HomeMy WebLinkAbout04-23-13 kw
April 19, 2013
Glenda Famer Strasbaugh, Register of Wills THE
Cumberland County Courthouse Es��AZ E
1 Courthouse Square S
Carlisle, PA 17013-3- ERT m 3387 Vii TY
Re: Margaret W.Evans,deceased FORNRJLA, ,
Date of Death: 10/02/2012
File#21-12-1338
Denise M.Long
Dear Ms. Strasbaugh: dml @jsdc.com
Enclosed is a copy of the Notice of Inheritance tax received for the above referenced
decedent indicating a balance due of$106.58.
1 am enclosing a copy of the receipt issued for payment of tax in the amount of
5101.25 that was paid by William J. Evans for accounts held jointly with the
decedent. Those accounts were included on the inheritance tax return.
The estate was not given credit for this payment. Please adjust your records
accordingly.
Please contact me if you should have any questions or require additional information.
Thank you.
Sincerely,
JAMES,SMITH,DiETTERICK&CONNELLY LLP Co M rn
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134 SIPE AVENUE
HUMMELSTOWN,PA 17036
MAILING ADDRESS
PO.BOX 650
HERSHEY,PA 17033
TOLL FREE 1.600.942.3660
TEL.717.533.3280
FAX 717,533 7771
wwv.lstic.com 1
COMMONWEALTH OF PENNSYLVANIA REV-"62 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES COPY DEPT.280601
HARRISBURG.PA 17128-0801
PENNSYLVANIA
iECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 016994
DUPLICATE
EVANS WILLIAM J
419 CARMELLA DRIVE
MECHANICSBURG, PA 17050
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
------- ,ova -------
12165013 ( $51 .75
ESTATE INFORMATION: SSN: 12165015 $49.50
FILE NUMBER: 2112-1338
DECEDENT NAME: EVANS MARGARET W
DATE OF PAYMENT: 01/03/2013
POSTMARK DATE: 12/14/2012 f
COUNTY: CUMBERLAND f
DATE OF DEATH: 10/02/2012 f
f
TOTAL AMOUNT PAID: $101 .25
. EMARK&-- — --
CHECK#4969
INITIALS: HEA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-15-2013
C O PY DATETOFODEATH 10-02-2012 MARGARET W
FILE NUMBER 21 12-1338
COUNTY CUMBERLAND
GREGORY K RICHARDS ACN 101
134 SIPE AVE APPEAL DATE: 06-14-2013
HUMMELSTO.WN PA 17036-9162 (See reverse side underObjecdons)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX - -
ESTATE OF: EVANS MARGARET WFILE NO. :21 12-1338 ACN: 101 DATE: 04-15-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 7,512.37
7. Transfers (Schedule G) (7) 431,348.28
8. Total Assets (e) 438.860.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 13,532.41
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 100
11. Total Deductions (11) 13,532.41
12. Net Value of Tax Return (12) 425,328.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 425,328.24
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14at-spousal rate (15) .00: X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 429;.A2R-96 x 045 = 19,139.77
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 19,139.77
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-28-2012 CDO16978 947.37 18,000.00
02-21-2013 CDO17220 .00 85.82
PAYMENT MUST BE MADE BY 07-02-2013*. TOTAL TAX PAYMENT 19,033. 19
BALANCE OF TAX DUE 106.58
INTEREST AND PEN. .00
TOTAL DUE 106.58
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 FOR INSTRUCTIONS.
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