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Home My WebLink About06-27-13 �o wX z`so�°I�Inw„ Tn�ES Pennsyivania inheritance Ta3c ' � pennsYlvania WIRRISeURG PA 17128-06ui �fl}O(R1$tlOr) �OtFCB DEPARTMENTOFREYENIIE PEV-156]Ek Oe�EYE[ (O!-IY1 ' And Tarpayer Response FILE NO.21 -��-p'j 2y, ACN 1 Bi 26256 QATE 05-31-2013 Type pf Acc un[ Estate of MARGARET R SHUEY Savings Checking Date of Clsath Q429-2019 X Trust JOHN W SHUEY County CUMBERLAND Gertificate 623 AILENVIEW DR MECHANICSBURG PA 17055-6188 I� � � ... ( pNC BANK NA provided the department with the information below indicating tnat at the death of�e abave-named decedent you were a joint owner or beneficia oF the account identified. Account No.50047b1176 Remlt Payment arui Forrt�s W: ! Date EstBbifahed 07-06-2085 REGtSTER OF W►LLS Accaunt Balarn;e $1,360.00 7 COURTNOtlSE SQUARE Percent Taxable X 1Q0 CAFtLISLE PA 170Y3 Amount Subject to Tax $t,36Q.04 Tax Rate X 0.045 NOTE': if tax payments are made within three mont s of the Potentia�Tauc Due $6120 de�edeM's date of death,deduct a 5 peroent discoun on the tau With 5%Discount{Ta�c x 0.95} $($ee NOTE') due. Any inheritance tac due will become detinquent ine months after the date of death. F� � c PART Step 1: Piease cheak the appropriate ltoxes belaw. � =o z � e; = c> � � � n r— �,, r,.� ,, A �No tax is due. 1 am the spause of the deceased ar !am the pa�ar�o�a d�+ediAt o was 21 years ald or younger at date of death. z • � � '-} Proceed to Step 2 on reverse. Op not check any other��6�d dis�gard��mount slmwrr above as Potentiai Tar Due. � �= , �� — �' , g �The information is The above information is correct, no deductions are being take$,eiid payrt�`ent wil��ent` correct. with my response. y �,s r� Proceed to Step 2 on reverse. Da not check any other boxes. ! � ❑The 2ax rate is incorreet. f}('( 4.5°lo i am a Iineal beneficiary(parent,child,grandchild,ete.}of the decea ed. (Select cprrect tax rate at r-" right, and complete Part � 12��, I am a sibling of tne deceased. 3 on reverse.y � 15°Ia AII other reiationships(inciuding none). i p �Ghanges or deductions i'he information above is incorrect andior debts and deductions were paid. � listed. Gampiete Part 2 and paR 3 as apprapriate an the back of tiris form. E �Asset will be reported on The above-identified asset has been or wiil be reported and tax paid with the PA inheri ance Tax inheritance tau form Retum filed by the estate representative. REV-1500. Proceed ta Step 2 on reverse. Do not check any other boxes. Please sign and date tne back of ihe farm when finished. P"� Debts and Deductions z Aliowable debts and deductions must meet both af the following oriteria: A. The 8ecedent was legally respansible for paymeM,and the estate is insuHicient to Qay the deductible items. 8. Yau paid the debts after the death of the decedent and can fumish proof of payment if requested by the department. (i(additional space is required,you may attach B V2"x 11"sheets of paper.) Date Paid Payee Description Amount Paid .-1 Z– c� .. 3,+ u✓� rri .-o-a _ ""S n t or� �.rRr.( t'+��.+�� oy Tatai Errter on Line 5 of Tac Galculetion $ � � �"' PART Tax Calculation 3 N you are malcing a correctian to the estsblishment date(Line 1)sccou�#4diu�ce{W�a 2),or petcent taxabk(Line 3j: please olrtatn s wrMten carreaNOn trom'�w HnanolallnsUWNon ae�d f�lch R M M�e fam. 7. Enter the date the account was estaMiehed 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 of death. 3. EMer the percentage of the account that is ta�cabie tq you. a. Flrst,determine the pementage owned by the decedent. i. Accounts that are heid"in tnist for"another or others were t QO°k awned by the decedent. ii. For joint accounis established more thars one year prior to the date of death,khe percantap8 taxeble is 1 OQ%divided by the total number of owners+nGuding the decedent. {For example:2 owners=50°h,3 owrtars m 33.33flb,4 owners =25%,etc.) b. Next,divide the decedanYs percentage awned by the number of surviving owners ar treneficiaries. 4. Tha amount subject ta tau is determined by multiprying the account halance by the�reent tauable. 5. Enter the total af any debts and deductions claimed from Part 2. 6. The amount taxable is determ+ned by subtracting the debts and deductions from the aanount subject to tex. 7. Enter the appropriate tau rate from Step 1 based on your relationship to the deo�dent. 1f ind�at3ng a difterent ta�c rate,plesse afate your relaiionsHip to the decedertt: 1. Date Established 1 2, Account 6alance 2 $ 3. Percent Taxable 3 x 4. Amount Subject to Tax 4 $ 5. DebFS and Deductions 5 �t� 8. Amount Taxable 6 $ /''��° 7. Tau Rate 7 X .eYS' 8. Tau Due 8 $ 'il�' 9. With 5°/fl Discount(Tax x .95) 9 X y ��—_—,— ��$P, `2: Sign and date below. Retum TWO comp4eted and sipned copies to ihe Register ot Wilis lisied on the frau of this form, atong with a checic far a�y payment yau are making. Ghecks must be made payable to"Register of Wills,l�errt' Do not send payment direcdy to the Department of Revenue. Under penatty o#perjury, !declare that tha faots t have reparted above are true,correct and complete to the best of my knowledge and befief. / work ?(��-qll�'—'��k� q � � yfl�,$ 71 ?- v-a t �� ..��-t� axpayer Sign re Teiephone Number Date IF 1'OU NFED FURTFiER ASSI3TANGE, CC?lVTACT PENNBYLVANIA DEPAR�NT OF RE1/ENtJ� OISTRICT OFFlGE, OR THE INHERITAf�CE TAX DIVISION AT 717-787-8327. SERVIGES F.OR TAXPAYERS WI7H SPECIAL HEARING AND/OR SPEAKiNG NEEDS ONLY: 1-800-447-3020 1� Gates, Halbruner, Hatch 8� Guise, PC 4813 Mumma Road Suite#10Q Lemoyne, PA 17043 (717) 731-'9800 Federai i.o.20-+t3847ds �. ,. ..,� ..,, „__, . . ..z�,„.. .,r - _., ... .� . ' ��,e . . . .. . ., . _ �N. . . . . . _ . :� ... . . .r�.,. .. �. . . . . . . .. . ..� . Margaret Shuey, Esfate of cto Susart K. Shuey ` 4601 6rian Raad � Mechanicsburg, PA 17050 Estate Administretion inwice Date Jun�3, 2Q13 Period Endirtg May 8't, 2013 tnwice Na. 87476 PAYMENT pUE UPON RECEIPT OF STATEMENT AII overtiue accounis wili be aseeaud flnance charqes of 1.5°A per month. We now accept the tq!lawing credit cards for payment: Disootier, Mastercarti 8 Visa. � Proteseionsi Fees 51212Q13 CRG irdtial ciierrt meetirrog with ctierrt end Atty. GAH. 0.00(c�220.00/hr OA� 51212013 CAH Meeting with Susan Shuey and CRG ta diseuss MA 0.50(c�226.OQ/hr 110.00 concems and lial�lfty tor repaym�t. � 'I'�•"" Sub-total �ees: Total Current Billing: . Pr�aious 8ai�ce Que: 0 Totai Naw Due: ' C d .. �.. . . � � � � c�r.�,t o�� __� <-, �� o.00 o.00 o�e � � Z Gt? � [,,,� � ":i PLEASE VISIT OUR WEBSlTE AT WWW.GATEG�A�^�F'n"' ^^•'c � ° � � � a � r"' ' r;c i �� p � � c� 60-1218l319 106 �, tZv�rt�_ G —__=�------ �, �j� �a�� ' �� ,�� . � � r�o�-�='-� ; {�S�t6 t�1C � ..:. g;;, Otder of �.------- L}otiais � �' g,;,r°° . � A,.K.( � ¢,�pT]CBANK ! p�B�,x.A � � ,� � j' 4�.Jri4�l--t'_" --_^'�'_. �-.�-^ For �:03L3 2738+. 5ii5L2fl099n" «.��. i . INSCRIPTION ORDER FORM � • 1� 12' I l 7� ing�ie MEMORIALS Since 1921 5243 Simpson Ferry Road, Mechanicsburg, PA 17050 (717) 766-5622 • Fax (717) 766-8007 • wwwr.g�ngrichmemorials.com CEMETERY I� �'f'(.' {�qq�CS�uY LOCATION NAME OF DECEASED Q p r e��u�, LETfERING REQUIRED: - �cz�-`� f� �' � . �� , a o r 3 _ ,2 FAMILY NAME MEMORIAL S � � Y IND. NAMES ON MEMORIAL = TYPE OF MONUMENT ,Q�' rnnrkev' COLOR OF GRANITE - LOCATION: DRAW A PRECISE MAP OF LOCATION OF MEMORIAL ON CEMETERY (Use back of work orde if necessary) Se c . 13 �4�.. �-' l.�t -z,�..` - v�� b�e4�;�� bl��k s(a,.�- �E Ru C�RUG�E � �� y, � — SCE. ��D10 � �"--- �--.--- � � � � BILL TO: _ ��L+v� SIi�u� DATE OF ORDER — � _ C`1 A�I�VIV�t'W �' , ORDEREDBY �OW� � � 3 � . M�C�dn��rS!-�ur�� P� I7�S� PHONE# (_) � : ' � UPON EXAMINING THE ABOVE INSCRIPTIONS, IM/E THE UNDERSIGNED, FIND THE SPELLING AND D ES TO BE CORRECT. THE WORK WILL BE COMPLETED AS IT IS ACCUMULATED. NO SPECIFIC COMPLETIO DATE IS � GUARANTEED. � SIGNED ° SIGNED � PRICE C� � � $ ' 6 j � � DEPOSIT $ � BALANCE DUE�'g � WHITE-Office YELLOW-P�otluction PINK-Customer GOLDENROD-Branch � COMMONNEALTH OFPENNSYLVANIA REV-1162 EX(17-88j OEPAR'lMf:NT OFRf.VENVE BUREAU OF INOiViOUAL TA%ES OEPT.280801 HAPRISeUpG,PA 17128�0601 PEPtNSYLVANIA RECEfVED FROM: INNERfTANCE AND ESTATE TAX OFFlCIA� RECEIPT NC?. CD 01'7803 SNUEYJOHN 613 ALLENVIEW DRlVE MEGHANICSBURG, PA 17055 � ACN � ASSESSMENT AMOU T CONTROL NUMBER ------- fo� --------- ----.._. 13128255 � 548. 9 ESTATE INFpRMATION: S5N: � FIIE NUMBER: 2113-f3722 � QecEaENT NAMe: SHUEY MRRGARET R � DATE OF PAYMENT: 06f 27J2013 ( POSTMARK DATE: 06l26(2013 � CoUNTY: CUMBERLANd � DATE4FDEATH: 04j29j2013 � � TOTAL AMOUNT PAID: 546.3 REMARKS: JOHN SNUEY CHECK# 3 WITIALS. D61 SEAt RECEIVED BY: GLENDA FARNER STRASBAU H REGISTER OF WILLS � � REGISTER OF WILLS