Loading...
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.