HomeMy WebLinkAbout04-11-11PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES ~ A N D
Po Box 2so6o1 '~A~PAYER RESPONSE
HARRISBURG PA 17128-0601 .-
REV-1543 EX AFP (08-08) - ~ '~'
FILE N0. 21 11-0217
ACN 11121997
DATE 04-04-2011
~ ", ~~ ~ t Y,. ;
CLER~< '~~~=
~,
~1 ~L~~ i
R~• r ~ .. n .... ~-:n
JOHN H DITMER
175 FLORENCE DR
HARRISBURG PA 17112-3732
EST. OF THELMA C DITMER
SSN 192-30-0393
DATE OF DEATH 02-11-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
P NC BANK NA 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-named 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, attacFi 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 C:omrnonwealth of
Pennsylvania. Please call (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5080393264 Date 12-28-1994 To ensure proper credit to i;he account, two
Established copies of this notice must :accompany
payment to the Register a~f Wills. Make check
Account Balance $ 20 ~ 740.98 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax ~` 10 ~ 370 .49 months of the decedent's dai:e of death,
Tax Rate X . 045 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 466.67 nine months after the date of death.
PART TAXPAYER RESPONSE
a FAII~R~ Tfl RESPOND WILL RESULT IN AN OFFICTAI TAX ASSESSMENT
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 a discount or avoid interest, or check box "A" and return this notice to the Register of
0 N E Wills and an official assessment will be issued by the PA 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 / o 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 ~ below.
PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF
relationship to decedent:
PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LIivE I. Laie cstaoiished 1 ~
2. Account Balance 2 $ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ [~
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ 6
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under pe,Frslties of perjury, I declare that the facts I have reported above are true, correct and
compl~~e t the best of my knowledge and belief . HOME Cr / ~ ) .S~41J~' Z j~~~~'' ~
WORK C ) l~'
AXPAYER SIGNATURE TELEPHONE NUMBER
~~R,i~
DATE b~1W'
TOTAL CEnter on Line 5 of Tax Computation) S
JAN L. BRO~3~N 8~ ASSOCIATES
ATTORNEYS AND COUNSELORS AT LAW
OLDE ENGLISH GAP
845 SIR THOMAS COURT
SUITE 12
HARRISBURG, PA 17109
EMAIL: jlbassoc~verizon.net
www.janbrownlaw.com
TELEPHONl~717) 541-5550 BRENDA F KEPI~ART, LEGAL ASSISTANT
JAN L. BROWN, ESQUIRE FACSIMILE (717 541-9223 r
JACQUELINE A. KELLY, ESQUIRE ` ~ PAULA K. V11 HI"(E, LEGAL ASSISTANT
CHRISTA M. APLIN, ESQUIRE JUDITH A. EBERSOLE, ADMINISTRATIVE ASSISTANT
Aprii 8, ~U i 1
Register of Wills
Cumberland County Courthouse ~ ._
~
One Courthouse Square ~ ~~ " ~ =?"' ~
`
Carlisle, PA 17013 ~' ~~
1 -~ ~7
~? ,, ..y
~~ ~' - _ ~'
_ 1
Re: Estate of Thelma C. Ditmer ~-~
~
'
Estate No. 2011-00217 _
_
" `~~'
PA No. 21-11-0217 ~ ~' ~=~~ -~- ;-_ =~-~
Executor: John H. Ditmer ~ ~~_+ `=`'
c.
To Whom It May Concern:
Enclosed for filing are two Pennsylvania Inheritance Tax Information Notice and
Taxpayer Responses for the Estate of Thelma C. Ditmer. Please time stamp and return our file
copy of this document. A return envelope is provided. Thank you for your time and attention to
this matter.
Sincerely,
~~"k~.'
Christa M. Aplin
Enclosures
.r ..-.... '....
;~`'
`~' . _
5 y
d
arc .;
P~ i
F.
a' ° ~,}
•L
~~
sr
}
W
O ~ o
~ r
~~ "VQrLL
1 ~ 4 ~ rL
o ~,
~t ~ Q O N ~
r ~ _
~`~ a
'~
~-,
~~, ~,r
W
~y
L+~
U ~
~~~
0
~ ~ ~~
0
~-~~c~i.
o ca ~
~~oa~
N 9 tJ vN
N ~ ~ (,~
~ ~ ~
. , ~,
,~_i,
r~
~a~l~~ ~~~ ~'
~~
r .,
~''~~
~,
_ ".3
~~
{`;_
t,= i
_'
s'~
~.~:~
;':
':~
"~
:i
•~