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PENNSYLVANII~ INHERITANCE TAX
INFORMATION NOTICE ,/
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21"~(~~ C'~~`1
Po Bax zeo6ol '"'~==i'';i= {~'`AXPAYER RESPONSE ACN 10111152
HARRISBURG PA 17128-0601 _ -
,* ~'* REVISED NOTICE * * * DATE 04-20-2010
REV-1543 SEX-AFP"ca8~ue> ~..
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KATHRYN A SIMMONS
65 SUSSEX RD
CAMP HILL PA 17011
EST. OF JANE M SIiANKS
SSN 182-;?2-8372
DATE OF DEATH 0;?-03-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILL:i
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
FARMERS & MERCHANTS TRUST CO provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a joins: owner/beneficiary of this account.
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of
Pennsylvania. Please call (717) 787-6327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMEWT INSTRUCTIONS
Account No. 34-56102 Date 11-16-2006 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance payment to ache Register of Wills. Make check
$ 6
295
70
"
.
,
payable to
Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax NOTE: If tax payments are made within three
~` 3
147
85
~
.
months of the decedent's date of death,
TaX Rate ~( , 1rj deduct a 5 percent discount on the tax due.
Potential TaX Due Any Inheritance Tax due will become delinquent
$ 472
18
.
nine months after the date of death.
P
T TAXPAYER RESPONSE
~
~
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT.
A. ~ The above informationand tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K a discount or avoid interest, or check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
O N L Y to be filed by the estate representative.
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART
TAX If indicating a different
relationship to decedent:
RETURN - COMPUTATION OF tax rate, please state
TAX ON JOINT/TRUST ACCOUNTS OFFICIAL USE ONLY ~ AAF
PA DEPARTMENT OF REVENUE
PAD -
LINE
1.
Date Established 1 _
1
2. Account Balance 2 +fi 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 S
6. Amount Taxable 6 $
7. Tax Rate 7 X 7
8. Tax Due 8 $ g
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
om lete o the best of my •,knowledge and belief . HOME C 7/7 ) ~ 7'~ ~ ~(~
~._~,d W O R K C ) ~j
i4XPAYER SIGNA URE TELEPHONE NUMBER AT
TOTAL (Enter on Line 5 of Tax Computation) $
~~ _ _ _ __
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAIJ'OF INDIVIDUAL TAXES ~ ~- ~•'~-'~[ ~~';~ AND FILE N0. 21 ~~~ ~.:`7~7
Po Ba ; zaB6o1 :;'TAXPAYER RESPONSE ACN 10111153.
HARRISBURG PA 17128-0601
°'-- '° ~ * * REVISED NOTICE * * * DATE 04-20-2010
REV-1543 E% RFP (OB-D8)
2Qa~ p~:~~ 29 ~~ I!' 20
-~„ ,~.~-
._
KATHRYN A SIMMONS
65 SUSSEX RD
CAMP HILL PA 17011
EST. OF JANE M SHANKS
SSN 182-22-8372
DATE OF DEATH o2-03-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
FARMERS & MERCHANTS TRUST CO provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account.
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of
Pennsylvania. Please call (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMEINT INSTRUCTIONS
Account No. 71-36099 Date 11-07-2008
To ensure proper credit to the account, two
Establ ished copies of this notice must accompany
Account Balance $ 10,695.49 payment to the Register of Wills. Make check
Percent Taxable payable to "Register of Wills, Agent".
X 50.000
Amount Subject to Tax $ 5, 347.75 NOTE: If tax payments are made within three
Tax Rate months of the decedent's date of death,
~( lj deduct a 5 percent discount on the tax due.
Potential Tax Due $ $02.16 Any Inheritance Tax due will become delinquent
nine months after the date of death.
P~r
1 TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX AS5E55MENT
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K a discount or avoid i nterest, or check box "A" and return this notice to the Register of
0 N E Wills and an official assessment will be issued by the PA Department of Revenue.
BLOCK ~
0 N L Y B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the estate representative.
C. ~ The above informs ion is incorrect and/or debts and deductions were Fraid
Complete PART 2~ and/or
PART 3~ below. .
-• ~••~~~~~+~~y c •+iiin~ari~ pax race, Please slate
relationship to decedent:
TAX RETURN - COMPUTATION OF TA
OFFICIAL U5E ONLY ~ AAF
PA DEPARTMENT DF REVENUE
X ON JOINT/TRUST ACCOUNTS ~ PAD
LINE 1. Date Established I
2. Account Balance 2
3. Percent Taxable 3
4. Amount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7 X 7
8. Tax Due 8_ $ ~ rj/`-~ 1 $
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DFSI'RTPTTf1N ....,,,.,r .,._...
- ~ ~~rrr ~ yr rax computation) 8
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
com lete ,to the best of my ~owledge and belief. ~/.y ~ ~
HOME C
z-%"'I~ WORK C ~ o? / n
XPAYE SIGNATURE TELEPHONE NUMBER qT
`~
Shippensburg Health Care Center
121WALNUT BOTTOM ROAD
SHIPPENSBURG, PA 17257
(717)530-8300
Jane Shanks 01612
Jane Shanks
136 Cottage Rd
Shippensburg, PA 17257 Balance Due: 1,680.00
Payments/
Charges Credits
01/Ol/i0 Balance Forward ---"--'"-"'
02/01/10 Rev Last Mo RC
01/26/10 ROOM AND BOARD 02/01/10-02/28/10 0.00 0.00
5,880.00
PVT
02/01/10 ADV R(70M AND BOARD 01/26/10-01/31/10
PVT 02/01/10-02/28/10 1,260.00
5
88
02/01/10 ROOM AND BOARD PVT
02/01/10-02/0'2/10 ,
0.00
420.00
NOTES ~~~ ~ ~: ~ ~.~.,~i'1d~^ _ ~2 '~~ .- \:~ NO. O +t O ~ U S
~~
RECEIVED FROM ~ ~r'~^ ~ 1 ~~
~"
FOR C ~~ d~
NT H OW PAID
A
AMT. OE CCOU ~~ ~
L
~
ACCOUNT CASH ""
~..
(~
AMT. CHECK
PAID
BALANCE
MONEY _ ~ /
BY " _~ Off,
DUE ORDER 02001 ~~• ® 8L808=
Jane Shanks 01612 Please Remit: 1,680.00
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