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Home My WebLink About05-29-13 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(i i-96) OEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARFISBURG,PA 1]128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 017672 FIDLER MATTHEW 411 PAWNER DRIVE MECHANICSBURG, PA 17050 ACN ASSESSMENT AMOUNT CONTROL NUMBER _____ ioie """"_ 101 � 5732.78 ESTATE INFORMATION: SsN: � FILE NUMBER: 2112-0758 I �ECEDENT rvAnnE: GREEN JAMES F III � DATEOFPAYMENT: 05/29/2013 I POSTMARK DATE: 05/28/2013 I COUNTY: CUMBERLAND � DATE OF DEATH: 06/18/2012 I � TOTAL AMOUNT PAID: 5732.78 REMARKS: CHECK# 1031 INITIALS: HEA SEA� RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS N07ICE OF INHERI7ANCE TAX a ��` �en��y�V�I�Ta APPRAiSEMENT, ALLOWANCE OR DISALI.OWpNCE oeaaarMenTOFaEVeNUe BUREAU a� INOiv[oun�, inxES QF OEDUC7I4NS AND ASSESSNENT OF TAX iNHtiRkTANCE TAX O7YfSIDN RFV-1S4] EX pFP (03-13) PO 9qX 280fi01 HARRISBUftG PA 3]t?8-�601 yrf1�'y -, n °�- � �^[' OATE D5-20-2013 311.11f1 i�::��.iJ ::(� : �i'f.v..' �j( W�i„, ESTA7E OF GREEN III JAMES F P, �� a��.°..: `��`.: t'!� -`;E"�`� pATE OF OEATH 06-18-2012 �}(1 �1 (1 FILE NUMHER 21 12-0758 �'.��„� ('Ii�Y L.3 �3�7 .'_i ��7 GOUNTY CUMBERLAND JORDAN b Cl1NNINGHAM ESQ p�N 102 2320 N 2ND ST ��ji�� (,!;' APPEA! DATE: D7-24-ZQ13 HARRISBURG PA 17�'Dy.��f�Q��• �� (SeereversesldeunderObfecNonsJ CUh4EiERL�'�Ci"� vi�., F;a Amount Remitted(�---� MAKE CNECK PAVABLE AND REMIT PAYMENT TD: RE6ZSTER OF WILLS 1 C6URTHOUSE 54UARE CARLISLE PA Y7�13 CUT ALONG THIS LINE __ �-Y RETAIN LOWER PORTION FOR VOUR RECOR�S E� "--'--'-'-""-_-'-" "-'---'-'------"-'-^"""---'--"-----"-'-'-_-""-'-'""'"' REY-2947 EX AFP t02-13) NOTICE OF INNERITANCE TAX APPRAISEMENT, pLLOWANCE OR DZSA�LOWANCE OF DEDUCTIONS ANB ASSESSNENT OF 7AX ESTATE OF: GREEM IIf JAMES PFILE N0. :22 12-0?58 ACN: IUl DATE: �5-20-2013 TdX RE7URN WAS: t ) ACCEPTED A5 FILED t X) CHANGED SEE ATTACNED NOTICE APPRAISED VA�UE OF RETURN BASED ON: ORT62NAl RETURN 2. ReaY Estate {Schedo2e A} t�� 225�Od0.OD NOTE: Tp ansure proper 2. Stocks antl BonCS (StAadule &} {Z) .00 cretlit to Your aceount, . 00 su6mit the 4pPer portian 3. Closely Held Stock/Partnership Lntsrest (Schetlule C} t3) of this form with your 4. Mortgages/NOtes Raceivable (SChetlule D) �q� 18�0��. 00 tax paymant. 5. Cash/Bank Deposits/Mixc. Personal Proparty CSchedule E) (y) 86.931 .58 6. Jaintly Owned Property C5chedule F) (6) i9�.64 7. Transfers <schetlule G) �� 4.656.4$ a. Totai Assets c8) 234.785.�0 APPROVED DEDUGTZONS AND EXEMPTSONS: 4. funsra2 EzpensesfAtlm. Casts/Misc. Exaansss CSchaduie H7 tq} 2b.104.00 70. Do6ts/MOrt9aga liabi23tieslLiens tSChadule Z> t10} „ 2fT4,349.77 ii. rota't �eauctio�,s �iy� 235,503.77 12. Net Yalue of Tax Rsturn �22} 718.07- 13. Charitable/Gpvernmantal Bepuests; Non-electptl 4213 Trusts (SthedUla J} (23} '�a 14. Net Value qf Estate Subjact to Tex �iG� 718.0�- NOTE: If an assessment was issued Previously> Lines 14, 15. 16, 17: 1$ andlar 19 xi22 reflect figures that include the total of all returns assessed to date. ASSES5MEN7 OF TAX: 15. Amaunt ot Line 14 aY saousal rate ti57 •�� x fl4 •�� 16. Amount of Li�e 14 taxable at lineal rate t2b} .. . (10 x {}45 = .00 17. Amount af 4i�e 14 af 5iblirtg fatp {17> -Ofl S Lt" .QO 18. Amount oF Lina 14 taxable at collateral rate (187 4,854. 12 X 1$ 7Z8. 12 19. Grincipal Tax Due �19>° 728. 12 TAX CREDITS: PAYt1EN7 RELEIpT � DISCOUN7 C+} qMOUNT PAlD DATE NUMHER INTERESTlPEN PATD t-) � � � � � + t� r �y ! G U }uaY z o zo1� s INTEREST IS CHARGE� THROUGN 06-04-2013 TqTAL TAX PAYMEN7 -" AT THE RATES APPLICABLE AS OUTLINE❑ OM TNE BALANCE OF TAX D@E iJ728. 12 REVERSE SIDE OF THI5 FORM INTEREST AND PEN. 4.66 TOTAL DUE � 732.78 « If PALO AFFEB DATE INDICA7E0, SEE REYERSE IF T�TAL DUE [S REFLECTED AS A CRED2T LCR}, ypU MAV BE DUE FOR CALCULA'fION UF AODITIONAL INTEREST. A REF11N➢. SEE ftEVERSE SIO£ FOR TkSTRUCTIpN4. . . _. . . . _ . . . _ . RESERVATION: Estetes ot decedents dyi❑g on or before Dec. 12, 1982-it any future interest in the estate is translerred in possession or enjoyment to collateral beneficiaries o#the decedent after ihe expiration o(any esiate for iife or years,the Commonwealth he�eby expressly reserves the right to appraise and assess transfer inheritance taxes af the iawtul collateral rate on any such tuNre interest. PAYMENT: Oetach!he top partion of ihis notice and submit with your paYment to the Register of Wilts indicated on the front ot the notice. �Aake check or money o�der payable to:HEGtSTER OF WILL,AGENT, REFUND{CR): A retund of a tax credit noi reqoested on the fax reNrn may be requested by compieting an Application tor Refund ot Pennsylva�ia lnheritanca and Estate Tax(REV-1313}. Appiications are avaiiable from the departmenYS web sike at www,ceven�a.sU3ie�ka u5,any Fegister of Wiiis or Revenue 6istdct Office,or trom the departmenPs 24-hour forms ardering service: t-800-�62-2050;services tor iaxpayers wifh speaiai hearing and/or speaking needs: 1-800�4473020(TT only). P7ease albw 4-6 weeks from the data a refund was granied to arrive. OBJEC7lONS: Any party in inierest not satisiied with the appraisement,a�lowence or disallowanqe of deductions,or essessmeni of t� (inciudmg discount or mierest}as shown on this nofice may object within 60 days of the dafe ot receipt of this nptkce by: A} Fiiing an appeai online at ww_�.✓.kQar�OpiaRpea15,5tat5..R�.us on or before the appea!daEe identitied on the Jroat at this rwtice. Or sending a written protest to:PA Department of flevenue,8oard of Appe8ls,PO BOX 28t207,Harrisburg PA 17129-t021; B} Naving t�e metter determined at audit of the account of the personal representative;or C) C)Appeaiing to the Orphans'Cpurt. ApM�NfSTRATiVE Errors discovered on tfiis assessment should be addressed in writing to:PA Department of Reve�ve,8ureau of irrc3ividuai COf�RECTIONS: 'fazes,ATTN:Pnst AssessmeM Review Unit, PO BOX 2846Q1,Harrisburg PA, 1 11 28-1 42t,Phone{717)7II7�8505. See page� instructions for inheritance 7ax Return tnr a Resident Decedenk(flEV-1541)for an explanation ot administr�iively correciabie errors. 6iSCOUNT� it any tax due is paid within three calendar months after the decedenYs deatb,a five percent d+scount af the tax paid is aiiowable. INTEREST: inte,rest is charged begfnoing with First day of delinqueney,or nine mqnths arni one date fram date of death,to ihe date e�t payment Annual interest rate5 are available on Form REY-161 t,availabte at www._r@vg„nU��t�t�LUS,n�upon rquest by r.alling 1-A89-72&2937. tnterest ts calculated 8s follows: INTERES"f=BAIANCE OF TAX UNPAIR X NUMBER O�DAYS DEltNC1UENT X DAILY INTEREST PAGTOR Any Notice iSSUed atter the tax beCOmes delinquent wiii retieci an interest catcuiafion to 15 days beyond the dake ot the assessmenG If Rayment is made after the interest caiculation date show on the Notice,additionai interest must be aalculated. �iFV�1�10 E%(�II-101 �� pennsylvania lNNERITANCE TAX k pEPAFTMENT OF REVENUE EXPLANATlON BUREAU OFINDNI�UALTA%E$ OF CHANGES PO eoz 2866Ci DECEDENT'S NAME FILE NUMBER James Green III 2112-0758 REVIEVV86 BY ACN Yvpnne Bricker �Q� ITEM SCHEDULE Np, EXPLANA7t4N OP CHANGES F ,� Probate estate is insolvent. Jointly held assets are taxable to the survivors. No deductions can be ciaimed against join# praperty as it was not the responsibility of the survivars to pay Yhe debts. G 1 Non-probate assets are taxabCe ta the beneficiaries. No deductions can be ciaimed against non-prabate property as it was not the responsibility of the beneficiary to pay the debts of the estate. I ! ! � ORIGINAL patl8 1 _. _ .. .. _ . . .. .. _ . .. JORDAN P.CUNNINGHAM CUNNINGHAM R CHERNICOFF�F.C. HF'sRSHEY TF,LEFHpNE ROBERTF�.CHERN1C70FF (717�534-28$3 M�RC w.wrrztc ATTORNF,YS AT LAW BRUCE 7.W�RSNAWSxY p.0.BOX bads? IRS NO.23-2274135 TRACY L.UP42KE HARRISSURG,PA I71O6-OQS? GFNA L�LAUFFEiR S'7"REIiT ADDRESS: TEt.EPHONF.; {717}23$-6570 23�0 NORTH SEC(}N6 S7REET FAx: ��7}2ss-�aos xn�z�s�uac,en r��a May 28, 2013 Office of the Register of Wills Curnbertand County Caurt of Camman Pleas One Courthouse Square Czrlisie, PA 17013 Re: Estate af James F. Green, III Cumbertand County Court af Cammon Pleas Estate No. 21-12-0758 Innoice No. 4276 dar File No. 4095I2 Dear Sir ar Madam: Enclpsed is a check payable to the Register of Wills—Agent in the amount of$732.78. T am remitting this amount in accordance with the directive I received from the Department of Revenue, a copy of which is attached hereto. If you have any questions,please do not hesitate to contact me. Very truly po s, CU�IN THAM& C GQFF, P.C. Jr, . unninghatn JDClalh enclosures cc: Matthew Fidler, Executor F:�}iomeWHEW1T7VJ005\G-1\GRF.EN.Jarnes Estate of409512\CORRESPONDENCEII,OS2Ri3 regsrerafwills.wpd . . . .. . . . _ . . . . x � � � � � 7 G �} � a � � � a � z � � � zo � � � x � n c � � m � � � z a � � � O � � � � � � � � � rr� o `-� 'n c-� � a � �� a� ,. _ N � � s_ '� � , ;xz - , , � r- `;_ , � _. �} ,.. � :.� y�' - - _ r. `f,^ . . � �, a �,-�= � C _ � � � � 0 � = � � � ° _ � Q e � �t. ..;�: ; = a *�i� o � • '� � ae� c y�.� '� : _. r. z „„ . ; . - w ,�' � � �� .,,_ ,4;�' � � � :."�� -�.'�I'�:: m � .Gr, � i-iqSt.F:f��. . a � � � 4 � Q � ; , � � _ 1Q , � x ro m 'ts� i�f��=�rA��_, p �