HomeMy WebLinkAbout99-0696COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
N0. CD 012446
GRIFFIE & ASSOCIATES
200 N HANOVER STREET
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- IoIA
ESTATE INFORMATION: ssN: 2oz-zo-~a~o
FILE NUMBER: 2199-0696
DECEDENT NAME: CHESTNUT RUTH L
DATE OF PAYMENT: 03/ 1 1 /2010
POSTMARK DATE: 03/11/2010
COUNTY: CUMBERLAND
DATE OF DEATH: 02/24/1999
REMARKS: RECEIPT TO ATTY
SEAL
CHECK# 6335
101 ~ 57,059.03
TOTAL AMOUNT PAID:
INITIALS: WZ
RECEIVED BY:
57,059.03
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
J 1505607120
REV-1500 ~ (~5) OFFICIAL USE ONLY
PA Department of Revenue Coumy ~, v«r Fib Nunber
Bureau of Individual Taxes
PO 60X.280601 INHERITANCE TAX RETURN
Hanisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 9 9 0 6 9 6
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
202 20 1470 02 24 1999 05 26 1925
Decedent's Last Name Suffix Decedent's First Name MI
CHI3STNIIT RUTH L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Sodal Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
flLL IN APPROPRIATE OVALS BELOW
1. Original Return ~X 2. Supplemental Return ~ 3, Remainder Return (date of death
poor to 12-13-52)
4. Limited Estate ~ qa, Future irrter«t compromise ~ 5. Federal Estate Tax Return Required
(date M dssn aRer t2-tz~z)
i ~ 7. (~ ~ drd~ined~ uNng Tnnt 0 5. Total Numtxx of Sah Deposit Boxes
5. (Attatft Copy d vwil~
9. Litigaflon Proceeds Received ~ 10. l tzat , ~ t(,~~ r d«tn ~ 11. Ebction to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DStECTED TO:
Name Daytime Telephone Number
RICHARD L. WSB88R, JR. BSQIIIRS 717 532 738,
Firm Nsme (If Applicabb)
WSIGL}3 & ASSOCIAT]3S, P. C.
First line of address
12 6 BAST KING STRS]3T
Second line of address
City tx Post Office State ZIP Code
SHIPPSNSBURG PA 17257
4
REGISTERS LLS US~NLYi
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DATE flLED -
correspondent'se-mailaddns:: rwebber~weigleassociates.com
'rUt is w~~ and ~ ~ I declare tte>t 1 have examined flue ream. ktaudiinnpp aroanpartying aGtedulss and statentsrds, end m the hest of my knowdedpa and belief,
pbte. Dedaratlan of preparer other than the persorwl ropreserdatlve is based on all intorrna5on of wluoa preparer has any knowledge.
-a sx rc xoenu s ~
;,t Connie R. Mains
525 Mt. Rock
PA 17241
DATE
/~ ~ ~. RichaM L. Webber, Jr. Esquire ~, ~ 16 ~(~
ADDRESS
126 East King Street, Shippensburg, PA 17257
Ir. Side 1
3505607120 1505607120
~ ,
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
Chestnut, Ruth L. 21.99-0696
Under penalties of perjury, I dedare tl~at 1 have examined this velum, induding accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct and complete. Dedarafion of preparer other man the personal representatlve is based on all information
of which pr~arer has any knowledge.
Signature tlp2 ~ _
Name
Addressl
Address2
City, State, Zip
Larry F. Chestnrjt
1 Maizafield Drive
PA 1 T257
Date °Z ~ ~ ~ o~C~ !
.J
1505607220
REV-1500 EX
oe~c'suame: Ruth L. Chestnut
DeoedenYs Soaal Security Number
2 0 2 2 0 14 7 0
RECAPITULATION
1. Real Estate (Schedule A) .......................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4.
5• Cash, Bank Deposits ~ Miscetlaneous Personal Property (Schedule E) ................ 5.
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate PropeAy
(Schedule G) ~ Separate ilin9 Requested
1
............. 7, 1 8 , 4 15.5 0
8. Total Gross Assets (Dotal Lines 1-7) ....................................................................... 8. 1 1 8 , 415.5 0
9. Funeral Expenses & Administrstlve Costs (Schedule H) ......................................... 9. 7 6 5 . 0 0
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10.
11. Total Deductions (total Lines 9 & 10) ...................................................................... 11, 7 6 5 . 0 0
12.
13. Not Value of Estate (Line 8 minus Line 11) .............................................................
Charitable and Governmental Bequests/Sec 9113 Trusts for which 12. 1 1 7 , 6 5 0 . 5 0
an ebctlon to tax has not been made (Schedule J) ................................................. 13.
14. Net Vatw Subject to Tax (Line 12 minus Line 13) ................................................. 14, 1 1 7 , 6 5 0 . 5 0
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sea 9116
(aX1.2) x .00 0. 0 0 15• 0. 0 0
16. Amount of Line 14 taxable
at lineal rate x .oe 117 , 6 5 0. 5 0 16• 7, 0 5 9. 0 3
17. Amount of L'me 14 taxable
at sibling rate X .15 0. 0 0 17• 0. 0 0
1 B. Amount of Line 14 taxable
at collateral rate X .15 0. 0 0 18• 0. 0 0
19. Tax Due ..................................................................................................................... 19. 7. 0 5 9. 0 3
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. a
1505607220
$Ide 2
15D5607220
REV-1500 EX Page 3
Decedent's Complete Address:
File Numbsr 21-99-0696
DECEDENTS NAME
Ruth L. Chestnut
STREET ADDRESS
143 Steelatown Road '
CITY STATE ZIP
Newville PA 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Llne 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) 7,059.03
3. Interest/Penalty if appli®ble Total Credits (A + B + C) (2)
D. Intere~
E. Penally
Total Interesf/Penaity (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (q)
Check box on Page 2 Lins 20 to request a nfirnd
5. If Line 1 + Line 3 is greats than Line 2, enter the difference. This is the TAX DUE. (5) 7, 059.03
A Enter the interest on the tax due. (~)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 7, 0 59.0 3
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Dkl decedent make a transfer and: Yes ~
a. retain tiie use or income of the property transferrod :.................................................................................. x
b. retain the right to designate who shall use the property transferred or its income :.................................... x
c. retain a reversionary Interest: or .................................................................................................................. x
d. receive the promise for life of either payments. benefits or care? ............. x
.................................................
2. If death ocwmed after December 12, 1982, did decedent irensfer property within one year of death without
receiNng adequate considers!ion? ....................................................................................................................... ^
3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her deatir?......... ^ 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a benefldary deaignation? ........................................................ ^ O
..............................................................
IF THE ANSWER TO ANY OF THE ABOVE pUEST10NS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. §9116 (a) (1.1) (il)]. The statute does not exempt a transfer to a surviving spouse from tax, and the siatulory requirements
for disdosure of assets and filing a tax return are still appiipble even if the surviving spouse is the only benefidary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneflaades is four and one•haH (4.5) percent,
except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent In common with the decedent, whether by blood or adoption.
RsY-~sto ex. twel
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
co-aroreaE,~TH of rB+tsTwiwa
aee9HrAMCE TA7C FERIRN
RFfDBlf OECEOBiT
ESTATE OF FILE NUMBER
Chestnut, Ruth L. 21-99-0696
This sd,edule must be eompkted and filed M the arrtwer to airy d preslkre 1 through 4 pt the reverse side d the REV-1300 COVER SHEET 4 yes,
ITEM DESCRIPTI
tr~tioE -~ ~ DATE OF DEATH x of oEtns
NUMBER tHE wTE OF TRARN.RfEREEA~~ n~coPT ~ TMEP ~F'oR~~i EMSr~. V,gLUE OF ASSET tnrtEREST (~ ) TVAXABLE
1 Real estate, together with improvements 118,415.50 100.000 118,415.50
thereon, situate in North Newton Township,
Cumberland County, Pennsylvania, known as
143 Steelstown Road, Newville, PA 17241 (value
calculated by multiplying the 1999 assessed
value, 58050.00 by the Cumberland County
common level ratio, 14.71)
TOTAL (Also enter on Line 7, Recaptulatlon) I 118,415.50
(tF more space is needed, additional papas of ttte same size)
Copyright (c) 2002 form t;oftware only The Lackner Cxoup, Inc. Form PA-1 S00 Schedule 0 (Rev. 698)
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Chestnut, Ruth L. 21.gg-0t~96
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Penwnal Representative's Commissions
Name(s) of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees Weigle 8 Associates, P.C. T50.00
3. Family 6kemption: (If decedents address is not the same as daimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decadent
4. Probate Fees
5. Accountants Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 15.00
See continuation schedule(s) attached
TOTAL (Also enter on Ilne 9, Recapitulation) 765.00
Copyright (c) 2009 form software only The Lackner Group, Ina Form PA-1500 Schedule H (Rev. 10-06)
r
• SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
Other Administrative Costs
1 Cumberland County Register of Wills -Filing fee for inheritance tax return
H-67 Subtotal
Ruth L.
ILE NUMBER
21-99-OW6
15.00
15.00
Copyright (c) 2002 form software only The Lackner Group, Ina Form PA-1500 Schedule H (Rev. rr98)
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cbnw.gnnveKnk of aEwasvLVnNa
'o~~cEne
ESTATE OF
Chestnut, Ruth L.
NUMBER NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
I- TAXABLE DISTRIBUTIONS [ndude outright spk
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-99-0696
ATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
DECEDENT
Ro1ur'rnisb.rU (Words) (S3S)
Larry F. Chestnut Son One Half 58,825.25
1 Maizefield Drive
Shippensburg, PA 17257
Connie R. Mains Daughter One Half 58 825.25
525 Mt. Rock Road
Newvilie, PA 17241
Total 117,650.50
Enter dollar anwunfs for disVibutlons atwMm above on lines 15 through 18 on Rev 1500 rover sheek as a rfa~,
II- NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 8113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET Q QQ
Copyright (c) 2009 form software only The Lackner Group, Ina Form PA-1500 Schedule J (Rev. 11-08)
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JUNE 2009
'' ~ PENNSYLVANIA DEPARTMENT OF REVENUE
REALTY TRANSFER TAX
COMMON LEVEL RATIO (CLR)
REAL ESTATE VALUATION FACTORS
FOR
CUMBERLAND COUNTY
s~
The following real estate valuation factors are based on sales data compiled by the State Tax
Equalization Board. These factors are the mathematical reciprocals of the actual common level
ratios. For Pennsylvania Realty Transfer Tax purposes, these factors are applicable for
documents accepted for the periods indicated below. ThC date of acceptance of a document is
rebuttably presumed to be its date of execution, that is, the date specified in the body of the
document as the date of the instrument. 61 Pa. Code § 91.102
n
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b.7 ~' ~~~ Y ~~t }R ~
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,
s~ /',~~1/~~eT ~.-t .
S~T.yy~
7-2-1986 6-30-1987 9.52 7-1-2006 ,6-30-2007 1.14
7-1-1987 6-30-1988 10.00 7-1-2007 6-30-2008 1.22
7-1-1988 6-30-1989 10.53 7-1-2008 6-30-2009 1.26
7-1-1989 6-30-1990 11.11 7-1-2009 6-30-2010 1.26
7-1-1990 6-30-1991 12.05
7-1-1991 6-3 0-1992 12.3 5
7-1-1992 6-30-1993 12.50
7-1-1993 6-30-1994 12.82
7-1-1994 6-30-1995 13.33
7-1-1995 6-30-1996 13.70
7-1-1996 6-30-1997 14.29
7-1-1997 6-30-1998 14.29
7-1-1998 6-30-1999 14.71
7-1-1999 6-30-2000 15.15
7-1-2000 12-31-2000 15.63
* 1-1-2001 6-30-2001 1.00
* 7-1-2001 6-3 0-2002 1.00
7-1-2002 6-30-2003 1.01
7-1-2003 6-30-2004 1,05
7-1-2004 12-31-2004 1.11
**1-1-2005 6-30-2005 1.00
**7-1-2005 6-30-2006 1.00
~. Adjusted by the DeparGnent of Revenue to reflect assessment base change effective January 1, 2001.
Adjusted by the Department of Revrnue to reflect assessment base change effective January 1, 2005.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO LOX 280601
HARRIS8UR6 PA 17128-0601
RICHARD L WEBBER
126 E KING ST
SHIPPENSBURG
NOTICE OF LNHERITANCE TAX
APP~S'~!t~~NT~ ~ ~ ~NCE OR DISALLOWANCE
0' ,,~'1~~~1':~N~ ASSESSMENT OF TAX
per~n~ylvan~a
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
~~~~ ~~~ ~~ ~~ ~: ~ ~ DATE 06-28-2010
ESTATE OF CHESTNUT RUTH
DATE OF DEATH 02-24-1999
~~.ERK QF FILE NUMBER 21.99-0696
C}RQ~AN'~ (;~~, ~R~ COUNTY CUMBERLAND
JR ES ''~J~v~P`'P~..,~z~~~j j°`~,. P~, ACN 101
APPEAL DATE: 08-27-2010
PA 17 25 7 (See reverse side antler Objirtions
Amount Re~itted
NAKE CHECK PAYA&LE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
L
CUT ALONP. T#~IS LI1~E ~- 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 OFs CHESTNUT RUTH LFILE N0.:21 99-069b ACN: 101 DATE: 06-28-2010
TAX RETURN WAS: tX) ACCEPTEp AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .D 0 NOTE: To ensure proper
C2) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Hsld StocklPartnership interest (Schedule C) C3) .0 0 of this form with your
4. MortpapesJNotes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Proporty (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 118,415.50
8. Total Assets C8) _,_ 118_4150
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 7 6.5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
C11) 765.t1p
11. Total Deductions 650.50
117
iZ. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sche dule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 196,449.12
NOTE: If an assess~ent 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:
0 0
0 b
0 0
=
15. Amount of Line 14 at Spousal rate C15) .
X .
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ~ A,~yG~9 -,~ X 06 = 11 , 786.95
17. Amount of Line 14 at Sibling rate C17) _0 0 X 0 0 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 Q
19. Principal Tax Due C19 )= -_I 11 , 786. 9
TAY PpC11TTQ.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-27-1999 AA3T8830 .00 4,727.92
03-11-2010 CD012446 .00 7,059.03
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-12-2010
TOTAL TAX PAYMENT 11,786.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. 4,627.44
TOTAL DUE 4,627.44
* 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
N0. CC) 014710
GRIFFIE & ASSOCIATES
200 N HANOVER ST
CARLISLE, PA 17013
-------- fold
ACN
ASSESSMENT
CONTROL
NUMBER
RE:V-1162 EX111-96)
AMOUNT
ESTATE INFORMATION: ssrv: 202-20-~4~0
FILE NUMBER: 2199-0696
DECEDENT NAME: CHESTNUT RUTH L
DATE OF PAYMENT: 07/ 14/201 1
POSTMARK DATE: 07/ 14/201 1
CouNTY: CUMBERLAND
DATE OF DEATH: 02/24/ 1 999
REMARKS:
SEAL
CHECK# 6728
101 ~ 51,934.97
TOTAL AMOUNT PAID:
$1,934.97
INITIALS: DB
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ("'' f~("~C`+!',"'`'OF :!';Z~1~I ONS AND ASSESSMENT OF TAX
. _~,.ti
PO BOX 280601 ~ I '"li--'"
'~ HARRISBURG PA 17128-0601 ~' ~'. - j,;~~-~
CLERK ~F
RICHARD L WEBBER 1~d~S ~,OURT
126 E KING ST ~~~~~(~~`~~_.~`~~`~~~~ '^~'~ pA
SHIPPENSBURG PA 17257
pennsylvania
DEP'AR'TMENT OF REVENUE
REV•-1547 EX AFP C12-09)
DATE 06-28-2010
ESTATE OF CHESTNUT RUTH L
DATE OF DEATH 02-24-1999
FILE NUMBER 21 99-0696
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-27-2010
(See revel se side under Objections )
Amount Remitted?-/ , ~ ~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
C_UT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E-
RFV-Iii+----------- ----- ------
~~ ~^i ~~~; , `„,)~~ Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES r, r r- ~,j~ITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION iL_~d '„, •"- ~» ~'
Po Box zao601 `S ~r~ N T 0 F ACCOUNT REV-1607 EX AFP c12-lo)
HARRISBURG PA 17126-0601
' ~ ~4U~~'1 f ~ f,r# J k ~ll
CLERK Qc
o~F~;r~~.-~s coy;
RICHARD L WEBBER JR ESQ
126 E KING ST
SHIPPENSBURG PA 17257
DATE 08-08-2011
ESTATE OF CHESTNUT RUTH L
DATE OF DEATH 02-24-1999
FILE NUMBER 21 99-0696
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~_ RETAIN LOWER PORTION FOR YOUR RECORDS
REV 1x07 EX AFP C12 10~ ~~~ ~ ~*° INHERITANCE TAX STATEMEI~T~O~~ ACCOUNIl~~~ ~~~~~~~~~~~"""""
ESTATE OF:CHESTNUT RUTH L FILE NO.: 21 99-0696 ACN: 101 DATE: 08-08-2011
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-24-2010
PRINCIPAL TAX DUE:
11,786.95
PAYMENTS CTAX CREDITS):
PAYMENT RECEIPT
DATE NUMBER
07-27-1999 AA378830
03-11-2010 CD012446
07-14-2011 CD014710
DISCOUNT (+)
INTEREST/PEN PAID C-)
.00
.00
1,934.97-
AMOUNT PAID
4,727.92
7,059.03
1,934.97
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-15-2011 TOTAL TAX PAYMENT
11,786.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. 2,692.47
TOTAL DUE
~ I 2,692 47
* IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR 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.