HomeMy WebLinkAbout10-01-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
CORLE ANN J
1105 ALLEGHENY STREET
HOLLIDAYSBURG, PA 16648
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ESTATE INFORMATION: SSN: 205-26-2422
FILE NUMBER: 211 1-0740
DECEDENT NAME: JEFFREYS JAMES J
DATE OF PAYMENT: 10/02/2012
POSTMARK DATE: 09/28/201 2
COUNTY: CUMBERLAND
DATE OF DEATH: 05/ 26/ 201 1
REMARKS: RECEIPT TO ATTY
CHECK# 339
SEAL
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX~11-96)
NO. CD 016580
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $173.41
TOTAL AMOUNT PAID:
INITIALS: HMW
$173.41
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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~~Yl. ~?~tiA~~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES •~-"`•'~
INHERITANCE TAX DIVISION ~`~ •`~ AF','D~~I~ ~TIONS
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AND ASSESSMENT OF TAX REV-1547 IX AFP C12-11)
PO BOX 280601 ' '
HARRISBURG PA 17128-0601
rJ~~~~ ~~~ ' ~ P~ 4' Q~ DATE 08-27-2012
ESTATE OF JEFFREYS JAMES K
DATE OF DEATH 05-26-2011
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FILE NUMBER 21 11- 0740
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JAMES R HUFF II ~~ ACN 101
1701 5TH AVE APPEAL DATE: 10-26-2012
ALT 0 0 NA P A 16 6 0 2 - 2 319 (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 -i RETAIN LOWER
-------------------- PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX -
ESTATE OF: JEFFREYS JAMES KFILE N0.:21 11-0740 .ACN: 101 DATE: 08-27-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN.
1. Real Estate (Schedule A) C1) 50, 000.00 NOTE: To ensure proper
Stocks and Bonds (Schedule B)
2 C2) .0 0 credit to.your account,
. 0 0 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) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (S chedule E) c5) 33, 313.82
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 225,548.40
8. Total Assets C8) 308,862.22
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 7.0 9 0.71
10. Debts/Mort.gage Liabilities/Liens (Schedule I) C10) 1,210.4 9
C11) 28, 301.20
11 . Total Deductions C12) 280,561.02
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 280,561.02
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 00 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 80 .5&1.02 X 045 = 12, 625.25
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 12, 625.25
TAX ('RFTITTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-11-2012 CD015842 .00 12,500.00
INTEREST IS CHARGED THROUGH 09-11-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 12,500.00
BALANCE OF TAX DUE 125.25
INTEREST AND PEN. 48.16
TOTAL DUE 173.41
* 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.
SULLIVA~';~F!+~I~~~I'OKAN, HUFF 8~. I~ORMANSKI
~~~'-' ' ` ~ ~ # ~ ~~ ATTORNEYS AT LAW
1701 FIFTH AVENUE
1~3'~ a~~ - ( F~ ~tr~~hoNA, PA 16602-2319
Partners: TELEPHONE: (814) 946-4316
R. THOMAS FORR, JR. FAX: (g 14) 946-9426
WILLIAM J. STOKAN '~ `--~
JAMES R. HUFF, II ~~~~`(~'~}~I`I ,~ '~~~~
C~1~~~~~'~- ~ ~D CO., PA
JOEL M. I{ORMANSKI
(1)62-2011)
SEPTEMBER 27, 2012
GLENDA FARNER STRASBAUGH,
CUMBERLAND COUNTY REG. OF WILLS
ONE COURTHOUSE SQUARE
CARLISLE, PA. 17013-3387
RE: ESTATE OF JAMES J. JEFFREYS
FILE NUMBER: 21 11 0740
DATE OF DEATH: MAY 26, 2011
Dear Ms. Strasbaugh:
Associates:
MARY ANN PROQST
GREGORY S. OLSAVICK
TRACT L. NAUGLE
JONATHAN F3. ROSE
DONALD J. E3YRNES
Of Counsel:
JOHN F. SULLIVAN
In connection with the above identified matter, I am enclosing the following:
1. A copy of the Notice of Inheritance Tax Appraisement dated August 27, 2012, indicating
that the sum of $173.41 was due for the balance of inheritance tax and interest.
2. Estate Checl{ Number 339 in the amount of $173.41 in payment of this billing.
Thank you very much for your attention to this matter and I would ask that a receipt
in the above amount be sent to me.
Very truly yours,
SULLIVAN, FORR, STOKAN, HUFF &
KORMANSKI,
Y: JAMES. HUF ,
JRH:kIm
ENCLOSURES - 2
CCS: Ann Corle and
Carol Scott
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