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Home My WebLink About08-17-15 `'� pennsylvania euxuu or �xorv�ow� *nxes PennsylvanialnheritanceTax oePnArnervroFaeve�+ue Po ao. zaoso� Information Notice . ,,,,,,,uye..,��e.a. NARRISBVPG P� lil]9-06Y1 And Taxpayer Response ri�e No.2ii5-oa�3 AGN 15132636 DATE 06-1&2015 Type o�Accaunt Eslate of HOWARD R STRAWMVRE �Savings Checking Da�e of Dealh 03-29-2015 X Tmst CASEY R STRAWMVRE County CUMBERLAND Cehificate 706 BRENTON ST SHIPPENSBURG PA 17257-2116 � c' =' m co � mc� c� ' a c- o ' „ c� ; � _ � � ._ - i - � ._� m � _� � o � i � n 0 c.� m r S_ �� GITIZENS BANK OF PENNSYLVANIA provided the department with the information below inBfbating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Remi�Payme��and Forms lo: AccounlNo.6250390880 REGISTER OF WILLS Date ESWblished 03-13-2007 1 COURTHOUSE S�UARE Accouni Balance $5,602.89 CARLISLE PA 17013 Percent Taxahle X 100 Amount Subject to Tax $5,60289 Tax Rate X 0.150 NOTP: If tax paymenis are made within three months of the Poten�ial Taz Due $840.43 decedenCs dale oi death, deduct a 5 percent discount on ihe tax Wi�h 5%Discount(Tax x 095) $ (s e NOTE') due. Any inheritance Iax due will become delinquenl nine months after the date of death. PART SYep 1 : Please check the appropriate boxes below. 1 n ❑No tax is due. I am the spouse ot the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. PloCeed to Step 2 on IevefSe. Do not check any other boxes and disregard the amount shown above as Potential7ax�Jue. g ❑The informa[ion is The above in�ormation is correct, no deductions are being takea. and payment will be sent correct. with my response- Pmceed to Step 2 on reverse. Do nof check any other boxes. � ❑The tax ra�e Is incorrect. � 4.5% I am a lineal beneficiary (parent,child. grendchild,etc.) of lhe deceased. (Selecl correct�ax rate at right,and complete Part � 12/ I am a sibling of the deceased. 3 an reverse.) � 15% All other rela�ionships (including none). p �Changes or deductions The information above is incorrec[and/or debts and deductions were paid. listed. Complete Part 2 and part 3 as appropriate on the back ol this�orm. E�Asset will be reported on The above-identified asset has been or will be reported and tu paid with the PA Inheritance Tax inheritance�a�eform Retum��ceeditoStep2onPe e�ise.tlDonotcheckanyotherboxes. REV-1500. � � Please sign and date the back of the form when finished. V 0 PART z Debts and Deductions Allowable deb�s and deductions must meet bo�h of the following criteria: A. The deceden�was legalty responsible br payment, and[he estate is insuHicient to pay[he deduc�ible items. B. You paid ihe debis aker the death of the decedent and can furnish pmo�of payment if requested by the department. Qf addi�ional space is required, you may attach 8 V2"x 11"sheets of paper.) Date Paid Payee Description Amoun� Paid Total En�er on Line 5 of Tax Calcula�ion $ PART Tax Calculati0n 3 Ii you are making a correction to ihe es[ablishment tlate(Line 1)account balance Line 2 ,or � please obtain a written correction irom the�inancial ins�itution antl atlach it to ihis form.� �rcen�Wxable(Line 3), 1. Enter the tlate the account was established or titled as it existed at ihe date of death. 2. Enter the to(al balance of�he account inclutling any iNeres�accrued a�the tlate of tleath. 3 Enter ihe percentage of the account that is taxable[o you. a. First,determine ihe percentage owned by the decetlent. i. Accoun[s[ha�are heltl"in imst for"another or others were 100%owned by the decedent. ii. For joint accounts established more ihan one year prior to ihe date oi death,[he percentage t�able is 100 a tlivided by the to�al number of owners including�he decedenL (For example:2 owners=50%,3 owners=33.33%, 4 owners =25%,etc.) b. Next,tlivide�he decedenPs percentage owned by�he number o�survivinq owners or beneficiaries. 4. The amount subject to tax is determined by multiplying�he account balance by the percent taxable. 5. En�er the btal of any deb�s and deduc�ions claimetl�rom Patl 2. 6. The amount taxable is determined by subhacting the debis and deductions irom the amount subject ro tax. 7. Enter Ihe appropria[e tac rate from Step 1 based on your relationship b the decedent. It intlicating a dinerent tax rate,please state �p��. your relationship to the tleceden�: •�F ��AF � y. 1. Date Established � ' �A��U�. � 2 Accoun� 6alance p $ Pq�; ` '� �- �` � `�' °'" 3. Percen[Taxable 3 X 1 ' •� � .«��r� 4. Amount Subjec(to Tax 4 $ 2 ' ° �s'b- 3 = ,� 5. Debts and Deduc�ions $ - 4 6. AmounlTaxable 6 $ � ` Jr ' 7. -iacFate 7 X 6 �� _ 8 $ 7 " < 8. Tax Due $ �y ' 9. Wi�h 5% Discount(Tax x .95) 9 X � ' �� "' �4�` � `}`� St2p 2: Sign and date below. Return N✓O completed and signed copies to ihe Register of�Wills listetl on ihe front o(ihis form �� along with a check for any payment you are making. Checks must be made payable to Fegister of Wills, Agent." Do not send payment directly to the Department of Revenue. Under penalry f perjury, I declare that the facts I have reported above are irue,correct and complete to[he best of my knowledge and belief. � Work Home p — 3 _ � _ Taxpayer Signature Telephone umber Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717J87-g327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 �� pennsylvania e�vEnu or ixorviowi *nxEs Pennsylvania lnheritance Taz oEppRrMErvr oF a[vErvu[ Po eox zaoso� Information Notice .E,-,,,,�. o..�, .o,»� NARRISBIIRG PR 1)128"06�1 And Taxpayer Response Fi�E Na 2i�5-oa�a AGN 15132637 ' �ATE 06-18-2015 Type of Account Estaleof HOWARD R STRAWMVRE �Savings Checking Date of Death 03-29-2Q15 - X Tmst CounryCUMBERLAt� ^ .s, � m Certificate ELLEN M STFAWMVBE ; _., .� �n p 706 BRENTON ST �-'- _ � SHIPPENSBIIRG PA ll257-2116 c� . ; :a � � � m � � � 3 � :� �^' r rn . _s cn,� _. __ . _ _. N GITIZENS BANK OF PENNSVLVANIA provided ihe department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Remil Payment and Forms ro: Account No.6250390899 pEGISTER OF WILLS Date Eslablished 03-13-2007 1 COURTHOUSE SoUARE Accoun�Balance $5,602.89 CARLISLE PA t7013 PercentTaxable X100 Amoun�Subject ro Tax $5,602.89 Tax Rate X 0.150 NOTP: If tax payments are made within three months of ihe Po�en�ial Tae Due $840.43 decedenPs tla�e of death, deduct a 5 percent discount on the lax With 5%Discount(Tax x 0.95� $(se NOTE') atter iFhe date ofldeae„ax due will bewme delinquenc nine months PART StCP 1 : Please check the appropriate boxes below. � 1 n �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. Pmceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tar Due. g ❑The informalion is The above informa�ion is corred,no deduclions are being laken,and payment will be sen� correct. with my response. Pmceed ro Step 2 on reverse. Do not check any other boxes. p ❑The tax rate is incorrect � 4.5% I am a lineal beneficiary (parent,child,grandchild, etc.) of the deceased. (Select correct lax ra�e at right,and complete Part � 12°/ I am a sibling of the deceased. 3 on reverse.) � 15% All other rela�ionships (including none). p �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 ol this lorm. E�Asset will be reported on The above-identified asset has been or will be reported and tax paid with�he PA Inheritance Tax . inheritance tax form ReNrn�roceed ro�Step 2 onPeverse�jlDo not check any other boxes. REV-1500. � Please sign and date the back of[he form when finished � � PART z Debts and Deductions Allowable debts and deductions mus�meet both o��he following criteria: A. The decedent was legally responsible for payment,antl the estate is insuflicient to pay the deductible items. B. Vou paid[he debts atter the death af the decedent antl can fumish proof of payment if requested by ihe department. (If adtli[ional space is required,you may atlach 81/2"x 11^sheets of paper.) Date Paid Payee Descrip�ion Amoun( Paid Total En[er on Line 5 of Ta<Calcula�ion $ PApT Tax Calculation 3 If you are making a correction to the establishment date(Line 1)account balance Line 2 ,or please obtain a written correction irom the financial institution and attach it to thie tortn.� �rcent taxable(Line 3), 1. En[er the da[e the account was establishetl or[i�led as i�existed at the da�e of death. 2 Enter the total balance of[he account including any interest accmed at ihe date of death. 3 Enter the percentage of the account Ihat is taxable to you. a. First,tletermine ihe percentage owned by the decetlent. i. Accounts that are held"in hust for"another or others were 700%owned by ihe tlecedent. ii. For joint accoun�s es�ablished more than one year prior to the date of death,the percentage tavable is 100%divided by�he total number of owners induding ihe decedent (For example:2 owners=50%, 3 owners=33.33%, 4 owners =25%,etc.) b. Next,tlivide[he decedent's percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to[ax is determined by mW[iplying the account balance by the percent taxable. 5. Enter the�otal of any debts and deduc�ions daimed irom Part 2. 6. The amount taxable is determined by sub[recting the tle6ts and deductions from ihe amount subject to tax. 7. Enter ihe appropriate tax rate from Step 1 hased on your relationship to the deceden[. If indicating a dif�eren[tax rate, please state �� $� your rela�ionship to ihe decedent � �(]qAF �'�,r � 1. DateEstablished � ��Dep��9��`�..��.� '� 2. Account Balance p $ r 3. PercentTa�ceble 3 X � �*� �'�� %k� '�sl.�="� ��^�"�-.� 4. Amount Subjec�to Tex q $ ��„:° �-a :+'��`.'.'��'� 5. Debts and Detluc�ions 5 '�` '^'�-- 6. Amoun�Taxable g $ �r �� '�-.�� "�� /. Tau Hate ��` 7 X t� �'tfr= � �it�`.�4.rf 8. Tax Due g $ *�' :�i*"� � �. ,t, . �` ,�€ �� , 9. With 5% Discoun� (Tax z .95) 9 X ':`3'"' } �.�_ Step 2: Sign and date below. Return TY✓p completed and signed copies to ihe Register of Wills listed on the fron�of this form, along with a check for any payment you are making. Checks must be made payable�o"Register of Wills,Agent." Do not send payment directly to the Department of Revenue. Und,r penalty of perjury, I declare that Ihe facis I have reported above are true,correct and complete to the best of my knowledge antl beli F. � - Work Hom � o - � 3 ��/1-/ 5� Taxpayer Signature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-g327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARWG AND/OR SPEAKING NEEDS ONLY: 1-800-4473020 �� pennsylvania ,�a�u oF �No�+,o�w� �..Es Pennsylvania lnheritance Tax oE,qqrMErvroF Revervue Po eo. zaobo, Information Notice „„-,,,,�.�,...,� �...�,� �uxa�seuxc va ni�e-oco� And TdXpayef ReSponSB F ILE NO.2115-0473 ACN 15132638 �ATE 06-18-2015 Type o�Account Estateof HOWAFD R STRAWMYRE �Savings Checking Da�e of Dea�h 03-29�2015 X Tmst MATTHEW C GRAMER County Cl1MBERLAND Certificale 706 BRENTON ST � – SHIPPENSBURG PA 17257-2116 � ' � y � �� r� n � � c� – � -. ' - - �, ., o � ' , n� � � i —� r.� w _ c� m _r_ cv o N T CITIZENS BANK OF PENNSYLVANIA provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. . Remit Payment antl Forms lo: Accaunt No.6250390902 REGISTER OF WILLS Date Eslablished 03-13-2007 � COURTMOUSE SOUARE Accounl8alance $5,602.89 CARLISLE PA 17013 PerceniTasable X 100 Amoun�Subject[o Tax $5,602.89 � Tax Ra�e X 0.150 NOTE': If tax payments are made within three months of the Potential T� Due $840.43 dewdenfs date of death, deduct a 5 percent discount on the tax Wi[h 5%Discoun�(Tax x 0.95) $( e NOTE') yryer he da�eolf�deathax due will become delinquent nine months PART SteP 1 : Please check the appropriate boxes below. 1 A ❑No tax is due. I am the spouse of[he deceased or I am the parent oi a decedent who was 21 years old or younger at date of death. Pmceed to Sfep 2 on reverse. Do not check any other boxes and disregard fhe amount shown above as Pofenfial Tar Due. g ❑The'mfo�mation is The above information is correct, no deductions are being taken,and payment will be sent carrecl. with my response. Proceed ro Step 2 on reverse. Do not check any other bozes. p ❑The lax rate is inwrrect. � 4.5% I am a lineal beneficiary(parent, child,9randchild,etc.) of the deceased. (Select correcl tax ra�e at rigM,and complece Part � 12/ I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships (including none). p �Ghanges or deductions The infoComplete Part 2 andpart 3 as appropnate o nthe back ol th s Porlm. listed. E Asset will be reported on The above-identified asset has been or will be reported and tae paid with the PA Inheritance Tax �inheritance tax form Rewm�loceed to Step 2 onPreverse.tl Do not check any other boxes. REV-1500. � � Please sign and date the back of the form when finished. PART z Debts and Deductions Allowable debts antl deduc[ions must meet both of the following criteria: A. The deceden�was lega�ly responsible for paymen�, and the estate is insufficien�to pay�he deductible items. B. Vou paid the debts after the tleath of[he decedent and can fumish proof of payment if requested by ihe department. Qf additional space is required, you may attach 8 1/2"x 11"sheets of paper.) Da�e Paid Payee Descrip�ion Amount Paid Total Enter on Line 5 of Tax Calcula�ion $ PART Tax Calculation 3 N you are making a correction to the esWblishment date(Line 1)account balance Line 2 ,or please ob�aln a written correction trom�he financial instttufion antl aflach it to[his tortn.) cercent taxable(Line 3), L En�er�he date the account was es�ablished or titletl as it existed at�he date of death. 2. Enter the�otal balance o��he account including any interest accrued a�[he tla�e of death. 3. Enterthe percentage ofthe accountthatistaxableto you. a. First. determine the percenta9e owned by ihe tlecedent. i. Accounts Ihat are held"in tms�for"another or others were 100%owned by the tlecedent. ii. For joint accounts es�ablished more than one year prior to the tlate of dea�h, (he percen�age�axable is 100%divided by the rotal num6er of owners including the decedent (For example:2 owners=50%,3 owners=3333%,4 owners =25%, etc.) b. Next,divide ihe decedenYs percentage owned by the number ot surviving owners or bene�iciaries. 4. The amount subjec�b t� is de�ermined by mul�iplying the account balance by�he percen�taxable. 5. En�er the total of any debts and detluctions claimed from Part 2. fi. The amount taxable is determined by subtracting the debts antl deductions irom ihe amount subject to tax. 7. Enter ihe appmpriate tax rate fmm Step 1 based on your relationship to ihe decedent. I�indicating a tlifferent tac rate,please state .f,:_ ��4�5�.,�� your relationship�o�he deceden�: y pa ,ti �,� 1. DateEsta6lished � " : ��etiCr1U� ��*�^'" 2 Account Balance p $ �(�Q' �� "� ��" '�" 3. Percent Taxable '"� '� '�� 3 X �n-^ r ;sx 4. Amount Subject to Tax q $ � `��' "'f� �`�� '�� 5. Debts antl Detluctions $ - q�H� 6 $ ' ,�� $�.a+ ,�,"�, " ' , 6. AmountTaxable �,��'' Z Tax Rate 7 6 � 8. Tax Due g $ � '��;'_' i«�' 9. Wth 5% Discount(Tex x .95) 9 X $ � '� _� � s ...�: . ::.. :.�. :�, �. �� a:� �... StBP 2: Sign and date below. ReNrn TWO completed and siqned 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,AgenL Do not sentl payment directly to the Depatlment of Revenue. Under enalry of perjury, I declare ihat the facis I have reported above are Irue,correct and complete ro the best of my knowledge and belief. WOrk Hom �� .3�00 �- 3 � ' � � -�$� Taxpayer Signa[ure Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-7g7-g327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 �;R� pennsylvania e�a�.� oF ��orv�o�.� *.xE� PennsylvanialnheritanceTax �� oevAarMENroraE�eN�e Po aox �aobo� Information Notice ,,,-„a,,.oe.,��.oe==, �urza�seuac rn �nze�oco� And Taxpayer Response Fi�E No.2ns-oa�a ACN 15134859 DATF 06-29-2015 Type of Account Eslate of HOWARD R STRAWMVRE �Savings Checking Da�e ot Death 03-29-2015 X Tms[ CASEV R STRAWMYRE County CUMBEPLAND Certi�icate 706 BRENTON ST SHIPPENSBUkG PA 17257-2116 � o � ,� c o "' _ � i � � � o � �> - ,a ' :� � , �i m _ .._, .v .- e� � �� o v -n � � li q oaesrowr+ BANK provided the department with the information below indicating that at the`tl�atCtiDfmhe above-named decedent you were a joint owner or beneficiary of the account identified. s �� Remtt Pay��1 antl Forms to: Account No.4U00048157 REGISTER OF WILLS Date Established 08-15-2014 1 COURTHOUSE SQUARE Account Balance $�0.�56.84 CARLISLE PA 17013 Percen�Taxable X 100 Amoun�Subjecl to Ta�c $10,056.84 Tax Rate X 0.150 NOTP: If tae paymenis are made within Ihree months of ihe Pa�ential Tax Due $1,508.53 decedenPs date of death. deducl a 5 percent discoun�on�he tax With 5%Discounl(Tax x 0.95) $ (se NOTE') yryer the date ottdeathtax due will become delinquenl nine months PART StBp 1 : Please check the appropriate boxes below. 1 n ❑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. Pmceed to Step 2 on reverse. Oo not check any ofher bozes and disregard the amount shown above as Potential Tar Dve. g ❑The informa�ion is The above informalion is correct,no tleductions are being taken, and payment will be sen� correcl. wilh my response. Proceed to Step�on reverse. Do not check any other boxes. � ❑The�ax rate is incorrecL � 4.5% I am a lineal beneticiary(paren[,child,9randchild,etc.)of�he deceased. (Selectcorrect�ax rate at ❑ rigM.and complele Part �2/ I am a sibling o�the deceased. 3 on reverse.) � 15% All other relacionships(including none). p ❑Changesordeductions TheinfoCompletePart2andpart3asappropnateonfhebacko�thsPorlm. listed. E�nhentance(��ormed on T�h�euabfiled by thfe estate representatrveWill be reported and tax paid with the PA Inheritance Tax REV-1500. Proceed to Step 2 on reverse. Do not check any ofher boxes. � Please sign and date the back of the torm when finished. � PART z Debts and Deductions Allowable debts and deductions must meet both of�he following criteria: A. The decetlent was legally responsible for payment,and the estate is insufficient to pay the deductible items. B. Vou paid the tleb�s after the dea�h of Ihe decetleni and can furnish proof of payment it requested by the depatlmen�. Qf addi[ional space is required,you may atlach 8 V7'x 17^shee�s of paper.) Da�e Paid Payee Description Amount Paid Total Enter on Line 5 of Tax Calculation) $ PART Tax Calculation 3 If you are making a correction to ihe esWblishmen�tlate(Line 7)account balance Line 2 ,or pleau obtain a wtltten correction from the financial institution and attach it to this torm.� cercent ta�cable(line 3), 1. En(er the tlate[he account was established or�itled as it exis�ed at�he tlate of death. 2 Enter the�otal balance of�he account inGutling any interest accmed a[�he tlate of death. . 3. Enter the percentage of(he accoun�that is taYable to you. a. First tletermine the percentage owned by the decedent. i. Accounts�hat are held"in hust for"another or others were 100/owned by�he tleceden�. ii. For joint accounis es[ablished more than one year prior to the date of death,the percentage taxa6le is 100%dividetl by the(otal number of owners including Me decedenL (For example:2 owners=50%,3 owners=33.33%, 4 owners =25%,etc.) b. Next, tlivide[he tlecetlenYs percenta9e ownetl hy the number of surviving owners or beneficiaries. 4. The amowt subject to�ae is de�ermined by mWtiptying the account balance by the percent taxable. 5. Enter Ihe total of any debts and detluctions claimetl fmm Part 2. 6. The amount laxable is tletermined by subtrec�ing the debts and deductions tmm the amount subject to tae. Z Enter ihe appropriate tax rate fmm Step 1 based on your relationship to the decedent. Ifindicating a diflerenitax rate.please state your rela�ionship to the decedent: „ ��Ct2� (�dp1}�[],qpF�, i. �ate es�abrsned � '��Pk Depaziment nf Reveriu�'' ��. 2. Account Balance p $ PqQ. ' � 'j;� �"" 3. PercentTaxable 3 X 1 4. Amount Subject to Tax q $ 2 ' - 5. Debts and Deductions 5 - 4 � 6. amount Taxable 6 3 5 . �. Tax Rate � (`j � _ e. Tax Due g $ 7 9. Wi�h 5% Discount(Tax x .95) 9 % $ '"� i ' Step 2: Sign and tlate below. Retum TWO completed and signed copies to the Register o�Wills listed on Ihe front of�his 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 Ihe Department of Revenue. Untle penalty of perjury, I declare that the facts I have reported above are tme, correct and complete to the best of my knowledge antl belief Work Home � ) 0 - 6 3 p — � �— �.S Taxpayer Signature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-g327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 `"� pennsylvania a„a�,� oF ��,,,�,o�.� .a.Es Pennsylvania lnheritance Tax I oEppqrMErvr oF AevENUE Po aox =aobo� Information Notice ,,,_,,,,,,00�E,��.o.-,,. NPRRISBORG PA 1]liB-060] AndTaxpayerResponse Fi�E ,vo.zi�s-oa�s AGN 15134860 DATE 06-2&2015 Type af Account Estateo(HOWARDRSTRAWMYRE �Savings Checking Da�e of Death 0&2&2015 X Tmsl ELLEN M STRAWMVRE Counry CUMBERLAND Certi�ica�e 706 BRENTON ST SNIPPENSBURG PA 17257-2116 n c � o � � A a m m � a m � � - c� � -`-'- o b _ F� . ! G . ,. �.. 1... V : .. I�1 , � 3 ' '� _ '„ w _ � oaasrowN BANK provided the department with the information below indicating that at the de2�ih oP�J,h n above-named decedent you were a joint owner or beneficiary of ihe account identified. `" � Remit Payment and Forms to: Accounl No.4000048158 pEGISTER OF WILLS Dale Established OS-15-2014 1 COURTHOUSE S�UARE Accouni Balance $10,056.84 CARLISLE PA 17013 Percent Taxable X 100 AmountSublectto7ax $�0,056.84 Tax Ra�e X 0.150 NOTE': If tax paymenis are made within three months of the Potential Tax Due $1,508.53 decedenCs date oi death. deducl a 5 percent discount on the tax With 5%Discoun�(Tax x 0.95) $( e NOTE') aRer he date o�tdeathtax due will become delinquent nine months PART SteP 1 : Please check the appropriate boxes below. 1 n ❑No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was 27 years old or younger at date of death. P�oceed to SYep 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tat Due- �The information is The above inbrmation is correct, no deductions are being taken,and payment will be sent e with my response. correct. p�oceed ro Step 2 on ieverse. Do not check any otherboxes. p ❑The tax rate is incorrect � 4.5% I am a lineal beneficiary (parent,child,grandchild,etc.) of Ihe deceased. (Selecl correc�lax rete al rigM, and complete Part � 12/ I am a sibling of the deceased. 3 on reverse.) � 15% AIl o�her relationships (including none). p ❑Changes or deduc[ions The information above is incorrect andlor deb�s and deductions were paid. listed. CompletePart2andpart3asapp�op�iateonthebackollhislorm. E �Asse�will be reported on The above-idenli�ied asset has been or will be reported and lax paid with the PA Inheritance Tax inheritance tax b�m ReNm�loceed fo�Step 2 on 2verse tiDo not check any o[her6oxes. REV-1500. � Please sign and date the back of the form when finished. � PART z Debts and Deductions Allowable debts and deductions must meet both of the following�riteria: A. The decedent was legally responsible for payment,and the estate is insuRicient to pay the detluctible items. B. Vou paid the debts after ihe death of the decedent and can fumish proof of payment if requested by ihe department. (I/atltlitional space is required, you may attach 8 1/2"x 11"sheets ot paper.) Oate Paid Payee Description Amount Paid To�al Enter on Line 5 of Tax Calcula�ion) $ PART 3 TflX Cd�CU�BtlOf1 If you are making a corredion to the establishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a written correciion from ihe financial institution antl atWch it to this form. 1. Enter the date the account was establishetl or titled as it existed at the date of death. 2. Enter ihe total balance of[he account including any interest accmed at the date of death. 3. Enter[he percentage of ihe account Ihat is taxable to you. a. First,determine�he percentage ownetl by�he decetlent. i. Accoun�s that are held"in�mst for"another or others were 100 a owned by the decedent. ii. For joint accounis established more than one year prior to the date of death, the percentage taxable is 100%divided by the total number of owners includinq�he decedenL (For example:2 owners=50%,3 owners=33.33%,4 owners =25%,etc.) b. Next,tlivide the decedenPs percentage owned by Ihe num6er of surviving owners or beneficiaries. 4. The amount subject to tax is tletermined by multiplying [he account halance by ihe percent ta�cable. 5. En[er the total of any debts and deductions claimed�mm Patl 2. fi. The amoun[�axable is de�erminetl by subVacting the deb�s and deduc�ions from the amount subjeci to tax. 7. En�er�he appmpriate tax ra�e fmm S�ep 1 based on your rela�ionship(o the decedent. If indica�ing a difterent tax rate,please sta�e yourrelationship�othedecedent' : �x ,��Cf81,�SBQfI�Y.[]qqf '. i. oaceEscabusned i �' .,...� '� PA :pepadme�tof��Jtevent7�.r 2. Account Balance p $ pj{p, �'` 3. Percent Taxable 3 X 7" -'� +a`�*� ' �' 4. Amoun�Subject ro Tax q $ 2 '� 3 . Y�� 5. Debts antl Deduc�ions 5 - 6. AmountTaxable g $ 5 -_'�"��'�•`' � 7. Tar Rate � X g M..�' `'-� 'y ` 8. Tax Oue B $ 7-� _*-' Jy. s. witn s% oiscount(Tax x .ss) s x $ '� � SteP 2: Sign and date below. Retum TNO completed and signed copies to the Register o(Wills I¢ted on the front of Ihis form, � along with a check for any payment you are making. Checks must be made payable to"Register of Wtlls,AgenC' Do not send payment directly to the Depatlment of Revenue. U er penalry of perjury, I declare that ihe facts I have reported a6ove are true,correct and complete to the best of my knowledge and b ief. Work Home � D -�Oj � �l-/S' Taxpayer Signature Telephone umber Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-7g7-g3z7, SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 �� pennsylvania a�a�� oF ,„o,,,,o�,� ,�,�s Pennsylvania lnheri[ance Taz oEpqarnENr or AevENue po eo. zaobo� Information Notice .,.,,.,E�o�<,.�_ ��. ,�. IIFRRISBWIG PA 1]126-0601 And Taxpayer Response Fi�E No. zi i 5-oa�s ACN 15135679 DATE 07-02-2015 Type of Accoun� Estate of HOWARD R STRAWMVRE �Savings Check�ng Tmsl Date o�Death 03-2&2015 X Certi�ica�e Counry CUMBERLAND rar KONRAO C STRAWMVRE 45 SWARTZ RD NEWBUkG PA 17240-9130 p n ,r, � m � o •-1 m c� a =� � o > �� . '� � c.� �� o C r– �+ n � � . .. . - � '�3 �,r —r—._ _— _. _.. � _ c> c.> :^ m L N O ORRSTOWN BANK provided the department with the information below indicating iha[a[Vhe dealR of the above-named decedent you were a joint owner or beneficiary of the account identified. Remit Payment and Forms to: Account No.40�0048836 pEGISTER OF WILLS Date Established 1230-2014 1 COURTHOUSE S�UARE Account Balance $z?6222 CARLISLE PA t7013 Perceni Taxable X 100 - AmounlSubjecltoTax $2�462�Z2 Tax Rate X 0.150 NOTE': If tax paymenis are made wilhin three months of the Polenlial Taa Due $369.33 decedenYs dale ot death,deduct a 5 pement discount on lhe tax With 5%Discount(Tax x 0.95) �� NOTE'1 after the date of deaehtax due will become delinquent nine months PAFT Step 1 ; p�eage check the appropriate boxes below. � -• 1 n ❑No tax is due. I am the spouse oi the deceased or I am the parent of a decedent who was 21 years old or younger at dale ot death. Proceed to Step 2 on reve/se. Do no[Check any other boxes and tlisregard the amount shown abo✓e as Potenfial Tac Dve. �The information is The above information is correcl, no deduclions are being taken, and payment will be sent B with my response. correct. Proceed ro Step 2 on re✓erse. Do not check any other xes. � ❑The tar rate is incorrect. � 4.5% I am a lineal beneficiary (parent,child,grandchild, etc.) of the deceased. (Seleci wrrecl tax rate al right, and complete Part � 12% I am a sibling o�the deceased. 3 on reverse.) � 15% All other relationships(includin9 none). p ❑Changesordeductions TheinfoComplerePart2andpart3asapproprafeo�thebackolthsPorlm. listed. E�Asset will be reported on The above-identified asset has been or will be reported and tax paid with Ihe PA Inheritance Ta�c inheritancela<�orm FeWm��oceedro�Step2onPeverse�tlDonotcheckanyotherboxes. REV-1500. � I � � Please sign and date the back of the form when finished. L/ PART z Debts and Deductions Allowable dehts and detluctions must meet both of the following criteria: A. The decedent was legalty responsible for payment,and the estate is insuHicient to pay ihe deductible items. B. Vou paid the debts afler the death of the decedent antl can furnish pmof of payment i�requested by ihe department. (If additional space is requiretl, you may attach 8 VT'x 11"sheets of paper.) Date Paid Payee Description Amount Paid 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 please obtain a writlen correction irom the financial institution antl attach it(o thie tortn.� ce�cent Wxable(Line 3), L Enter the tlate ihe account was established or titletl as it existed at the date of death. 2 Enter the total balance of the account including any interest accmed at the date of death. 3. Enter ihe percentage of ihe account ihat is taxable to you. a. First,determine the percentage owned by the tlecedent. i. Accounts Iha�are held"in tmst for'another or others were 100%ownetl by�he decedent. ii. Forjoint accounts established more than one year prior to[he date oi death,the percentage tanable is t00q dividetl by ihe total number o�owners inclutling ihe decetlent (For example:2 owners=50%, 3 owners=33.33%,4 owners =25%,etc.) b. Next,divide[he tlecetlenYs percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to t� is determined by mul�iplying the accoun�balance by�he percent�aeable. 5. Enter the total of any debis and tleductions claimed from Pan 2. 6. The amount taxa6le is tletermined by subtracting ihe debts and deductions from the amount subject to tax. Z Enter the appropriate tax rate irom Step 1 based on your relationship b the decedent. If indicating a different tax rate, please state � your relationship�o(he decetlent: �'� �x�� IGI�� ,[�. �FS}�s �� „�"� ry L Date Established 1 y� s��l�� . 2. Account Balance �$ 2 $ �� ' � �' ��'' a *�"�..�,i t�� f 'S �� x``"" '� 3. Percen�Taxable 3 X 1;.� �""'�k" ��"� _ �� N�� t4ll� t�� .v 4. Amount Subject to Tax q $ �y�3r ��.,_,�„�,,,,�`�;� �g "� ?� ` 5. Deb�s antl Detluctions $ - � „ � � �"r�'v��' � ,� ,,;. , '� 6. AmountTaxable 6 $ �--sa" �* ,y„`'k F �a 'r�`,��+skn�",�.tf., .�a,�'}r .'"; 7. Tax Rate 7 X 6, ,.:F "r � ,{.`{'s ;.,Y`„ "�s :.r" �:. xs� m 8. Tax Due g $ 7�,� �� 9. With 5%Discount (Tax x .95) 9 x � �� '� f ��4��'" � ,.&.� u...n ,a,i..., r Step 2: Sign and date below. ReWrn TWO completed and signed copies to the Register o�Wills listed on the�ront of ihis form,* along with a check for any payment you are making. Checks must be matle payable to"Register of Wills,AgenL" Do not send payment directly ro the Depanment of Revenue. Unde penalty of perjury, I declare that the facis I have reported above are tme,correct and complete to the best of my knowledge and belief WOrk Hom 360 — 3a- �— �/ — /S Taxpayer Signature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-7g7-g327, SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 SALZMANN / 95, e��,o�, � ��, ,,ne n g P� ��za, � , �� 63 z,�, ,r. � , >z63 ��3 9S4AI x nl 'SpringN d S � 1 .(, I-.I PA Ii0I5 (]I )24H-Ciii I _O19)249-J334 ��L� ��V• 23YB1 M 51 N'vn b oPA 1 :68�(91 ) 623190 P .('VJ"162-0988 105 h.F ont SI Sw� 205�Ha�d.l u�g I A�I 1101 (�1 )234-6i00 1 ( 19J 249-9334 � 139Cad-.IeS[�Cettysburg,�A 1,320 (�L)@OSivO Inx:(]lJ)263-0663 Attorneys at Law �..��;a��.,��; �v,�F�;a��,,� �„�,��,,��. "Nlease reply to Chnmbersburg O�ce AugLL3i I2� 2��$ � � � o � � m Cumberland Cou��y Register of Wills Office � A � n o CumberlandCountyCourthouse �-.' == � `� '"? � One CouRhouse Squaro - � ti �'� �� Carlisle, PA 17013 � � , ;.� � � 3 : -:r RE: Estate of Howard R. Strawmyre �-- �� No. 21115-0473 w - rO c,d 2n o cD -'1 Dear Clerk: Enclosed for filing plcasc find the following document conceming the above-rcferenced Estate: Q) Six (�original and one extra copy of a Tax Information Notice/ Taxpayer Responseform; and (2) Pre-addressed, stampeA envelope to return a tim�stamped copy of each Notice back to our office for our file records. Please call me at 717-253-2121 with any concems or questions regarding this matter. Thank you. Very tmly yours, SAI.7.MANN HUGHES, P. C. �i�� ' � � / / �K en R. Heflin, paYalegal enclosures ATTORNEYS Q Rryun Solz�vann,Esq- TUoinvs}Finucane,Esq. Gco�ge F.Douglas,If[,Esq. P�ic K.Gnigel,Esq. )ames D.Hughes,Esy. Eileen C.Flnucune,Esq. Ann E DePuulis,Esy. je.von E Kcls«P,vq. Adam H.Schellhase,Esy. Shphe�B.Parcerron,E q. Willlam W.Thnmµon,F.sq. Mel�vsa L Kelsu F.sq- Scou'1:\Nyl:md Esq. Naucy H.Meyers,Esq. Rebecca R-Hughes,Esq. Ge�ret).Biomve�,Psy. Kurt F'.K'illiams,Psq. Pavicia B.I3mwn,Fsq. Uavid H.Mn�tinrau,Esq. Isnac Y.Wakefiel4 hsq. Somuel E.Wisee Es¢ Lauru Rebecca Ables,Gsy. F..CeeStinven II,Fsq. Stephen T.Coccmxse,Esy. .. ;*��+�.� �t'4i�'\i'. 5�1_7V7AI��Hlit3HtiS.COti1 �+�_�� ,.-. .. n � � - w c - � n 3 = F- o cr — r c m � C m n H Z '_ m x � 1 = � C a T y O — ro m y w _ a m n N � -- v� C �Pt03 T — .f'� n �v� N � N — O �i � N C D " N 'A 01W d S' Z �" � W C� O ". ^�noN _ � �"" _ ^ N� � _ � O !'1 M � F' . . . _ ..�J�Wn� aoN UNIT� . �.;'�VI,d210 mti s om� � 9� _� ., .� �:J rw op ti� 6� £ Wd Li 906 SIOl �c o I1 (,�'� Sli;�,i �':; �;1S1932i �>0 7i� �03��.�JO G3��'0�32! No � F II . NN%