HomeMy WebLinkAbout02-08-06
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
NO. CD 006306
SHIELDS CHARLES E III
6 CLOUSER ROAD
MECHANICSBURG, PA 17055
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
____un fold
101
$165.55
ESTATE INFORMATION: SSN: 170-16-1528
FILE NUMBER: 2105-0600
DECEDENT NAME: BAILEY RALPH S
DATE OF PAYMENT: 02/08/2006
POSTMARK DATE: 02/07/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 12/29/2001
TOTAL AMOUNT PAID:
$165.55
REMARKS:
CHARLES E SHIELDS III, ESQ
CHECK#1264
SEAL
INITIALS: RSK
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
01-16-2006
BAILEY
12-29-2001
21 05-0600
CUMBERLAND
101
APPEAL DATE: 03-17-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PY!_~~9~~_!~~~-~~~~------~___~~!~!~_~g~~~_~g~!!g~_fg~_yg~~_~~~g~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RALPH S FILE NO. 21 05-0600 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICS BURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17055
ESTATE OF
BAILEY
REV-1547 EX AFP (06-05)
RALPH
S
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 01-16-2006
I~ an assessment was issued previously, lines 141 15 and/or 161 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount 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. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
..-.. .----. l+' AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-25-2005 CD005936 206.00- 2,744.90
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-26-2005 TOTAL TAX CREDIT 2,538.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. 165.55
TOTAL DUE 165.55
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. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
s. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
115,000.00
44.19
.00
.00
.00
.00
175,614.29
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
21,952.44
4.925.55
(11)
(12)
(13)
(14)
NOTE:
207,358.53 X
56,421.96 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
290,658.48
::'6.8n 99
263,780.49
.00
263,780.49
.00
2,538.90
.00
.00
2,538.90
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1
CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Corner ofTrindle and Clouser Roads
MECHANICSBURG. PA 17055
GEORGE M. HOUCK
(1912-1991)
TELEPHONE (717) 766-0209
FAX (717) 795-7473
February 6, 2006
Register of Wills
Cumberland County Court House
1 Court Square
Carlisle, P A 17013
Re: Estate of Ralph S. Bailey
No. 21-05-00600
Dear Register of Wills:
Please find enclosed Check No. 1264, in the amount of $165.55 for additional Inheritance
Tax due, pursuant to the Notice of Inheritance Tax Appraisement, Allowance or Disallowance of
Deductions and Assessment of Tax Form. For your ready reference and convenience a copy of
this Notice is attached for your file.
Thank you for your kind attention to this matter.
Very truly yours,
Charles E. Shields, III
Attorney-At-Law
CES/mjj
Enclosures
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