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HomeMy WebLinkAbout05-22-12 (2)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280fi01 HARRISBURG, PA 1J128-0601 RECEIVED FROM: REV-1162 EXI11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 016004 MOYER DONNA S 54 FESTIVAL DR VOORHEES, NJ 08034 mie ESTATE INFORMATION: SSN: 775-t8-2025 FILE NUMBER: 2112-0321 DECEDENT NAME: JONES HARRY D DATE OF PAYMENT: 05/22/2012 POSTMARK DATE: 05/21 /201 2 couNTY: CUMBERLAND DATE OF DEATH: 02/24/2012 REMARKS: AMOUNT ACN ASSESSMENT CONTROL NUMBER 101 ~ 56,561.17 TOTAL AMOUNT PAID: 56,561.17 CHECK#3518 INITIALS: HEA SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS May 4, 2012 Donna Sue Moyer 339 Hutchinson Avenue Haddonfield, NJ 08033 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse 1 Courthouse Square ~ ~~ Room 102 ~~ ^' Carlisle, PA 17013 ~ n T Zc ~ N ~' r In re: Harry D. Jones Estate ~' , 2112-0321 ~~ ~ z=; a -~ ti L ~_ Dear Ms. Farner Strasbaugh: r ~~ ~ 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 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 account. I am to be billed separately for the Inheritance Tax due on my portion of the account, but I have not yet received that form. 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 forme the following calculation: DOD Value of Account $ 613,911.53 Interest (25%) x 0.25 Inheritance Tax Rate x 0.045 Total Tax Due 6,906.50 5% Discount - (345.33) Tax Due if Paid w/in 3 Months $ 6,561.17 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. Ve .truly yours, 1 O~r-~~ c Donna Sue Moyer `~ ~~e C\~~~- ~. ~~ 51 ~a~c2-- ~~c~,~ a S Mo~e2 '~t~S~ iv0.~, ~ ~v~aQ.sd~3~/ 2~1~-" ~, o+nQS 0 21 ~; ~~ -~ \: C~J i,T'. N 7 O Z c~ ~ 4 O ~ ~ d N Q. Za ~ ~JO~ o Z~u-Z~ D. us` a.~~=oJ ~~w~~~ W~~~~U ~W~V~Cl .-~ ~_ '"' ~~~ ~~~' N U' ~~r `~} ~p ~ y (V J i ~ ~t Z `~ U ~(~ W ~J m ~. ~~!~i i 5i Tz `/ © 2007 USpS _~ t v ? ^_~ ~'o aOQO.~~ V /f0 ,a LON£ /1 .p v! ~ >¢ ' c ~ m E ~ o 0 0 ,g o IC r ~° e~ Zh fll `~ a' t ~ ~. ~_ ~pN ~QQ f Cl J~V ,~; ~ z N 's C/1 Ci ~'' N ,~ L'~ ?Q1 i ~- ~• +-. C W ~ _ a~ CTS e w O 4. ,,® ~ 1 ~= ~~ rs pac aging rs a property or me us. rosia~ oennce an is provwa~ ~~~~.y ..,. ___ . Misuse may be a violation of federal law. This package is not for resale. C ~\ ~ C G T m ]! M Y G I Z. 4 O R ~ D t~ d ,? 'y ~ ~ 33 ~0 y ~ y o w ~ N O N N W m ~ U 7 ~ G U ~ ~ C w~ ~ ~f j (7j .°'e ~ vJ ~ (~ n ~ ((chi o f .J .. ~ d a o Q ~Ca.yE U Q S ~ ~~ e ~ a m a ~2 V W W W ~, p `~ (T~ o ~~a s ,7 ^ ~ is (~~ ~ ~ W S. 6~ 6 ^ 0 ^ ^ ^ ~. - '! .: ,;, __ , F F F j/Jj • ^`L s ~ s -~ ~a~~' 3~- .~ ~~ f~ ~ ~ ~ ~. a Qi LL ` ~ 1 3 ~ m^. "ri Q ~ o ~ ° $ o a ~ ~= ~ ~ a f~ 8 ^ ~ ~ a .~ ~, i= ~ ~? m ~ ~ ~~ ^~ ^s -.. H ~ ~ W ~ € .~_;, ` o ~ ~ ~ `~ -,~-- . ~ ~ W W p~ WAS a ~~ s ~I ,_ +<~, ~m A7WHId SS3l/d 3SV37d ( ) ~'~N 7e1 'S3ld00 E'JNINb'W 3HV /1OA 'aNVF ~ ~' ~ supuos6e~sodiwoasdsn