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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF PERRY
ESTATE OF JOHN J PERRONE late of Marysville Borough ,Perry County, Deceased,
who died testate on March 28, 2009.
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TO THE REGISTER OF WILLS: ~A.? ~' ?'~ ~ ~~ -~
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Cumberland County, Pennsylvania - -~- '_
I, Wendy M. Welfley, Register of Wills and Agent for the Commonwealth o~'~` ~ -.,~.
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Pennsylvania, do hereby certify that Transfer Inheritance Tax on the Estate of the afiove c.a ~ ~~~% ~~>
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decedent ~Nas paid to me on June 18, 2009 and December 7, 2009 in the amount of $13,848.05
and that the property of the estate on which said tax was paid included, among other items, real
estate located in Cumberland County, described in the appraisement as follows: All that certain
piece, parcel or tract of land situate in South Middleton Township, Cumberland County, PA
conveyed unto John J. Perrone and Josephine A. Allen as joint tenants with the right of
survivorship by deed of Jonathan L. Pletcher et ux., dated September 14, 2006 and recorded in
Cumberland County Record Book 276 at Page 3405, his 50% interest valued at $78,250.00.
This certification is made to you in accordance with the provisions of Act No. 418,
approved July 11th, 1923 .
In witness whereof I have hereunto set my
hand an seal of office, at New Bloomfield,
Pennsylvania, this 3rd day of August, 2010.
t
~gister of wi ll~s and Agent for the of ect
of Inheritance Taxes for Common o
PA in PERRY County
William R. Bunt, Esquire
Estate Attorney
1
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PD BOX 280601
HARRIS$tlR6 PA IT128-4d01
WILLIAM R BUNT ESq
W R BUNT LAW OFC
Po sox 33G
MEW SLOOMFIELD PA 17068
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-15~i7 EX AFP C12-04)
DATE 05-10-2010
ESTATE OF pERR~NE JOHN J
DATE OF DEATH 03-28-2009
FILE NUMBER 50 09-0055
COUNTY PERRY
ACN 101
APPEAL DATE: 07-09-2010
(See reverse side under Objections)
Amount Reaitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
P 0 BOX 223
NEW BLOOMFIELD PA 17068
CUT ALONG THIS LINE _ ~1 R_ETA_IN LOWER PORTION FOR YOUR RECORDS 4~ _ ____ _____ ____
REY-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR ~ -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE DF: PERRONE JOHN JFILE N0.:50 09-0055 ACM: 101 DATE: 05-10-2010
TAX RETURN WAS: (x) ACCEPTED AS FILED [ ) CHANGED
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APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A} C17 •0 0 NOTE: To ensure proper
2. Stacks and Bonds (Schedule B) C2} 1,9 5 1.8 4 credit to your account,
0 0 submit the upper portion
3. Closely Held Stack/Partnership Interest CScheduls C) {3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank DepositslMisc. Personal Property CScheduls E} C5) 152,547.43
6. Jointly Orened Property CScheduls F) (6) 78,250.00
7. Transfers CScheduls G) C71 115, 130.94
8. Total Assets C8) 347 , 880 .21
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ads. Costs/Misc. Expenses CScheduls H) Cq) 2 4.9 4 1.._14
10. Debts/Mortgage LiabilitiaslLiens (Schedule I) C1D) 0 0
11. Total Deductions C11] 24,941.14
12. Net Value of Tax Return ClZ} 322, 939.07
13. Charitabl®/6ovarnmental Bequests; Non-elected 9113 Trusts CScheduls J) C13) •0 0
14. Net Yalue of Estate Sub,~ect to Tax (14} ~ 3,2,939.07
NOTE: If an assessment was issued previously, lines 14, 15 andlar i6, 37, 18 and 19 will
reflect figures tha# include the total of ALL returns asses sed to date.
ASSESSMENT OF TAX:
15. Asaunt of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Lino 14 taxable at Lineal/Class A rats C167~ .9;9.07 x 045 = 14, 532.26
17. Amount of Line 14 at Sibling rate C17} _0 X 1 2 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18] .0 0 X 1 5 = .0 0
19. Principal Tax Due C19)s 14,532.26
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+}
INTEREST/PEN PAID C-)
AMOUNT PAID
06-18-2009 PR001515 684.21 13,000.00
12-07-2009 PROO1611 .00 848.05
TOTAL TAX PAYMENT 14,532.26
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE .QO
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY HE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. 5EE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.
WILLIAM R. BUNT
ATTORNEY AT LAW
P. O. Box 336
109 SOUTH CARLISLE STREET
NEW B L OOMFIELD, PA 1 7068
TEL (717) 582-8195
FAx (717) 582-7521
August 6, 2010
Ms. Glenda Farner Strasbaugh
Register of Wills of Cumberland County
Cumberland County Courthouse
1 Courthouse Square, Room 102
Carlisle, PA 17013
RE: Estate of John J. Perrone
Perry County No. 5009-0055
Dear Ms. Strasbaugh:
WILLIAM R. BUNT, ESQ.
CHRYSTAL L. PROSSER, ESQ.
I am enclosing herewith for filing a certification pursuant to Act No. 418 that the
inheritance tax of John J. Perrone was filed in the office of the Register of Wills of Perry
County, Pennsylvania and inheritance tax paid on his 50% interest in property recorded
in Cumberland County Record Book 276 at Page 3405.
am also enclosing herein a check made payable to the Register of Wills, Agent in the
amount of $10.00 to file the same.
Very truly yours,
William R. Bunt
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