HomeMy WebLinkAbout05-09-07
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
ROLKO KAREN L
538 MAGARO ROAD
ENOLA, PA 17025
n______ fold
ESTATE INFORMATION: SSN: 201-16-2637
FILE NUMBER: 2106-0776
DECEDENT NAME: SHANK BETTY J
DA TE OF PAYMENT: 05/09/2007
POSTMARK DATE: 05/08/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 08/07/2006
NO. CD 008144
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,736.76
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,736.76
REMARKS: RECEIPT TO ATTORNEY
CHECK# 2065
INITIALS: AJW
RECEIVED BY:
SEAL
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
DATE 04-30-2007
ESTATE OF SHANK BETTY J
DATE OF DEATH 08-07-2006
FILE NUMBER 21 06-0776
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-29-2007
( See reverse side under Objections)
Amount Re.ittedl 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:i547-EX-AFP-coi:05j-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHANK BETTY J FILE NO. 21 06-0776 ACN 101 DATE 04-30-2007
CHARLES J DEHART III
CALDWELL & KEARNS
3631 N FRONT ST
HARRISBURG PA 17110
T AX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
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)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
152,900.00
.00
.00
.00
11 ,744.94
14,087.82
81,973.30
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax pay",ent.
,2;60,706.06
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
C)
21,661. 45=.; 0
- ~IJ
517.46 - ~~(2
( 11 ).~': 'J
(12) .",
- ') ( )
Cl3):., - \
Cl4) -
~
...-,':'
NOTE:
:~,::~
issued previously, lines 14, 15 and/or 16,1"7, 18 a6.cr 19 will
include the total of ~ returns assessed to date. 0J
f~.178 ,'9-[-1
238,527015'
.DO"
2~527 .15' \
If an assess.ent was
reflect figures that
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
.00 X 00 .00
238,527.15 X 045 = ; 10 ,733.72
.00 X 12 = .00
.00 X 15 = .00
Cl9)= 10,733.72
Cl5)
(16)
Cl7)
(18)
TAX CREDTTS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-16-2006 CD007310 450.00 8,550.00
INTEREST IS CHARGED THROUGH 05-15-2007 TOTAL TAX CREDIT 9,000.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 11,733.72
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.04
TOTAL DUE 1,736.76
* 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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~
CALDWELL & KEARNS
A PROFE:SSIONAL CORPORATION
JAMES R. CLIPPINGER
CHARLES J. DEHART. III
JAMES L. GOLDSMITH
P. DANIEL ALTLAND
JEFFREY T. McGUIRE.
STANLEY J. A. LASKOWSKI
DOUGLAS K. MARSICO
BRETT M. WOODBURN
RAY J. MICHALOWSKI
ATTORNEYS AT LAW
OF COUNSEL
RICHARD L. KEARNS
CARL G. WASS
JAMES D. CAMPBELL. JR.
3631 NORTH FRONT STREET
HARRISBURG. PENNSYLVANIA 17110-1533
THOMAS D. CALDWELL. JR.
\1928-20011
-BOARD CERTIFIED CIVIL TRIAL ADVOCATE
May 8, 2007
717-232-7661
FAX: 717-232-2766
thefirm@caldwelll<earns.com
Office of the Register of wills
Cumb~rland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Betty J. Shank
Date of Death: August 7, 2006
File No.: 2106-00776
Dear Sir or Madam:
I am enclosing herewith a check in the amount of $1,736.76 to c~ver
the balance due of the inheritance taxes in the above-captid>hed
estate, together with a copy of the Notice of Inheritance Tax
Appraisement. Please return the receipt in the enclosed s$lf-
addressed, stamped envelope for your convenience.
Thank you for your assistance.
Very truly yours,
C::l~~~:
CALDWELL & KEARNS
CJDIII:nb
jEnclosures
cc: Karen L. Rolko
06563-001/117311
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