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
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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.
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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
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REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURT HOUSE SQ RM 102
CARLISLE PA 17013-3322