HomeMy WebLinkAbout11-24-10COMMONWEALTH 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 EX111 96)
N0. CD 013702
HALBRUNER MARK E
GATES HALBRUNER & HATCH PC
1013 MUMMA RD STE 100
LEMOYNE, PA 17043
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ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
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ESTATE INFORMATION: ssrv: 2o~-6s-s~o5
FILE NUMBER: 2109-0617
DECEDENT NAME: LYONS BENJAMIN S
DATE OF PAYMENT: 1 1 / 24/ 2010
POSTMARK DATE: 1 1 /23/201 0
couNTY: CUMBERLAND
DATE OF DEATH : 04/ 28/ 2009
101 ~ x$30.00
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTY
SEAL
CHECK# 14231
;30.00
INITIALS: HMW
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
LAW OFFICES OF
GATES, HALBRUNER, HATCH &. GUISE, P.C.
1013 MOMMA ROAD • SUITE 100 • LEMOYNE, PENNSYLVANIA 17043
(717) 731-9600 • FAX: (717) 731-9627
LOWELL R. GATES, LL. M. CORRESPONDENCE ADDRESS:
LL. M. in Taxation Lemoyne Office
Also Admitted to Massachusetts Bar
WEB SITE:
MARK E. HALBRUNER GatesLawFirm.com
www
CRAIG A. HATCH, CELA .
Certified as an Elder Law Attorney by
the National Elder Law Foundation
CLIFTON R. GUISE
Also Admitted to practice before the
U.S. Patent & Trademark Office
JAIME D. BLACK
Of Counsel
November 22, 2010
Cumberland County Courthouse
Office of the Register of Wills
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Benjamin S. Lyons
File No. 21-09-0617
Dear Register of Wills:
BRANCH OFFICE:
3 WEST MONUMENT SQUARE, SUITE 304
LEWISTOWN, PA 17044
(717) 248-6909
STACEY L. NACE
Paralegal/Office Manager
TRACT L. SEPKOVIC
Paralegal
VALERIE LONG
Paralegal
TRACT L. SHERIDAN
Paralegal
Enclosed is a check in the amount of $30.00 as payment of the interest on inheritance tax
owed for the Estate of Benjamin S. Lyons. A copy of the Notice of Appraisement is enclosed for
your reference.
Please notify Attorney Mark E. Halbruner or myself if you need any additional information.
Thank you for your assistance in this matter.
Sincerely,
l
~ C,r
Traci L. Sepkovic
Paralegal
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INHERITANCE TAX pe~nsylvan~a ~ :;"
"!""' APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF DEDUCTIONS
AND ASSESSMENT OF TAX REV-1547 EX AFP (12-D9)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 11-15-2010
V7 ESTATE OF LYONS BENJAMIN S
~~~ DATE OF DEATH 04-28-2009
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, FILE NUMBER 21 09-0617
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COUNTY CUMBERLAND
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APPEAL DATE: 01-14-2011
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- ~ (See reverse side under Objections
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Amount Remitted f
. ``' ~ ~~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
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1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS_LINE ___ --~ __RETAIN_LOWER_
- - - -- - --- --- - - PORTION_FOR_YOUR_RECORDSr F-- _ ________________
-- - - - - - - - - - -
--- - -
REV-1547 EX AFP t12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDU CTIONS AND ASSESSMENT OF TAX
ESTATE OF: LYONS BENJAMIN SFILE N0.:21 09-0617 ACN: 101 DATE: 11-15-2010
TAX RETURN YJAS: t X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
,p 0 credit to your account,
C2)
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 (S chedule E) (5) b2, 165.36
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) _ 62, 165.36
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 2,5 5 6.7 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,0 5 6.9 0
11. Total Deductions C11) _ 36,b13.67
12. Net Value of Tax Return C 12) _ 25, 551.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax C14) _ 25,551.69
NOTE: If an assessment was issued Rreviously, 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) 2S , Sril . 68 x 045 1 , 149.83
17. Amount of Line 14 at Sibling rate C17) _ _ 00 X 12 '' . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 _ .0 0
19. Principal Tax Due C19)=~ 1 , 149.83
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-30-2010 CD013282 .00 1,144.$3
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-31-2D10 TOTAL TAX PAYMENT 1,149.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. 27.07
TOTAL DUE 27.07
* 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.
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