HomeMy WebLinkAbout11-09-09COMMONWEALTH OF PENNSVIVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280801
HARRISBURG. PA 1125-0801
RECEIVED FROM:
LOHR ERIC R
1761 POWDERHORN ROAD
MIDDLETOWN, PA 17057
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
NO. CD 011974
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
rma
ESTATE INFORMATION:
FILE NUMBER: 2108-0951
DECEDENT NAME: HAUCK SANDRA L
DATE OF PAYMENT: 11/09/2009
POSTMARK DATE: 1 1 /06/2009
COUNTY: CUMBERLAND
DATE OF DEATH: 09/08/2008
101 ~ 59,886.00
TOTAL AMOUNT PAID:
REMARKS:
SEAL
CHECK#170
INITIALS: SAP
RECEIVED BY:
59,886.00
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
ROBERT L. WELDON
EUGENE E. PEPINSKY. JR.
JOHN H. ENDS ]E
GARY E. FRENCH
BRADFORD DORRANCE
JEFFREY 6. STOKES
ROBERT R. CHURGH
STEPHEN L. GROSE
R. SCOTT SHEARER
ELYSE E. ROGERS
CRAIG A. LONGYEAR
JOHN A. FEIGHTEL
STEPHANIE KLEINFELTER
DONALD M. LEWIS L[
ERIC R. AUGUSTINE
TODD F. TRUNTZ
LAUREN S. WELDON
KEEPER WOOD ALLEN & RAHAL, LLP
ATTORNEYS AT LAW ESTABLISHED IN 1575
635 NORTH 12T" STREET, SUITE 400
OF COUNSEL:
LEMOYNE, PA 17043 N. DAVID RANAL
SAMUEL C. HARRY
PHONE 717-612-5600 CHARLES W. RUBENDALL II
FAX 717-612-5605
HARRISBURG OFFICE:
EIN No. 23-0716135 210 WALNUT STREET
www.kesferwOOd.wm HARRISBURG, PA 17101
PHONE 717-255-5000
November 6, 2009
717-612-5801
eroeersC~keeferwood. com
CERTIFIED MAIL R/R/R ,.,,
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Register of Wills of Cumberland County
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One Courthouse Square `? v~ 'c ~ ~'
Carlisle, PA 17013 °:%cnX ~ -~ ` =?
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Re: Estate of Sandra L. Hauck ~ ;o
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File No: 2008-0951 yD <.
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Dear Madam:
Enclosed is a check in the amount of $9,886 which represents additional
inheritance tax ($9,707.78) and interest and penalties ($178.22) which have been
assessed by the Pennsylvania Department of Revenue. A copy of Notice of
Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and
Assessment of Tax is enclosed.
If you require additional information, please do not hesitate to contact me.
Sincerely yours,
Elyse .Rogers
cjr
Enclosures
cc: Eric R. Lohr
Tammy K. Hoffman
KEEPER WOOD ALLEN & RAHAL
635 NORTH 12TH STREET, SUITE
LEMOYNE, PA 17043
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BUREAU OF INDIVIDUAL TAXES r iNOTICE OF INNER ITANCE TAX
INHERITANCE TAX OIVISION S-it ~~ y1~~i ~dR'II~DSEMENT, ALLOWANCE DR DISALLDWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2806 D1
NARRISBURG PA 1]128-0601 REV-3547 EX AFP (D1 -09)
2009NOV -9 PM ~• ~~ DATE 10-05-2009
CLERK OF
ORPHAN'S GOURT
CUMBERLAND CO.. PA
ELYSE E ROGERS ESq
KEEPER WOOD ALLEN ETAL
635 N 12TH ST STE 400
LEMOYNE PA 17043
ESTATE OF HAUCK SANDRA L
DATE OF DEATH 09-08-2008
FILE NUMBER 21 OS-0951
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-04-2009
(See reverse side under Objections)
A®ount Reaitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -__- ~-) RETAIN LOWER PORTION FOR YOUR RECORDS H
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPR AISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF HAUCK SANDRA L FILE N0. 21 08-0951 ACN 101 DATE 10-05-2009
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) (1) 870. 000.00 NOTE: To insure proper
2. Stooks antl Bonds (Schedule B) (27 509.880.44 ere dlt to your account,
576
000
00 submit the upper po rtlon
3. Cl osoly Neld Stock/Partnership Interest (SChetlule C) C3) .
, of this form with your
4. Nprt gages/Notes Receivable (Sehetlule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mis<. P•rs onal Property CB Ch •du la E) (5) 596.498.56
6. Jointly Owned Property (SChedula F) (6) .OD
7. Transfers (Schedule G) (7) 98,621.87
8. Total Ascots (B) 2,651,D00.87
APPROVED DEDUCTIONS AND EXEMPTIONS: 147,095.52
9. Funeral Expenses/Adm. Costs/Mts<. Expenses (Sehetlulo H) (9)
10. Debts/Mortyag• LSahi ll ties/Ll ens (Schedule I) C10) 89.346.51
11. Total Deductions (11) ~-SR•~G~-D3
2,414,558.84
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-sleeted 9113 Trusts (Sche dule J) (13) .OD
14. Not Value of Estate Subiect to Tax 214) 2,414,558.84
NOTE: If an assesssent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fipuras that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (151 •00 X 00 = .04
16. Amount of Lino 14 taxable et Lineal/Class A rats (16) 2,414,558.84 X 045= 108,655.15
17. Amount of Line 14 at Sibling rate (17) .DO X 12 = .00
18. Amount of Lina 14 taxable at Collateral/Class H rate C1B) .00 X 15 = .00
19. Principal Tax Due (19)= 108,655.15
rev recnrrc.
GATE
NUMBER D ;)
INTEREST/PEN PAID (-) AMOUNT PAID
12-08-2008 CD010604 4,947.37 94,000.00
INTEREST IS CHARGED THROUGH 30-2D-2D09
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 98,947.37
BALANCE OF TAX DUE 9,7D7.78
INTEREST AND PEN. 178.22
TOTAL DUE 9,886.00
• IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81r NO PAYMENT IS REgUIRED.
FOR CALCULATION OF ADD IT IDNAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
• ereu un nec ecueere ernr ne .ure eneu ene ruerou r~rnue :
REV-A]O EXp}!b)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
HAUCK,SANDRAL
2108-0951
"~"~~`y`~ Bryan Rondon L._.. 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
C
Assessed at $ 576,000.00.
Be advised our valuation considered the nature of the company's business, net asset
value, earning history, overall financial condition, general economic outlook and other
relevant factors.
After reviewing the above factors, it was determined the company's adjusted earnings
would establish the value for the referenced estate's interest in the above-mentioned
company.
Accordingly, we applied the capitalization of earnings approach to value this servicing
company as an ongoing operating entity and applied a 50% discount for lack of .
marketability on the Decedent's interest.
INHERITANCE TAX
EXPLANATION
OF CHANGES
ORIGINAL Page 1