HomeMy WebLinkAbout07-24-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 016294
MATEYA MARK A
55 WEST CHURCH AVE
CARLISLE, PA 17013
fold
ESTATE INFORMATION: ssN: ~ 72-~ 8-i psi
FILE NUMBER: 2110-0872
DECEDENT NAME: LEE GUST ROBERT
DATE OF PAYMENT: 07/24/2012
POSTMARK DATE: 07/24/2012
COUNTY: CUMBERLAND
DATE OF DEATH: 08/05/2010
REMARKS:
CHECK#109
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $1,974.95
TOTAL AMOUNT PAID:
INITIALS: CJ
REV-1162 EX(11-961
S 1, 974.95
GLENDA EARNER STRASBAUGH
RECEIVED BY:
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
_ r ~p ry~ANCE OR DISALLOWANCE
@F~ti~3f~kICT-i0N ~ (AND ASSESSMENT OF TAX
~~~~I~~D 1UL 2 3 2011
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
~'~?~~ ~UL 2(~ ~)!/ ~~ (,'~ DATE 07-23-2012
ESTATE OF LEE GUST R
- DATE OF DEATH 08-05-2010
0~~~`,~ v~~R~ FILE NUMBER 21 10-0872
~
MARK A MATEYA ~~~~~~ ~ COUNTY CUMBERLAND
` ACN 101
55 W CHURCH AVE APPEAL DATE: 09-21-2012
CARLISLE PA 17013-3202 (See reverse side 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 POR
-------------------- ----------------- TION FOR YOUR RECORDS •-
--
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE ____
----------------------------
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: LEE GUST RFILE N0.:21 10-0872 ACN: 101 DATE: 07-23-2012
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .0 0 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 portior
4.
Mortgages/Notes Receivable (Schedule D) of this form with your
(4)
0 0
.
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) (5) 5,020.00
6. Jointly Owned Property (Schedule F) C6) 237, 030.19
7. Transfers (Schedule G) C7) 120,900.00
8. Total Assets C8) 362,950.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) C9) 19.0 .74
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 19, 053.74
12. Net Value of Tax Return C12) 343,896.45
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 343,896.45
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 C15) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 343.896.4 x 045 = 15,475.34
17. Amount of Line 14 at Sibling rate (17) _00 X 1 2 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due C19)= 15,475.34
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
*** SUMMARY 0 ALL 09 PAYMENTS ***
04-05-2012
INTEREST IS CHARGED THROUGH 08-07-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
77.35 ~ 13,742.09
TOTAL TAX PAYMENT 13,819.44
BALANCE OF TAX DUE 1,655.90
INTEREST AND PEN. 319.05
TOTAL DUE 1,974.95
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1d70 EX (Ot-10)
~ pennSy~Van~a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
Po BoX 2sosoi
DECEDENT'S NAME FILE NUMBER
Lee, Gust 2110-0872
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Accepted adjusted return.
ORIGINAL Pa4e 1