Loading...
HomeMy WebLinkAbout02-24-11GLENDA EARNER STRASBAUGH REGISTER OF WILLS AND CLERK OF THE ORPHANS COURT' V :~ .: ,;~~,^r COUNTY GF CU;~IBF.RLANU O~I~: C~~URTt~<n~sr: S~~UnRr. 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 ' - ~ ,, r, _-.. .- _~..~ ~.~ .. z u ~ ~nl~ C~~ t)i1lt`` ~, .-~(/'~~}! i l~/(~~111j1j Vl4~•^~ Al '' ~^ f~" -/ ~ 1 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 --- - -~ (~` ~ u ~ l-~~ ~ U~ ~ 1 ~-~ ----- ~ Q,.-L 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 ' ~~ ~ ~ _~ 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 0 O 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 .} ~ A ` - • IrcJUbE- /l~/hEA ! 'V ~ ~~ _ ~OLLARS 1 e 1 SecueNFeaNr~i DMailf on Hack. ~~A~ fi.:BELCO COMMUNITY CREDR UNION aa,a~,ry~u~.r~~ MEMO -_- ~~iZ~l~~_-[/~.-~----- ---- --- ~:23 L38099?~: 0000349605i~' L444 SPECIALTY MMJT