HomeMy WebLinkAbout06-13-05
DOUGLAS LAW OFFICE
27 W. HIGH STREET
P. Q. BOX 261
WILLIAM P. DOUGLAS, ESQ.
CARLISLE. PENNSYLVANIA
17013-0261
(717) 243-1790
FAX (717) 243-8955
AI..SO ADM ITTED TO
PRACTICE IN FLOAIDA
www.dougll3sli!lwoffice.com
info@dougtt.lslewoffice.com
CERTIFIED AS A CIVIL TRIAl.. ADVOCATE BY
THE NATIONAL BOARD OF TRIAl.. ADVOCACY
June 10, 2005
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Register of Wills
Cumberland County Court House
1 Court House Sq.
Carlisle, P A 17013
.........
Re: Estate of Mildred M. Coulson
2-1 -0'5 - 0001
I have enclosed the original and one copy of the Family Agreement and
Petition for the Settlement of an Estate for filing in this case, along with a check
for $20.00, representing the filing fee.
/
Please also let me know if anything further is due.
In addition, enclosed is the payment for taxes due to the P A. Dept of
Revenue.
Thank you for your attention to this request.
Sincerely,
~.
6,\\
WPD:a
Enclosure
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DOUGLAS WILLIAM P
27 W HIGH STREET
CARLISLE, PA 17013
nn_~n fold
ESTATE INFORMATION: SSN: 204--03-4-595
FILE NUMBER: 2105-0007
DECEDENT NAME: COULSON MILDRED M
DATE OF PAYMENT: 06/13/2005
POSTMARK DATE: 06/13/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/14/2004
NO. CD 005426
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $355.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 112
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$355.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDTICE DF INHERITANCE TAX
!d'''RAt~IlfIEllT;:>'t:UlllANCE DR DISALLDIIANCE
:DFDEIlUCTI~AND ASSESSMENT DF TAX
BUREAU DF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
f7ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
. ~
J..) rrl
WILLIAM P DOUGLAS
DOUGLAS LAW OFFICE
PO BOX 261
CARLISLE PA 17013
05-16-2005
COULSON
11-14-2004
21 05-0007
CUMBERLAND
101
*'
REV-1547 EX AFP (03-05)
MILDRED
M
Amount R_itted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Itn"!.Wl;"'Yf.m.m~1I!'.W'tWl!.W.!MJtIlyt'IM!'t.m.llwnTftNL.'m'~.'lrt:Unr~M!1r.lITr.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COULSON MILDRED M FILE NO. 21 05-0007 ACN 101 DATE 05-16-2005
TAX RETURN liAS: I X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. stocks and Bonds (Schedule B)
3. C10sely Held stock/PartnershiP Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule DJ
S. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. .Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
II)
(2)
(3)
(4)
IS)
(6)
(7)
80,000.00
13.474.89
.00
.00
2.932.69
74,193.00
3,533.76
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExPenses/A.. Costs/Mise. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule II
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estate Subject to Tax
(9)
(10)
14,244.16
I~ an assessment was issued previously. lines 14. 15 and/or 16. 17. 18. and 19 will
reflect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
ACTS:
NOTE:
NUI1BER
CD004969
INTEREST/PEN PAID 1-)
.00
DATE
02-18-2005
.00
Ill)
(12)
(13)
(14)
.00 X
159,890.18 X
.00 X
.00 X
AMOUNT PAID
6,840.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
PAYMENT MUST BE MADE BY 08-14-2005*.
NOTE: To insure proper
credit to your account I
submit the upper portion
of this for. with your
tax paYlIIN\t.
174,134.34
14.:144 16
159,890.18
.00
159,890.18
00 =
045 =
12 =
15 =
.00
7,195.06
.00
.00
7,195.06
(19)=
6,840.00
355.06
.00
355.06
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULA TIDH OF ADDITIONAL INTEREST.
( IF TDTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)