HomeMy WebLinkAbout01-18-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 71 2 8-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 013905
MCANDREWS DENNIS C
30 CASSATT AVENUE
BERWYN, PA 19312
fold
ESTATE INFORMATION: ssN: 474-07-5479
FILE NUMBER: 2110-0454
DECEDENT NAME: STEINBERG ELAINE G
DATE OF PAYMENT: 01 / 18/201 1
POSTMARK DATE: 01 /14/201 1
COUNTY: CUMBERLAND
DATE OF DEATH: 01 / 1 2/ 2010
REMARKS:
CHECK# 10883
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 518.12
TOTAL AMOUNT PAID:
INITIALS: CJ
REV-1162 EX111-96)
518.12
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX
APPRAISEl~I~l~FT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES -,. i i4.. .f~
INHERITANCE TAX DIVISION [ ~! , ~ 0~~~ TIONS AND ASSESSMENT OF TAX
PO BOX 280601 RC~~~~~.: c ~ ,.:~ Y11 `J
HARRISBURG PA 17128-0601
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
P~ i ~ ~~ ~; 57
~ui~ ~~ DATE 01-10-2011
, ESTATE OF STEINBERG ELAINE G
~~~.
~ ~~ DATE OF DEATH 01-12-2010
~''- ' FILE NUMBER 21 10-0454
()URT ,
PN.
DENNIS C MCANDR ~~ '
~ C~ COUNTY CUMBERLAND
.,
_
~ ACN 101
30 CASSATT AVE APPEAL DATE: 03-1 1-2011
B E R WY N P A 19 312 (See reverse side under Objections )
Amount Reuitted -1
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 ~
----------------------------------------------------------------
REV-1547 EX AFP f12-10) NOTICE OF INHERITANCE ----------
TAX APPRAISEMENT, ALLOWANCE ---------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STEINBERG ELAINE GFILE N0 .:21 10-0454 ACN: 101 DATE: 01-10-2011
TAX RETURN WAS: (X) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 191,092.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) c2) •QO credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6 8,749.70
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 396,174.15
9. Total Assets c8) 656 , 015.85
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 37.3 36.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,648.22
11. Total Deductions (11) 45,984.22
12. Net Value of Tax Return C12) 610,031.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 610,031.63
NOTE: If an assessaent was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 X
C16) 61 n . n31 _ 63 X
cln . no x
cls) .00 x
00 = .00
045 = 27,451.42
12 = .00
15 .00
c19)= 27,451.42
AMOUNT PAID
P DATE T I NUMBER I INTEREST/PEN PAID C-)
ln-1A-9nln rnn13~9n nn 97_G~1 G9
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-19-2010 TOTAL TAX PAYMENT 27,451.42
BALANCE OF TAX DUE .00
INTEREST AND PEN. 18.12
TOTAL DUE 18.12
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~lcAnd~ws Law OFFICES, pc.
30 Cassatt Avenue
Berwyn, Pennsylvania 19312
Phone: 610 648 9300
Fax: 610 648 0433
www.mcandrewslaw.com
ATroan~ys AT IAw
Dennis C. McAndrews', Managing Partner Jan Hardy, Paralegal
Heidi B. Konkler-Goldsmith', Supervising Partner Special Education Elaine Gilmore, Paralegal
Tanya A. Alvarado' Pat Barr, Legal Assistant
Heather M. Hulse, J.D., M.A., M.S' Marie Buczkowski, M.Ed., Education Assistant
Lesley M. Mehalick, J.D., LL.M. fi', Supervising Partner Estates and Trusts Sarah Locher, Paralegal
Jennifer Lukach Bradley' Judith G. Marshall, Legal Assistant
Lynne M. Spangler Michele Ford, Legal Assistant
Dean M. Beer fi Roseann Paul, Paralegal
Crystal L. Welton, J.D., LL.M, fi Tiffany G. Baker, Paralegal
Emily C. Foote, J.D. fi Allyson McAndrews, Community Outreach
'Shareholder of the Firm f Bar Admission in Multiple States
Of Counsel: Albert Greto fi
January 14, 2011
Glenda Strasbaugh
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Elaine Steinberg
Dear Ms. Strasbaugh:
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Enclosed is a check for $18.12 in payment of the additional interest owed for the above
estate on the Pennsylvania inheritance tax return.
Kindly acknowledge receipt of the payment by date-stamping the copy of this letter and
returning it in the envelope provided. Thank you.
Very truly yours,
~~ S,'~
Sarah Sinsel Locher
Estate administrator
Encls.
c: David Fraser, Executor
Scott Fraser, Executor
Berks County Office: 1105 Berkshire Boulevard, Suite 320 Wyomissing, PA 19610 610 374 9900
Northeastern Pennsylvania Office: 400 Spruce Street, Suite 300 Scranton, PA 18503 570 9691817
Wilmington Office: 715 North Tatnall Street Wilmington, DE 19801 302 380 4975
Central Pennsylvania: 717 221 1422 Chester City: 610 648 9300
Please reply to the Berwyn Office unless otherwise noted
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