HomeMy WebLinkAbout06-09-10COMMONWEALTH 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 012881
CRUM HORACE M SR
631 COLLEEN DRIVE
HARRISBURG, PA 17109
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ESTATE INFORMATION: SSN: 182-40-7844
FILE NUMBER: 2108-1018
DECEDENT NAME: CRUM HORACE M JR
DATE OF PAYMENT: 06/09/2010
POSTMARK DATE: 06/05/2010
COUNTY: CUMBERLAND
DATE OF DEATH: 10/01 /2008
REMARKS:
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $255.22
TOTAL AMOUNT PAID:
$255.22
CHECK# 161
INITIALS: SAP
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NO ~E,~QF INHERITANCE TAX pennsy van~a ~
~a`~~~`~i ~.,~CLLOWANCE oR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~"~ '_+' ~'
INHERITANCE TAX DIVISION +'~~~Q~`' ~fil~U~+~hO~IS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~.~_._~,.a;.t' C. ~+~ i, i~.~c.'~
HARRISBURG PA 17128-0601
~~~~ ~~~ -g p~ ~ ~ cJ' ~ DATE 05-24-2010
ESTATE OF (RUM JR HORACE M
~~R~ ~~ DATE OF DEATH 10-01-2008
~~~~~,~ v'~~~~ FILE NUMBER 21 08-1018
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' COUNTY CUMBERLAND
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GREGORY M KERWIN (;U~:~!~~
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`-` ~ ACN 101
KERWIN 8~ KERWIN APPEAL DATE: 07-2 3-2010
4 2 4 5 R O U T E 2 0 9 (See reverse side under Objections
ELIZABETHVILLE PA 17023 Amount Remitted
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 RECORDS ~
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REV-15 47 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: (RUM JR HORACE MFILE N0 .:21 08-1018 ACN: 101 DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 . Real Estate (Schedule A) (1) 243, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
85, 324.51
(2)
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) C3) 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) 49,776.14
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 378,100.65
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H] Cq) 71.414.8 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 21,431.04
11. Total Deductions C11) 92,845.90
12. Net Value of Tax Return C12) 2$5,254.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 285,254.75
NOTE: If an assessment was issued previauslY, 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) 51.751.59 x 045 = 3, 678.82
17. Amount of Line 14 at Sibling rate C17) 76.751.58 X 12 = 9,210.19
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 126,751.58 X 15 = 19,012.74
19. Principal Tax Due C19)= 31, 901 .75
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-01-2009 CD011432 .00 10,000.00
09-29-2009 CD011821 .00 21,000.00
01-14-2010 CD012234 27.71- 929.46
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-15-2010
TOTAL TAX PAYMENT 31,901.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. 255.22
TOTAL DUE 255.22
* 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.
I~~ RWIN ~ ICE RWIN
ATTORNEYS AT LAW
4245 ROUTE 209
ELIZABETHVILLE, PA 17023
GOVERNORS' ROW
27 NORTH FRONT STREET
HARRISBURG, PA 17101
PATRICK E. KERWIN (1913-198?)
(717) 362-3215
(717) 896-9089
FAX (717) 362-4459
P~euse Ile~ly %-i~:
~ ELIZABETHVILLE OFFICE
~ HARRISBURG OFFICE
(717) 238-4765
FAX (717) 238-8455
GREGORYM. KERWIN - GMKerwin@]~otmai].com
TERRENCE J. KERWIN - TJK@Kerwin]aw~irm.com
JOSEPH D. KERWIN - JDK@Kerwin]aw{irm.com
HOLLYMcCLURE KERWIN -HMK@Kerwin]aw{irm.corn
June 8, 2010
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Register of Wills of Cumberland County ~;' ~ ~ ~ ~~~.' i-'
Cumberland County Courthouse ~~:~ ~~ ~
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Carlisle, PA 17013-3387 `.~'~ ~ ~ "'--. ~ 7
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RE: The Estate of Horace M. Crum, Jr. ~
Date of Death -October 1, 2008
Dear Sir or Madam:
Please find enclosed herewith a check payable to your order in the amount of $255.22 representing
the balance owed on the Pennsylvania Inheritance tax. Would you kindly return a receipt to me in the
enclosed stamped, self-addressed envelope?
Thank you for your kind attention.
Very ly yours,
~~---
~~ ..
O Y M. KERWIN
GMK:mIb
Enclosures