Loading...
HomeMy WebLinkAbout05-22-07 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 LEISING JOEL E 2370 N VERNON ST ARLINGTON, VA 22207 -...------ fold ESTATE INFORMATION: SSN: 538-34-1805 FILE NUMBER: 2106-0459 LEISING HELEN M OS/22/2007 OS/21/2007 CUMBERLAND OS/22/2006 DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: NO. CD 008198 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $577.49 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTY CHECK# 1107 SEAL INITIALS: OM RECEIVED BY: REGISTER OF WILLS . $577.49 GLENDA FARNER STRASBAUGH REGISTER OF WILLS 05-07-2007 LEISING 05-22-2006 21 06-0459 CUMBERLAND 101 APPEAL DATE: 07-06-2007 ( See reverse side "ntler Objections) A.ount Re.1thd I t! S'Yl . 4" I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~~!_~~~~~_!~!~-~!~~------~.__!!!!!~-~~~!!_~~!!!~~_E~!_!~~!_!!~~!~!__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HELEN M FILE NO. 21 06-0459 ACN 101 ~f," .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -,....~tr'l- , . .-M,9rrICE OF INHERITANCE TAX A~fRAi$EMENT, ALLOWANCE OR DISALLOWANCE "OF'DEDUCTIONS AND ASSESSMENT OF TAX ,., IUREAU OF INDIVIDUAL TAXES INNERITANCE TAX DIVISION PO lOX 2..'11 HARRISIURG PA 17121-0'01 ZOG7 M.B.Y 22 PH 12: 47 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PETER J RESSLER METTE ETAL PO BOX 5950 HBG r-LE--'" ~r' Gili\ 1.,),-- ORPH/\JrS CJ!.iRT ESQCULF :--, "f PL PA 17110 ESTATE OF LEISING * REV-1547 EX AFP (0'-05) HELEN M TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHAN6ED DATE 05- 07-2007 SEE ATTACHED NOTICE 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 16. Amount of Line 14 17. Amount of Line 14 18. Amount of Line 14 19. Principal Tax Due RESERVATION CONCERNINQ FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and lands (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/lank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets 421,000.00 523,073.59 .00 .00 (1) (2) (3) (4) (5) (6) (7) 485.045.~9 1.533.91 77 ,580'. 27 (8) 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/60vern.ental lequestsl Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 36,449.09 4.085.28 (11) (12) Cl3) Cl4) 'NOTE: at Spousal rate taxable at Lineal/Class A rate at Sibling rate taxable at Collateral/Class I rate .00 1,467,698.99 .00 .00 x 00 .. X 045_ X 12 .. X 15 _ Cl5) (16) Cl7) (18) + INTEREST/PEN PAID (-) 2,631.58 .00 AMOUNT PAID 50,000.00 12,848.42 DATE 08-15-2006 02-20-2007 NUMIER CD007102 CD007834 INTEREST IS CHARGED THROUGH 05-22-2007 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, submit, the upper portion of this for. with your tax payment. 1,508,233.36 6n.Ii~6A~7 1,467,698.99 .00 1,467,698.99 (19)- .00 66,046.45 .00 .00 66,046.45 65,480.00 566 . 45 11. 04 577 .49 ( IF TOTAL DUE IS LESS THAN tl. 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.) ,r"r-I("!=: I' METrE, EVANS & WOODSIDE ,A PROFESSIONAL CORPORATION ATTORNBYS .AT LAW 2 on 7 N.~ Y 22 P 1112 :a.,.J NOBTB PBONT STRBET P.O. BOX 118110 JL\HRI8BUIlG, PA 17110.08110 r'l E"'" ~,-' - ,. "/ I j l.i_ ,Ii\ I..r GROU;\I",!": ("---,il, !RT I r. . " '...... \~/'.J )1 ! 0LI'/, ~'::T', "-"'1 P' V . \" " .,:~ TELEPHONE ('71 '7) 232.5000 DIIlECI'DIAL (717) 231-5294 PETERJ.RESSLER IRS NO. 23-1985005 E-MAIL ADDRESS pjressler@mette.c:om FAX ('71'7) 238.1818 HTTPlI/WWW.IlOlTTB.coM May 21, 2007 VIA CERTIFIED MAIL RETURN RECEIPT REOUESTED Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Re: Estate of Helen M. Leising File No. 21-06-0459 Dear Ms. Strasbaugh: Enclosed is a check payable to "Register of Wills, Agent" in the amount of$S77.49, in payment of the additional inheritance tax assessed by the Pennsylvania Department of Revenue by its Notice of Appraisement, Allowance or Disallowance dated May 7, 2007 (copy enclosed). Please send a receipt for this payment to my attention in the enclosed envelope. Thank you for your assistance. Very truly yours, y-,,,,o~ Lisa J. Kn e Paralegal to Peter J. Ressler LJK: Enclosures cc: Joel E. Leising, Executor 471740vl Wyomissing Office 11105 Berksbire Boulevard, Suite 310 I Wyomissing, PA 196101 Telepbone (610) 374-1135 I Facsimile (610) 371-9510 ,",' "..1 C) ..... (d ~I &1 16 n 8 '\) - ... ... :::: =- ... ........ == ... ... ........ ~ - - ::-- ... ... == ... - - =- ::: ... ... ::- g= - - :::- ::: :=:: - ~." = " ttJ ~~ ~ ~ _,..I_J.':< d,. C;,i, L' >_ : :I flO "G ~ t 1Il 1Il 0 :II ~ "II Vi Z III ttJ III III "G 0 0 III ~ c !J :II :II i5 :II -I z 2001 MA Y 22 PM 12: 47 !:J :I Z III III ~ 0 "II -< 112 "G >< 1Il III r ~ III 0 ~ n '" ~ III Z 0 CLERK OF III -I 1Il ~ - 0 III r "G !"",- 0 -I ~ 0 ". (, :II :u .,...; III ~ 0 III III -I t:l III -I i5 0 z 112 104 t:l tIJ OOO~G) I>> :::J C '" - ~. (I) 3 ceo ~ !!.ocr!!c. (1)0(1)(1)1>> ~ c::1."'"T1 "'tJ)>::l~ a I>> ::Tc.<:3 ~o <(I) -...CO=:.., ol5!0en ~ ... - (..) en :::J iiJ .a~ en Co cr I>> I>> CD... 0 C C co ::l ::T ::T o C en (I) "'\J C C 0'1 I::'" C)I I\J C C C C 0'1 I\J C UJ UJ C)I "'\J C UJ ~ . 1:5~ ~oh ~~i ~ \ ~~ It)) \1 ~_II ; ~~ II,