HomeMy WebLinkAbout01-29-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
NO. CD 010834
GIPE PATRICIA A
43 N 9TH STREET
LEMOYNE, PA 17043
fold
ESTATE INFORMATION: ssN: ~ so-26-7278
FILE NUMBER: 2108-0106
DECEDENT NAME: FISHEL WINIFRED C
DATE OF PAYMENT: 01 /29/2009
POSTMARK DATE: 01 /29/2009
COUNTY: CUMBERLAND
DATE OF DEATH: 01 / 1 5/2008
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTORNEY
CHECK#1034
INITIALS: AJW
S 160.73
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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)o`-NSON
pUFFIE
January 29, 2009
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Winifred C. Fishel
Date of Death: January 15, 2008
Your File No.. 21-2008-0106
Our File No. 1389-3
Dear Register:
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OF COUNSEL
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Enclosed please find Estate Check No. 1034 in the amount of $160.73. We have enclosed a copy of the
Assessment we received from PA Department of Revenue showing the additional tax due.
Enclosed is also a copy of this correspondence which we ask that you time stamp and return to us. Should you
have any questions, please do not hesitate to contact our office. Thank you for you attention to this matter.
Very truly yours,
NSON, F~FI~, STEWART &WEIDNER
na W' an
Estate Administration Paralegal
Enc.
c: Charles Gipe, Co-Executor
Patricia Gipe, Co-Executor
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JOHNSON, DUFFIE, STEWART & WEIDNER. P.C.
BUREAU OF INDIVIDUAL TAXES
INHERI`ANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DAVID W DELUGE
JOHNSON DUFFIE
PO BOX 109
LEMOYNE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 01-27-2009
ESTATE OF FISHEL
DATE OF DEATH 01-15-2008
FILE NUMBER 21 08-0106
COUNTY CUMBERLAN:H
ACN 101 <=~
APPEAL DATE: 03
(See reverse side under 4
REV-1547 EX AFP (12-OS)
WINIFRED C
n,-
2009 _ '
ins) :.
PA 17043 Amount Remitted ~,~ ,~ to
MAKE CHECK PAYABLE AND R`ffFG~ PAy„~ENT<.'TO-:
REGISTER OF WILLS ' :`~= ~`
CUMBERLAND CO COUR~,t~FOUSE
CARLISLE, PA 17013~''
CUT ALONG THIS LINE ~-i R_ETA_IN LOWER PORTION FOR YOUR REC_O_RDS E- _ _______________
ALLDWANCE OR
REV-1547 EX AFP C12-08~ NOTICE OF INHERITANCE TAX APPRAISEMENT,
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FISHEL WINIFRED C FILE N0. 21 08-0106 ACN 101 DATE 01-27-2009
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
B. Total Assets
~1) 104, 000.00 NOTE: To insure proper
00 credit to your account,
C2) . submit the upper portion
C3) '0 0 of this form with your
(4) .00 tax payment.
c5) 63,772.33_
C6) .00
C7) 265, 993.27
433,765.60
C8)
APPROVED DEDUCTIDNS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
C10)
10. Debts/Mortgage Liabilities/Liens (Schedule I) 7,893.73
3,381.7 0
(11)
1 .?7~i.43
11. Total Deductions
(12) 422,490.17
12.
13.
14.
NOTE: Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or
reflect figures that include the total of ALL returns assess .00
(13) 42 2,4 90.17
C14)
16, 17, 18 and 19 will
ed to date.
ASSESSMENT OF TAX: .00 X 00 = .00
C15)
15. Amount of Line 14 at Spousal rate
422,490.17
X 045 =
19,012.06
16. Amount of Line 14 taxable at Lineal/Class A rate C16J .DO X 12 _ .00
(17)
17. Amount of Line 14 at Sibling rate
, 00
X i5 =
. 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18)
C19)= 1 9,012.06
19. Principal Tax Due
All I.RGL1 ~ ~ - RECEIPT DISCOUNT C+) AMOUNT PAID
PAYMENT
DATE NUMBER INTEREST/PEN PAID C-)
789.47 15,000.00
04-10-2008 CD009541 .00 3,065.09
10-08-2008 CD010394
INTEREST IS CHARGED THROUGH 02-11-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 18,854.56
BALANCE OF TAX DUE 157.50
INTEREST AND PEN. 3.23
TOTAL DUE 160.73
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS REFLECTED ASrANOCREDIT^TCCR)RE40URMAY BE DUE
FOR CALCULATIDN OF ADDITIONAL INTEREST. ~ r,~riiun ecc REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)