HomeMy WebLinkAbout12-17-07
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 009084
I
I
SHARTZER KENNETH R JR
1740 HUNTER LANE
DAUPHIN, PA 17018
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
nn__n fold ---------- --------
101 I $11,924.17
ESTATE INFORMATION: SSN: 172-24-9488 I
FILE NUMBER: 2107-0150 I
DECEDENT NAME: SHARTZER KENNETH R SR I
DATE OF PAYMENT: 12/17/2007 I
POSTMARK DATE: 1211 3/2007 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 02/05/2007 I
I
TOTAL AMOUNT PAID: $11,924.17
REMARKS:
CHECK# 1023
INITIALS: CJ
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE O~ INHERITANCE TAX
('AP,PiRif${"ii~t;~ ALLOWANCE OR DISALLOWANCE
'OFMOOCn'ONS'- AND ASSESSMENT OF TAX
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
......:; v
REV-1547 EX AFP (06-05)
DATE 11-20-2007
ESTATE OF SHARTZER SR KENNETH R
DATE OF DEATH 02- 05-2007
FILE NUMBER 21 07-0150
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
A.ount 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:is47-Ex-AFP-coi:osl-NOTICE-OF-INHERITANCE-TiX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHARTZER SR KENNETH R FILE NO. 21 07-0150 ACN 101 DATE 11-20-2007
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
2001 DEe 17 ~H 6: 50
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EARL RICHARD ETZWEILER \.\ I",;e"" , ,- 'J,t,
ETZWEILER & ASSOCS J_ '
105 N FRONT ST
HBG PA 17101
T AX RETURN WAS: (X) ACCEPTED AS F I LED
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
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
295,000.00
.00
.00
.00
21.464.26
.00
.00
(8)
316,464.26
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
(10)
36,067.25
17.144.98
(11)
(12) _
(13)
(14)
1i3.::>1::>.::>3
263,252.03
.00
263,252.03
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of All returns assessed to date.
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
TAX CREDITS:
PAYMENT RI:.CI:.1PI DISCOUNT (+J
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 12-05-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(15) .00 X DO = .00
(16) 263,252.03 X 045 = 11 ,846.34
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 11 ,846.34
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
11,846.34
77 .83
11 , 924 . 17
( 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.)
ETZWEILER AND ASSOCIATES
ATTORNEYS-AT-LAW
105 NORTH FRONT STREET
HARRISBURG, PA 17101-1436
Office hours: Mon.-Fri. 8:00 a.m.-5:00 p.m.
(717) 234-5600
Earl Richard Etzweiler, Esquire
Christian S. Daghir, Esquire
225 Market Street
Millersburg, P A 17061
(717) 692-2519
Office hours: Tues. and Fri. 4:00 p.m.-8:00 p.m.
Sat. 10:00 a.m.-12:00 noon
HALIFAX LINE
(717) 896-3737
Fax Line: (717) 234-5610
Emai1 Address:retzweiler(tV.comcast.net
2 West Main Street
Elizabethville, P A 17023
(717) 362-8395
Office hours: Thurs. 7:00 p.m.-9:00 p.m.
July 11, 2007
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
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Re: Estate of Kenneth R. Shartzer, Sr.
File No. 2007-00150
State File No. 21 07-0150
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Dear Sir or Madam:
Please find enclosed a check in the amount of $11 ,924.17 to pay the inheritance tax
due in accordance with the Appraisement from the P A Department of Revenue, a copy of
which I am enclosing herewith, in regard the Estate of Kenneth R. Shartzer, Sr.
Sincerely yours,
/M
Earl Richard Etzweiler
ERE:klp
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