HomeMy WebLinkAbout01-14-13 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
ERTEL CHRISTEL L
2966 MAPLE ROAD
CAMP HILL, PA 1 701 1-2824
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 017047
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION: ssN:
FILE NUMBER: 2110-1 164
DECEDENT NAME: ERTEL SHIRLEY MARTHA
DATE OF PAYMENT: 01 / 14/2013
POSTMARK DATE: 01 /1 1 /2013
couNTY: CUMBERLAND
DATE OF DEATH: 09/12/2010
REMARKS: RECEIPT TO ATTY
SEAL
CHECK# 2518
101 ~ 5219.14
TOTAL AMOUNT PAID:
5219.14
INITIALS: DMB
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX
BUREAU DF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE Tax DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601r,~~h~~~~ ~-~;;,•-~!~r' ~~"'
ELYSE E RDGERS R~
STE 400 ORPNAMS' C~~?~
632 NORTH ~i~~~~R~l~t~' ~ ~~. _ ^~~,
LEMOYNE PA 17043
'~ ~'~` Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-12)
DATE 12-17-2012
ESTATE OF ERTEL SHIRLEY M
DATE OF DEATH 09-12-2010 c~E^C'VCD
FILE NUMBER 21 10-1164 1~ VC C
COUNTY CUMBERLAND pEC Z 12011
ACN 101
APPEAL DATE: 02-15-2013
(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 PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ERTEL SHIRLEY MFILE N0.:21 10-1164 ACN: 101
-----------------
OR
DATE: 12-17-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 02
1. Real Estate (Schedule A) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •00 submit the upper portion
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) 8,5 72.58
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 99,082.93
B. 7ota1 Assets cs) 107 , 655 .51
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. .Expenses (Schedule H) t9) ].0 6 1.99
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11 . Total Deductions C11) 1 , 061.99
12• Net Value of Tax Return C12] 106,593.52
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax {14) 1 , 692, 620.98
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) .0 0 X 00 - .00
16. Amount of Line L4 taxable at Lineal/Class A rate C16) 1 .69?.6?0.9F~ X 045 = 76,167.95
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .00
19. Principal Taz Due (19)= 76,167.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
12-DS-2010 CD013754 3,171.05 60,250.00
06-03-2011 CD014539 .00 6,960.91
08-28-2012 CD016441 .00 989.37
09-20-2012 CD016537 .09- 4,796.71
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-21-2012 TOTAL TAX PAYMENT 76,167.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. 219.14
TOTAL DUE 219.14
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
Law Offices of
SAIDIS, SULLIVAN & ROGERS
A PROFESSIONAL CORPORATION
ROBERT C. SAIDIS
DANIEL L. SULLIVAN
ELYSE E. ROGERS
JOHN A. FEICHTEL
DEAN E. REYNOSA
TODD F. TRUNTZ
MARYLOU MATAS
SEAN M. SHULTZ
ROBERT B. HAMILTON
HANNAH WHITE-GIBBON
635 NORTH 12T'~ STREET, SUITE 400
LEMOYNE, PENNSYLVANIA 17043
TELEPHONE: (717) 612-5800 - FACSIMILIE (717) 612-5805
EMAIL: attorney~ssr-attorneys.com
www.ssr-aitorneys.com
January 11, 2013
REPLY TO LEMOYNE
(717) 612-5801
eroeersC~ssr-attornevs. com
Register of Wills of Cumberland County
One Courthouse Square
Carlisle, PA 17013-3387
Re: Estate of Shirley M. Ertel, Deceased
File No. 2010-01164
Dear Madam:
CARLISLE OFFICE:
26 WEST HIGH STREET
CARLISLE, PA 17013
TELEPHONE: (717)243-6222
FACSIMILE: (717)243-6486
Of Counsel
JOHN E. SLIKE
STEPHEN L. GROSE
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Enclosed is a check in the amount of $219.14 representing interest and
penalty due for the above referenced estate. This is in accordance with the Notice of
Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and
Assessment of Tax dated December 17, 2012 (copy enclosed).
If you have any questions or require additional information, please do not
hesitate to contact me.
Sincerely yours,
Elys E. Rogers
cj r
Enclosures
cc: Christel L. Ertel
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