HomeMy WebLinkAbout05-12-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 019141
JOHNSON DUFFIE STEWART ET AL
301 MARKET STREET
LEMOYNE, PA 17043-1662
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
__"___' fold _____"___ ""___'
101 � 510,131 .11
ESTATE INFORMATION: ssrv: �
FILE NUMBER: 21 1 1 -0824 I
�ECE�ENT N,4ME: BROWN MARGARET B �
DATE OF PAYMENT: 05/1 2/201 4 I
POSTMARK DATE: 05/09/2014 I
CoUrvTY: CUMBERLAND �
DATE OF DEATH: 02/27/201 1 I
�
TOTAL AMOUNT PAID: 510,131 .11
REMARKS:
CHECK# 3001
INITIALS: CJ
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
JERtiY Ii.DLTPIE L A 4F' 4 I' F� I C B S 13ARRtE B.GEHALEIN
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�o����.ST��r.�� UFFIE �1A��f��ti��t�����
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't'IAR[i C.llUPP1E
jt)fli�R�ItiOSKY OFCOUNSEL
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11ELISSI P.GREf;�'Y C.RQl'E?��EIDi�rF,.JR,
b'4�ADI,i�.t1Atii.El' 1914-2014
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May 9, 2014 ,
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Regis#er af Wills Office � y � �'
Cumberland County Courthouse � � ; � :'; �
One Courthouse Square �' -c� � � � � ,;:�
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Carlisle, PA 17013 r�? ;,. r= �--•
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RE: Estate of Margaret B. Bro�ri� t7 = - ti` ��� K:`' ;
Date of Death: February 2�2�T�� � r.� �
Your File No. 21-11-0824� � ►=-• ,.= rn
Our File No. 14143-1 � --�, `"� � Q
, �` ...aNp . �' _:.
Dear Register:
Enclosed please find Check No. 3001 in the amount of$10,131.11. This check represents the payment of the
inheritance tax due in the amount of$9,436.27 plus interest to May 13�h of$694.84 (copy enclosed). The Pennsylvania
Inheritance Tax Retum was filed on February 24, 2012 but only $891.70 was applied toward the tax due. A copy of the
Inheritance Tax Appraisement from PA Department of Revenue is also enclosed.
Please time stamp the enclosed copy of this correspondence and retum to us in the enclosed, self addressed
tamped envelope. Thank you for your assistance in this matter. Should you have any questions, please contact the
undersigned
Very truly yours,
JOHNSON, DUFFIE, STEWART&WEIDNER
,�
Dana Wieseman
Estate Administration Paralegal
Enc.
c: Jennifer R. Hatton,Administrator
622930
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JOHNSON, DUFFiE, STE«AKT & WEIDN�R, �.C.
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Personal Income Tax e-Services Center Page 1 of 1
Penalty and Interest Calculations
CALCULATION DATES-
11/27/2011 TO 5/13/2014
TAX DEFICIENCY $ 9,436.27
CALCULATEDINTEREST $ 694.84
BALANCE AS OF 5/13/2014 $ 10,131.11
Start Over
https://www.doreservices.state.pa.us/pitservices/Default.aspx 5/9/2014
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� �� NOTICE OF INHERITANCE TAX pennsylv�nia �
BUREAU OF LNDIVIDUAL TAXES
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIHISION ' nOF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP ci2-ii�
HARR�ISBUR66PA 1 7128-0601 ��V�F�u�� ��i���� ��
R��'�`� '� � � '.�<',�.LS DATE os-o6-ZOi2
m ESTATE OF BROWN MARGARET B
�Ql� t 1�� �2 P� �2�� DATE OF DEATH 02-27-2011
FILE NUMBER 21 11-0824
�! �= CdUNTY CUMBERLAND`
i,�.,,,� ()i°
MICHAEL L BAN6S �R��.��i�i�J• v���..�. ACN APPEAL DATE: 10-05-2U12
429 S 18TH ST ���x �n� ,,.� „
CAM P H I L L P A 17 ��-5��'-- ��•. +�1� (See revexse side r�nder Objections) .
Amount Remitted �
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013 �
CUT ALON6 THIS LINE -� RETAIN LOWER PORTION FQR YOUR RECORDS E-
REY-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, �LLQWANCE dR
DISALLOWAN�E OF DED11G7IUN-S AhtD kSSESSMENT U� fAX
ESTATE OF: BROWN MAR�ARET BFILE N0. :21 11-0824 ACN: 101 DATE: 08-06-2012
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X� GHAN6ED SEE ATTACHED NOTICE
APPRAISED YALUE OF RETURN BASED aN: aRf6INAL RETURN
1. Real Estate CSchedule A) �1) 209,7;50.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) <2] 20�7'$9.06 credit to your account,
.00 submit the upper portioi
3. Closely Held Stock/Partnership Interest (Schedule C) �3) of this form with your
4. Mortgages/Notes Reeeivable CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 6,6�0.8 9
6. Jointly Dwned Property CSchedule F) (6) .00
�. Transfers CSchedule 6) (7) 18,8105.03
s. Total Assets C8) 255.994.98
APPROVED DEDUCTIONS AND EXEMPTIdNS:
9. Funeral Expenses/Qdm. Costs/Misc. Expenses CSchedule H) C9� 16.974.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,510.54
ii. rotai Deductions �li� 2b,484.58
12. Net vaiue of rax Return �12� 229,510.40
13. Charitable/6overnmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 229,510.40
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 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16� 229 .�70 .4.0 x 045 = 10,327.97
17. Amount of Line 14 at Sibling rate C17) . (1:0 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�= 10,327.47
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-24-2012 CD015624 . 00 891 .70
INTEREST IS CHARGED THROUGH 08-21-2012 TOTAL TAX RAYMENT 891 .70
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE dF TAX DUE 9,436.27
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 213.88
TOTAL DUE 9,650. 15
� 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.
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