HomeMy WebLinkAbout12-13-10COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
OBERDORF AMBROSE N
513 BOWMAN AVENUE
LEWISBERRY, PA 17339
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PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-961
NO. CD 013771
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
---------- --------
ESTATE INFORMATION: ssN: 2~o-~s-5624
FILE NUMBER: 2110-0420
DECEDENT NAME: OBERDORF BARBARA E
DATE OF PAYMENT: 12/ 13/ 2010
POSTMARK DATE: 1 2/ 10/201 0
COUNTY: CUMBERLAND
DATE OF DEATH: 04/01 /201 0
REMARKS: RECEIPT TO ATTY
SEAL
CHECK#126
101 $63.38
TOTAL AMOUNT PAID:
$63.38
INITIALS: HMW
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX pennSy~Van~a ~, ~~ ~~,~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX RE\/-15G7 EX AFP t12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 11-15-2010
ESTATE OF OBERDDRF BARBARA E
DATE OF DEATH 04-01-2010
FILE NUMBER 21 10-0420
COUNTY CUMBERLAND
EDMUND G MYERS ACN 101
301 MARKET ST APPEAL DATE: 01-14-2011
PO BOX 109 (See reverse side under Ohjections)
LEMOYNE PA 17043 Amount Remitted _~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER DF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~--) RETAIN LOWER PORTION FOR YOUR RECORDS E--
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: DBERDORF BARBARA EFILE N0.:21 10-0420 ACN: 101 DATE: 11-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 30, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,Q O credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 118, 381.85
6. Jointly Owned Property (Schedule F) (6) 1 , 045.64
7. Transfers (Schedule G) (7) 26, 136.20
8. Total Assets c8) 175,563.69
APPROV ED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 14.911.4 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,7 8 7.4 7
11. Total Deductions C11) _ 19,69$.89
12. Net Value of Tax Return C12) _ 155,864.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .00
14. Net Value of Estate Subject to Tax C14) 155,864.80
NOTE: If an assessment was issued previously, 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 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 ~i~i , 864.80 X 045 = 7, 013.92
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 7, 013.92
TAX CREDITS:
PAYMENT
DATE ~ RECEIPT
.,~ NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
:--~?9-2Q,10 t-- 013007 289.47 5,500.00
X38-290 ~~013329 .00 1, 163.22
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-
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P~ ~~ A N T 4~4 J S T QE~~~,.D E B Y O 1- O 1- 2 0 1 1*.
C. _ : ~....._1
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TOTAL TAX PAYMENT 6,952.69
BALANCE OF TAX DUE 61.23
INTEREST AND PEN. .00
TOTAL DUE 61.23
* 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.
(ERhY R. DL"1~'FII~:
RICFIARD ~~'. St'F:~t~~~~;~~
EI)11l'ND G. !~11'ERS
DAVID ~~~ . D F.LI_~' C t~:
(EFFEKSUN (. St{IP11;1~
(EFFKE~ B. RETTIG
KEVIN E. Oset)t~~t:
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(oI~N R. NINOS>titi~
1'~'IICHAEL ]. GaSSID~'
OHNSON
J DUFFIE
December 10, 2010
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Barbara E. Oberdorf
Date of Death: April 1, 2010
Your File No. 21-2010-00420
Our File No. 10897-1
Dear Register:
?VIF:L[SSA, PEEL, GREEVI'
WADE D. ?~1ANLEY
1:LIZABFTH D. SNOVER
~~NDIiEl1~ P. DOLt,MAN
SARAH E. HOFFMAN
.ANDREW ]. PETSU, JR.
CAROL~ti'N B_ McCL.Am
OF COUNSEL
HORACE A. JOHNSON
F. LF.E SHIPMAN
(1965-2006)
Enclosed please find Check No. 126 in the amount of $63.38. This payment represents additional
inheritance tax due as outlined on the enclosed assessment we received from the Department of Revenue.
Please time stamp the enclosed copy of this correspondence as receipt of receiving payment. Should you have
any questions, please feel free to contact the undersigned.
Very truly yours,
OHNSON; DUFFIE; STEWART &WEIDNER
Dana Wi eman
Estate Administration Paralegal
Enc.
c: Ambrose N. Oberdorf, Executor
:424202
301 ~VIARKFT STREET P.O. B0~ 109 LE~IOYNE, PENNSYLVANIA 17043-0109
~V~~'W.JDSW.CUM 717.761.4540 FA1: 717.761.3015 N1A1L @ II~SW.COM
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