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HomeMy WebLinkAbout06-16-06 .7latIiteen g: !JJ~ 3/7 .AI: Jloantain .'llond .AlemLt/Ue? !fa /72~/ June 13, 2006 Office of the Register of Wills One Court House Square Carlyle, PA 17103 RE: Estate of E~izabeth F. Cramer, Deceased S.S.N. 219-07-5366 D.O.D. March 17, 2006 Dear Sir/Madame: Enclosed herein 'Register of Wills, accept this check as tance tax liability discount. please find my check made payable to Agent' in the amount of $2,750. Kindly a payment toward the Pennsylvania inheri- which qualifies for a five percent (5%) As there are no probate assets, and as surviving owner, I will be filing the Pennsylvania inheritance tax on or before December 17, 2006. Kindly inform me of the fee for a no-letters probate. joint return filing Thank you for your cooperation and assistance In this matter. Sincerely, ~~'-1 '7 ff~ KATHLEEN F. BARNES Enclosures /~ I. I. , \ v' c) :)'6 PENNSYLVANIA C'E::-'D.RTf\..lEr,JT :)F Rt::/ENUE 1~',iDI\/IClIA,L T,J::..XES F'e::. ! -:: :2:::.-0601 REV-1162 EX(11-96i RECEIVED FROM: PENNSYLV ANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 006846 DUPLICA TE BARNES I<A THlEEN 317 MOUNTAIN ROAD NEWVillE, PA 17241 I ESTATE INFORMATION: SSN: 219-07-5366 i I 2106-0538 1 FILE NUMBER: I I CRAMER ELIZABETH F I DECEDENT NAME: I IDA TE OF PAYMENT: 06/16/2006 I POSTMARK DATE: 06/1 6/2006 I I CUMBERLAND ! COUNTY: I I I DATE OF DEATH: 03/17/2006 I - ..... ACN ASSESSMENT CONTROL NUMBER -.. AMOUNT 06122120 I $2,750.00 I I I I I I I I ..... ......... ...... TOTAL AMOUNT PAID: $2,750.00 REMARI<S: KATHLEEN BARNES CHECI(# 06122120 SEAL INITIALS: CM RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS _. ..... TAXES _. REV-1162 EX(11-96: -_. ....b... > RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BARNES KATHLEEN 31 7 MOUNTAIN ROAD NEWVillE, PA 17241 I ESTATE INFORMATION: SSN: 219-07-5366 ! 2106-0538 ! FILE NUMBER: i ! DECEDENT NAME: CRAMER ELIZABETH F I I I DATE OF PAYMENT: 06/16/2006 I I i POSTMARK DATE: 06/1 6/2006 COUNTY: CUMBERLAND IDA TE OF DEATH: 03/17/2006 I NO. CD 006846 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,750.00 I I I I I I I I .... ... TOTAL AMOUNT PAID: $2,750.00 REMARI<S: KATHLEEN BARNES CHECI<# 101 SEAL INITIALS: CM RECEIVED BY: REGISTER OF WILLS ... GLENDA FARNER STRASBAUGH REGISTER OF WillS COMMONWEAL Tll OF PENNSYLVANIA DEPARTMENT UF REVENUE BUREAU OF HIDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 INFORMATION NOTICE -.-----.:-AND .TAXPAVER RESPONSE FILE NO. 21 ACN 06122119 DATE 05-18-2006 ! i ~ .-) ESt.00F ELIZABETH F CRAMER S.S. NO. 219-07-5366 DATE OF DEATH 03-17-2006 COYNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS o CHECKING D TRUST 00 CERTIF. KATHY BARNES 317 N MOUNTAIN RD NEWVILLE PA 17241-9731 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this 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. Questions: ",ay he answered by callirG !:717) "!37-S327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 8502643920-3 Date Established 11-14-2005 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of- Wills.. Agent... x 21,424.91 100.00 21,424.91 .045 964.12 TAXPAYER RESPONSE NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 51. discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x PART [!J [CHECK ] ONE BLOCK ONLY A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. ~he above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ,~to be filed by the decedent's representative. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. x If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6, Amount Taxable 7. Ta>: Rate 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x PART @J DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID t TOTAL (Enter on Line 5 of Tax Computation) ~ $ U~der penalties of perjury, I declare that the facts I have reported above are true, correct and to t best of my knowledge and belief. .~ HOME WORK ( ) (7/'1 ) 9(.,0 -Sf 7/ Tl=ll=pl-lnNI= NIIMRI=R & ~/t /0(" n n: T^ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, FA 17128-0601 INFORMATION NOTICE AND -.--/.:TAXPAYER RESPONSE FILE NO. 21 ACN 06122118 DATE 05-18-2006 REY-15~3 EX AFP <If9~DDl KATHY BARNES 317 N MOUNTAIN RD NEWVILLE PA 17241-9731 REMIT PAYMENT AND REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 17013 TYPE OF ACCOUNT o SAVINGS [XJ CHECKING o TRUST D CERTIF. FORMS TO: EST. '-'-S.S. OF ELIZABETH F CRAMER NO. 219-07-5366 DATE OF DEATH 03-17-2006 COUNTY CUMBERLAND HOUSE PSECU has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this 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 PGnns~lvani~. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 8502643920-2 Date Established 11-14-2005 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of WillS, Agent". x 4,880.68 100.00 4,880.68 .045 219.63 TAXPAYER RESPONSE NOTE: If tax payments are made within three (3) months of the decedent.s date of death, you may deduct a 57. discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x PART [!] [CHECK ] ONE BLOCK ONLY A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box nA.. and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. ~The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ~ to be filed by the decedent's representative. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. x If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Pel'cent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x PART ~ DATE PAID ~ DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ ~ TOTAL (Enter on Line 5 of Tax Computation) perjury, I declare that the facts I have reported above are true, correct and my knowledge and belief. HOME ( ) ~ WORK ('7 -~) ,/{,O -:5/ 7/ TELEPHONE NUMBER (; /IY/OCr DATE . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT 0= REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, ~A 17128-0601 INFORMATION NOTICE AND :TAXpAYER RESPONSE FILE ACN DIATE NO. 21 06122120 05-18-2006 REV-15~3 EX AFP [09-00) EST <3BF ELIZABETH F CRAMER 5.5. NO. 219-07-5366 DATE OF DEATH 03-17-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT [X] SAVINGS D CHECKING D TRUST D CERTIF. ** KATHY BARNES 317 N MOUNTAIN RD NEWVILLE PA 17241-9731 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this 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 Pe~~sy!v~~~~. QUQstio~$ ma~ b~ e~5wered b~ ce~lin~ (717) 7~7-8327~ COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Accoun'i: No. 8502643920-1 Date Established 11-14-2005 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". x 116,405.35 100.00 116,405.35 .045 5,238.24 TAXPAYER RESPONSE NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of wills with two copies of this notice to obtain a discount or avoid interest.. or you may check box nA.. and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. '~~e above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ~~: be filed by the decedent's representative. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. x If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate TAX ON JOINT/TRUST ACCOUNTS 8. Tax Due OF 1 2 3 4 5 6 7 8 x PART @] DATE PAID ~ DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCR I PH ON AMOUNT PAID I $ ~ TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the comPle) to the ;,st of my knowledge and belief. 1;\ dY-A~ t5dNUJ T~'j(P~ I=R SIr, ~TIlRF facts I have reported above are true, correct and HOME ( ) WORK ("7/7) 9/;0-;;-/7/ TELEPHONE NUMBER (. //V/6<- DATE ~ ~ ; r- -' f""i _-f ';!- i.,k :;- fi: ~ ~ ~ ~-N .~ ., J~ ~ i 1 ! ~ .d " ~~ ~ 11'\ V ct: ""' ..,; to ,t\ '" l-l I'd ..t. .A ~ C o ~. t'''J z ...... -' r-,; c! <. !-l) rl J.. D CIlCll(3:;: WWCCC\l ZZZ;:O ~~;;:<( c(ct.I-Q.. 1111ll5ui Z>-o::i XX:;::;; ~~Z~ :.:r-Z ;;; :~ .- ... .,- ..- '- u_. '- ..-- '- -- '- '- (::- f':! !",) fr) '1'. f') ....1 C) r'" ,:..}