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Home My WebLink About06-25-12o~Mniv ~ t1RACIOLO, PC ATTORNEYS AT LAW June 22, 2012 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Anna E. Liddick No. 2011-00605 To the Register of Wills: 112 Market Street, 6th Floor Veterans Building Harrisburg, PA 17101 (717) 236-9391- Telephone (717) 236-6602 -Facsimile www.TheHarrisburgLawyers.com Please fmd enclosed a check in the amount of $1,220.26, a check in the amount of $34.11, and a check in the amount of $95.06 for the above captioned Estate. If you have any questions or concerns, please do not hesitate to contact our office at the telephone number captioned above. Sincerely, Jennif Wright gal Assistant to Foreman & Caraciolo, P.C. Enclosures , . na ~.• : < ~ C rn ~ ~--' ,,, • , z c., ~: iV n'i r~r'~ ~ ..,~~ ~ CP . c ~, t~ :.~ y~.~ / .. T 4 ~ ~ ~. ~ ~~ ~ Bruce D. Foreman, Esquire Bruce@FFClaw.net Joseph D. Caraciolo, Esquire joseph@FFClaw.net Karen L. DeMarco, Esquire karen@FFClaw.net COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: LIDDICK CHARLES E JR 4236 LAKEVIEW PARKWAY LOCUST GROVE, VA 22508 REV-1162 EX(11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NQ, CD 016163 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- ~o~a ESTATE INFORMATION: SSN: 1~s-12-4533 FILE NUMBER: 211 1-0605 DECEDENT NAME: LIDDICK ANNA E DATE OF PAYMENT: 06/25/201 2 POSTMARK DATE: 06/22/2012 COUNTY: DATE OF DEATH: CUMBERLAND 05/07/201 1 101 ~ S 1,220.26 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 1014 INITIALS: CJ RECEIVED BY: S 1, 220.26 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1162 EX111-96) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: LIDDICK CHARLES E JR 4236 LAKEVIEW PARKWAY LOCUST GROVE, VA 22508 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER -------- fold ESTATE INFORMATION: SSIV: 179-12-4533 FILE NUMBER: 211 1-0605 DECEDENT NAME: LIDDICK ANNA E DATE OF PAYMENT: 06/25/2012 POSTMARK DATE: 06/22/201 2 COUNTY: CUMBERLAND DATE OF DEATH: 05/07/201 1 AMOUNT 11133734 ~ $34.11 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 1016 INITIALS: CJ RECEIVED BY: 534.11 GLENDA EARNER STRASBAUGH REGISTER OF WILLS NO. CD 016164 REGISTER OF WILLS REV-1162 EX111-96) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: LIDDICK CHARLES E JR 4236 LAKEVIEW PARKWAY LOCUST GROVE, VA 22508 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER fold ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 179-12-4533 2111-0605 LIDDICK ANNA E 06/25/2012 06/22/2012 CUMBERLAND 05/07/2011 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 1015 INITIALS: CJ RECEIVED BY: N0. CD 016165 AMOUNT 595.06 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 PEGGY A BITTING 300 4TH STREET BOX SUMMERDALE PA RECEIPT NUMBER CUT ALONG THIS LINE ""~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ___ REV--1548 EX AFP C12-115 DEDUCTIONSINANDIASSESSMENTAOFRTAXEONNJOINTLYWHELD OR TRUSTLASSETS OF DATE: 04-23-2012 ESTATE OF:LIDDICK ANNA DATE OF DEATH:05-07-2011 COUNTY:CUMBE_ BLAND ACN: 11133735 FILE NO.: 21 11-0605 S.S/D.C. NO.: 179-12-4533 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT DR TRUST ASSET INFORMATION ACCOUNT NO.: 200125273 FINANCIAL INSTITUTION: RIVERVIEW NATIONAL BANK TYPE OF ACCOUNT: CX)SAVINGS ( ) CHECKING ( )TRUST C )TIME CERTIFICATE neTE ESTABLIS~FED 01-11-2010 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: PAYMENT DATE INTEREST IS AT THE RATES REVERSE SIDE 1 pennsylvania ~ [ ~ ~, S• T( ~ ERITANCE TAX DEPARTMENT OF REVENUE `~A~~~O~ }~NCE OR DISALLOWANCE REV-1548 EX AFP t12-11) ~~ ~ ~1~0. ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ``''~~ 04-23-2012 ~~tZ JII~t ZS ~~ !~~ 4~ESTATE OF LIDDICK ANNA DATE OF DEATH 05-07-2011 FILE NUMBER 21 11-0605 ~~--{ • ~ - COUNTY CUMBERLAND '~~3 ~~~~ . SSN/DC 179-12-4533 '~~~ ~•. ~!ti ACN 11133735 151 APPEAL BY DATEs06-22-2012 17 0 9 3 (See reverse side under Objections) Amount Remitted ~- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 4,196.03 X 0.500 2,098.02 _ .00 2,098.02 .045 94.41 CHARGED THROUGH APPLICABLE AS OF THIS FORM DISCOUNT C+) INTEREST/PEN PAID C-) 05-01-2012 OUTLINED ON THE NOTE: TO ENSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR .TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." AMOUNT PAID TOTAL TAX PAYMENT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 94.41 .65 95.06 * IF TOTALADUERISHREFLECTEDSAS AE^CREDIT''O'RCCR)CUYOUIMAYOBEADUETAOREFUNDTEREST. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. BUREAU OF INDIVIDUAL TAXES P!C_VV~ i~~~R.~~~~~~ ALLOWANCETORCDISALLOWANCE INHERITANCE TAX DIVISION iC , AND ASSESSMENT OF TAX ON PO BOX 280601 REC~~ HARRISBlN2G PA 17128-0601 JOINTLY HELD OR TRUST ASSETS 7~I1 JUN 25 PM ~2= ~+~ '~~~.i . QRPt~u~N'S ART PEGGY A BITTING~~~~ ~•~ 300 4TH STREET BOX 151 SUMMERDALE PA 17093 pennsylvania ~ DEPARTMENT OF REVENUE REV-1548 EX AFP (12-11) DATE 04-23-2012 ESTATE OF LIDDICK ANNA DATE OF DEATH 05-07-2011 FILE NUMBER 21 11-0605 COUNTY CUMBERLAND SSN/DC 179-12-4533 ACN 11133734 APPEAL BY DATE:06-22-2012 (See reverse sole under Objections) __ Amount Remitted ~- 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-1548 EX AFP C~2-11~ s - DEDUCTIONSINANDIASSESSMENTAOFRTAXEONNJOINTLYWHELD OR TRUSTLASSETS OF DATE: 04-23-2012 ESTATE OF:LIDDICK FILE NO.: 21 11-0605 S.S/D.C. NO.: 179-12-4533 ACN: 11133734 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED. JOINT OR TRUST ASSET"INFORNA7IQN FINANCIAL INSTITUTION: RIVERVIEW NATIONAL BANK ACCOUNT NO.: 100102786 TYPE OF ACCOUNT: C )SAVINGS CX) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 01-11-2010 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: ,_ PAYMENT RECEIPT DATE NUMBER 1,505.92 X 0.500 752.96 _ .00 752.96 Y .045 33.88 DISCOUNT C+) INTEREST/PEN PAID (-) NOTE: TO ENSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." AMOUNT PAID INTEREST IS CHARGED THROUGH 05-01-2012 TOTAL TAX PAYMENT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE REVERSE SIDE OF THIS FORM INTEREST AND PEN. TOTAL DUE ANNA DATE OF DEATH:05-07-2011 COUNTY:CUMBERLAND .00 33.88 .23 34.11 * IF TOTALADUERISHREFLECTEDSAS AE^CREDITORCCR)CUYOUIMAYOBEADUETAOREFUNDTEREST. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. NOTICE.OF` INHERITANCE TAX pennsylvarna ~ WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11) INHERITANCE TAX DIVISION i, ~ ~, PO BOX 280601 ~ ~ j ~,"t ~a ~ ' .. ~,/ HARRISBURG PA 17128-0601 ~0l2 ,)UN 25 PM 1~~ 43 v~~" c o~~v~s c~uRT BRUCE D FOREMAN ~~Q ~„ FL 6 112 MARKET ST HARRISBURG PA 17101-2015 DATE 05-28-2012 ESTATE OF LIDDICK ANNA DATE OF DEATH 05-07-2011 FILE NUMBER 21 11-0605 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-27-2012 (See reverse side under Objections) Awount Rewitted ~- 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 l--~ _. _________________ ------------------------~_..------------------ _--------------~s._,,..-------- REV-1547 EX AFP C12-1I) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX rererG n~~ irnnrr_K ANNA FILE N0.:21 11-0605 ACN: 101 DATE: 05-28-2012 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1 Real Estate (Schedule A) C1) 74,804.95 NOTE: To ensure proper . C2) ,00 credit to your account, 2. Stocks and Bonds (Schedule B) 00 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) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 14 1,21 6.95 6. Jointly Owned Property (Schedule F) C6) 4, 030 .88 7. Transfers (Schedule G) (7) .00 C8) 220.052.78 8. Total Assets APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1 1,317.94 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,598.1 2 C11) 13,916.06 11. Total Deductions 136.72 206 12. Net Value of Tax Return (12) , 13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 . C14) 206, 136.72 14. Net Value of Estate Subiect to Tax NOTE: If an assesswent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will red act figures that include the total of ALL return s assessed to date. ASSESS MENT OF TAX: 00 00 .00 _ 15 Amount of Line 14 at Spousal rate C15) • X . al/Class A rate C16) t Li 206 .136.72 x 045 = 9,276.15 16. ne Amount of Line 14 taxable a te C17) bli -~~ X 1 2 .00 17. ng ra Amount of Line 14 at Si 18 Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 1 5 = .00 . C19)° 9,276.15 19. Principal Tax Duo TAX CR EDITS: PAYMENT RECEIPT I DISCOUNT c+) I AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) rnR_3t-2nti CD014923 .00 8,068.37 INTEREST IS CHARGED THROUGH 06-12-2012 TOTAL TAX PAYMENT 8,068.37 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,207.78 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 12.48 TOTAL DUE 1,220.26 ~ 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. 062S0007878747 V ~(. 1'~'~ ~ --~ ~ i ._, ~ ~ f • ~ l ~~ ~- . r OIW~o~ ~ ~ N ~~ ~ ..-. 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