HomeMy WebLinkAbout12-18-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
LANIOUS ANITA M
296 HEISERS LANE
CARLISLE, PA 17015
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PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN:
FILE NUMBER: 2108-0364
DECEDENT NAME: MYERS BETTY J
DATE OF PAYMENT: 1 2/ 1 8/2008
POSTMARK DATE: 12/18/2008
couNTY: CUMBERLAND
DATE OF DEATH: 03/ 1 1 / 2008
REV-1162 EX(11-96)
N0. CD 010662
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 51,309.57
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTY
CHECK#526
SEAL
INITIALS: CJ
RECEIVED BY:
51,309.57
GLENDA FA.RNER STRASBAUGH
REGISTER C)F WILLS
REGISTER OF WILLS
Stephanie E. Chertok, R.N., Esq.
ATTORNEY AT LAW
61 West Louther Street
Carlisle, PA 17013-2936
December 18, 2008
Charlotte Lamke, Supervisor
Commonwealth of Pennsylvania
Department of Revenue
Bureau of Individual Taxes
PO BOX 280501
Harrisburg, PA 17128-0501
RE: Estate of Betty J. Myers, deceased
Joint Savings Account. M & T account No.: 15004200236196
Dear Ms. Lamke:
(717) 249-1177
Fax (717) 249-4514
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Please be advised that this office represents the estate of Betty Jane Myers. Ms. Myers
died on March 11, 2008. The Inheritance Tax Return for the estate vas filed with Cumberland
County Register of Wills on December 11, 2008.
When the Inheritance Tax Return was filed, a savings account was inadvertently omitted.
This savings account was held jointly by the decedent and her daughter, Anita Lanious. The
savings account was an M & T Market Advantage Account with account number
15004200236196. A copy of the account statement from the date of death is attached for your
convenience. As you can see, the balance in the account at the date ~~f death was $58,203.04.
Pursuant to instructions that were provided by Jennifer of your office, we have filed the
Inheritance Tax on this account with the Cumberland County Register of Wills in the amount of
$1,309.57. This represents 4.5% of one-half of the value of the account at the date of death.
Balance at date of death- $58,203.04 - 2= $29,101.52
$29,101.52 x 4.5%= $1,309.57
Please contact me if this is not acceptable for the purpose of~payment of the Inheritance
Tax on the joint savings account. Thank you for your assistance with this matter.
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~.~''Step~anie .Chertok
Enclosure(s)
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ACCOUNT N0. ACCOUNT TYPE
15004200236196 M&T MARKET ADVANTAGE
00 0 04303M NM 017
42037
BETTY JANE A MYERS
ANITA M LANIOUS
9 RAYLEN DR
BOILING SPRGS PA 17007-9785
STATEMENT PERIOD PAGE
DEC.04-MAR.03,2008 1 OF 1
INTEREST EARNED FOR STATEMENT PERIOD 326.26 BOILING SPRINGS
INTEREST PAID YEAR TO DATE 222.42
A f`f`flll AlT CIIMMADV
~EGINNING
BALANCE
DEPOSITS &
OTHER-ADDITIONS r. .. ... .--.. --'•'-----
WITHDRAWALS 8 OTHER
SUBTRACTIONS
:CURRENT
INTEREST 'PAID
ENDING
BALANCE
N0. AMOUNT N0. AMOUNT
57,794.30 1 64.95 0 0.00 343.79 58,203.04
A f+ n n 1 1~ 1 T A P` T T\/ T T V
POSTING
DATE
TRANSACTION DESCRIPTION DEPOSITS,INTEREST'
&-OTHER ADDITIONS W/DRAWALS &!OTHER
SUBTRACTIONS - DAILY
BALANCE
12-04-07 BEGINNING BALANCE 357,794.30
12-10-07 INTEREST PAYMENT 121.37 57,915.67
01-10-08 INTEREST PAYMENT 121.62 58,037.29
01-17-08 DEPOSIT 64.95 58,102.24
02-08-08 INTEREST PAYMENT 100.80 58,203.04
ENDING BALANCE 558,203.04
ANNUAL PERCENTAGE YIELD EARNED = 2.27
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