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Home My WebLink About10-05-10COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RE1/-1162 EX(11-436) NO. CD 013449 NELSON JOHN B 158 OAK HILL ROAD CARLISLE, PA 17015 -------- fold ACN ASSESSMENT AMOUNT CONTROL NUMBER ---------- -------- ESTATE INFORMATION: SSN: 184-36-6096 FILE NUMBER: 2109-1035 DECEDENT NAME: NELSON JAMES B DATE OF PAYMENT: 10/05/2010 POSTMARK DATE: 10/04/2010 COUNTY: CUMBERLAND DATE OF DEATH: 10/ 20/ 2009 REMARKS: RECEIPT TO ATTY SEAL CHECK# 1041 101 ~ $683.88 TOTAL AMOUNT PAID: INITIALS: HMW RECEIVED BY: $683.88 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 ~~, ,, , :.:: - '_~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JAMES D FLOWER JR ESQ 26 W HIGH ST CARLISLE PA 17013 pennsylvan~a ~...-,,, DEPARTMENT OF REVENUE REV-1547 EX AFP C12-D9) DATE 07-13-2010 ESTATE OF NELSON JAMES B DATE OF DEATH 10-20-2009 FILE NUMBER 21 09-1035 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-11•-2010 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE _ --) R_ETA_IN LOWER POR_TION_ FOR YOUR REGO_RDS ~--- _ _ _ _________ _ REV-1547 EX AFP C12-09~ NOTICE OF INHERITANGE TAX APPRAISEMENT, ALLOWANCE 13R - - DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: NELSON JAMES BFILE N0.:21 09-1035 ACN: 101 DATE: 07-13-201D TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C1) 105, 000.00 NOTE: To ensure proper (2) .0 0 credit to your account, 0 0 submit the upper portion C3) . of this form with your C4) •0 0 tax payment. c5) 30,047.58 c6) 2, 310.32 C7) 19,532.73 Ca) 156 , 890.63 c9) 7 , 508.30 clo) 21 , 975.55 11 . Total Deductions C11) 29 , 483.85 12. Net Value of Tax Return C12) 127,406.7$ 13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 127,406.78 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflec t figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C 16) l 1 ? , 1 9b . 47 x 045 5 , 048.85 17. Amount of Line 14 at Sibling rate C 17) 1 ~ . 1 0 . ~ 1 X 12 = 1 , 825.24 18. Amount of Line 14 taxable at Collateral/Class B ra te tI8) .0 0 X 15 = .0 0 19. Principal Tax Due t1`•~)= 6,874.09 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 01-07-2010 CD012206 289.47 5,500.00 04-23-2010 CD012656 .00 407.34 INTEREST IS CHARGED THROUGH 07-28-2010 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT 6,196.81 BALANCE OF TAX DUE 677.2$ INTEREST AND PEN. .60 TOTAL DUE 677.88 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDI:T" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FL)RM FOR INSTRUCTIONS. Saidis Sullivan Law JOHN E. SLIKE ROBERT C. SAIDI5 DANIEL L. SULLI.VAN JOHN B. LAMPI CAROL J. LINDSAY DEA'~~ E. REYN05A MARYLOU MATAS JASON E. KELSO ,; o a. -_~ .... "~ ~..Iy ~ 4 r,,,,,,,A ~~ .~.. . , r 1 l ~ ~ /~~. w _ ~.~ .__ ca U cv Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square, Room 102 Carlisle, PA 17013-3387 Dear Ms. Strasbaligh: A PROFESSIONAL CORPORATION C:ARLI5LE OFFICE 2109 MARKET STREET ?6 Vti'EST I-IIC,H STREET CAMP HILL, PENNSYLVANIA 17011 CARLLSLE, PA 1.701.3 TELEPHONE: (7I7) 737-3405 -FACSIMILE: (7I7) 737-3407 TELEPHONE: (71.7) 243-6222 EMAIL: attornevCsfl-lawcom Ft1CSIMIi_E: (717} 243-64~3(~ www sEL~~law com. REPLY TO CAMP 1~IILL October 4, 2010 Re: The Estate of James B. Nelson; File No. 21-09-1035 Enclosed is a check in the amount of $683.88 payable to the Register of Wills, Agent as payment for the additional inheritance taxes due and owing for The Estate of James B. Nelson (File No. 21-09-1035). Please send a receipt to me in the envelope provided. If you have any questions, please call. Sincerely, SAIDIS SULLIVAN LAW f, ' ~ // '._JcS Ann Seker, Pa. C.F'. 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