HomeMy WebLinkAbout06-22-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280801
HARRISBURG, PA 17128-0801
RECEIVED FROM:
FLOWER THOMAS E
2109 MARKET STREET
CAMP HILL, PA 17011
1oN
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: ssN: isi-2s-saga
FILE NUMBER: 2107-0957
DECEDENT NAME: BURKEY EVELYN G
DATE OF PAYMENT: 06/22/2009
POSTMARK DATE: 06/19/2009
COUNTY: CUMBERLAND
DATE OF DEATH: 10/16/2007
REV-1162 EX111-961
N0. CD 011382
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 528.88
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTY
CHECK# 50407
SEAL
INITIALS: WZ
RECEIVED BY
528.88
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
~~~ T ~ COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ NOTICE OF INHERITANCE TAX
INxERI7ANCE TAX DIVISION ~ : 'fi `~~'ISN7.( ALLOWANCE OR DISALLOWANCE
PO BOX 200601 ''i.`h, '^OF.. DH LIONS AND ASSESSMENT OF TAX
HARRISBURG PA 1712 a-0601
--~ -.. PVlii-_1
ZD09 JU,Y 22 iM ~~: 26
CLERK r~
THOMAS E FLOWER ~ORPNAnj', %~~~
SAIDIS ETAL ~ ~ ~' C~„
2109 MARKET ST
CAMP HILL PA 17011
REV-1547 EX AFP (O1-09)
DATE 06-15-2009
ESTATE OF BURKEY EVELYN G
DATE OF DEATH 30-16-2007
FILE NUMBER 21 07-0957
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-14-2009
(See reverse side under Objections)
A~ount Re~itted
MAKE CHECK PAYABLE A!D REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- 1 RETAIN LOWER PORTION FOR YOUR RECORDS F ______
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BURKEY EVELYN G FILE N0. 21 07-0957 pCN 101 DATE 06-15-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
-----•----•--•- ........ ~..,. ~,~e rw,wnc an(emeal - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roal Estate (Schedule A)
2. Stocks antl Hon tls CSChatlulo B)
3. Cl osaly Haltl Stock/Partnarshlp Interost CSChatlulo C)
4. Mortgages/Notes RotaivaDle (Sehatlulo D)
5. Cash/Bank Dapos its/Misc. Pa rsonal Propo rty CSchatlule E)
6. Jointly Ownod Property CSChatlulo F)
7. Transfers (Sehatlulo G)
B. Total Assets
C1) 707.973.42 NOTE: To Insure propor
C2] 00.00 crodit to your account,
(3) .00 submit the uppor portion
of this form with your
(4) .00 tax paymont.
c5) 5.074.96
cs)_ 21.268.06
cn .DD
APPROVED DEDUCTIONS AND EXEMPTIONS:
(H) 739,816.44
9. Funoral Expensas/Adm. Costs/Misc. Expensas (Schedule H) (97 46,563.87
10. Debts/Mort gago LiaDl li tl os/Lions CSChatlulo I7 [10) 6.D .76
11. Total Dotlu ctlons
C11) r.9.61A 13
12. Net Value of Tax Return C127 687,200.31
13. Charitable/GOVernmantal Bepuests; Non-olactod 9115 Trus ts CSehatlule J) (13) .DO
14. Nat Valuo of Estate Subject to Tax 687
200
31
(14) ,
.
NOTE: Zf an assessesnt was issued prsVlo::.Iy, Iinas 14, 15 ri,d/or 16
i
'
18 d
reflect figures that include the total of
ALL ,
.
,
returns assessed to date. an
19 will
ASSESSMENT OF TAX:
15. Amount of L1ne 14 at Spousal rato Clg) .00 X 00 _ .DO
16. Amount of Llna 14 taxable at LS neal/Class A rata C16) 687,200.31 X 045a 30,924.01
17. Amount of LSne 14 at 51613ng rata C17) .00 12 00
18. Amount of Line 14 tsxabla at Collateral/Class H rate C18) .00 X
15 .
00
19. Prl ncipal Tax Dua X
0197= .
30,924
01
TAX CRE DTrC, .
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-21-2008
01-16-2009 CDO10181
CD010785 .00 30,000.00
210.31- 1,134.32
nel Burr nr u uowrn
------~--- -• •••.•,++.. an,cnro~i rrngL:7 qs Ur U1-17-2009 TOTAL TAX CREDIT 30,924.01
BALANCE OF TAX DUE .00
INTEREST AND PEN. 28.88
TOTAL DUE 28.88
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN •1, NO PAYMENT IS REpUIRED.
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.)
LAW OFFICES
SAIDIS, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
JOHN E. SL[KE CAMP HILL, PENNSYLVANIA 17011
ROBERT C SAIDLS TELEPHONE: (717) 737-3405 - FACSIMILB: (717) 737-3407 CARLISLE OFFICE:
2
JAMES D. FLOWER, JR
EMAIL: attorney®efl-law.com 6 WEST HIGH STREET
CAR
CAROL J. LINDSAY
www.sfl-law.com LISLE, PA 17013
TELEPHONE: (717)249-6222
DANIEL L. SULLNAN FACSIMILE: (717)2L9-6486
ALBERT H. MASLAND
DEAN E. REYNOSA
THOMAS E. PLOWER REPLY TO CAMP HILL
MARYLOU MATAS
JASON E. KELSO
June 19, 2009
0
_~o ~ ,
~~7~C N ri-i L~
Cumberland County Register of Wills o~ n. ~., ~.~
Cumberland County Courthouse ~~ ? .
`
.rj
One Courthouse Square, Room 102 ~ _
~r
`
;
Cazlisle, PA 17013-3387 ~ ' " ~~;
Re: The Estate of Evelyn G. Burkey
Deaz Ms. Strasbaugh:
Enclosed aze a check in the amount of $28.88 payable to Register of Wills, Agent for the
additional inheritance taxes due and payable on The Estate of Evelyn G. Burkey and the Notice
of Inheritance Tax.
If you have any questions or comments, please call.
Very truly yours,
SAIDIS, FLOWER & LINDSAY
Jo~A1m Seker
Pazalegal
Js
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