The URL can be used to link to this page

Home My WebLink About03-30-15 BUREAU OF INDIVIDUAL TAXES Pennsylvania Inheritance Tax °_ pe11nsytVania PO BOX 280601 1 HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE REV-1543 E%DocEXEC <YB-12) And Taxpayer Response FILE NO.21 -IS-34Lf ACN 15113474 DATE 03-16-2015 Type of Account Estate of HARRY L SHUMAKER Savings SSN Checking Date of Death 02-15-2015 Trust VIRGINIA E WESLEY County CUMBERLAND Certificate 229 RIDGEVIEW DR MARYSVILLE PA 17053-1008 ry f 7 rn T ' u - r7l rn PNC BANK NA provided the department with the information below indicating that-at the deaqpf tg above-named decedent you were a joint owner or beneficiary of the account identified. Account No.5003967965 Remit Payment and Forms to: Date Established 06-03-2002 REGISTER OF WILLS Account Balance $2,634.27 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $1,317.14 Tax Rate X 0.045 Potential Tax Due $59.27 NOTE': If tax payments are made within three months of the decedent's date of death,deduct a 5 percent discount on the tax With 5% Discount(Tax x 0.95) $(see NOTE`) due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1 : Please check the appropriate boxes below. 1 A F�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 boxes and disregard the amount shown above as Potential Tax Due. -- B F]The information is The above information is correct, no deductions are being taken,and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C F-]The tax rate is incorrect. 4.5% 1 am a lineal beneficiary (parent,child,grandchild,etc.) of the deceased. (Select correct tax rate at right, and complete Part 12% 1 am a sibling of the deceased. 3 on reverse.) 15% All other relationships(including none). D Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Complete Part 2 and part 3 as appropriate on the back of this form. E Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax inheritance tax form Return filed by the estate representative. REV-1500. Proceed to 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 payment,and the estate is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required,you may attach 8 1/2"x 11"sheets of paper.) Date Paid %- Payeees iption Amount Paid ~l. . `S Total Enter on Line 5 of Tax Calculation $ PART Tax Calculation _ 3 If you are making a correction to the establishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a written correction from the financial 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 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"intrust 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 balance 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 amount subject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent. If indicating a different tax rate, please state Official Use Only ❑AAF your relationship to the decedent: PA Department of Revenue 1. Date Established 1 2. Account Balance 2 $ PAD 3. Percent Taxable 3 X 1 2 4. Amount Subject to Tax 4 $ 3 5. Debts and Deductions 5 - B 4 6. Amount Taxable 6 $ 5 7. Tax Rate 7 X 6 - 8. Tax Due 8 $ 7 8 9. With 5%Discount(Tax x .95) 9 X Step 2: Sign and date below. Return TWO 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 true,correct and complete to the best of my knowledge and belief. e Work n _1� 0 J Home --? Taxpayer Sign ure Telephone Number _ 3 ��'� Date 3—c�-7^ls 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 J03=C_suliiv=. SUp?X&W.-iUX 51 I%T. Enola Dr.. SULLIVANFUNERAL HOME EnDla,PA 17925 U & CREMATION SERVICES, LLC. %Lane: Ci 17) 732-5400 n' g y 0 U tV 0' Y Fax: (717)"J329-21692 Monday,February 16,2015 Virginia Wesley 229 Ridgeview Dr Marysville,PA 1705') Dear Virginia, Thank you for placing your trust in our services. We hope that we have met your expectations and made this difficult time a little easier.Below-are the charke§that your family has incurred.Please make payment within 30 days of the above date. HARRY LYNN SHUMAKER PROFESSIONAL SERVICES Basic service of funeral director and staff $3085 Embalming $895 Dressing,Casketing,and Cosmetology $375 Total Funeral Service Selected TOTAL PROFESSIONAL SERVICES $4,355.00 FACILITIES,STAFF AND EQUIPMENT Use of Facilities&Staff for Visitation $ 1590 Use of Facilities&Staff for Ceremony at Funeral Home $795 FACILITIES,STAFF AND EQUIPMENT $2,385.00 AUTOMOTIVE EQUIPMENT Transfer of Remains to Funeral Home $350 Hearse/Funeral Coach $395 Flower Vehicle $250 Flower l Lead Car $295 Service 1 Utility Vehicle $225 TOTAL AUTOMOTIVE EQUIPMENT $1,515.00 OTHER MERCHANDISE SELECTED Casket: Aurora Brighton Midnight Blue $2,930.00 Outer Burial Container $1,500.00 Acknowledgement Cards 25 $65 Register Book Memorial Folders $85 TOTAL OTHER MERCHANDISE SELECTED $4,665.00 CASH ADVANCES Grave Opening/Closing Charge $1200 Clergy Honorarium $100.00 Local Newspaper Notice Patriot News $family Vault service charge for lowering device $100 CASH ADVANCE TOTAL $1,400.00 LESS: Credits granted $1,765.00 Funeral Package"A"Disc. $1,765.00 TOTAL OF SERVICES $12,555.00 LESS: Credits pending $8,083.59 Santandar Bank $8,083.59 LESS: Payments Made 12,555.00 $8,083.59 Professional Discount $4,471.41 PAID IN FULL $0.00 Sincerely, a E t Nt � b3v T� �t1 o f td t wd r O 0'1 rn �..,. o. ext h"► C" in v Cy