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HomeMy WebLinkAbout12-22-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF IfJDIVIDUAI TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHIELDS CHARLES EDWARD III ESQ SIX CL_OUSER ROAD MECHANICSBURG, PA 17055 ACN ASSESSMENT CONTROL NUMBER -------- fold ESTATE INFORMATION: ssN: i96-~4-z5so FILE NUMBER: 2107-0805 DECEDENT NAME: RUDY FLORENCE M DATE OF PAYMENT: 1 2/22/2008 POSTMAI~K DATE: 12/19/2008 couNTY; CUMBERLAND DATE OF DEATH: 08/16/2007 AMOUNT 101 ~ 55.58 TOTAL AMOUNT PAID: REMAF~KS: RECEIPT TO ATTORNEY SEAL CHECK#1244 55.58 INITIALS: AJW RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REV-1162 EX111-961 N0. CD 010669 REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OAF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITAN(:E TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 28(1601 HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) DATE 12-15-2008 ESTATE OF RUDY FLORENCE M DATE DF DEATH 08-16-2007 FILE NUMBER 21 07-0805 CDUNTY CUMBERLAND CHARLES E SHIELDS III ACN 101 6 CLOUSER RD APPEAL DATE: 02-13-2009 MECHANICSBURG PA 17055 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS;' ;J CUMBERLAND CO COUR'C=~DUSE `T_~ CARLISLE, PA 17013-`~'"~ "~ - -- r~.a %uT Ai.uNu i»ia Link ~~ RETAIN LDWER PORTION FOR YOUR RECORDS t! - - r~3 -- -- REV-1647 EX AFP C03-"u5i NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWAhtX;E-;CDR DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX -~':i _ ESTATE= OF RUDY FLORENCE M FILE N0. 21 07-D805 ACN 101- `- ~ DATE2-15-20D8 _J - . TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED ,- f~) t,C RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE APPRA:[SED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 392, 000.00 2. Stocks and Bonds (Schedule B) C2) 899.10 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 4. Mortgages/Notes Receivable [Schedule D) C4) .DO 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 58,788.97 6. Jointly Owned Property (Schedule F) C6) 10,088.10 7. Transfers (Schedule G) C7) 116, 635.17 8. Total Assets C8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 578,411.34 APPROVED DEDUCTIONS AND EXEMPTIONS: 48,707.76 5'. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,78 9.51 11.. Total Deductions (11) 53 , 497 . 7 12. Net Value of Tax Return C12) 524,914.07 1:5. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 2,000.00 14. Net Value of Estate Subject to Tax (14) 522,914.07 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. ASSESCSMENT OF TAX: 1:5. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 045 = .OD 17. Amount of Line 14 at Sibling rate C17) 145,693.01 X 12 = 17,483.16 I8. Amount of Line 14 taxable at Collateral/Class B rate C18) 377,221.06 X 15 = 56,583.16 19 Principal Tax Due C19)= 74, 066.32 . rev r.rrn _ ,~~PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 11-~D8-2007 CD008927 2,250.00 42,750.00 09-iD8-2008 CD010237 636.20- 29,702.52 BALANCE OF UNPAID INTEREST/PENALTY AS OF ~ IF PAID AFTER DATE INDICATED, SEE REVERSE 09-09-2008 TOTAL TAX CREDIT 74,066.32 BALANCE OF TAX DUE .00 INTEREST AND PEN. 5.58 TOTAL DUE 5.58 C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~_~ ~- r..r„, n„r rc RCFIFrTFn AS A ^CREDIT~~ CCR), YOU MAY BE DUE CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner of Trindle and Clouser Roads MECHANICSBURG, PA 17055 GEORGE M.HOUCK (1911: 1991) Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 December 18, 2008 Re: Estate of Florence M. Rudy No. 21-07-0805 Dear Register of Wills: TELEPHONE (717) 766-0209 FAX (717) 795-7473 Please find enclosed Check No. 1244 in the amount of $5.58 for the Interest and Penalty due, along with a copy of the Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax form. Thank you for your kind attention to this matter. CES/mjj Enclosures Very truly yours, Charles E. Shields, III Attorney-At-Law ~ ?:-, _ _; ~._ fi~ '~ ~r -_ - .-; -' ~ ., J(%' k /" „,t Q J ~ ~a o o~ " aN ~ ~ a o N --~ o ~ (~ N O ~ ~ .~ ~ ~ r ~ 0 ~ W ([Y ~ LL. 0 ~ v v h N 0 o h _. O i ~ ~L• ~ 7 ~ r rr.l ~C;t~ ~i; € ~~~ -~ air,. ~, ~ - o ,..._~ U . ._ (U U_ a N 0 .. ~, .-, b 3 a -~ `-~ o ~ ~Q~..fl W y, ai . ~ y ~ ~ ~ d ~ v U~~~ W U ~ o cnZ~c? ~ ~ ~ --~p~,- ~U~r° T © ~ O ^ - ~ ~ W =_ ~ m = J W ~ U q = OCU.-U