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HomeMy WebLinkAbout09-08-15 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX01-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 021231 WENGER JESSICA S 44 FOXANNA DRIVE CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold 101 $357.54 ESTATE INFORMATION: SSN: FILE NUMBER: 2114-0057 DECEDENT NAME: HARRY EDWARD F DATE OF PAYMENT: 09/09/2015 POSTMARK DATE: 09/04/2015 COUNTY: CUMBERLAND DATE OF DEATH: 01/02/2014 TOTAL AMOUNT PAID: $357.54 REMARKS: CHECK# 285 INITIALS: DB1 SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS CHARLES E. SHIELDS,III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner of Trindle and Clouser Roads MECHANICSBURG,PA 17055 GEORGE M.HOUCK TELEPHONE (717) 766-0209 (1912-1991) FAX (717) 795-7473 September 3, 2015 Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Edward F.Harry No.21-14-0057 Dear Register of Wills: Please find enclosed Check No. 285 in the amount of$357.54 in payment of the balance of tax and interest due for the Edward F. Harry Estate. For your ready reference and convenience I am also enclosing a copy of the Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions (REV-1547) and Explanations of Changes for your records. Thank you for your kind attention to this matter. Very truly yours, Charles E. Shields, 11 Attorney-At-Law CES/mjj Enclosures rn G c> f'7 cr) 6.3 C> ro G3 �- NOTICE OF INHERITANCE TAX pennsytvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14) PO BOX 280601 HARRISBURG PA 17129-0601 RECORDED OFFICE OF' DATE 06-15-2015 REGISTER OF WILLS ESTATE OF HARRY EDWARD F DATE OF DEATH 01-02-2014 FILE 21 14-0057 MIS SEP 8 PIM 12 133 COUNTYNUMBER CUMBERLAND SHIELDS III CHARLES E ACN 101 6 CLOUSER RD CLERK OF APPEAL' DATE- 08-14-2015 MECHANICSBURG (PAT-1/0'55=975 U1 RT (See reverse side under Objections) CUMHERLAND U Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17015 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS --------------------- ------------------- REY-1547 EX AFP C11-14? NOTICE OF iNHERITANGE APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HARRY EDWARD FFILE NO. :21 14-0057 ACN: 101 DATE: 06-15-2015 TAX RETURN WAS: ACCEPTED AS FILED C 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 BO (2) .00 credit to your account, .00 submit the upper portion S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00, tax payment. S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 39,450.99 6. Jointly owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) C7 20,130.77 8. Total Assets (8) 59,581-.76 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,556.04 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 23,690.95 11. Total Deductions (11) 42,246.99 12. Net Value of Tax Return (12) 17,334.77 13. Charitable/Goveenmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 00 14. Net Value of Estate Subject to Tax (14) 17,334.77 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) 17.334-77 X 045 = 780.06 17. Amount of Line 14 at sibling rate (17) -00 x 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due i (19)= 780.06 TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 04-11-2014 CDO19017 .00 430.29 INTEREST IS CHARGED THROUGH 06-30-2015 TOTAL TAX PAYMENT 430.29 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 349.77 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.77 TOTAL DUE 357.54 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. REV-1470 EX(01-10) � penn$ytvanla INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 HARRISBURG,PA 17128-0601 DECEDENTS NAME FILE NUMBER Edward Harry 2114-0057 REVIEWED BY ACN Alan —Agent 99 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES The value of the estate has been adjusted as the result of the correction of an error in arithmetic. f ORIGINAL Page 1 Charles E. Shields III K485 -US POSTAGE Attorney-At-Law S P o4 oFIRT-CLASS MAIL 6 Clouser Road R E C Mailed from ZIP 17055 Mechanicsburg,PA 17055 RE 0,1 `n C t C F r 13 33 endicia.com/mac 071M00625744 t C IJ; 9BERL . ;� IIIIkPIElrl.III!!!!l.qlel11llll�I��lr!!!�lrlgl�Ib�IIII�III REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURT HOUSE SQ RM 102 CARLISLE PA 17013-3322