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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