HomeMy WebLinkAbout02-02-15 COMMONWEALTH OF PENNSYLVANIA REV-1162 EXI11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 020194
BERMAN A
202 E KING STREET
SHIPPENSBURG, PA 17257
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold
__________ --------
101 $933.48
ESTATE INFORMATION:
FILE NUMBER: 2114-0809
DECEDENT NAME: EVANS MARGARET P
DATE OF PAYMENT: 02/02/2015
POSTMARK DATE: 01/29/2015
COUNTY: CUMBERLAND
DATE OF DEATH: 01/01/2014
TOTAL AMOUNT PAID: $933.48
REMARKS: RECEPT TO ATTY
CHECK# 1693
INITIALS: WZ
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
LAW OFFICES OF
ZULLINGER=DAVIS
PROFESSIONAL CORPORATION
JOEL R.ZULLINGER SUZANNE M.TRINH HAMILTON C.DAVIS
izullinger@zullinger-davis.com str�zullinger-davis.com hdavis@zullinger-davis.com
14 North Main Street,Suite 200 20 East Burd Street,P.O.Box 40
Chambersburg,PA 17201 Shippensburg,PA 17257
717-264-6029 717-532-5713
717-264-1884(FAX) 717-530-5222(FAX)
January 28, 2015
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Register of Wills C= M
Cumberland County Courthouse '--I- ;b r; —
Room No 102 ° `:0 `F'i
One Courthouse Square - ry M
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Carlisle,PA 17013 '-7 C:) <D
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RE: Estate of Margaret P. Evans
Est.No. 21 14 0809 c o
co
To Whom It May Concern:
Enclosed herewith please find payment of the additional inheritance tax that is due in
accordance with the enclosed ACN101. Please apply this payment immediately.
If there are any questions or concerns,please contact me at the Shippensburg office. Thank
you.
Sincerely yours,
V
Hamilton C. Davis
for Zullinger-Davis
Professional Corporation
HCD/tlb
Enclosures
Reply to: Hamilton C.Davis,Esquire
P.O.Box 40
Shippensburg,PA 17257
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 IX AFP (11-14)
PO BOX 230601
HARRISBURG PA 17128-0601
DATE 12-29-2014
r ESTATE OF EVANS MARGARET P
0`C idly DATE OF DEATH 01-01-2014
FILE NUMBER 21 14-0809
COUNTY CUMBERLAND
DAVIS ESQ HAMILTON C ACN 101
20 E BURD ST APPEAL DATE: 02-27-2015
PO BOX 40 (See reverse side under Objections)
SHIPPENSBURG PA 17257-0040 Amount Remitted ^�
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 E--
REV-1547 EX AFP ll-14� NOTICE OF INHERITANCE TAX AP AI ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EVANS MARGARET PFILE NO. :21 14-0809 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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,
0 0 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 277,678.98
S. Total Assets (8) 277,678-98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mise. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 277,678.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (18) . 0 0
14. Net Value of Estate Subject to Tax (14) 277,678.98
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 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) 246,825.76 X 12 = 29,619.09
18. Amount of Line 14 taxable at collateral rate Cis) 30,853.22 X 15 = 4,627.98
19. Principal Tax Due (19)= 34,247.07
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-28-2014 CDO19611 .00 33,321.48
INTEREST IS CHARGED THROUGH 01-13-2015 TOTAL TAX PAYMENT 33,321 .48
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 925.59
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.89
TOTAL DUE 933.48
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.
Zullinger-Davis,P.C.
P.O.Box 40 HARRIESSUR.C. l .mow .171.
Shippensburg,PA 17257 rte^
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02 1P OO k>
0001667341 JAN 28 2015
MAILED FROM ZIPCODE 17257
Register of Wills
Cumberland County Courthouse
Room No 102
One Courthouse Square
Carlisle, PA 17013
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