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HomeMy WebLinkAbout04-05-10COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: BATEMAN E DELORES 1667 STERLING SILVER BLVD DELTONA, FL 32725 REV-1162 EX~11-961 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER fold ESTATE INFORMATION: SsN: 560-40-9766 FILE NUMBER: 2109-0735 DECEDENT NAME: REDDIN RUBY M DATE OF PAYMENT: 04/08/2010 POSTMARK DATE: 04/05/2010 COUNTY: CUMBERLAND DATE OF DEATH: 05/09/2009 NO. CD 012590 AMOUNT 09005633 ~ S 15.61 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 7989 INITIALS: SAP RECEIVED BY: S 15.61 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~l,~a`,~ -u~1~ mot- °_~`~ !~cl~~B iGr~f u~~ ~ ~ K1 i ~/-, /o ~x~~9 ~ t~ pennsylvania DEPARTMENT OF REVENUE' BUREAU OF INDMDUA~ TAXES /f Q ~ , / PO BOX 280601 ~ C v`~"' / ~~ ~ 4 N.ARRISBURG, PA 17128-0601 Enclosed is a check for overpayment of inheritance tax. In the near future we will send to you a Statement of Account, reflecting this refund and the current status of the estate. Please direct any questions regarding this refund to (717) 787-8327. ~' ~~.J t7 Octobar 2009 Bureau of Individual Taxes Inheritance Tax Division P.O. Box 280601 Harrisburg, PA 17128-0601 Attention: Steven James ACN 09005633 Dear Mr. James: The enclosed documents reflect that I am to receive a payment in the amount of $15.52 due to an overpayment of interitance taxes pertaining to the death of Ruby M. Reddin. I would appreciate receiving a check in that amount at your earliest convenience. Most si cerely, ~v' E. loxes Bateman 166 Sterling Silver Blvd. Deltona, FL 32725 386-789-6630 ra ° `~ _ V b•_' ~T) ,J L © ~ T ~ ) = ~ ' LJ ! ~ , ~ TY •• :-~ r? $,7 ROBERT G. TEETER SAMUEL E. TEETER MATT}{EW' E. TEETER Eugene R. Clapsaddle 1062 Feather Drive Deltona, FL 32725 Maureen Cleveland 130 Hickory Stick Court Debary, FL 21713 Linda Brown 205 Forrest Knoll Ct. Weaverville, NC 28787 LAW OFFICES TEETER, TEETER & TEETER 1~8 WEST MIDDLE STREET GETTYSSURG,PENNSYLVANIA17325-2108 October 19, 2009 Sarah F. Clapsaddle 1062 Feather Drive Deltona, FL 32725 E. Delores Bateman 1667 Sterling Silver Blvd. Deltona, FL 32725-4318 Sue Pitzer 8 Blue Gill Trail Fairfield, PA 17320 File No. 6050 Re: Ruby M. Reddin Inheritance Tax Return Dear TOD Beneficiaries: TELEP}{ONF. 717-334-2195 FAx 717-334-2913 E-M~+IL sam,rr teeter aw.net You:each should have received a copy of my September 22, 2009 certified mail letter to the Post-Assessment Review Unit of the PA Department of Revenue requesting administrative corrections to the Appraisements and Assessments issued based on the valuations of your "TOD" shares from the Fidelity account. All of you except Delores should have also received either adjusted Appraisements and Assessments and/or Adjusted Statements of Account showing $0.00 balances due. Since Delor ~t and/or Adjusted Stat me t of Accoun 6 hon d her adjusted Appraisement and Assessme show a $15.52 credit, entitling her to a refund in that amount. If any of you has not yet received the adjusted statements indicated above, please promptly advise. R & TEETER -. ~ a "" ~ ~ ~ : ~ ~ x~ , , ~y ~ E ~ 7, ~~ Sam ~ - ~ ~ trn~ ~ a~ .".y .. tr .t~ ~; ., ~~ ~ _; ,~:; g z '. -r-; SET/ljt _ = T -=> 4 ~ ~~ t1 /. C ~•. ~ :_ ~~ Very t y yours, TE E TEETE ue ..Teeter BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 ' E D GATEMAN 1667 STERLING SILVER DR DELTONA FL 32725 pennsylva~ia ~ DEPARTMENT OF REVENUE REV-1604 EX AFP l12-09) DATE 03-19-2010 ESTATE OF REDDIN RUBY M DATE OF DEATH 05-09-2009 FILE NUMBER 21 09-0735 COUNTY CUMBERLAND SSN/DC 560-40-9766 ACN 09005633 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SpUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~1 RETAIN LOWER PORTION FOR YOUR RECORDS H ------------------------ E -1604 EX AFP C12-09) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** _ DATE: 03-19-2010 ESTATE OF: REDDIN RUBY M DATE OF DEATH: 05-09-2009 COUNTY: CUMBERLAND FILE NO.: 21 09-0735 S.S/D.C. N0.:560-40-9766 ACN: 09005633 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: FIDELITY INVESTMENTS ACCOUNT N0.: X62-269654 TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING CX) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 05-09-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .00 X 1.000 .00 .00 _ .00 X .15 .00 NOTE: TO ENSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR X PAYMENT TO THE R ISTER O~WILLS -.,_1 AT THE ADDRESS Sr~ ABOVE„ ~a~=' MAKE CHECK OR M01iB DER~AYA$~.E•? T0: "REGISTER 0 S, gGENT~;.-~:"~:. CJ) ~ _:i. ~y7 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 11-04-2009 REFUND .00 15.52- .. ~'} ~ .~~) ~ ,~ INTEREST IS CHARGED THROUGH 04-05-2010 TOTAL TAX PAYMENT 15.52CR AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 5 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .09 TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. INHERITANCE TAX JOINTLY HELD OR TRUST ASSETS ~~ i~ t+- ~1.t ~~ c,~.~ ~ ~ ~ ~ e~ Ali p~ m. 6 ~. CAA w~ A~ ~ ~ ~ NC B to ~` R ¢.. O ~~ O ~) "a'O G? ~ n ~ iC1~ ~ ~ ~J o ~, ~ ~ .. G .. Q A ~ ~ ~~ o~ W~ ~ `° ~.~ ~: i