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Home My WebLink About05-29-14 (2) . . .... _.. _..._ 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 N0. CD 019215 KEEFER LORI L 1027 CHELMSFORD DR MECHANICSBURG, PA 17050 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- rom 101 $5,715.49 ESTATE INFORMATION: SSN: 14502372 $3,683.31 FILE NUMBER: 2114-0274 DECEDENT NAME: SWARTZ ROBERT C DATE OF PAYMENT: 05/29/2014 POSTMARK DATE: 05/28/2014 COUNTY: CUMBERLAND DATE OF DEATH: 02/28/2014 TOTAL AMOUNT PAID: $9,398.80 REMARKS: RECEIPT TO ATTY CHECK# 52 INITIALS: DMB SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS i C7eorge W. Porter Attorney at Law 909 East Chocolate Avenue Hershey, PA 17033 LD.#42752 Phone: (717)533-7130 Fax: (717) 533-9209 May 28, 2014 CERTIFIED MAIL Cumberland County Register of Wills One Courthouse Square Carlisle,PA 17013 Re: Estate Robert C.Swartz Estate File No.21-14-4274 Dear Sir/Madam: Enclosed please find a signed original and one copy of the Pennsylvania Inheritance Tax.Return REV-1500,with exhibits attached thereto. Also enclosed are two checks, one payable to the "Register of Wills,Agent" for$9,398.80 and one payable to your order in the amount of$170.04 for the additional probate fee. Please note the enclosed Department of'Revenue Notice,ACN 14502372, has been incorporated into and Paid in fid[pursuant to fornn REV-1500 herein filed. In addition,enclosed are two originals of the Inventory and we request you file one and return the other time-stamped Inventory to our office in the envelope provided. Also enclosed,please find a copy of the first page of the inheritance tax return that we request you time-stamp and also return to our office in the enclosed self-addressed stamped envelope. Thank you for your attention to this correspondence and your assistance in this matter. Very truly,yours, George Porter Attorney at Law GWPfcc Enclosures cc: Lori L. Keefer, Executrix(wlene.) f BuRIAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX - INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE � `: pen nsylva nia PO BOX 290601 6 HARRISBURG, PA 17128-0601 RECORDED OFFIC OF DFI SECURIffYAACCOUNTSSHELD IN TAX ON ; DEPARTMENT OF REVENUE OF E OFENEFICIARY FORM REGISTER OF WILLS DATE 05-26-2014 2014 MY 29 P�1 1 29 ESTATE OF SWARTZ ROBERT C DATE OF DEATH 02-28-2014 FILE NUMBER 21 14-0274 CLERK OF COUNTY CUMBERLAND SSN/DC LORI L KEEFERORPHANS' COURT ACN 14502372 1027 CHELMSFORD O1MBERLtND GO., PA APPEAL BY DATE: 07-25-2014 MECHANICSBURG PA 17050-2192 (See reverse side under Objections) Amount Remitted - I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS a: - _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ REV-1548A AFP (12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 05-26-2014 ESTATE OF:SWARTZ ROBERT C DATE OF DEATH: 02-28-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-0274 S.S/D.C. NO. : 192-14-6615 ACN: 14502372 TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: PRUDENTIAL ACCOUNT NO. : 192146615 TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK ( ) BONDS DOD Valuation 163,702.61 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 81 ,851 .31 UPPER PORTION OF THIS NOTICE Debts and Deductions . 00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 81 ,851 .31 REGISTER OF WILLS AT THE Tax Rate X . 045 ABOVE ADDRESS. MAKE CHECK Tax Due 3.683.31 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 11-29-2014* . TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 3,683.31 INTEREST AND PEN. . 00 TOTAL DUE 3,683.31 w IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 10 n p Y 10 0 O N ' Y W n e-+ Z1 . :� rn � n •9c t» ;33 N t 1 > -73 p D Co TV O W r non Q w =3 c o • s N n v. p (D /� O p G 9 p d .' " W V G n �� N CD (D o F+ G L� W tj W R O rA P y n O �M o ° ♦ J 0 N m � + o ON`N'O• 0 - w I COpoTD� WL 1 D y Lj= m i