HomeMy WebLinkAbout11-02-10a ~-~a--~~v~7
October 31, 2010
Register of Wi i 1 s
l Courthouse Square
Carlisle, PA 17013
RE: Cassie M. Dawson
SSN: 254-32-0009
Dear Sir or Madam:
I am writing in response to the PA Inheritance Tax Infor
Notice dated October 20, 2010 recentl received. oration
appalled to know that at the time of my mother's funeraloan~fied and
interment October 15, county and state entities were ca d
amount of inheritance tax owed, lculating the
MY mother, Cassie M. Dawson, met the Social Securit defi
disability in 1978. When she began receiving Social Sec nition of
retirement, her check was a mea er $200 a month. urity
years, the amount increased andgranged from $320 ton$42 re recent
moved my mother to Cumberland county in 2006 to have her anmonth. I
proximity and to offer assistance as needed. She secured afclose
housing in a senior apartment building through the Sec fordable
program. ton g
I am the eldest child of five remaining children and hav
assumed the role of executor by default. e
exists nor did my mother have a will. TheNbalance remainof Attorney
checking account at Member's First Credit Union was need ng in the
for funeral expenses. The life insurance ed tO pay
of covering costs associated with the funeralcexpensesxtremely short
curi us as to whe her your office has resources to assistl was
who ack funds cover unpaid funer families
}~'~ees .
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Daught of deceas u berlan county resident o
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PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ~~~ ~ ~ ~ AN D
PO BOX 280601 r"' ``~~~`~~PAYER RESPONSE
HARRISBURG PA 17128-0601 •+. ?~ {,
m.a ~J 1 ~ li~ ~`~~r !.,1
REV-1543 EX AFP (08.08)
FILE N0. 21
ACN 10159490
DATE 10-20-2010
2010 NOY _2 PM 3; 4
EST. OF CABBIE M DAWSON
~+LCR~ Q~ SSN 254-32-0009
~S C
URT DATE OF DEATH 10 - 04 - 2010
~
~
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F/~ COUNTY CUMBERLAND
REMIT PAYM ENT AND FORMS T0:
LINA LEEDY REGISTER OF WILLS
4824 BRIAN ROAD 1 COURTH OUSE SQUARE
MECHANICSBURG PA 17050 CARLISLE PAR
17013
Q
y
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-naeed decedent, you were a joint owner/beneficiary of this account.
If you feel the 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. Please cell C717) 787-8327 with-questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 36 1 757-1 1 Date 07-11-2009
To ensure prover credit to the account, two
Established copies of this notice ^ust accompany
Account Balance $ 666.35 payment to the Register of Wills. Make check
Percent Taxable
X
50.000 payable to "Register of Wills, Agent".
Amount Subject to Tax $ 333.1$ NOTE: If tax payments are made within three
months of the decedent's date of death,
TaX Rate X .15 deduct a 5 percent discount on the tax due.
Potential Tax Due
$
4 9.9 8 Any Inheritance Tax due will become delinquent
nine months after the date of death.
PART TAXPAYER RESPONSE
AILU R OND ~lILt UL_ : IH• Ail ~F~ICIAI 7 .i~.S5ES5~~t,E#1T
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K
C 0 N E ~ a discount or avoid interest, or
Wills and an official assessment check box "A" and return
will be issued by the PA this notice to the Register of
Department of Revenue.
B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y to be filed by the estate representative.
C. The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3~ below.
PART If indicating a different
relationship to decedent: tax rate, please state OFD ~~
~A~IF
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r
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS P~AYf
LINE
1.
Date Established
1
1_ r. .µ~.
~, - - - -
2. Account Balance 2 $ 2'; ' ~°~' r
3. Percent Taxable 3 X ~~
4. Amount Subject to Tax 4 $ 4 `'" ~""~~ ~; 'h ', -
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5.
Debts and Deductions
5
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6. Amount Taxable 6 ~-
7. Tax Rate 7 X 7 - ~-
8. Tax Due g $
PART DEBTS AND DEDUCTIONS CLAIMED
^3
DATE PAI~D~ PAYEE ~
~
- - DESCRIPTION AMOUNT PAID
[ / ~I / / \ ~ TOTAL (Enter on Line 5 of Tax Computation) g
Under rialti of perjur I declar that th facts I have reported ar ue, ct
comple to a best of m n 1 ge nd be ef. HOME C )) ~.~,
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