HomeMy WebLinkAbout02-24-11GLENDA EARNER STRASBAUGH
REGISTER OF WILLS AND CLERK OF THE ORPHANS COURT'
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C,~RL.is~.~~:, Pe~r~»°~.~;-~wiA 17013
DATE: February 24, 2011
TO: Pennsylvania Department of Revenue
FROM: Glenda Earner Strasbaugh FOR Melvin W. Earner
I N RE: ACN 11107783
Melvin W. Earner is the spouse of Betty J Earner who passed away on
March 21, 2010.
In that the rate for Pennsylvania inheritance tax on transfers to a
surviving spouse is zero, there should be no tax due on this notice.
Please feel free to contact me should you need additional information
on this matter.
PAID I~OR I3}- GLI~.NllA FARI~[~.R S'CRASBAUGH
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ~ t` - ` AND FILE N
Po Box zao6ol R'- ~~~~!-~ C~ TAXPAYER RESPONSE ACN
HARRISBURG PA 17128-0601 ;';i..
;~_ .." .. ; ; n DATE
REV-1543 EX AFP (0808) ~~ t.. '
0. 21 ~ ~ d -L'~~Cv1
11107783
02-10-2011
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MELVIN W EARNER
216 REESER RD
CAMP HILL PA 17011-1923
EST. OF BETTY J EARNER
SSN 195-24-5713
DATE OF DEATH 03-21-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
a CERTIF.
SOVE REIG N B ANK 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 PAYMENT INSTRUCTIONS
Account No. 2335541401 Date 11-09-2007 To ensure proper credit to the account, two
Established copies of this notice must ac:companv
Account Balance ~- 1 201 .92 Payment to the Register of Wills. Make check
~ payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
AmOUnt Subject to Tax $ 600.96 months of the decedent's date of death,
Tax Rate ~( 15 deduct a 5 percent discount an the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 90.14 nine months after the date of death.
PART TAXPAYER RESPONSE
FAIWRE TO RESPOND WICL RESULT IN AN OFFICIAC.TAX:ASSESSMENT
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of
O N E Wills and an official assessment will be issued by the PA Department of Revenue.
B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 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 ~ and/or PART 31.J below.
PART If indicating a different tax rate, please state ~ ~ ~3~fI~IAL;;;~7S~,a~ON~Y AAF
relationship to decedent:
PADEPARTMEN7 OF REVENUE:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
i.INc i. Dais c~tablished i 1
2. Account Balance 2 $ ~ 2~~ .
~. ~
3. Percent Taxable 3 X _
~Q 3 '
- Amount Subject to Tax 4 $ nn
COn~D . "7 LP 4
5. Debts and Deductions 5 - ----^ 5
6. Amount Taxable 6 $ ~ ~~11
~~) ._`~~e {
7. Tax Rate 7 X 0 0 7
8. Tax Due 8 $ . ~ ~ -$
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the bes/t~~ off my knowledge and belief. HOME C ~T~ ] ) Z~ ~ ^ QS ,3,Z
~~ ~C/'~ I WO R K C ) Q.Q. •~' ~ r ~ ~ ,ZiI i
TAVDAVCD CTf` IA 1 C TCI CDLI (l A1C AIIIM iiCD 11A TC
TOTAL (Enter on Line 5 of Tax Computation) S
Mr . Melt' in W F arner
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUF~EAU OF INDIVIDUAL TAXES
DEPT. 280601
~ HARRISBURG, PA 17128-0601
RECEIVED FROM:
EARNER MELVIN W
216 RESSER RD
CAMP HILL, PA 1701 1
-------- fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 195-24-5713
FILE NUMBER: 21 1 1 -0246
DECEDENT NAME: EARNER BETTY J
DATE OF PAYMENT: 02/23/201 1
POSTMARK DATE: 02/22/201 1
CouNTY: CUMBERLAND
DATE OF DEATH: 03/ 21 / 201 0
RE'V-1162 EX(11-96)
NO. CD 014048
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
1 1 107783 $90.14
TOTAL AMOUNT PAID:
REMARKS:
$90.14
CHECK#1444
INITIALS: DB
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
~~ n,
,~, "'L>
~..~.. 'RjF'Vc1543. EX AFP (OBt Q$),
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND
~~, TAXPAYER RESPONSE
ire ~ ~ f
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J, ~..:~~ ~c-
C~~i ~ ~ ~- ~ "~' ,.~~,
MELVIN W FARI~I'~R ~ ~~.
216 REESER RD
CAMP HILL PA 17011-1923
FILE N0. 21 -- ~~~ -~~ ~~ ~1.~'
ACN 11107783
DATE 02-10-2011
EST. OF BETTY J EARNER
SSN 195-24-5713
DATE OF DEATH 03-21-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
SOVEREIG N BANK 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 PAYMENT INSTRUCTIONS
Account No. 2335541401 Date 11-09-2007
To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $- 1 ~ 20 1.92 Payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax $ 600.96 NOTE: If tax payments are made within three
months of the decedent's date of death,
Tax Rate X ~ 15 deduct a 5 percent discount on the tax due.
Potential Tax Due Any Inheritance Tax due will become delinquent
9 0 1 4 nine months after the date of death.
PART TAXPAYER RESPONSE
0
FAILURE TO RESPONn WILL RESULT IN AN OFFICIAL TAX ASSESSMENT
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 interest, 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.
B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 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 lJ below.
PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF
relationship to decedent:
PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAtI
~iNE I. Late Establishes I 1
2. Account Balance 2 $ ~
3. Percent Taxable 3 X
4. Amount Subject to Tax 4
5. Debts and Deductions 5 -
6. Amount Taxable 6
7. Tax Rate 7 X
8. Tax Due g $ $
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION eMni~ur owrn
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief . HOME C 7~ 7 ) ~ ~ ~ ~ d d ~ ,~
' WORK C
AXPAYER IGNATURE TELEPHONE NUMBER DATE
~~ .~~~~C, un amine ~ or iax Computation) $
0
S
3
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MELVIN W. FARNER 1 ~ ~,; `~ ,~ 60-8099/2313 14 4 4
NANCY L STOCKLEY
216 REESER RD. DATE 1. ' t ,~" ~ 1
CAMP HILL, PA 17011-1923
PAY TO Qi 1 .~ ~L° ~" V ~ ~/f~ l ~ ~S ~ 1~ C1 ~ 71 J ~ yO ~ t 4
THE ORDER OF
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