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HomeMy WebLinkAbout12-28-09-~3 h ;~ t ~~~~~ ,. ?~~9 ~~.C ~8 Pfd 1~~ 3 t~~FN~- . ~ vv~1a ~~1~~~~ ~ , _ ~ s4 1~~ -,,. ~~, v ,y' '~ '- O '~' - A , G h •~f • 2 • • ~^'C~ i~~ V 4 b~{V.~ U ~ .'..~ ;~ :w• 1;, ~ M CC ~ ~ ~ C ~ ~ O ~ ~ a , o ~ U -, ~ ~ U L7UO w .~ ~ ~o ~ '~ a a ~a ~x 0 ~ U ~ `~+ $~PkN6~S I.i4lel O~'f~'IC~ 429 SOUTH 18TH STREET CAMP HII.L, PA 17011 E-mail: mikebanee@verizon net PHONE: 717-730-7310 FAX: 717-730-7374 MICHAEL L. BANGS, Attorney-at-Law WENDY K. STRAUB, Paralegal December 22, 2009 Glenda Farner Strasbaugh, Register of Wills Cumberland Cn~.~~nty Courthouse One Courkho~Tas*~ ~.~uare~ Carlisle, P~1 I'?t1 RE: Estate of Norma J. Lepley File No. 21-09-0283 Dear Mrs. Strasba;.~gh: WILLIAM ~. MILLER, JR. Of Counsel n c_::_ © -- ~ ~ ~ C"'? e»~ 1:1 N ':-- ~ j ~, c_ v .. r. W ~..~:~ :;~.., r.t r ` In accordance with the Notice of Inheritance Tax Appraisement dated December 21, 2009 (a copy of which I enclose), you will find enclosed a check in the amount of $23.84 to pay the remaining inheritance tax due on the above-referenced estate. Kindly return a paid receipt to me in the enclosed, stamped, pre-addressed envelope. Thank you. Very truly yours, wks Enclosures cc: Mrs. Vi~~ian B. Donlevv NOTICE OF INHERITANCE TAX pennsy van~a ~ APP .~tt~S`!!#~:%~~-~.~04NCE OR DISALLOWANCE B EAU OF INDIVIDUAL TAXES ~, .,.r~ ... DEPARTMENT OF REVENUE HERITANCE TAX DIVISION 0~" ~D,ED~IC`TIONS-?Ilq-~D ASSESSMENT OF TAX REV-1547 EX AFP (12-09) 0 BOX 280601 `~`~i.:; i ,_; ~ `.~ ~ t ,. ,._w HARRISBURG PA 17128-0601 ~~~~ ~~~ ~$ ~~ ~~; 3~ DATE 12-21-2009 ESTATE OF LEPLEY NORMA J C~~~i~ ~~F- DATE OF DEATH 03-10-2009 Q~~~~}~~{~ ~v~~R-~ FILE NUMBER 21 09-0283 MICHAEL L BANGS o.~>,~"~ ~` COUNTY CUMBERLAND G~P~~1~_~' ,. ...;~ '.,~,. ~~'. ACN 101 429 S 18TH ST APPEAL DATE: 02-19-2010 CAMP H I L L PA 17 011 (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 ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: LEPLEY NORMA JFILE N0.:21 09-0283 ACN: 101 DATE: 12-21-2009 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) •0 0 NOTE• To ensure proper 2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) ~~ •0 0 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) "" 88, 011.32 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets c8) 88, 011 .32 APPROV ED DEDUCTIONS AND EXEMPTIONS: -- 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) ~~ .4 4. 7 10. Debts/,Mortgage Liabilities/Liens (Schedule I) C10) 8 2.7 9 11. Total Deductions C11) 12,537.06 12. Net Value of Tax Return C12) 75,474.26 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) _ 75,474.26 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, C15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 37.737.14 X 045 = 1,698.17 17. Amount of Line 14 at Sibling rate C17) _ 1 8,~ 868 . ~7 X 12 2, 264.23 18. Amount of Line 14 taxable at Collateral/Class B rate C18) 18,868.57 X 15 = 2,830.29 19. Principal Tax Due (19)= 6, 792.69 TAX CREDITS:-- PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 06-04-2009 CD011322 315.79 6,000.00 06-30-2009 CD011435 .00 453.14 INTEREST IS CHARGED THROUGH D1-05-2010 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT 6,768.93 BALANCE OF TAX DUE 23.76 INTEREST AND PEN. •pg TOTAL DUE 23.84 * 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. 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 REV-1162 EX(11-96) NO. CD 012149 BANGS MICHAEL L 429 S 18TH STREET CAMP HILL, PA 1701 1 -------- fold ESTATE INFORMATION: SSN: 226-32-5497 FILE NUMBER: 2109-0283 DECEDENT NAME: LEPLEY NORMA J DATE OF PAYMENT: 1 2/ 28/ 2009 POSTMARK DATE: 1 2/23/2009 COUNTY: CUMBERLAND DATE OF DEATH: 03/ 10/2009 REMARKS: ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $23.84 TOTAL AMOUNT PAID: $23.84 CHECK# 1006 INITIALS: JN SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS