HomeMy WebLinkAbout03-20-07
Law Offices
O'BRIEN, BARIC & SCHERER
19 West South Street
Carlisle, Pennsylvania 17013
Robert L. O'Brien
David A. Baric
Michael A. Scherer
(717) 249-6873
Fax: (717) 249-5755
Email: dbaric(cjJ.obslaw.com
Robert J Dailey
March 20, 2007
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, Pennsylvania 17013
RE: Estate of Gordon W. Lay
Dear Sir or Madam:
Enclosed please find my check, number 12173, in the amount of $7 .56 representing the total
inheritance tax due in the above-referenced matter.
Very truly yours,
Z;::;:;~RER
David A. Baric, Esquire
DAB/ta
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BUREAU IF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 2B060 1
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
Qf,1)E~:nrCnQHS ~N-ti~ASSESSMENT OF TAX
:, ,~'!!. .. ..'; i . L - . .,
03-19-2007
LAY
04-16-2006
21 06-0368
CUMBERLAND
101
APPEAL DATE: 05-18-2007
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TAXES
DATE
20071"liQR 20 Ai'i IOh~~T~F O~EATH
FILE NUMBER
Clrr< OF COUNTY
OR~ILJ" 1"- "('lIRTACN
irPt 1J-\!"'j ,~) r',_i,J) !
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DAVID A BARIC
OBRIEN ETAL
19 W SOUTH ST
CARLISLE
ESQ
PA 17013
*'
REV-1547 EX AFP (06-05)
GORDON
W
TO:
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (D3-D5) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LAY GORDON W FILE NO. 21 06-0368 ACN 101 DATE 03-19-2007
TAX RETURN WAS:
) ACCEPTED AS FILED
( x) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tg.ges/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
131,367.79
.00
.00
.00
7.096.81
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
NOTE:
+
PAID (-)
.00
DATE
12-18-2006
NUMBER
CD007575
INTEREST IS CHARGED THROUGH 04-03-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(10)
24,843.54
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
138,464.60
74.843.1i4
113,621.06
.00
113,621.06
(19)=
.00
5,112.95
.00
.00
5,112.95
.00
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00
113,621.06
.00
.00
X 00
X 045 =
X 12 =
X 15 =
5,105.52
7.43
.13
7.56
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
v
AMOUNT PAID
5,105.52
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
REV- \1470 EX (8-88)" .
}"* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Gordon W. Lay 2106-0368
REVIEWED BY ACN
Destiny S.R.Brown 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Total on Schedule E was not correctly carried forward to recapitulation page.
ORIGINAL
Page 1
f", COI\71,...,,o~WEAL TH OF PENNSYLVANIA
. DEPAR'rMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BARIC DAVID A
19 WEST SOUTH STREET
CARLISLE, PA 17013
---------- fold
[ESTATE INFORMATION: SSN: 189-09-4198
FILE NUMBER: 2106-0368
DECEDENT NAME: lA Y GORDON W
DA TE OF PAYMENT: 03/20/2007
I
I 03/20/2007
POSTMARK DATE:
COUNTY: CUMBERLAND
IDA TE OF DEATH: 04/16/2006
i
NO. CD 007925
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $7.56
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$7.56
REMARKS:
CHECK# 12173
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS