �� `&'C � �`�°".�z� '�� i. ,t�� .��'3zgt a '�� v�ki >'�a r �t ti t t 8. TaxDue $ � �Z' rtia�,� "µt3�A,i�� 7i31i� r �" aw 4;z \C cs � 8 R.:�°��i .::�:�tr�c:�tiK;1�,V*�i c h��4 S <:�j...&„r:�e��•51..'.�..�' ��y,o;'4�s. Q�o v 9_ With 5% Discount(T�x .95) 9 X .�>, ��:�.....;��.,�,��e�,�;;.� .4�_,�t��.��.a.��.X�. ��..�..b�z ;.;:,:�,�.a�,��; Step 2: Sign and date below. Return'Mf0 completed and signed copies to the Register 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 Wills,Agent" Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are tnie,correct and complete to the bast of my knowledge and belief. �j Work X � � �r. d-. Home 7� 7 �?7 ' ��U I r�— � � - / 5-- Taxpayer Signature Telephone Number Date iF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX D(VISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPEClAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-4-47-3Q20 JERRYA.WEIGLE WEIGLE & ASSOCIATES� P.C. Attorneys=at-Law Associates 126 EAST KliVG STREET JOSEPH P.RUANE SHIPPENSBURG,PEl�"iVSYLVANIA 17257-1397 RICAARD L.WEBBER,JR. TELEPHONE(71'n 532-7388 Of Counsel FAX(717)532-5289 THOMAS L.BRIGHT MARK ALLSLHOUSE September 24, 2015 Cumberland County Register of Wills 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Patricia A. Hawkins No. 2015-00494 Pa.No. 21-15-0494 Dear Ladies and Gentlemen: I have enclosed the following items: 1. Pennsylvania lnheritance Tax Information Notice relating to a checking account, in duplicate original; 2. Pennsylvania lnheritance Tax Information Notice relating to savings account, in duplicate original; 3. Copies of each item; and 4. Self-addressed stamped envelope. Please time stamp the copies and return each one to me in the envelope. Thank you for your assistance. �.,_ .---a cw� c�', �.. �,i _._ 4'\,i � VeT3'tT'Llly yOUT'S, ..... ..._.. Y,�_..{ .. : : c�: Weigle &Associates, P.C. i,_, ,_ t, _ ��_3 r, ` > • ^_ � - i", ! C-1 �..i ��"..J r:� �`-? :-= �� c; Richard L. Webber, Jr.,Esquire �. ; RLW/paf Enclosures Cc: Donna L. 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