HomeMy WebLinkAbout05-16-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0801
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1182 EXI11-96)
NO. CD 015979
DICKERSON MARIA
9659 MANASSAS DRIVE #107
MANASSAS, VA 20111
-------- cola
ESTATE INFORMATION: sSN: 175-~8-2025
FILE NUMBER: 2112-0321
DECEDENT NAME: JONES HARRY D
DATE OF PAYMENT: 05/16/2012
POSTMARK DATE: 05/14/2012
COUNTY: CUMBERLAND
DATE OF DEATH: 02/24/2012
REMARKS: MARIA DICKERSON
CHECK# 528
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 54,374.12
TOTAL AMOUNT PAID:
INITIALS: WZ
SEAL RECEIVED BY
54,374.12
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
May 4, 2012
Maria Dickerson
Apt. 107
9659 Manassas Drive
Manassas, VA 20111-8032
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Room 102
Carlisle, PA 17013
In re: Harry D. Jones Estate
2112-0321
Dear Ms. Farner Strasbaugh:
b
h!
~
~
f'-
~
r
; n ~
-
~
~
v` ~' ~ 1
'
z
c
nG~ i7 ~. -_~ T
S
ti N
cn l7
ti
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 Mr. Jones 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 for me the following
calculation:
DOD Value of Account
Interest (5%)
Inheritance Tax Rate
Total Tax Due
5% Discount
Tax Due if Paid w/in 3 Months
$ 613,911.53
x 0.05
x 0.15
4,604.34
- (230.22)
$ 4,374.12
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 l~~ ~~
cam, n~~`5~~ `J'`/
Maria Dickerson
~__ ~_
_,,,., .
w
> N Y IOl
Vl 2....'~ r`f~7
000q Z U7
~ _ ~ REGtSTEp, L:F
~~
-`_ ~,
~. o
~~~ n
w~
s~
a~
~~
~g
.~~
~ r
~~_7
~_ 1 +~~
r
. '~.~.
l ~~
~.~.
~~
~.
i ~
^ • ~.~.~'
~ ~~~
~ ~~
--
0
o-
-n
O
C^
0"
rl
ti
0
0
0
0
f~-
.~
O
fU
0
N
r
0
y r,
.~ r,
~, ~
qAo
O N
to to
fa rt ~
N fA ~
xw
u~
. ~ A u,
A~ ~
ro ~
,~ o~-aa
~~~
mac b
~c+~
1012 MAY 16 pN-~.
n; C^,r ~~
~gFRtAND CO.. Pq
w
O
x
~ ~
Q
qm rrO~
fnJ=f~ O
W ?y ~ W
QUZ= d
u..~~2NUi
~ ~ W ~ o ~
Z ~ m ~ ~ J
JW~~UOQ
C~~U~~U
tH
i~
t*~
t
'--° - _ t
i
~~~"
~~
~a
G O
e