HomeMy WebLinkAbout05-19-10 (2)
9blark.`(N. AlZskouse,
4833 Spring Road
Shermans Dale, PA 17090
Register of Wills
Cumberland Country Courthouse
One Courthouse Square, Room 102
Carlisle, PA 17013
Attention: Wanda
Dear Wanda:
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May 18, 2010 ~ p : ; ' 7
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RE: Estate of Dorothy A. Sawyer - No. 21-09-0817
Estate of Dorothy A. Travis - No. 21-09-0497
pursuant to your telephone conversation with my office today, I am writing to request
that the inheritance tax payment erroneously applied to the Estate of Dorothy A. Travis (No.
21-09-0497) be applied to pay the inheritance tax for the Estate of Dorothy A. Sawyer (No.
21-09-0817) as directed by Elizabeth from the Department of Revenue.
As the pa}rment for the tax due for the Dorothy A. Sawyer Estate was, indeed, made in
a timely manner pn December 22, 2009, could you kindly perform the transaction in such a
manner so that it is evident to the Department of Revenue that the payment was made on time
as to avoid penalties and interest being assessed to the Estate of Dorothy A. Sawyer.
Once the money has been moved to Dorothy. Sawyer's Estate, will you kindly issue a
new receipt and mail a copy to my office in the enclosed postage paid envelope and fax a
copy to ElizabetH at the Department of Revenue, fax number 772-0412.
I have enclosed for your reference a copy of the check stub from the check that paid
the inheritance talx, a copy of the incorrect receipt and a copy of the Notice of Appraisement
from Revenue.
Certainly feel free to contact me should you have any questions.
MWA/sa
Phoned' 7) $82-4006
Very truly y s,
k W. Allshouse
Mar
Fax: (71 ) 582-7476
6149
A&A ABSTRACT & SETTLEMENT SERVICES, LLC /REAL ESTATE ESCROW ACCOUNT
Check ~: 8149
Date: 12/21/09 Amount: 5,947.74 File Number: 09-80
Pay To: Register of Wills, Agent
Buyer: Edovard J 3avPyer
Seller: Estate of Dorothy A. Sawyer
Property: 312 Fourth Street, 3ummerdale, PA 17093
5,947.74 Inheritance Tax Elayment
NOTICE OF INHERITANCE TAX Pennsylvania'` i~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT DF TAX REY-1547 EX AFP (12-09)
PO BOX 260601
WIRRISBURG PA 17128-0601
MARK W ALLSHOUSE ESQ.
4833 SPRING RD
SHERMANS DALE PA J.7090
TOTAL TAX PAYMENT .00
INTEREST IS CHARGED THROWGH 06-OL-2010
AT THE RATES APPLICABLE I~S OUTLINED ON THE BALANCE OF TAX DUE 5,785.92
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 98.33
TOTAL DUE 5,884.25
^ IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED
C AS A "CREDIT"
nC TYLC GDOm (CR), YOU MAY BE DUE
FAO TwCTDiIrTTnNC
CAA rat r1116TinN nF AnnrTtnuA: TNTFCFCT A occnwn CCC aCVFACG CTn
(B) 135,163.14
8. Total Ascots
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Cgsts/Misc. Expanses (Schedule H) (y) 12,575.68
10. Debts/Mortgage Liabilitlas/Liens (Schedule I) C10) 5.00
12,580.68
cll)
11. Total Deductions 122,582.46
C12)
12. Net Yaluo of Tax Return
) C13) .00
13. Charitable/GovarnmentalBaquasts; Non-aiectad 9113 Trusts (Schodula J 582.46
122
14. Not Value of Estate SubBect to Tax C14) ,
NOTE: If an assess~ent was issued previously, lines !4, 15 andlor 16. 17, 18 and 19 will
reflect figures tlhat include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: ,00 )( 00 .00
15. Amount of Line 14 at Spousal rate (15)
718
986
3x+ X 045 =
5.354.39
16. Amount of Lino 14 taxable at Lineal/Class A rate (16) . .
(17) 3. 896.) 1 X 12 ° 431 .53
17. Amount of Lino 14 at Sibling rate
.00 X 15 = .00
18 Amount of Line 14 taxable at Collateral/Class B rate (18)
. (19)= 5,785.92
19. Principal Taz Due
APPRAISED VALUE OF RETURN $ASED ON: ORIGINAL RETURN
(1) 129, 000.00 NOTE: To ensure proper
1. Real Estate CSchedula A) 96.64 credit to your account.
2. Stocks and Honds (Schedule B) (2) submit the upper portion
dula C)
t (S
h (3) '00 of this form with your
3. c
o
Closely Nald Stock/Partnership Interes
D) (4) .00 tax payment.
4. Mortgages/Notes Raeoiv able (Schedule
CSchedula E)
t (5) 1,667.81
5. y
Cash/Bank Deposits/Mise.Porsonal Proper
(6l 4,398.69
6. Jointly Owned Property CSchedula F) .00
7. Transfers CSchedula 6) (7)
DATE 05-17-2010
ESTATE OF SAWYER DOROTHY A
DATE OF DEATH 03-29-2009
FILE NUMBER 21 09-0817
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-16-2010
(See reverse side under Objections )
Anount ReRritted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION
-------------- FOR YOUR RECDRDS
------------------ E'er ______________
---------
-------------------------- --------
REV-1547'EX AFP C12-09) NONCE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISAILLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SAWYER DOROTHY AFILE N0.:21 09-0817 ACN: 101 DATE: 05-17-2010
TAX IRETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
^^ PAYMENT•v•
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PALD
rtev-~.,a ex (befl
COMMONWEALTH OF PENNSYLVANW
DEPARTMENT OF REVENUE
BUREAU OF INDNIDUAL TAXES
PO Box 280801
INHERITANCE TAX
EXPLANATION
OF CHANGES
Dorothy Sawyer 2109
REVIEWED BY ACN 101
Tracell Collins~Smith
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The value of the state has been adjusted as the result of the correction of an error in
arithmetic.
ORIGINAL D°^° '~
,'
REV-1162 EX(11-96)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280607
HARRISBURG. PA 17128-0801 pENNSYLVANiA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT N0, CD 012136
A&A ABSTRACT & SETTLI_MENT SVC
337 LINCOLN STREET
CARLISLE, PA 17013
ACN
ASSESSMENT
CONTROL
NUMBER
-------- fold
ESTATE INFORMATION: ssN: 2o1-aa-5209
FILE NUMBER: 2109-10497
DECEDENT NAME: TRAVIS DOROTHY A
DATE OF PAYMENT: 1 2/ 2 / 2009
POSTMARK DATE: 1 2/22. 2009
COUNTY: CUM ERLAND
DATE OF DEATH: 1 1 / 1 ~/ 2008
REMARKS: RECEIPT TO ATTY
SEAL
CHECK# 8149
TOTAL AMOUNT PAID:
INITIALS: CJ
RECEIVED BY:
AMOUNT
55,947.74
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER