HomeMy WebLinkAbout05-19-10U~-yq~
~N.
4833 Spring Roa
Shermans Dale, PA 17090
Register of Wills
Cumberland Coun Courthouse
One Courthouse S uaze, Room 102
Cazlisle, PA 1701
Attention: Wanda
Deaz Wanda:
Pursuant tol
that the inherits
21-09-0497) be
21-09-0817)as
May 18
2010 ~ N_
~, ;
,
r-n
~ ]o-
~ v
c; -` ~
T m
_,~~
-
~ j
~~::, ~-~~
za,-_~
~~ ~ -~, _
;~ ~ =< ~ ;
---I _ :. ___ T5
--pp
C~
RE: Estate of Dorothy A. Sawyer - No. 21-09-0817
Estate of Dorothy A. Travis - No. 21-09-0497
your telephone conversation with my office today, I am writing to request
tax payment erroneously applied to the Estate of Dorothy A. Travis (No.
lied to pay the inheritance tax for the Estate of Dorothy A. Sawyer (No.
cted by Elizabeth from the Department of Revenue.
As the pa ent for the tax due for the Dorothy A. Sawyer Estate was, indeed, made in
a timely manner o 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 penalti sand interest being assessed to the Estate of Dorothy A. Sawyer.
Once them ney has been moved to Dorothy Sawyer's Estate, will you kindly issue a
new receipt and m '1 a copy to my office in the enclosed postage paid envelope and fax a
copy to Elizabeth the Department of Revenue, fax number 772-0412.
I have e
the inheritance
from Revenue.
Certainly
psed for your reference a copy of the check stub from the check that paid
a copy of the incorrect receipt and a copy of the Notice of Appraisement
free to contact me should you have any questions.
Very
MWA/sa
Enclos 7
Phone: ` )
W. Allshouse
!-4006
Fax: (717) 582-7476
A&A.ABSTRACT & SETTLEMENT SERVICES, LLC / RE~4L ESTATE ESCROW ACCOUNT
Date: 12/21/09 Amount: 5 947.74 File Number: 09-80
Pay To: Register of Wills,
Buyer: Edward J Sawyer
Seller: Estate of Dorothy A. Sawyer
Property: 312 Fourth Street, 3 erdale, PA 17093
5,947.74 Inheritance Tax avment
Check #: 8149
8149
~. '~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2!0601
HARRISBURG PA 17128-0601
NOTICE DF INHERITANCE TAX
iAPPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
I
MARK W ALLSHOUSE ESQ
4833 SPRING RD k
SHERMANS DALE PA
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------- ----------------------------------------------------------------
REV-1547~EX AFP C12-09) NO ICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DIS LLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SAWYER DOROTHY AFILE N0.:21 09-0817 ACN: 101 DATE: 05-17-2010
TAX
APPRAISED VALUE OF RETURN
1. Real Eststo (Schodule A)
2. Stocks and Bonds CSeho du
3. Closely Held Stock/Partn
4. Mortgages/Notes RocoiVah
5. Cash/Bank Deposits/Misc.
6. Jointly OMned Property
7. Transfers (Schadulo 6)
(1) 129,000.00 NOTE: To ensure proper
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
7 0 9 0 (See reverse side under Objections
Awount Rewitted~- -~
MAKE CHECK PAYABLE AHD REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
WAS: C ) ACCEPTED AS FILED
ON: ORIGINAL RETURN
B)
ship Interest (Schedule C)
(Sehedul• D)
ersonal Property (Schedule E)
hedule F)
8. Total Assets
APPROVED DEDUCTIONS AND EX MPTIONS:
9. Funeral Expenses/Adm. Co is/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabiliti s/Lions (Schadulo I)
c2) 96.64 credit to your account,
C3) .00 submit the upper portion
of this form with your
[4) .00 tax payment.
c5) 1 , 6.67.81
cc) 4,398.69
(7) .00
Pennsylvania
DEPARTMENT OF REVENUE ~.~7
REV-1547 EX AFP (12-09)
cB) 135.163.14
(g) 12.575.68
(lo) 5.00
11. Total Deductions (ll) 12,580.68
12. Net Value of Tax Return (12) 122,582.46
13. Chars table/Governmental equests; Non-elected 9113 Trusts CSchodulo J) C13) .00
14. Net Value of Estate Su6j ct to Tax C14) 122.582.46
NOTE: If an sssesswant w11 s issued previously, lines 14, 15 and/or 16, 17, 18 and L9 wili
reflect fiDUres tha lt include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Lino 14 at Spo al rate (15) .00 7( 00 - .00
16. Amount of Lina 14 taxabl at Lineal/Class A rate C16) 178.986_;~ X 045 = 5,354.39
17. Amount of Lino 14 at Sib inp rate C17) 3.596 _ 1 1 X 12 431 .53
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 .00
19. Principal Tax Due C19)= 5,785.92
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
SNrEREST IS CHARGED THROUG 06-01-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
( X) CHANGED SEE
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 5,785.92
INTEREST AND PEN. 98.33
TOTAL DUE 5,884.25
* IF PAID AFTER DATE INDICATED. EE REVERSE IF TOTAL DUE IS REFLECTED AS A •'CREDZT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL NTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REK1Ii0 E%)6EE)
+ ~
COMMONYVEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
Dorothy Sawy r ~ ~ ~~ ~~~~` 2109-0817
REVIEWED BY Tracell Collins mith ACN 101
ITEM
SCHEDULE NO.
The value of the
arithmetic.
EXPLANATION OF CHANGES
has been adjusted as the result of the
an error in
ORIGINAL
Page 1
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
A&A ABSTRACT & SE
337 LINCOLN STREET
CARLISLE, PA 17013
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MENT SVC
REV-1162 EXI11-961
NO. CD 012136
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- 1ulA
ESTATE INFORMATION: ssN: tot-aa-5209
FILE NUMBER: 2109- 497
DECEDENT NAME: TRAVI DOROTHY A
DATE OF PAYMENT: 12/22/ 2009
POSTMARK DATE: 1 2/22/ 009
COUNTY: CUMBE LAND
DATE OF DEATH: 1 1 / 16/ 2008
101 ~ $5,947.74
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO A
SEAL
CHECK# 8149
$5,947.74
INITIALS: CJ
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
Glenda Farner Strasbaugb
Register of Wills &
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq.,
Solicitor
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Fax: (717)240-7797
OFFICES OF
Register bf Wills and Clerk of the Orphans' Court
County of Cumberland
FACSIMILE TRANSMITTAL SHEET
TO: it FROM:
Elizabeth j Wanda Zeigler
COMPANY: ~', PHONE:
Dept of Revenue 717-240-6347
FAX NUMBER: ~' DATE:
717-772-0412 May 19, 2010
RE: ', TOTAL NO. OF PAGES NOT INCLUDING COVER:
Dorothy A. Sawyer G
Dorothy A. Travis I,
^ URGENT ^ FOR REVIEW ^ PLEASE COMMENT ^ PLEASE REPLY ^ PLEASE RECYCLE
ELIZABETH,
PLEASE FIND IN THIS FAX THE rrORRECT RECEIPT FOR THE DOROTHY A SAWYER TAX PAYMENT, RECEIPT
012770.
WE HAVE VOIDED THE INCORR~CT RECEIPT FOR THE PAYMENT APPLIED TO THE DOROHTY A TRAVIS
ESTATE, RECEIPT 012136.
THANK YOU,
WANDA ZEIGLER, 2ND D PUTY
REGISTER OF WILLS/CL RK OF ORPHANS' COURT
ONE COURTHOUSE SQU RE
CARLISLE PA 17013 ~
717-240-6347
WZEIGLER@CCPA.NET
The information in this message >f nay be privileged and confidential and protected from disclosure. If the reader of
this message is neither the intend recipient, nor and employee or agent responsible for delivering this message to
the intended recipient; then you a hereby notified that any dissemination, distribution, unauthorized use, or
copying of this communication ]s~ strictly prohibited. If you have received this communication in error, please notify
us immediately. Thank you.
C~O~~M~F~IO~NWEALPH OF PENNSYLVANIA
.~..-..-.`NT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0801
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
A&A ABSTRACT & SETTLEMENT SVC
337 LINCOLN STREET
CARLISLE, PA 17013
REV-1162 EX(11-96)
NO. CD 012770
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- 1a~
ESTATE INFORMATION: SsN: 202-20-1s~a
FILE NUMBER: 2109--081 7
DECEDENT NAME: SAWYER DOROTHY A
DATE OF PAYMENT: 05/19/2010
POSTMARK DATE: 12/22/2009
COUNTY: G~UMBERLAND
DATE OF DEATH: 03/29/2009
REMARKS: RECEIPT TO ATTY
SEAL
CHECK# 8149
101 ~ 55,947.74
TOTAL AMOUNT PAID:
55,947.74
INITIALS: WZ
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
~,
i
.,
Y
•
I
~
a ac~nw
M
~ O J
~311Nn O o ~
~ I p
r..
I a
o
' 0 ~
1
~~
~ ~
~i
~
wU
r~
~ M ~y,
w
Z
`O
r
J
7
p ~ 1~
W T
W
~v~a
rg~
a
-<~~~
3yM C
M C
~c=i3u~i
+.
.r.y
--•
..:
...
•~
k i+w
f1~7
~~
w.
3 ~ ~ '" 3
a, ~ d
~a r•
f
o
fe. ~ ti
~ b F ~.
l
J
~ U ,
o ~
a OU
T
l
t
sy
i''•
•,M