HomeMy WebLinkAbout06-02-14 pennsylvania
DEPARTMENT OF REVENUE
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Cindy L. Villanella, Esq. mz ry a o
Carrucoli &Associates o Q
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875 Market Street o o
Lemoyne, PA 17043 r= M
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Re: Estate of Jeanne Schwartz, Deceased rn T1
Court of Common Pleas of Cumberland County
Orphans'Court Division
No. 2012 - 0536
Appeal of Inheritance Tax
Dear Ms. Villanella:
The Department of Revenue, Office of Chief Counsel, received a copy of the Inheritance Tax
Appeal filed on behalf of the above-referenced Estate.
Pursuant to our agreement, enclosed please find the Department's May 23, 2014 Record
Adjustment. This Record Adjustment indicates that there is no inheritance tax due and owing on
the account of the Estate. It also provides for a$300 credit of the tax previously overpaid to the
Department. Accordingly, please forward to me a time—stamped copy of the Estate's
withdrawal of the Appeal.
As the matter will be withdrawn, please also advise the Court that the June 5, 2014 prehearing
conference, and the June 30, 2014 hearing, should be removed from the docket.
Please contact me if you would like to discuss this matter further, or if you or the Court has any
questions or concerns. Thank you.
Sincerely,
1
v
Lora A. Kulick
Senior Counsel
Enclosure
cc: Honorable Thomas A. Placey
Lisa M. Grayson, Esq.✓
LAK:dmm
#49924
Office of Chief Counsel
Lora A. Kulick I Ikulick @pa.gov
PO BOX 281061 1 Harrisburg, PA 17128-10611 Phone:717.346.4644 1 Fax:717.772.1459 www.revenue.state.pa.us
COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
PO BOX 280601 INHERITANCE TAX Y
HARRISBURG,PA 1 7 1 28-060 1
RECORD ADJUSTMENT REV-0S93 EX(0-")K
DATE May 23, 2014
ESTATE OF Jeanne L Schwartz
DATE OF DEATH 4.14-2012
FILE NO. 2112-0536
COUNTY Cumberland
ACN 101
Cindy L V€llanetla Esquire
875 Market Street
Amount Remitted
Lemoyne PA 17043-1504
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE b RETAIN LOWER PORTION FOR YOUR RECORDS a
REV-1593 EX ---- - -------- _-- - ------
AFP(01-06} -----------------------INHERITANCE TAX RECORD ADJUSTMENT ..- - -
ESTATE OF Jeanne L Schwartz FILE NO, 2112-0536 ACN 101 DATE May 23,2014
ADJUSTMENT BASED ON: Administrative Correction
VALUE OF ESTATE:
1, Real Estate (Schedule A) (1) 0.00
2. Stocks and Bonds (Schedule 111 (2) - 0.00
3. Closely Held Stock/Partnership interest (Schedule C) (3) 0.00
4. Mortgages/Notes Receivable (Schedule D) (4) 0.00
5.- Cash/Bank Deposits/ Misc. Personal Property (Schedule E) (5) 5,741.21
6. Jointly Owned Property (Schedule F) (6) 65,000.00
7. Transfers (Schedule G) (7) 89,878.48
8. Total Assets _ (8) 160,619.69
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20,533.59
10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10 0.00
il. Total Deductions (11 20,533.59
12. Net Value of Tax Return (12 140,086.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts - (13 0.00
14. Net Value of Estate Subject to 'Pax (14 140,086.10
TAX:
15. Amount of Line 14 at Spousal rate (15 140,066.10 X 0..00
16. Amount on Line 14 taxable at Lineal/Class A rate (16 X
17. Amount of Line 14 taxable at Sibling rate (17 X .12
18. Amount of Line 14 taxable at Collateral/Class 8 (18 X .15
19. Princioal Tax Due (19) 0.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE - NUMBER INTEREST/PEN PAID (-)
1-13-2012 CDO16254 300.00 -
- TOTAL TAX CREDIT 300.00 -
BALANCE OF TAX DUE 0.00
INTEREST
TOTAL DUE 300.00 CR
• IF PAID AFTER DATE INDICATED, SEE REVERSE - (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR) , YOU MAT BE DUE
A REFUND. SEE REVERSE SIDE OF TEIS FORM FOR INSTRUCTIONS.)
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