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Home My WebLink About05-22-12May 4, 2012 Sally J. Currie 398 Adams Road Carlisle, PA 17015 Glenda Farner Strasbaugh, Register of Wills ~x Cumberland County Courthouse ~; ~ 1 Courthouse Square ~~ Room 102 ~~ Carlisle, PA 17013 r,~ ~ i', Z) In re: Harry D. Jones Estate r ~` 2112-0321 Dear Ms. Farner Strasbaugh: U ~~ N ~~ ~^ r-, c~ "r ~ r N ~ N _. .: g 'r-j Q f_ ~~ o rn ~ I am a daughter of Harry D. Jones, deceased. You will find enclosed preliminary Inheritance Tax payment for the above Estate. This payment is for my share of a transfer on death (TOD) Vanguard account and Roth IRA owned by my Father at his death. It is expected the Pennsylvania Department of Revenue will issue to me a form REV-1543A, Information Notice and Taxpayer Response, regarding the accounts. I am to be billed separately for the Inheritance Tax due on my portion of the accounts, but I have not yet received those forms. In order to take advantage of the 3-month, preliminary payment, 5% discount under Pennsylvania law, the attorney for the Estate, David C. Wertime, Esquire, has prepared for me the following calculation: DOD Value of Account Interest {30%) Inheritance Tax Rate Total Tax Due 5% Discount Tax Due if Paid w/in 3 Months $ 613,911.53 x 0.30 x 0.045 8,287.81 - {414.39) $ 7,873.42 DOD Value of Account Interest (100%) Inheritance Tax Rate Total Tax Due 5% Discounf Tax Due if Paid w/ih 3 Months $ 16,151.94 x 1.00 x 0.045 726.84 - (36.34) $ 690.50 Please log this payment in my name, and issue me a receipt. An envelope for your use is enclosed. I will forward to you upon my receipt from the Department of Revenue, two (2) copies of the form REV-1543A. Should you have any questions, please contact me. Very truly yours, ~~ ~ . ~,~ 5 ~ aa- ~ a Sally J. Curve Cne~ ~ ~~~1 c`ne~~ a~~3 ~~ (orb. DU ~ ~D~I • c~ -~-b~ 7, ~~s, ua COMMONWEALTH OF PENNSYLVANIA pEPARTMENi OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HAgRISBURG, PA 1 ]128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 016003 CURRIE SALLY J 398 ADAMS RD CARLISLE, PA 17015 loltl ESTATE INFORMATION: ssN: v5-1a-2025 FILE NUMBER: 2112-0321 DECEDENT NAME: JONES HARRY D DATE OF PAYMENT: 05/22/2012 POSTMARK DATE: 05/22/2012 COUNTY: CUMBERLAND DATE OF DEATH: 02/24/2012 REMARKS: CHECK# 2824 ACN ASSESSMENT CONTROL NUMBER REV-1182 EX111-961 AMOUNT 101 ~ 5690.00 TOTAL AMOUNT PAID: 5690.00 INITIALS: HEA SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TA%ES DEPT. 280801 HARRISBURG, PA iJ126-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 016002 CURRIE SALLY J 398 ADAMS RD CARLISLE, PA 17015 ------- rota ESTATE INFORMATION: SSN: 175-1 s-2025 FILE NUMBER: 2112-0321 DECEDENT NAME: JONES HARRY D DATE OF PAYMENT: 05/22/2012 POSTMARK DATE: 05/22/201 2 COUNTY: CUMBERLAND DATE OF DEATH: 02/24/2012 REMARKS: SEAL CHECK# 2823 ACN ASSESSMENT CONTROL NUMBER REV-1162 EX111-961 AMOUNT 101 ~ 51,000.00 TOTAL AMOUNT PAID: INITIALS: HEA RECEIVED BY: 51,000.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX~11-96) NO. CD 016001 CURRIE SALLY J 398 ADAMS RD CARLISLE, PA 17015 ----'--- rola ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~ $6,873.42 ESTATE INFORMATION: SsN: 175-te-2025 FILE NUMBER: 2112-0321 DECEDENT NAME: JONES HARRY D DATE OF PAYMENT: 05/22/2012 POSTMARK DATE: 05/22/2012 COUNTY: CUMBERLAND DATE OF DEATH: 02/24/2012 REMARKS: SEAL CHECK# 4327 TOTAL AMOUNT PAID: INITIALS: HEA RECEIVED BY: 56,873.42 GLENDA EARNER STRASBAUGH REGISTER OF WILLS DEPARTMENT OF REVENUE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIV (DUAL TAXES DEPT. 280601 HARRISBURG, PA 1]128-0601 RECEIVED FROM: REV-1182 EXI11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 016000 SAIDIS ROBERT C SAIDIS SULLIVAN & ROGERS 26 W HIGH STREET CARLISLE, PA 17013-2922 roIG ESTATE INFORMATION: SSn1: 190-18-o2s9 FILE NUMBER: 2112-0336 DECEDENT NAME: FLUMAN WILLMORE SR DATE OF PAYMENT: 05/22/2012 POSTMARK DATE: 05/22/2012 COUNTY: CUMBERLAND DATE OF DEATH: 02/23/2012 REMARKS: RECEIPT TO ATTY CHECK#117 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~ 515,000.00 TOTAL AMOUNT PAID: $15,000.00 INITIALS: HEA SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS