HomeMy WebLinkAbout06-24-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 009925
DEWEY FREDERICK B JR
4119 CRESTVIEW ROAD
HARRISBURG, PA 17112
fold
ESTATE INFORMATION: ssly: 371-~2-7sso
FILE NUMBER: 2107-0672
DECEDENT NAME: DEWEY FREDERICK B
DATE OF PAYMENT: 06/24/2008
POSTMARK DATE: 06/24/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 06/29/2007
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 57,790.37
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTORNEY
CHECK# 31 1
SEAL
INITIALS: AJW
REV-1162 EX111-96)
57,790.37
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 g~~~.:
HARRISBURG PA 17128-0601 C
REV-l~px EX AFP.(06-05)
DATE 06-09-20#1~~0
ESTATE OF DEWEY __+~~~ F~F,DER;ICK 8
DATE OF DEATH 06-29-2007'`-=0 -~
WAYNE M PECHT
PECHT & ASSOCS
1205 MANOR DR STE 200
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
T0:
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-~
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX
APPRAISEME
NT, ALLOWANCE _ _________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF DEWEY FREDERICK B FILE N0. 21 07-0672 ACN 101 DATE 06-09-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 254, 101.60 NOTE: To insure
proper
2. Stocks and Bonds (Schedule B) (2) 977,541.84 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 13 6.654.17
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 153, 100 .42
8. Total Assets Ig) 1 , 521 , 398.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
123,831.52
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9.102.26
11. Total Deductions (11) ) 32.9;3.78
12. Net Value of Tax Return C12) 1 , 388, 464.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 1,388,464.25
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 (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate c16) 1,150,363.83 X 045= 51,766.38
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 238,100.42 X 15 _ 35,715.06
19. Principal Tax Due C19)= 87,481.44
TAY CRFTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-28-2007 CD008753 3,947.37 75,000.00
03-27-2008 CD009462 .00 871.40
1NItKtSI 15 CHARGED THROUGH 06-24-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
u ~ ~:
FILE NUMBER 21 07-067''1--,~ ~
COUNTY CUMBERLAI~II_L~~-~ ~`~ ~-
ACN 101 ~i r?
APPEAL DATE: 08.;~A8-2008 ~
(See reverse side under lIbjections) ~
Amount Remitted 0 X37
MAKE CHECK PAYABLE A D REMIT PAYMENT
TOTAL TAX CREDIT 79,818.77
BALANCE OF TAX DUE 7,662.67
INTEREST AND PEN. 128.00
TOTAL DUE 7,790.67
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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y REV-1470 EX ~R-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
- - - Dewey, Frederick B. 2107-0672
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO.
A 1
H
EXPLANATION OF CHANGES
Change to value of real estate per correspondence with attorney.
The deductions claimed for expenses related to property outside Pennsylvania have
been disallowed.
ORIGINAL Page 1