HomeMy WebLinkAbout11-24-08..~+ ~'~~
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October 23, 2008
JOSEPH E LIBERTZ SR
7 GORDON DRIVE
DOVER DE 19901
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG, PA 17128-0601
Telephone
(717) 787-8014
Re: Estate ~~f Marion F. Libertz
File Number 21 07-0587
Dear Mr. Libertz:
This is in response to your note of October 1, 2008 concerning the delinquency notice
you received regarding tax due on the above-referenced estate.
Please be advised that the tax due is for joint accounts that you held with your ex-wife
and are not the responsibility of the executor of the estate to resolve. The executor is only
responsible for filing a return and paying taxes due on assets that were solely owned by the
decedent. Since the Bank of America Time Certificate, Money MarN;et and Savings account
were held jointly between the decedent and yourself, your son, the executor is not responsible
to make sure the tax is paid on these items.
Please remit a check for the balance due payable to Register of Wills, Agent to the
Cumberland County Register of Wills, Cumberland County Courthouse, 1 Courthouse Square,
Carlisle, PA 17013.
I trust the above information is satisfactory; however, should you require additional
assistance, please feel free to contact me.
Sin rely, ~
even Ja
_ _ o ~ Tax Acco~ Collection Technician
a~ ~°~ Post Assessment Review Unit
,,;~ _,,C=~ Inheritance Tax Division
~ ~ ~~~ _~ Fax (717) 772-0412
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-';:- sjames@state.pa.us
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