HomeMy WebLinkAbout01-31-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280801
HARRISBURG, PA 17128-0801
RECEIVED FROM:
STRONG KATHLEEN E
1615 23RD AVE
ALTOONA, PA 16601
fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ACN
ASSESSMENT
CONTROL
NUMBER
REV-1182 EXI11-98-
NO. CD 015525
AMOUNT
101 ~ $121.70
ESTATE INFORMATION: SSN: ~ so-~-nss
FILE NUMBER: 2109-0607
DECEbENT NAME: WALKER DAVID A
DATE OF PAYMENT: 01 %31 /2012
POSTMARK DATE: 01 /27/2012
COUNTY: CUMBERLAND
DATE OF DEATH: 06/ 12/ 2009
REMARKS: RECEIPT TO ATTY
CHECK#1027
SEAL
TOTAL AMOUNT PAID:
5121.70
INITIALS:. HMW
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PECHT ,~ ASSOCIATES, PC
Suite Q00
IE05 Manor Driue
Mechanicsburg, PA 171155
Wa~~ DPI. Pecht
.~irisber of CadiJarnia Bar
cxarL%at to Tr
Roir Bieecher
January 27, .2012
Glenda, Farrier Strasbaugh, Register of Wills
Cumberland County Courthouse
1 Courthouse Square -
• Carlisle, PA 1~01~
Re: Estate of David A. Walker, deceased
..File No.: SI-49-0607
Tglephane: fi°i7-691-9818
Fax: 717-gii.X EO?0
wwr~rrpechtlau~rcons
Dear Ms. Strasbaugh:
Enclosed for payment with your office is -check number 1027 payable to the Register of Wills,
~`?~~'i~,~=the amount of $121.70, .representing the total balance of Inheritance Tax due in the
above-referenced estate.
Phase issue .a receipt for this payment- and return it to me in the enclosed self-addressed,
stamped envelope.
If you have any questions, please. call me. Thank you. for your continuing cooperation.
N 1: CE OF INHERITANCE TAX enns lvana ~'
~., P Y
BUREAU OF INDIVIDUAL TAXES APPR~I TIT; At;I,JO(~l~NCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OFI"UC~YONS;>AI'(D ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
PO BOX 280601 ~ ~ ` ""`' ~
HARRISBURG PA 17126-0601
2~~2J~N30 pM~~ DATE 01-16-2012
ESTATE OF WALKER DAVID A
DATE OF DEATH 06-12-2009
ORPr~M FILE NUMBER 21 09-0607
;~,,(I~t9h~~:.rvv~LJ if COUNTY CUMBERLAND
WAYNE M PECHT ~'~ • ' ACN 101
1205 MANOR DR APPEAL DATE: 03-16-2012.
SUITE 2 0 0 (See reverse side under Objections )
MECHANICSBURG PA 17055 Amount Re~itted ~
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 E~ _________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
-
ESTATE OF: WALKER DAVID AFILE N0.:21 09-0607 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 8 5,229.61 credit to your account,
.00 submit the upper portio
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Sank Deposits/Misc. Personal Property (Schedule E) C5) 7,66 0.27
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets f 8) 92 , 889.88
APPROVED DEDUCTIONS AND EXEMPTIONS:.
9. Funeral ExpeDSes/Adm. Costs/Misc. Expenses (Schedule H) (9) 23.023.86
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 12,545.75
11. Total Deductions C11) 35,569.61
12. Nat Value of Tax Return c12) 57,320.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subiect to Tax (14) 57,320.27
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures tha# include the total of ALL returns assessed to date.
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
cis) .00 X
t16) ~7.~ n_?7 X
C17) _ On X
c18) . 00 X
00 = .00
045 = 2,579.41
12 = .00
15 .00
C14)= 2,579.41
PAYMENT RECEIPT DISCOUNT c+~ AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
nc_:n_~n>> cnn:4~tiS .00 2,579.41
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-01-2011
TOTAL TAX PAYMENT 2,579.41
BALANCE OF TAX DUE .00
INTEREST AND PEN. 121.70
TOTAL DUE 121.70
TE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
`DDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.