HomeMy WebLinkAbout09-17-07
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
WILLIS LINDA
432 W MAIN ST
MECHANICSBURG, PA 17055
-------- fold
ESTATE INFORMATION: SSN: 217-10-6155
FILE NUMBER: 2107-0041
DECEDENT NAME: DENNISON CATHERINE
DA TE OF PAYMENT: 09/17/2007
"
POSTMARK DATE: 09/14/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 08/09/2006
NO. CD 008695
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $44.12
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTORNEY
CHECK# 114
SEAL
INITIALS: AJW
RECEIVED BY:
REGISTER OF WILLS
$44.12
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
09-11-2007
DENNISON
08-09-2006
21 07-0041
CUMBERLAND
101
APPEAL DATE: 11-10-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
REV-1547 EX AFP (06-05)
CATHERINE S
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is47-EX-AFP-C03:0s5-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DENNISON CATHERINE S FILE NO. 21 07-0041 ACN 101 DATE 09-11-2007
TAX RETURN WAS: (X) ACCEPTED AS FI 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.
4.
5.
6.
7.
8.
(l)
(2)
(3)
(4)
(5)
(6)
(7)
.00
108,215.33
.00
.00
1,700.12
.00
.00
Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
Mo~tgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
Jointly Owned P~ope~ty (Schedule F)
T~ansfe~s (Schedule G)
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
1~915.45
- ,
--.J
(/.)
l1i
-0
(8lf)
C:;O
8,478.09 ,:;;g
-, ~tCJ
;:;:,-; 1'Zi!?OR.64:'
~,706. 81)
~,
-"'- ~ Q,O,'
9:5',706. BY'
.::-
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 ~ 19 will
reflect figures that include the total of !hh 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 rate
18. Amount of Line 14 taxable at Collateral/Class B ~ate
19. P~incipal Tax Due
TAX CREDITS'
Total Assets
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. Charitable/Gove~nmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(0)
5.730.55
NOTE:
- . :-_-:- r';l
Ol}' ','
-', ~'-'.
(12)'-, -Z::'-~I
03) :3
( 1 4J;, ---/
05)
(6)
(7)
(8)
.00 X 00 .00
11,963.35 X 045 = 538.35
11,963.35 X 12 1,435.60
71,780.11 X 15 10,767.02
09}= 12,740.97
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-24-2007 CD008205 .00 12,500.00
07-06-2007 CD008378 .00 240.97
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-07-2007 TOTAL TAX CREDIT 12,740.97
BALANCE OF TAX DUE .00
INTEREST AND PEN. 44.12
TOTAL DUE 44.12
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
T~ TnTAI nll~ TIC' D~~I ~,..,.r-T'\ .... .a u______... ----
GEORGE M. HOUCK
(1912-1991 )
Register of Wills
Cumberland County Court House
1 Court Square
Carlisle, P A 17013
Dear Register of Wills:
CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Cor1li!r ofTrindle and Clouser Roads
MECHANICSBURG, PA 17055
TELEPHONE (717) 766-0209
FAX (717) 795-7473
September 14,2007
Re: Estate of Catherine E. Dennison
No. 21-07-0041
Please find enclosed Check No. 114, in the amount of$44.12 for interest and penalty due
on the above-referenced Estate. For your ready reference and convenience I am also enclosing a
copy of the Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions
and Assessment of Tax for your records.
Thank you for your kind attention to this matter.
CES/mjj
Enclosures
vr;:;;;'f, Jt;a~
Charles E. Shields, III
Attorney-At-Law
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