HomeMy WebLinkAbout04-11-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
NO. CD 015824
CALDWELL & KEARNS
3631 NORTH FRONT STREET
HARRISBURG, PA 17110
fold
ESTATE INFORMATION: ssN: 2o4-2s-7945
FILE NUMBER: 211 1-0800
DECEDENT NAME: FRANK GRACE MARIE
DATE OF PAYMENT: 04/ 1 1 /201 2
POSTMARK DATE: 04/ 1 0/201 2
COUNTY: CUMBERLAND
DATE OF DEATH: 06/ 28/ 201 1
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 548.49
TOTAL AMOUNT PAID:
REMARKS:
548.49
CHECK#58860
INITIALS: CJ
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
CALDWELL &KEARNS
JAMES R. CLIPPINGER
JAMES L. GOLDSMITH A PROFESSIONAL CORPORATION
STANLEY J.A. LASKOWSKI OF COUNSEL
DOUGLAS K. MARSICO ATTORNEYS AT LAW JAMES D. CAMPBELL, JR.
BRETT M. WOODBURN CHARLES J. DEHART, III
MICHAEL D. REED
MICHAEL A. FARRELL
THOMAS M. FRATICELLI 3631 NORTH FRONT STREET THOMAS D. CALDWELL, JR.
GREGORY D. GEISS
THOMAS S. LEE HARRISBURG
,PENNSYLVANIA 17110-1533 (19zs-zool>
ELIZABETH H. FEATHER CARL G. WASS
DOUGLAS M. OBERHOLSER 717-232-7661 (1937-2010)
DAVID J. EVENHUIS FAX: 717-232-2766
RICHARD L. KEARNS
RETIRED
THEFIRM@CKLEGAL.NET
April 9, 2012
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
Re: Estate of Grace M. Frank
File No. 21-ll-0800
Dear Ms. Strasbaugh:
Enclosed please find a copy of the Notice of Inheritance Tax Appraisement showing an
amount due of $48.49. Accordingly, enclosed please also find a check payable to your office in
the amount of $48.49.
Thank you for your attention to this matter. If you have any questions, please contact me.
Very truly yours,
EHF:nb
/Enclosures
cc: Elaine Grove w/enclosure
1 1313-001/188906
Elizabeth H. Feather
CALDWELL &KEARNS, P.C.
efeather@cklegal.net
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NOTICE OF INHERITANCE TAX Pennsylvania
~
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ,~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF DEDUCTIONS AND
ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PD BOX 280601
HARRISBURG PA 17128-0601
DATE 03-26-2012
ESTATE OF FRANK GRACE M
DATE OF DEATH 06-28-2011
FILE NUMBER 21 11-0800
COUNTY CUMBERLAND
ELIZABETH FEATHER ESQ ACN 101
CALDWELL & KEARNS APPEAL DATE: 05-25-2012
(See reverse side under Objections)
3631 N FRONT STREET
HARRISBURG PA 17110 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -) RETAIN LOWER POR
---------------------- TION FOR YOUR RECORDS E-
---------- --------------------------------
------------------------
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: FRANK GRACE MFILE N0 .:21 11-0800 ACN: 101 DATE: 03-26-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 65,000.0 0 NOTE: To ensure proper
(2) .00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .00
C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,7 50.00
6. Jointly Owned Property (Schedule F) (6) 41,155.42
7. Transfers (Schedule G) (7) 295,805.09
(8) 406,710.51
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16.7 53.47
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,177.27
(11) 17,930.74
11. Total Deductions 388,779.77
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 388,779.77
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 388.779.77 X 045 = 17,495.09
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
(19)= 17,495.09
19. Principal Tax Due
Twv !`O CnTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-28-2011 CD015018 872.33 16,574.32
INTEREST IS CHARGED THROUGH 04-10-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 17,446.65
BALANCE OF TAX DUE 48.44
INTEREST AND PEN. .05
TOTAL DUE 48.49
* 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.
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