HomeMy WebLinkAbout12-31-09CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Corner of Trindle and Clouser Roads
MECHANICSBURG, PA 17055
GEORGE M. HOUCK
(1912-1991)
December 22, 2009
Register of Wills
Cumberland County Court House
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Deryle R. Carey
No. 21-OS-0472
Dear Register of Wills:
TELEPHONE (717) 766-0209
FAX (717) 795-7473
Please find enclosed for the Deryle R. Carey Estate as well as Check No. 984, in the
amount of $236.59 for interest and penalty due as per the attached PA Department of Revenue's
Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and
Assessment of Tax.
Thank you for your kind attention to this matter.
Very truly yours, ~
Charles E. Shields, III
Attorney-At-Law
CES/mjj
Enclosures
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NOTICE OF INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRF~~~~~l-~- ~E OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION 0 ~~ ~Oi~B ~ ASSESSMENT OF TAX REV-1547 EX AFP C LD-09)
PO BDX 280601 i.[w r'~l~ r' c ~ w^
HARRISBURG PA 17128-0601 L~ut~,. ~ r'-~ ~~' - •-•~
Z~Q9 ~~~ 2$ ~~ ~' f STATE OF CAREY-2009 DERYLE R
DATE OF DEATH 03-27-2008
GLER~iI~F FILE NUMBER ZI 08-0472
OR~~{/~~~'~ ~;C1U~~; COUNTY CUMBERLAND
CHARLES E SHIELDS III C~~4~~~`(~",F?<<~~ ~~; ~r~ ACN 101
6 CLOUSER RD APPEAL DATE: 01-29-2010
MECHANICSBURG PA 17055 (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 --~ RETAIN LOWER PORTION FOR YOUR_RECORDS F-
REV-1547 EX AFP (10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CAREY DERYLE RFILE N0.:21 08-0472 ACN: 101 DATE: 11-30-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •DO NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,DO credit to your account,
3. Closely Held Stock/Partnership Interest [Schedule C) (3) .DD submit the upper portion
of this fora with your
4. Mortgages/Notes Receivable (Schedule Dl (4) •DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 890.00
6. Jointly Owned Property (Schedule F) (6) 15 , 593.60
7. Transfers (Schedule G) [7) 658.309.36
674,792.96
8. Total Assets (8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) [q) 1 3,2 42.7 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9,055.00
11. Total Deductions (11) 22,297.70
12. Net Value of Tax Return (12) 652,495.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 652.495.26
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
TAX CREDITS:
DATE NUMBER INTEREST/PEM PAID (-l
02-25-2009 CD010946 .00
06-17-2009 CD011374 32.13-
/L[ wvl+lti `~'~ ~~ of r .i./ r7 i ~'7
00
045= 29,362.29
12 = .00
15 = .00
(19)= 29,362.29
28,000.00
1,394.42
BALANCE OF UNPAID INTEREST/PENALTY AS OF Ob-18-2009 TOTAL TAX PAYMENT 29 362.29
BALANCE OF TAX DUE .00
INTEREST AND PEN. 236.59
TOTAL DUE 236.59
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
__-- _____. __ .____..,,,.., r.,~~o~~T A eFFUNO_ sEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.
(I5) . 00 X
[16) F. ~7,495 ?( X
(17) _ DD X
(18) . 00 X
AMOUNT PAID
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHIELDS CHARLES EDWARD III ESQ
SIX CLOUSER ROAD
MECHANICSBURG, PA 17055
fold
ESTATE INFORMATION: Ssly: 252-03-6457
FILE NUMBER: 2108-0472
DECEDENT NAME: CAREY DERYLE R
DATE OF PAYMENT: 12/28/2009
POSTMARK DATE: 12/23/2009
couNTY: CUMBERLAND
DATE OF DEATH: 03/27/2008
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~ 5236.59
i
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTY
CHECK# 984
SEAL
INITIALS: CJ
5236.59
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REV-1162 EX111-961
NO. CD 012154
REGISTER OF WILLS
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