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
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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
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