HomeMy WebLinkAbout10-30-06
CHARLES W. RUBENDALL II
ROBERT L. WELDON
EUGENE E. PEPINSKY, ..JR.
..JOHN H. ENOS m
GARY E. FRENCH
DONNA S. WELDON
BRADFORD DORRANCE
..JEFFREY S. STOKES
ROBERT R. CHURCH
STEPHEN L. GROSE
R. SCOTT SHEARER
ELYSE E. ROGERS
CRAIG A. LONG YEAR
..JOHN A. FEICHTEL
DONALD M. LEWIS III
STEPHANIE KLEINFELTER
ERIC R. AUGUSTINE
TODD F. TRUNTZ
CAROL L. VERISH
KEEFER WOOD ALLEN & RAHAL, LLP
ATTORNEYS AT LAW
415 FALLOWFIELD ROAD. SUITE 301
CAMP HILL. PA 17011-4906
ESTABLISHED IN 1878
PHONE 717-612-5600
FAX 717-612-5605
OF COUNSEL:
HEATH L. ALLEN
N. DAVID RAHAL
SAMUEL C. HARRY
EIN No. 23-0716135
www.keeferwood.com
HARRISBURG OFFICE:
210 WALNUT STREET
HARRISBURG. PA 17101
October 26, 2006
PHONE :717-255-8000
717 -612-5808
cswindler@keeferwood.com
Cumberland County Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
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Re:
Estate of Gladis E. Pugh, No. 21-06-0735
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Dear Sir/Madam:
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,
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We are assisting Wade Pugh and his sister Elizabeth Grout with settling
their mother's Estate. They are in receipt of the enclosed notice addressed to
Charles E. Pugh. Mr. Pugh passed away several years ago. This asset will be
reported on the P A inheritance tax return and the tax will be paid at the time of
filing.
Thank you for your assistance. If you have any questions, please feel free to
call me.
iI}Cerely yours,
/i j' (i! ~.
tJL.\) /l~ ~
ylc . SW~ler
Le al Assistant to
yse E. Rogers
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Enclosure
91800
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 06-0735
06150870
10-03-2006
REY-1543 EX AFP (D9-DDl
EST. OF GLADYS E PUGH
S.S. NO. 162-50-2457
DATE OF DEATH 08-01-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
!Xl CHECKING
o TRUST
o CERTIF.
CHARLES E PUGH
824 LISBURN RD
CAMP HILL PA 17011
REMIT PAYMENT AND FORMS TO:
REGISTER Of;:~WIlLS :>;
CUMBERLAND'~Q--:pOURT ~}lOUSE.
CARLISLE, PA~j17013=~
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WACHOVIA BANK NA has provided the Department with the information listed below which Ila&' been usecll:in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a .ie';int owne~/~eneficiar:ii.:of
this account. If you feel this information is incorrect, please obtain written correction from the financialjn~itution~'~ttach a cop~
to this form and return it to the above address. This account is taxable in accordance with the Inheritanca1ax Laws of;{~e Commonwealth
of PennsYlvania. Questions may be answered by calling (717) 787-8327. .,
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1000613103474 Date 01-02-1950
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
7,420.25
16.667
1,236.73
.15
185.51
TAXPAYER RESPONSE
To insure proper credit to your account, two
(2) copies of this notice must accompany your
payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
x
NOTE: If tax payments are made within three
(3) months of the decedent's date of death,
you may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
Tax
PART
[!]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
[] The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you may check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
[] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
[] The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
If you indicate a different tax rate, please state your
relationship to decedent:
PART
@J
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3, Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8, Tax Due
PART
[!J
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
OF
1
2
3
4
5
6
7
8
x
TAX ON JOINT/T~UST ACCOUNTS
x
PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation)
I
$
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief.
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TAXPAYER SIGNATURE