HomeMy WebLinkAbout07-29-08COMMOIVVEALTH C~ PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-OE01
RECEIVED FROM:
KODAK &IMBLUM
IOLTA ACCOUNT
PO BOX 1 1848
HARRISBURG, PA 17108
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PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: ssly: iss-48-2539
FILE NUMBER: 2107-0817
DECEDENT NAME: BLOUGH SOPHIA T
DATE OF PAYMENT: 07/30/2008
POSTMARK DATE: 07/29/2008
couNTY: CUMBERLAND
DATE OF DEATH: 08/24/2007
REV-1162EX111-961
NO. CD 010072
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 51 12.96
f
TOTAL AMOUNT PAID:
REMARKS: KODAK &IMBLUM
CHECK# 4841
SEAL
INITIALS: WZ
S 1 12.96
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
LAW OFFICES OF
KODAK & IMBLLJM, P.C.
CAMERON MANSION
Robert D. Kodak 407 NORTH FRONT STREET
Gary J. Irnblum POST OFFICE BOX 11848
HARRISBURG, PA 1710&1848
www.kodak-imblum.com
July 29, 2008
OFFICE OF REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
ONE COURTHOUSE SQUARE
CARLISLE PA 17013
RE: Estate of Sophia T. Blough
Estate No. 21-07-0817
Our File No. 7-07-0176
Ladies and Gentlemen:
Telephone
717.238.7152
Facsimile
717.238.7158
Enclosed please find our check in the amount of One Hundred Twelve Dollars and Ninety-Six
Cents ($112.96) as payment in full of the of billing for the balance due on the Inheritance Taxes for the
above-captioned Estate. Please time-stamp and return a copy of this letter (enclosed) along with our
receipt.
As always, we thank you for the fine services provided by your office.
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enclosure(s)
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cc DENI5E J ALTIGIERI EXECUTRIX
333 SHARON DRIVE
NEW CUMBERLAND PA 17070
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BU AU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
DATE 07-28-2008
ESTATE OF BLOUGH SOPHIA T
DATE OF DEATH OS-24-2007
FILE NUMBER 21 07-0817
COUNTY CUMBERLAND
GARY J IMBLUM ESQ ACN 101
KODAK IMBLUM APPEAL DATE: 04-~ 008 ~-''
PO BOX 11848 (See reverse side under Obj~cns)
HBG PA 17108 Amount Remitted ~/ j~ •_ ~~7
MAKE CHECK PAYABLE AND REMIT~AYM~IT TOs
REGISTER OF WILLS ~' - _:
CUMBERLAND CO COURT. Hk}t~SE "'? _
CARLISLE, PA 17013 _~ "~`
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CUT ALONG THIS LINE _ ~i R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E~=~~_ ___ ~ __ _ __
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR CXy -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BLOUGH SOPHIA T FILE N0. 21 07-0817 ACN 101 DATE 07-28-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 125, 000.00 NOTE: Ta insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) .00
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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3.7 50.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 128,750.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,541.85
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,723.0 5
11. Total Deductions C11)
I r, .?64.90
12. Net Value of Tax Return C12) 113, 485.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Nat Value of Estate Subject to Tax C14) 113,485.10
NOTE: If an assessment was issued previously, lines 14, 15 andlor 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT DF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 113,485.10 X 045 = 5,106.82
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due (19)= 5, 106.82
TAY rRFT1TTS
PAYMEN
DATE REC IP
NUMBER DISCOUN C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-20-2007 CD009002 228.95 4,350.00
05-02-2008 CD009657 .00 416.62
INTEREST IS CHARGED THROUGH 08-12-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 4,995.57
BALANCE OF TAX DUE 111.25
INTEREST AND PEN. 1.71
TOTAL DUE 112.96
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE S:[DE OF THIS FORM FOR INSTRUCTIONS.)
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