HomeMy WebLinkAbout12-02-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 012060
DIAMOND ARLEEN E
20 N 12 STREET APT 233
LEMOYNE, PA 17043
fold
ESTATE INFORMATION: SS-v: i 5s-o9-5735
FILE NUMBER: 2109-0244
DECEDENT NAME: KONKLE EDNA E
DATE OF PAYMENT: 1 2/02/2009
POSTMARK DATE: 1 2/01 /2009
couNTY: CUMBERLAND
DATE OF DEATH: 03/04/2009
REMARKS:
SEAL
CHECK# 1018
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ( 57.76
TOTAL AMOUNT PAID:
REV-1162 EXf11-96)
57.76
INITIALS: DM
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~ ~- ••
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
U~"
NOTICE OF INHERITANCE TAX
~~j~~~.APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
2Q~9 Cs~ ~' -2 PM !2~ 3~
CLERK GF _
u~~~~ ~' .
CV~iDERLlYIir• 1ri`~~.
LINDA J OLSEN ESQ
KILLIAN 8~ GEPHAT
PO BOX 886
HBG PA 17108-0886
DATE 11-16-2009
ESTATE OF KONKLE EDNA E
DATE OF DEATH 03-04-2009
FILE NUMBER 21 09-0244
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-15-2010
(See reverse side under Objections)
Amount Remitted r
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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KONKLE EDNA E FILE N0. 21 09-0244 ACN 101 DATE 11-16-2009
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 66.270.16 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)_ 23,4 63.02
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Totai Assets cg1 89,733.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
5,392.02
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 4 76.19
11. Total Deductions C11) ~'..86R. 1
12. Net Value of Tax Return (121 83,864.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) 65,178.23
14. Net Value of Estate Subject to Tax C14) 18,686.74
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
16. Amount of Line 14 taxable at lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
DATE NUMBER INTEREST/PEN PAID C-:
06-01-2009 (0011299 139.76
(15)
.00 X
00 _ .00
045 _ .00
12 = .00
15 = 2,803.01
c19)= 2,803.01
c16) • 00 x
c17) • 00 x
cle) 18,686.74 X
AMOUNT PAID
2,655.49
TOTAL TAX CREDIT 2,795.25
BALANCE OF TAX DUE 7,76
INTEREST AND PEN. .00
TOTAL DUE 7,76
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FDR 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.)
THE LAW FIltM OF
LLP
HILLIAN & GEPHART
THOMAS W. SCOTT ,
JANE GOWEN PENNY 218 PINE STREET
TERRENCE 1. MCGOWAN P. O. BOX 886
MICHAEL J. o'coNNOR HARRISBURG, PENATSYLVANIA 17108-0886
LINDA J. OLSEN ----------
ROBERT J. DANIELS' TELEPHONE (717) 232-1851
FAX NO. (717) 238-0592
'NEW JERSEY BAR www.killiangephart.com
December ~/, 2009
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
HEATHER M. FAUST
(2000-2005)
orco,~l:
JOHN D. KILLIAN
SMITH B. GEPHART
Re: Estate of Edna E. Konkle, a/k/a Edna K. Konkle, a/k/a Betty E. Konkle
File No. 2109-0244
Date of Death: 03.04.09
Dear Register:
Enclosed please fmd a Notice of Inheritance Tax Appraisement, Allowance or
Disallowance of Deductions and Assessment of Tax issued by the Bureau of Individual
Taxes, Inheritance Tax Division, indicating a balance due of $7.76. Also enclosed is
check number 1018 in the amount of $7.76 made payable to the Register of Wills, Agent.
Please process the enclosed payment. If you have any questions, concerns or need
additional information, please contact me.
Sincerely yours
Michele A. Morrow
Legal Assistant
Enclosure
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