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HomeMy WebLinkAbout12-31-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: BANGS MICHAEL L 429 S 18TH STREET CAMP HILL, PA 17011 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER -------- fold ESTATE INFORMATION: ssrv: i~4-2o-3561 FILE NUMBER: 2109-0421 DECEDENT NAME: LEACH DOROTHY I DATE OF PAYMENT: 1 2/ 31 / 2009 POSTMARK DATE: 1 2/30/2009 couNTY: CUMBERLAND DATE OF DEATH: 04/14/2009 AMOUNT 101 ~ S 157.50 TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTY SEAL CHECK# 1001 INITIALS: CJ RECEIVED BY: $157.50 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REV-1162 EX111-961 NO. CD 012180 REGISTER OF WILLS $~N~,S I.~~ Oi~IC'~ 429 SOUTH 18~ STREET CAMP HILL, PA 17011 E-mat: mikebanQe&~verizon.net MICHAEL L. BANGS, Attorney-at-Law WENDY K. STRAUB, Paralegal December 29, 2009 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 1701 ~ RE: Estate of Dorothy I. Leach File No. 21-09-0421 Dear Mrs. Strasbaugh: PHONE: 717-730-7310 FAX: 717-730-7374 WILLIAM E. MILLER, JR. Of Counsel ,- ~ © ~, - ~ mo ~ - ~ a ~= , .i ~ - o rn ~ -? - ~-~ ~ n c7 , - - `~ m .. ~ w ` ._ '~C7 ~ C _' C ;? _ ~,.) ~'1 ~ _ ..f_,1 ..J C~_ ~ i .:~~ < ~ ~; ctz Enclosed you will find a copy of a Notice of Inheritance Tax Appraisement for the above- referenced estate. The return has been approved but the estate owes an additional $157.50. Enclosed you will find a check in that amount payable to the Register of Wills. Kindly apply this payment and return a paid receipt to me in the enclosed, stamped, pre-addressed envelope.. . Thank you. Very truly yours, Michael L. Bangs wks Enclosures cc: Mr. Mark A. Leach BURE1U OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX pennsyLvania ~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-o9) MICHAEL L BANGS 429 S 18TH ST CAMP HILL PA 17011 DATE 12-28-2009 ESTATE OF LEACH DOROTHY I DATE OF DEATH 04-14-2009 FILE NUMBER 21 09-0421 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 02-26-2010 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT: ALONG THIS LINE ~1 RETAIN LOWER PORTION FOR YOUR RECORDS 4- -------------- REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENt, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: LEACH DOROTHY IFILE N0.:21 09-0421 ACN: 101 DATE: 12-28-2009 TAX RETURN WAS: C ) ACCEPTED AS FILED ( )() CHANGED SEE ATTACHED NOTICE APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 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) C5) .00 6. Jointly Owned Property (Schedule F) (6) 15, 614. O1 7. Transfers (Schedule G) (7) .00 e. Total Assets. _.._ cs) 15,614.01 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) - 8,315.24 10. Debts(Mortgage Liabilities/Liens (Schedule I) C 10) 1.811.68 11. Total Deductions C11) 10, 126.92 12. Net Value of Tax Return -- C12) 5,487.09 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts ( Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 5,487.09 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 C15) .00 X 00 - .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 5.487.09 x 045 = 246.92 17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 .00 18. Amount of Lina 14 taxable at Collateral/Class B rate (18) .00 X 1 5 - .00 19. Principal Tax Due C19)= 246.92 TAX CREDITS:- PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 07-09-2009 CD011470 4.47 84.95 PAYMENT MUST BE MADE BY 01-14-2010*. TOTAL...TAX PAYMENT 89.42 BALANCE OF TAX DUE 157.50 INTEREST AND PEN. .00 TOTAL DUE 157.50 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~° Y,~~ ':>' i7,P ('i ,'_ [:f "; ,;'~ l:. ~a 4'? ~`-= ~' iii a 4 G~7 '~ y ~ ;r~ ~ _..1 ~ ~- r~ . L3-- 1 ?~~ f w~:~ :..,... ,' :7 ~r ri ~a., ~. ; t-. W'' U : « ,.., ~. ~ G4 ~ ~ O ~Q ~, a a '~ ~x 0 ~ ~ ~ ~~ ~ ~ U t!7 t~f'~ N ~..~ Q C? .~ 3 0 ~, N .:~ ~ ~ +'"+ p' M ~ ~ ~,~ ~ O ~ ~ i U o '"" w ~ ~ o ~ ~U ~ ~ ~ 07000 F-"- _ ~=->[' J l.l._ 1..~ L-/ t1-1 -- ~~~ ~-1 ~.. v n~ i:,~ ~? E .~.. ~ry