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Home My WebLink About06-02-10Page 1 of 2 Wevodau, Margie A. From: Wevodau, Margie A. Sent: Wednesday, June 02, 2010 10:25 AM To: 'McPherson, Ara Kimberly' Cc: Sam Shallcross (sshallcros@state.pa.us) Subject: RE: county mix up IN RE: County Mix-Up Estate of John H. Pusey Cumberland County File No. 21-10-0505 Good Morning Ara Kimberly and Sam, Attached are copies of all tax documents filed on the above estate. These records are being sent to York County as per the instructions in the Department of Revenue Manual and at the request of Ara Kimberly to correct a County Mix-up. If either of you require hard copies or certified copy of these documents, please let me know. Margie A. Wevodau First Deputy Register of Wills and Clerk of Orphans' Court County of Cumberland One Courthouse Square, Room 102 Carlisle, PA 17013 Phone: 717-240-7766 Fax: 717-240-7797 Email: mwevodau~ar),ccpa.net Find us on the web at www.ccpa.net -----Original Message----- From: McPherson, Ara Kimberly [mailto:AKMcPherson@york-county.org] Sent: Tuesday, June 01, 2010 3:51 PM To: Wevodau, Margie A. Cc: Sam Shallcross (sshallcros@state.pa.us) Subject: county mix up Good Afternoon Margie, c7 :ern ~- .. ~ ~__ - ~ _ . -.:., ~ N r ~ f-- .i . ;~ _.. _.~ :TJ ~ -. _ ~ ~ T't_{ _, .~ ,-.~ Today in our mail we have received (from Claire M. Lyter) a copy of the REV1543, ACN# 10122541 for the Estate of John H Pusey, your file #2110-0505 along with a copy of a Cumberland County Tax Receipt No. CD 012749, $253.82 issued to Clair M. Lyter (daughter of decedent). We, too, have issued file No. 6710-0777 to this same decedent after receiving a REV1543, ACN#10122540 joint owner with his spouse, Lillian M. Pusey. After speaking with Lillian M. Pusey, she 6/2/2010 h Page 2 of 2 has informed us the decedent lived in Fairview Township, York County. Their daughter, Clair, mistakenly paid the tax to Cumberland County, the county in which she lives. Therefore it is determined that the Estate of John H. Pusey is a resident of York County, and are requesting the Department of Revenue transfer any tax payments made to Cumberland County on the this estate to York County and have all records maintained under the York County file number of 6710- 0777. If you have any questions or concerns, please let me know..Thank you for your help in correcting this "county mix-up". Ara Kimberly McPherson Ara Kimberly McPherson Chief Deputy, Register of Wills York County Judicial Center 45 North George Street York, PA 17401 717-771-9263 CONFIDENTIALITY NOTICE -This email message, includirx~ any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure, or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. 6/2/2010 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0801 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT LYTER CLAIR M 658 COLONIAL VIEW ROA MECHANlCSBURG, PA 17 55 -------- ,ol~ REV-1182 EX(11-96) NO. CD 012749 ACN ASSESSMENT CONTROL NUMBER AMOUNT 10122541 ~ $253.82 4 ESTATE INFORMATION: ~ ssN: 162-09-9826 FILE NUMBER: 2110- 505 DECEDENT NAME: PUSEY !OHN H DATE OF PAYMENT: 05/ 14 2010 POSTMARK DATE: 05/ 13/ 010 couNTY: CUMB RLAND DATE OF DEATH: 12/ 14 2009 REMARKS: JOHN H PUSEY' CHECK# 2086 SEAL TOTAL AMOUNT PAID: $253.82 INITIALS: WZ RECEIVED BY: GLENDA EARNER STRASBAUGH AEGISTEA OF WILLS REGISTER OF WILLS PENNSYLVANIA INHERITANCE T INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AN D Po eax zeo~ol TAXPAYER RESPONSE HARRISDUR6 PA 17126-0601 •'~ ;;. RiY-]i43 ix ~.cu-N~ 200 MAY ~ 4 PSI i2~ 0~ C~.E~~{; C~ ORP~~~=;~r`~ ~ ~~ CLAIRE M LYTER Ll....- •-' 658 COLONIAL VIEW RO D MECHANICSBURG PA ~T055 FILE N0. 21 •~-' ~~ ~~`~`~~ ACN 10122541 DATE 04-22-2010 EST. OF JOHN H PUSEY SSN 162-09-9826 DATE OF DEATH 12-14-2D09 C0ITNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS ^ cNECxINc ^ TRUST ^ CERTIF. MEN3 ERS 1ST F CU provided the Departaent with the inforaa#ion below, which has bean used in calculating the petantial tax due. Records indicate that at the death of the above-naaed decedent, you ware a 3oint owner/beneficiary of this account. If you fesl the infonation is ineerreet, please obtain written cornetion frog the financirl institution, attach • eoav #o this fora and return i! to the above address. Thia account is taxable in ^ccordanee with the Inheritance Tax laws of the CoMOmraalth of Aenwaylvan3e. oleea~ eeli Cy]7) ~e7-e~i27 vitfi guaetions. COMPLETE PART 1 BELOW s~SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5495-DO Date 03-Z7-1961 To enaura prover credit to the account, two Established copies of this notice ^ust accoapany Account Saiance Percent Taxable Amount Subject to Tax Tax Rata Potential Tax Due PART ~ 33,842.12 ~C 16 . b67 i $ 5,640.47 _~C . 045 $ 253.82 ~' TAXPAYER ESPONS payment to the Raeistar of wills. Make cheek payable to "Register of Wills, Aoent". NOTEa If tax pageants era aade within three months of the decedent's dato of death, deduct a 5 percent discount on the tax due. Any Inheritance Tax due will beeose delinquent nine months after the date of death. A. l.rTha abov infonatian and tax due is correct. ~J Raa-f ps]naent to the Register of Wilis with two copies of this notice to obtain CHECK a di covht or avoid interest, or check box "A^ and return this notice to the Register of 0 N E Wily end an official assessaent will be issued by the PA Departaent of Revvnus. B L 0 C K 0 N L Y !. ^ The abov b t ~ asset has bean or will be reported and tax paid with the Pennsylvania Inheritance Tax return o a fi ed by the estate representative. C. ^ Tha abov C l t infor a ion is incorr and/or debts and deductions ware paid. PA ~ ~ oap • e RT 2 and/or PART 3 brlow. PART If indicatins a different tax rate, Dlease state relationship to decadent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 _ 2. Account Balance !2 # `- 3. Percent Taxable ~3 X 4. Amount Subject to Tax ~4 5. Debts and Doductions ~5 6. Amount Taxable ~6 7. Tax Rate !7 X 8. Tax Due ~g ~ PQT DEBTS AND DEDUCTIONS CLAIMED 3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEntar on Line S of Tax Computation) ~ U analties r}ury,'I de are that the facts I havo reported above are true, correct and om ~ to the • of my no b-' d belief. HOME C'7 t7 ) ~j (~ 11 WORK C ~ ) ..- U~ TA AYER SI NATURE TEL HONE NUMBER DATE Y ~ ~4 ~~ r ~~ irf Div ~~ ~~ ~~ Y: S 1~ ~, V'~ ~ ~ t O ~ ~' ~~ A~.» ', _ w ~ ~I ~~ E~3 N~ a>, :~ .~ ~ ~ ~, ~ ~ f ~ ~~ , ~ ~~ .~ a ~ ~~ ..,,.,~ .,,.,.,, ••,r,,, ..,,.,,, ...,.,. w ...~., M •~A ..~ ...._ ...,. . w~, '~w+~ ..+~ "~•w! •~~- .~ w .~.,,~ •+r~ ~.. r .M ... •+ •.~~. w w ••r w .,.,.~ {'j'} t ~.~ {~~~! 1R~,~ ;'i'1 •r~1 1, ;! ~.. •r..~ i rR