HomeMy WebLinkAbout09-04-08COMMONWEALTH 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 010228
WEINRICH PATRICIA A
4 LAUREL DRIVE
MECHANICSBURG, PA 17055
fold
ESTATE INFORMATION: ssN: ~~~-12-7571
FILE NUMBER: 2106-0423
DECEDENT NAME: SCHAFFER RAYMOND L
DATE OF PAYMENT: 09/04/2008
POSTMARK DATE: 09/03/2008
couNTY: CUMBERLAND
DATE OF DEATH: 03/05/2006
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ S 153.03
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTORNEY
CHECK#107
SEAL
INITIALS: AJW
REV-1162 EXI11-96)
S 153.03
GLENDA EARNER STRASBAUGH
RECEIVED BY
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INNERITRNCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PD BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
DATE 08-04-2008
ESTATE OF SCHAFFER RAYMOND L
DATE OF DEATH 03-05-2006
FILE NUMBER 21 06-0423
COUNTY CUMBERLAND
LOWELL R GATES ACN 101
GATES ETAL APPEAL DATE: 10-03-2008
1013 M U M MA R D S T E 10 0 (See reverse side uyider Objections )
LEMOYNE PA 17043 Amount Remitted ~~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT-ALONG THIS LINE -i RETAIN LOWER PORTION FOR YOUR RECORDS E-- --------------
--- ------- --- -------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
nISALLQweyrE nc DEni~rTrOuc aND AccrccMENT nF TnX
ESTATE OF SCHAFFER RAYMOND L FILE N0. 21 06-0423 ACN 101 DATE D8-04-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
KtStRVl411UN hUNGEKNIN6 FUIUItE 1NiEREST - 5EE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •DD NOTE: To insure proper
.00 credit to your account,
2. Stocks and Bonds (Schedule B) I2)
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7,56 6.00
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
l0. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Taz
(6) .00
(7) 72, 885. D ~
-~~.--
1~f`?
27,619.00-~~'
C9) ; ~~~
(11~ ~...
c i ~ .~.}_
tJ
~ `.""~
~ , 4 1-, D a
.'S7 C ` ,
_, :,.-1
! ~,• ~n
~ ~j ..J
"O - `~~;
5.x,832:0`0
Non-elected 9113 Trusts (Schedule J) (1'~" ~,843':D'aJ.
c14) ~`, 989.00
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.
ASSESS!:=NT 4F 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
/•IArTTT[,
c16) • DO X 045 = . 00
c17) .00 X 12 _ .00
clB) 30,989.00 X 15 = 4,648.35
(ly)= 4, 648.35
PAYMENT
DATE RECEIPT
NUMBER DISCDUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-17-2006 CD006706 157.89 3,000.00
04-29-2008 CD009632 7.89- 1,498.35
BALANCE OF UNPAID INTEREST/PENALTY AS OF
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST.
04-30-2008 TDTAL TAX CREDIT 4,648.35
BALANCE DF TAX DUE .00
INTEREST AND PEN. 153.03
TOTAL DUE 153.03
( IF TOTAL DUE IS LESS THAN S1, ND PAYMENT IS RE4UIRED.
TF TflTA1 n~~r rn ..--• ----'
LAW OFFICES OF
GATES, HALBRUNER & HATCH, P.C.
1013 MUMMA ROAD • SUITE 100 • LEMOYNE, PENNSYLVANIA 17043
(717) 731-9600 • FAX: (717) 731-9627
LOWELL R. GATES, LL. M. CORRESPONDENCE ADDRESS: BRANCH OFFICE:
LL. M. in Taxation Lemoyne Office 3 WEST MONUMENT SQUARE, SUITE 304
Also Admitted to Massachusetts Bar
WEB SITE:
LEWISTOWN, PA 17044
MARK E. HALBRUNER (717) 246-6909
CRAIG A. HATCH, CELA WWW.GateSL3WFIrm.COm
Certified as an Elder Law Attorney by STACEY L. NACE
the National Elder Law Foundation Paralegal/Office Manager
CLIFTON R. GUISE TRACT L. SEPKOVIC
Also Admitted to practice before the p
S
b
O Paralegal
VALERIE LONG
U.S. Patent & Trademark Office eptem
er 3, ZO
S
SARAH E. McCARROLL Paralegal
TRACT L SHERIDAN
Paralegal
Cumberland County Courthouse
Attn: Glenda Farner Strasbaugh
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Raymond L. Schaffer
File Number 2106-0423
Dear Ms. Farner Strasbaugh:
Enclosed please find check number 107 in the amount of $153.03 in payment of the
assessed balance of PA Inheritance Tax as shown on the attached Notice of Appraisement.
If anything further is required in connection herewith, please contact my office. Thank
you.
Sincerely,
Low 11 R. Gates, Esquire
LRG:vI
Enclosure
cc: Patricia A. Wenrich, Administratrix
n
~ -
s ~ c .. ~
CJa ~ c,... ;."'~
"'{ -.
tV ~ .
CT
6
,i r~,r ~r r; r ~, ~_
~~,
r ~ 4~I O O
O ~` _,4.
~~ ~ ~ x:26
z 9 0 2_
~~c a~ T
~
'
M' l/',yl'vfi'~~ ,~`~) n
~R ~ ~
Y r
-~
1 `~'
.i . i ~Y# •
'
1
.
~ ~ }L}~~~~
~ V+
~ , ~ Q
O ~ ~
U~ ~
Zy-
~ ~ ~ m
~ ~ r-
U~ ~o=
T ~~
Q ~
L ~ ~ LL -
~~r U N=
C cU ~~ '=
U COU_
U
x
U
E..~ M
O ~
xj W Q
W ~ F-
Q ~ ~ >
V J
f% w ~ ~
~ z ac Z
,`~ ~ a
4 ~ ~ w
a ~r
x ~ ~ ~:
dW
:~
w
d
~.
.,..,
:•••!
i'~`~
:>,
_.
~g:~
~~~
:~s
r°~
~.,