HomeMy WebLinkAbout09-11-08_ __
OF PENNSYLVANIA REV-1162 EX111-96)
COMMONWEALTH
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 010261
MCREDMOND PAMELA G
1605 REVERE DRIVE
MECHANICSBURG, PA 17050
-------- fold
ESTATE INFORMATION: ssN: 204-o~-so9i
FILE NUMBER: 2107- 1 098
DECEDENT NAME: SMELTZER MARION R
DATE OF PAYMENT: 09/ 1 1 /2008
POSTMARK DATE: 09/10/2008
couNTY: CUMBERLAND
DATE OF DEATH: 1 0/ 1 1 /2007
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 5152.10
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTY
CHECK# 152.10
SEAL
INITIALS: WZ
5152.10
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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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:
LL. M. in Taxation Lemoyne Office
Also Admitted to Massachusetts Bar
MARK E. HALBRUNER WEB SITE:
CRAIG A. HATCH, CELA www.GatesLawFirm.com
Certified as an Elder Law Attorney by
the National Elder Law Foundation
CLIFTON R. GUISE
Also Admitted to practice before the
U.S. Patent & Trademark Office
SARAH E. McCARROLL September 10, 2008
Cumberland County Courthouse
Office of the Register of Wills
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Marion R. Smeltzer
Estate No. 21-07-1098
Dear Register of Wills:
BRANCH OFFICE:
3 WEST MONUMENT SQUARE, SUITE 304
LEWISTOWN, PA 17044
(717) 248-6909
STACEY L. NACE
Paralegal/Office Manager
TRACT L. SEPKOVIC
Paralegal
VALERIE LONG
Paralegal
TRACT L. SHERIDAN
Paralegal
Please find enclosed a check in the amount of $152.10 as payment for the inheritance tax
liability for the above-referenced estate. For your records, I have also enclosed a copy of the Notice
of Appraisement we received from the Pennsylvania Department of Revenue indicating the tax
liability that is owed.
Please notify Attorney Lowell R. Gates or myself if you need any additional information.
Thank you for your assistance in this matter.
Sincerely,
~~~
Traci L. Sheridan, Paralegal
Enclosure
cc: Pamela S. Grissinger, Executrix
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
LOWELL R GATES
GATES ETAL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
C,°~'~
1013 MUMMA RD STE 100
LEMOYNE PA 17043
REV-1547 EX AFP C06-05)
DATE 09-01-2008
ESTATE OF SMELTZER MAR ION R
DATE OF DEATH 10-11-2007 ru
FILE NUMBER 21 07-1~ o
COUNTY CUMBERLAND Uj r~ ; ~-~
ACN 101 ~~7 ~ ~: ":i
APPEAL DATE: rti=~-~20q$ ~ .~ _~7
(See reverse side under'~j~'tions~. ~---' ~ ~: ~
Amount Remitted _,.;j~ _~ Y>
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MAKE CHECK PAYABLE AND'r~MIT P MENT- F.~:
REGISTER OF WILD--~ ~ ~ '~
CUMBERLAND CO COURT HOUSES '~
CARLISLE, PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMELTZER MARION R FILE N0. 21 07-1098 ACN 101 DATE 09-01-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C)
(3)
.00 submit the upper portio
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,6 35.81
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 9, 635.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
6,298.70
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 6, 98.70
12. Net Value of Tax Return (12) 3,337.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14? 3,337.11
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 (16) 3,337.11 X 045 _ 150.17
17. Amount of Line 14 at Sibling rate (17) .DO X 12 _ DO
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due
TAY !`D (TIT TC.
(19)= 150.17
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
1NItKtSI IS CHARGED THROUGH 09-16-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT .DO
BALANCE OF TAX DUE 150.17
INTEREST AND PEN. 1.93
TOTAL DUE 152.10
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)