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HomeMy WebLinkAbout12-21-11,. Register of Wills 1 Courthouse Square Carlisle PA 17013 Mrs. Ruth J. Stambaugh 17 Hosfeld Road Carlisle PA 17015 To whom it may concern: I am requesting relief from paying inheritance tax for the EST of DONN H MOWERY for Mrs. Ruth 1. Stambaugh. The savings account in question was an account established by the Big Spring Class of 1945, see attachments (1) and (2), to allow the class to send flowers or donations upon the death of a fellow classmate. Originally Mrs. Fishburn and Mr. Mowery were the individuals who were approved to withdraw money. Upon Mrs. Fishburn's death, my mother, Mrs. Ruth J. Stambaugh, accepted the responsibility (see attachments (3) and (4)). My mother is 87 years old and I have Power of Attorney (see attachment (5)) for her. Please forward any correspondence on this issue to me at the following address: Mrs. Bonnie 1. Snyder 15 Hosfeld Road .=? -~ ~~- Carlisle PA 17015 ~~' ~--- Thank you in advance for your review and consideration of this matter. ~ ~, 1 Regards, _ ~-- ~, -~-- -=~; ,~ ~ onnie 1. yder `l'Iiia CT.,ASS C}F 19~~ OF N13t~VILI-,E HIGI-i SCHOOL ~fiL,`I' ~'Oi7 T.,IJLCH 6JE1~. , NC}~,j. 7 ;;`:' CUMI.3I;T2LAVia GOI.,E~ (~CTJi;SE. ~ 3iIi_;I~` P~USINE~S `~It~~;TTNG F'C1LI,Oi~1~,C3y i.,F:'J i3Y I-'G.:1?S.~{)~'N ~C)adli~Y" . . Ni?S~ QEI?ICEI2S d~ElZfw AT'PUINTED F3Y I)OI'v~t~': ~I'I14I nEUICK VJ CE I'RESI I:~r;N'f ~70HN ~'ORI;~~I~~N _~I`:T7 BECI{EI2 I~U`I'H S`i't~MT3AUGIi SICR?~;`l.'~l,~Y-_-T l;i?1aSCJKI?, `~ F3F`T' 1^. Y Siv'IITH ll1SCUS`SION I~'OLLO=~JEl~ C~CjT~iCE~'~IING UUR 6C)t~h 1~itI~TI~~NR- Sary {`ILEI3Rf~TION..?~NN I3ECItiEi~ IS C"HA7:Rt1~Ori?~i~1 T() SHE It~" 'T'H?RI~: I I~;'I'tIZES`l' IN ?~ SYECIAI_, E?VE\i`I' OR III SATZ`.3I~IE1~ ?~Irl'}i itilC)i1T'('!iLY (~"tl~r(.`.FI1:?<y E)()NN F'E[~LS 'I'IiF"RE IS '~ i3E'PTTR r'~CCOL?i~T'~"' AVt~1:I:'t~_~I3l,f•. :~'O!z UIJ'? i10~EY, iE ALSC7 SI7GC~ESTTi3 ';~F C~C)~1E T'REI~E~I?E.D `T'O C;OI~?"!"'Fi:IL~t.7'?'??P•1. `I'U OUB BA'~K F~'tlNL) A'C TIIE NEXT` i'fIEETING.I$ E-I~? i~,~,30 SUGGF,>TEIJ TH1~T AtrY ,~iOiVEY LEI'T AT `I"TIi~. I)F;i~IISI; Oi~ i'Fi}~, EN`I':IIdE; CLASS E3E GIV}e;N TO THE. ~TF:t~IVIZ.I,I~; LIf3I2AI?Y. 'I,HI S >d;~S ~~T'T'i~OVE(~ F3Y TtIE GROUP. ,J; AGFZEEi:i TO HAV1~, TaUNCH i'~`T' THE. CJOLI? COUIZSF I^d )!C. ivl. T~. PISHBUR?! ~~'TAcN/Y1~Nr ~~~ q s 5' ~~ F (~t `f:~ - --- __ f _ .S h ~ ~.t r ~ DE?05i7ED IH THc sAViN~s a~Pa,IZ~r~s~N~ N Ewv~,lE FAA ~ ~:~ N 1 T~-{E: FARMBRS NATIONAL 8ANK, 01` NEWVILL.~ ~A. , ;: ' HIS 1300K M'.JST B' PRESS NiEl J.'HEN MUNE?" ~5 CEPCS: E(' _- -- -- __.. -_ .-._ I -._ -____ .-r -.-_ _- i~ aNTEREST DEPOSITED %"~ APt~F DATE ~ '.n{IT1iDuAWN II_ .__, I ___-.- .- _-. - _- I ~ ~~~~~ ~ S~' ~ 4 ~ c- ~ ~ Z ,. I ~,~ ~ I ~ ~<.. / zI i~ _ _ ~ ~~ 1 i _ _ ~~,, ~~~ ~~ ~, J r ~ ;. , ,`_ ~ wf I I /~`f~: <<< I _ ;, ~ `` j~ ~ •~ c ~ 1 ~ t '~ 4 ~r.=G., , t, ~ 7 i 'i ~ ~ ~1 , ~f1 ~ I~'~ t~ I j ~~ ~, L~l~3U .. j - r,' ~~ ~ i ~, _r. :; ,_:. j . ' ,,, , ~ , ~i !~ c;~_, ,, , ii ~ II ! ~ ~ ~ I ~ ~c~~~~ 1~--1Cr~~~~ --- C"b Y~I.S~~.. ~~ _~ ~~ ~--- ------- ~ ~~ ~~ ~~t'-f'"o2.~ iiEPOEiTE~J Ih THE ~~-'~+~' ~G. SAVINGS DEPARTMENT ~_`;-#E ~AF2M~tZ~ NATIONAL BANK, Q~ NEWViLLL, ~A~ ., B _~~, ~ ,.1 ~ ~ -.-~'=TED WHEPi M0t4 EY IS REPO lTED OR iTal~84's'IN _.. _-~_-~- ~ pA-~ ,~ '~1'lT - ---- --- I F-iDRAbVN ~~ I~iTr;RES T DE PrJSITE i D --- BA~A N ~-E ~ ~ ic~c. ~ ~, i ~ , 7 ~~ ~ I f ~~ I ! ~! ^ J~ f _ A -~ - P _ _._ ~ i ~ ~ ~ ` ~ //'"'~~ V _.._ ~ ~ -- --- ~ ~~~-1 ~ __~ -- ~ la ~ tl -- ~_.._ _ . ~ _ - _ _ r _ _ ; '"T ~ ~ c_ , ~ ~!_~ _.~. __ ~ t~ _. __. ~~~_ i - _ ' i --~ I ' ~ ~ l i _ I i ~, I f ~ ~ ,_ 1 i ._ ~ i i f ~ -+-- - _ h _. ,~-- rf ~/ G' i ~_. ~ 1 ~C _~ I -. _-- . I , li II I f_ i ' I '~ % < ~/ D __~.~ _ ti d _ - ~ - ~ ~ l- ~ - ~ ~ . I _ .. t l .f _~ - ~ ___ ~ _ ~, r° ~ _ ;, ~~~ ._. . ~ I ~ _ ~ _~ ~ I _ p ;_~ ~ ~', ~i~t . , -~-- _ _ , ;; ---~- ATiAcHirF,~/T~3~ i FARMERS NATIONAL BANK OF NEWVILLE - A DIVISION OF i ADAMS COUNTY NATIONAL BANK NEWVILLE PA 17241 OWNERSHIP OF ACCOUNT -PERSONAL PURPOSE ~ ^ INDIVIDUAL ^ ^y.JOINT -WITH SURVIVORSHIP (and not as tenants in common) tdliJOINT - NO SURVIVORSHIP {as tenants in common) ^ TRUST -SEPARATE AGREEMENT: ^ REVOCABLE TRUST DESIGNATION AS DEFINED IN THIS AGREEMENT Name and Address of Beneficiaries: OWNERSHIP OF ACCOUNT -BUSINESS PURPOSE ^ SOLE PROPRIETORSHIP ^ CORPORATION: ^ FOR PROFIT ^ NOT FOR PROFIT ^ PARTNERSHIP BUSINESS: COUNTY & STATE OF ORGANIZATION: AUTHORIZATION DATED: DATEOPENED_ 12/10/2001 BY DL INITI~AjL~DEPOSIT $ 477 09 IJCACASH ^ CHECK ^ ', HOME TELEPHONE # 717-776-5473 BUSINESS PHONE # DRIVER'S LICENSE # E-MAIL none EMPLOYER RETIRED r.AOTHER'S MAIDEN NAME Name and address of someone who will always know your location: _ BACKUP WITHHOLDING CERTIFICATIONS TIN: 201-18-0264 TAXPAYER I.D. NUMBER - The Taxpayer Identification Number shown above iTIN) is my correct taxpayer identification number. BACKUP WITHHOLDING - I am not subject to backup withholding either because I have not been notified that I am subject to backup withholding as a result of a failure to report all interest or dividends, or the Internal Revenue Service has notified me that I am no longer subject to backup withholding. ^ EXEMPT RECIPIENTS - I am an exempt recipient under the Internal Revenue Service Regulations. SIGNATURE: I certify under penalties of perjury the atatements checked in this section and tgat I am a U.S. person (including a U.S. resident alien). i ACCOUNT 9112219 NUMBER ACCOUNT OWNER(S) NAME & ADDRESS RUTH J STAMBAUGH DONN MOWERY 17 HOSFELD ROAD CARLISLE PA 17013 13RNEW ^ EXISTING TYPE OF ^ CHECKING ^ SAVINGS ACCOUNT ^ MONEY MARKET ^ CERTIFICATE OF DEPOSIT ^ NOW ~ PASSBOOK SAVINGS This is your (check one): Permanent ^ Temporary account agreement. Number of signatures required for withdrawal 1 FACSIMILE SIGNATUREIS) ALLOWED? ^ YES ~NO [X J SIGNATURE(S) -The undersigned agree to the terms stated on every page of this form and acknowledge receipt of a completed copy. The undersigned further authorize the financial institution to verify credit and employment history and/or have a credit reporting agency prepare a credit report on the undersigned, as individuals. The undersigned also acknowledge the receipt of a copy and agree to the terms of the following disclosure(s): Deposit Account ~CFUnd3 Availability ~ Privacy Electronic Funds Transfer ~ Truth in Savings L / ~~ / ..1 RUTH/ J STAM~AUGH LD. # 201-18-0264 D.o.6. __ 3/02/24 (2): ~ J i f .. ~ ~~, C _ ~ - 4 DONN MOWERY // I.D. # _171-28-7003 D.o.6. 6/26/24 (3): LX J I.D. # D.O.B. (4): [X J I.D. # D.O.B. ^Authorized Signer (Individual Accounts Only) [X FORM 1 I.D.# D.O.B. c 1992 Bankers Systems, Inc., St. Cloud, MN Form MPSC-LAZ-PA 11/22/2000 ~ y^„~~C - r~ ~~~ /page 1 of 2/ BUREAU OF INDIVIDUAL TAXES PD BOX 280601 Pennsylvania HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE REV-1543 EX RFP (V5 -11) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 11-0620 AND ACN 11164075 TAXPAYER RESPONSE DATE 09-29-2011 EST. OF DONN H MOWERY SSN 171-28-7003 DATE OF DEATH 04-12-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: RUTH J STAMBAUGH REGISTER OF WILLS 17 HOSFELD RD 1 COURTHOUSE SQUARE CARLISLE PA 17015-9425 CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. ACNB BANK provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above named decedent, you were a joint owner/beneficiary of this account. If you are the spouse of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe the information )s incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. Please call 717-787-8327 with Questions. COMPLETE PART I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 9112219 Date 12-10-2001 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 531 .57 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax g 265.79 months of the decedent's date of death, Tax Rate ~( lrj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 39.87 nine months after the date of death. PART TAXPAYER RESPONSE ~.O~F FAILURE> TO I~E~P~N WIL ~RESU~Tp.IN L~TAX\AS~E ~ A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or return this notice to the Register of Wills and C H E C K an official assessment will be issued by the PA Department of Revenue. ONE C BLOCK B. ~ The above a sset has been or will be reported and tax paid with the Pennsylvania inheritance tax return 0 N L Y filed by th e estate representative. C. dThe above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART ~ below. PART If indicating a different tax rate, please state ~ ~ Q jC U °~~0 NL Y y4AF relationship to decedent: PA DEPARTMENT OF REVENUE URN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS ~ D TAX RET LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 3 X ' 3. Percent Taxable _ ~ _ 4. Amount Subject to Tax 4 $ 4 5 d ti S ons uc 5. Debts and De ,,, 6 bl $ 6 e 6. Amount Taxa 7 X s 7 7. Tax Rate 8 8. Tax Due PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Gomputatlon) s Under penalties of perjury, I declare that the facts I reported above are true, correct and com ete to the best of my knowledge and belief. HOME C ~/ 7 ) ] 76 ~~~f ~~ MIaRK C ) TAX AYER SI NATU E TELEPHONE NUMBER DATE BUREAU OF INDIVIDUAL TAXES PD BDx 2BB6U1 Pennsylvania HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE REV-1543 EX AFP (05-11) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND FILE TAXPAYER RESPONSE ACN DATE N0. 21 11-0620 11164075 09-29-2011 EST. OF DONN H MOWERY SSN 171-28-7003 DATE OF DEATH o4-12-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: RUTH J STAMBAUGH REGISTER OF WILLS 17 HOSFELD RD 1 COURTHOUSE SQUARE CARLISLE PA 17015-9425 CARLISLE PA 17013 TYPE OF ACCOUNT © SAVINGS CHECKING TRUST CERTIF. ACNB BANK provided the department with the information below. which was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent. you were a joint owner/beneficiary of this account. If yoU are the Spouse of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box Gin PART 1 below and writing "spouse" in PART 2. If you believe 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. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 9112219 Date 12-10-2001 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 531 .57 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax $ 265.79 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate ~( , 15 deduct a 5 percent discount on the tax due. Potential Tax Due $ 39.87 Any inheritance tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TOE, ES D 1l1ILL RESULT IN ~ E IAL TAX ~SS~SSMENT~ o a~~ ~..~ ~ ,o ~., 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 return this notice to the Register of Wills and C 0 N E an official assessment will be issued by the PA Department of Revenue. ~ B L 0 C K 0 N L Y B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax ret filed by the estate representative. urn C. dThe above informs ion is incorrect and/or debts Complete PART ~ and/ PART and deductions were paid. or ~ below. PART it indicating a different tax rate, please state relationship to decedent: OFFICIAL USE ON ~ ~ AAF PA DEPARTMENT OF REYEfJUE TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD \ LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 ti, 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 - 5 , 6. Amount Taxable (, $ 6 7. Tax Rate 7 X y,~ 7 8. Tax Due g $ Q} ~~~ 8 PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION ,,...,::.,r .,. ... - - -- -- "-' -" -' wmyu~aclonJ g Under penalties of perjury, I declare that the facts I reported above are true, correct and ,a complete to the best of my knowledge and belief. `~~\ HOME ( 7/?) 7 7 r s y7 6t9'Rtf C ) T A GN URE TELEPHONE NUMBER DATE -n.~r ~ -*N~:~ ~4a' 4 .~~'ti 'Gn ,a'~"~.ws. '~~":~f `~`',j.•fi'y!''~i ~`"^y^`Ta s ="tA` 'n';:". - ~. -'r F ~ .. POWER OF ATTORNEY NOTICE THE PURPOSE OF THIS POWER OF ATTORNEY IS TO GIVE THE PERSON YOU DESIGNATE (YOUR "AGENT") BROAD POWERS TO HANDLE YOUR .PROPERTY, WHICH MAY INCLUDE POWER TO SELL OR OTHERWISE DISPOSE OF ANY REAL OR PERSONAL PROPERTY WITHOUT ADVANCE NOTICE TO YOU OR APPROVAL BY YOU. THIS POWER OF ATTORNEY DOES NOT IMPOSE A DUTY ON YOUR AGENT TO EXERCISE GRANTED POWERS, BUT WHEN POWERS ARE EXERCISED, YOUR AGENT MUST USE DUE CARE TO ACT FOR YOUR BENEFIT AND IN ACCORDANCE. WITH THIS POWER OF ATTORNEY. YOUR AGENT MAY EXERCISE THE POWERS GIVEN HERE THROUGHOUT YOUR LIFETIME, EVEN AFTER YOU BECOME INCAPACITATED, UNLESS YOU EXPRESSLY LIMIT THE DURATION OF THESE POWERS OR YOU REVOKE THESE POWERS OR A COURT ACTING ON YOUR BEHALF TERMINATES YOUR AGENT'S AUTHORITY. YOUR AGENT MUST KEEP YOUR FUNDS SEPARATE FROM YOUR AGENT'S FUNDS. A COURT CAN TAKE AWAY THE POWERS OF YOUR AGENT IF IT FINDS YOUR AGENT IS NOT ACTING PROPERLY. THE POWERS AND DUTIES OF AN AGENT UNDER A POWER OF ATTORNEY ARE EXPLAINED MORE FULLY IN 20 PA.C.S. CH. 56. IF THERE IS ANYTHING ABOUT THIS FORM THAT YOU DO NOT UNDERSTAND, YOU SHOULD ASK A LAWYER OF YOUR OWN CHOOSING TO EXPLAIN IT TO YOU. I HAVE READ OR HAD EXPLAINED TO ME THIS NOTICE AND I UNDERSTAND ITS CONTENTS. ~~ "1 _ / , / ~ ~'-L'~ ~; ~~~ ~ ~~ .~ 1, ,Lr~' ~ ~i/ Date R - ~H J. STAIV> AUGH ,, j t Principal ,~ f WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - ]26 EAST KING STREET - SHIPPEN56 URG, PA 17257-1397 ~}TT!}Gr/~E.vT CS~ An agent shall have no authority to act as agent under this power of attorney unless the agent has first executed and affixed to this power of attorney an acknowledgment. ACKNOWLEDGMENT BY SUCCESSOR AGENT I, Bonnie J. Snyder, have read the attached power of attorney and am the person identified as the successor agent for the principal; I hereby acknowledge that in the absence of a specific provision to the contrary in the power of attorney or in 20 Pa.C.S. when I act as agent: I shall exercise the powers for the benefit of the principal. I shall keep the assets of the principal separate from my assets. I shall exercise reasonable caution and prudence. I shall keep a full and accurate record of all actions, receipts and disbursements on behalf of the principal. Date ,,~ ~ ~~ Bonnie J Snyd ' Su or Agent COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS On this, the ~ o2C day of ~~~~ n u , 2003, before me, a Notary Public in and for said County and State, the undersigned officer, pers ally appeared Bonnie J. Snyder, known to me (or satisfactorily proven) to be the person whose name is subscribed to the above-referenced Acknowledgment by Successor Agent, and affirmed that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~ ~ ~~~ __ (SEAL j Notarial Seal Pairieia L.Tome, Notary Public SFdppensburg Boro, Cumberland County MY Commission Expires „une 7, 2004 t, 1' ~.:5 ~,. M.... ~. 1"{ ~l. swf ii``~~~~~ t~~ 'rLY "+~? rat ~j ~J ,~ ~ ~,ti i u' [,ta ,l ~; "'~ ~ ~~^ a ~~ ~~ W N 0 ~' } ww`` ~ ': W ~ ~ .~,aa c °,~' a ~, m o ~ = N ~ ~ V ~ MO r LY `,~ ,~ F b w; ~.~ ~t~. ~~t, {.ii i73 ~ti tt ~~ !~{ .~( .;.q