HomeMy WebLinkAbout04-30-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT 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
TIPPETT TODD
254 LINCOLN AVE
HARRISBURG, PA 17111
____un fold
ESTATE INFORMATION: SSN: 196-48-2566
FILE NUMBER: 2106-0486
DECEDENT NAME: TIPPETT KATHRYN I
DA TE OF PAYMENT: 04/30/2007
POSTMARK DATE: 04/28/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 04/16/2004
NO. CD 008096
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $101.46
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1 01 .46
REMARKS: MAILED RECEIPT TO
CHARLES SHIELDS III ESQ
CHECK# 341
INITIALS: AJW
RECEIVED BY:
SEAL
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
<r
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
REV-1547 EX AFP (06-05)
DATE 04-30-2007
ESTATE OF TIPPETT KATHRYN I
DATE OF DEATH 04-16-2004
FILE NUMBER 21 06-0486
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-29-2007
( See reverse side under Objections)
Amount Remitted fit () /. '1ft:, I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-EX-AFP-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TIPPETT KATHRYN I FILE NO. 21 06-0486 ACN 101 DATE 04-30-2007
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055
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/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
B. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
2,504.50
C)
8,437.99 c::;C)
.00 . ::::J
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(B)
. ,
. ;::: (-)
~~'i;J
11);.1942.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
"r-" J
(,,0
Cl
9.
10.
ll.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject ~o Tax
(9)
(10)
3,059.49
.00
(11) _~J
I)
(12 )>
(13)
(14)
3y;1l1]9.49 -
7.....883.-00
C) .00
7,883.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the to-tal of ALL returns assessed to date.
ASSESSMENT OF TAX:
.00 X 00
7,883.00 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
354.74
.00
.00
354.74
15. Amount of Line
16. Amount of Line
17. Amount of Line
lB. Amount of Line
19. Principal Tax Due
TAX CREDITS'
14 at Spousal rate (15)
14 taxable at Lineal/Class A rate (16)
14 at Sibling rate (17)
14 taxable at Collateral/Class B rate (1B)
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-07-2007 CDOO7782 .00 299.23
INTEREST IS CHARGED THROUGH 05-15-2007 TOTAL TAX CREDIT 299.23
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 55.51
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 45.95
TOTAL DUE 101.46
*
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
\
~
CHARLES E. SHIELDS, III
A1TORNEY-AT-LAW
6 CLOUSER ROAD
Corner of Trindle and Clouser Roads
MECHANICSBURG, PA 17055
GEORGE M. HOUCK
(1912-1991)
TELEPHONE (717) 766-0209
FAX (717) 795-7473
April 27, 2007
Register of Wills
Cumberland County Court House
1 Court Square
Carlisle, P A 17013
Re: Estate of Kathyrn I. Tippett
Docket No. 21-06-0486
Dear Register of Wills:
Please find enclosed a copy ofthe Notice oflnheritance Tax Appraisement, Allowance or
Disallowance of Deductions and Assessment of Tax along with Check No. 341, in the amount of
$101.46 for balance due along with interest and penalty for the above-captioned Estate.
Thank you for your kind attention to this matter.
Very truly yours,
~e~fiJ
Charles E. Shields, III
Attorney-At-Law
CES/mjj
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