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Home My WebLink About03-30-15 (2) BUREAU OF INDIVIDUAL TAXES Pennsylvania Inheritance Taxpennsytvania PO BOX 280601 DEPARTMENT OF REVENUE HARRISBURG PA 17128-0601 Information Notice 10, REV-1543 EX P..EXEC (08-12) And Taxpayer Response FILE NO.21 -15-3qt4 ACN 15113475 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 F" rn mC:) PNC BANK NA provided the department with the information below indicating tiiaflattte death,G _J the above-named decedent you were a joint owner or beneficiary of the account idbritified. ri '71 Remit Payment and Forms to: F--b Account No.5004705772 co r- 1,T1 Date Established 10-15-2007 REGISTER OF WILLS Account Balance $8,170.15 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $4,085.08 Tax Rate X 0.045 NOTE*: If tax payments are made within three months of the Potential Tax Due $183.83 decedent's date of death,deduct a 5 percent discount on the tax With 5%Discount(Tax x 0.95) 1(see NOTE*) due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step l : Please check the appropriate boxes below. I AFJ 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 Pot&nrlal fax Due. B 1-1 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 �The tax rate is incorrect. F-] 4.5% 1 am a lineal beneficiary(parent,child, grandchild, etc.)of the deceased. (Select correct tax rate at right, and complete Part F-I 12% 1 am a sibling of the deceased. 3 on reverse.) F-] 15% All other relationships(including none). PChanges or deductions The information above is incorrect and/or debts and deductions were paid. JJN 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. P AR 2 T Debts and Deductions 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 iurequired,you may attach O1/2^x11^sheets ofpoperj Date Paid Payee DRscriionAm Paid Total (Enter on Line 5 of Tax Calculation) 1 $ PA -rax Calculation If you are making a correction tmthe establishment date(Line )account balance(Line 2),mmpercent taxable(Line 3), please obtain mwritten correction from the financial institution and attach dbmthis 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 ofthe account that iutaxable to you. a. First,determine the percentage owned bythe decedent. i. Accounts that are held"intrust for"another or others were 100%owned by the decedent. ii. For established more than one year prior 0nthe date ofdeath,the percentagetaxable in100%divided bvthe total number ofowners including the decedent. (For example:2owners=5O1&'3owners~3333%'4owners ~25%.etc.) b. Next,divide the decedent's percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject$ntax ixdetermined bymultiplying the aczokntbalance by the percent taxable. 5. Enter the total ofany debts and deductions claimed from Part 2w' 19)6951 G. 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 your relationship to the decedent: 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 5. Debts and Deductions 5 757 'J 7. Tax Rate 7 X Step 2: Sign and date below. Return TWO completed andoig d copies to the Register nfWills listed nnthe front nfthis form, along with ocheck for any payment you are making. Checks must hemade payable\o"Register nfWills,AgenL^ Donot send payment directly tothe Department ofRevenue. Under penalty of perjury, I declare that the facts I have reported above are true,correct and complete tothe best ofmyknowledge and tel Jain C- SULLIVAN FUNERAL HOME 51 N. Ea-Dla Dr. Enbla,PA 17025 & CREAUTION SERVICES,, LILG, thane: i7i 17) 732-54-00 g t"' 11'. g y 0 a r tt: a Y Fax: (717)732-2 1,62 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 charges 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 Lead Car $295 Service i 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 $85 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,