HomeMy WebLinkAbout07-08-13 _ _ __ __ _ _ �nm�
BUREAU OF INDIVIDUAL TAXES � pennsylvania
Po BOX 280601 Pennsjylvania lnheritance Tax
HARRISBURG PA 17128-0601 Ihformation Notice DEPARTMENT OF REVENUE
And Taxpayer Response REV-1543 EX DocEXE[ �oe-,z>
FILE NO.21 ��_I 3_�r]13
ACN 13133438
DATE 06-25-2013
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�k`�"��� �`� �` Type of Account
;?(�i3 ���I 8 � Estate of.CLIFFORD F HERSEY Savings
SSN Checking,
Date of Death 04-23-2013 Trust
CHERYL L STARR CL�t�K 'CountyCUMBERLAND Certificat�
24 HARPERS FERRY WAY Q� ��A�S. l i
MECHANICSBURG PA 17050-8234
CUMBERLA�fD '
PNC BANK NA provided the department with t e information below indicating that at the death of the '
above-named decedent you were a joint own r or beneficiary of the account identified.
Remit Payment and Forms to:
Account No.5140243234
Date Established 07-10-1986 REGISTER OF WILLS
Account Balance $11,579.00 1 COURTHOUSE SGIUARE
Percent Taxable X 50
CARLISLE PA 17013
Amount Subject to Ta�c $5,789.50
�
Tax Rate X 0.045 '
Potential Tau Due $260.53 NOTE*: If tax payments are made within three months of the '
decedenYs date of death,deduct a 5 percent discount on the tax
With 5%Discount(Tax x 0.95) $ see NOTE' due. Any inheritance tax due will become delinquent nine month�s�'
after the date of death. �
PART Step 1 : Please check the appropri te boxes below. '
1 '
A �No tax is due. I am the spouse of the deceased or I am the parent of a decedent who wa�'
21 years old or ounger at date of death.
Proceed to Ste 2 on reverse. Do nof check any other boxes and disregard the amount
shown above Potential Tax Due.
g �The information is The above informatio is correct, no deductions are being taken,and payment will be sent ',
correct. with my response.
Proceed to Ste 2 on reverse. Do not check any other boxes.
C �The tax rate is incorrect. � 4.5% I a a lineal beneficiary(parent, child, grandchild, etc.)of the deceased.
(Select correct tax rate at
right,and complete Part � �2qo I a a sibling of the deceased. '
3 on reverse.)
� 15% All ther relationships(including none).
p �Changes or deductions The information abov is incorrect and/or debts and deductions were paid. '
listed. Complete Pa 2 and parf 3 as appropriate on the back of this form. '
�
E �Asset will be reported on The above-identified sset has been or will be reported and tax paid with the PA Inheritance Tax ',
inheritance tax form Return filed by the es ate representative.
REV-1500. Proceed to Ste 2 on reverse. Do not check any other boxes. '
Please sign and dat the back of the form when finished.
.
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July 5, 2013 , ,
I TH:E
'' ESTAZ' i
Glenda Farner Strausbaugh �EC�j
Register of Wills &
Clerk of Orphans' Court �a'���.�;.�� ..,
1 Courthouse Square
Carlisle, PA 17013
RE: TRUST ESTATE OF CLIFFO F. HERSEY, DECEASED
SS# 579-38-4517
File#21-13-0713
Denise M.Long
dml@jsdc.com
Dear Ms. Strausbaugh:
Enclosed are 2 copies of the PA Inheritanc Tax Information Notice and Taacpayer
Response sent pertaining to the joint accou t held by the above referenced taxpayer.
Please note the asset was reported on the i eritance tax return filed June 26, 2013. '
Please contact me if you should have any q estions.
Thank you.
w � R3
Sincerely, c o r�, �
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Ci:> ;:::3 .
.TAMES SMITH,DIETTERICK 8i C NNELLY LLP � �, � ` " '
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Denise M. Long ��=' `== f--, `= :,,
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Enclosures �
Cc: Cheryl Starr
134 SIPE AVENUE '�
HUMMELSTOWN,PA 17036
MAILING ADDRESS '.
P.O.BOX 650
HERSHEY,PA 17033 ��
TOLL FREE 1.800.942.36E0
TEL.717.533.3280
FAX 717.533.7771
www.jsdc.com
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