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CALDWELL & KEARNS
A PROFESSIONAL. CORPORATION
JAMES R. CLIPPINGER
CHARLES J. DEHART. III
JAMES D. CAMPBELL. JR.
JAMES L. GOLDSMITH
P. DANIEL ALTLAND
JEFFREY T. McGUIRE-
STANLEY J. A. LASKOWSKI
DOUGLAS K. MARSICO
BRETT M. WOODBURN
RAY J. MICHALOWSKI
DOUGLAS L. CASSEL
ATTORNEYS AT LAW
OF COUNSEL
RICHARD L. KEARNS
CARL G. WASS
3631 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 17110-1533
THOMAS D. CALDWELL. JR.
11928- 2001)
March 29, 2006
.BOARD CERTIFIED CIVIL TRIAL ADVOCATE
7/7-232-7661
FAX: 717-232-2766
thefirmOcaldwellkearns.com
Office of the Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Leah L. Lobel
File No. 21-05-0905
Dear Sir or Madam:
I am enclosing herewith the following:
1. Copy of the Notice of Inheritance Tax Appraisement.
2. A check made payable to the Register of Wills in the amount of
$945.36, representing the balance of tax due and owing.
3. The Status Report Under Rule 6.12 indicating that the estate
administration is complete.
4 .
A self-addressed, stamped envelope for your
returning a clocked-in copy of the Status
Receipt for the taxes paid.
convenience in
Report and the
Thank you for your cooperation.
Very truly yours,
c.~
Charles J. DeHart, III
CALDWELL & KEARNS
CJDIII:nb
jEnclosures
cc: Robert Lobel
Diane Sakson
05-689/97821
03-27-2006
LOBEL
09-28-2005
21 05-0905
CUMBERLAND
101
APPEAL DATE: 05-26-2006
(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
~~!_~~9~~_!~!~_~~~~______~___~!!~!~_~9~!~_~9~!!9~_~9~-Y9~~_~!~9~~~__~--------------------
REV-1547 EX AFP (03-05) NOTIcE OF lNHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LEAH L FILE NO. 21 05-0905 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_. ... :.N."O...TICE OF INHERITANCE TAX
APPRArSEHENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'\: On
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(-
CHARLES J DEHART III E;"~;Q
CALDWELL 8 KEARNS
3631 N FRONT ST
HBG
PA 17110
ESTATE OF
LOBEL
REV-1547 EX AFP (06-05)
LEAH
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 03-27-2006
NOTE: If an assessment was issued previausly~ lines 14, 15 and/or 16~ 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (IS)
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:
.00 X 00 = .00
137~967.09 X 045 = 6~208.52
.00 X 12 = .00
.00 X 15 = .00
(19)= 6~208.52
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)
5. 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)
(S)
(6)
(7)
.00
.00
.00
.00
139,825.47
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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)
1~746.76
111.62
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account~
submit the upper portion
of this form with your
tax payment.
139~825.47
1.858 38
137~967.09
.00
137~967.09
.- ,I rill;;". I KI:\,t:..1r. (+) AHOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-19-2005 CD006124 131.58 2~500.00
12-19-2005 CD006125 131.58 2~500.00
PAYMENT MUST BE MADE BY 06-28-2006*. TOTAL TAX CREDIT 5~263.16
BALANCE OF TAX DUE 945.36
INTEREST AND PEN. .00
TOTAL DUE 945.36
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $l~ NO PAYHENT 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.)
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
DEHART CHARLES JIll
3631 NORTH FRONT STREET
HARRISBURG, PA 17110-1533
_n_____ fold
EST A TE INFORMATION: SSN: 172-01-7165
FILE NUMBER: 2105-0905
DECEDENT NAME: LOBEL LEAH L
DATE OF PAYMENT: 04/04/2006
POSTMARK DATE: 04/03/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 09/28/2005
NO. CD 006518
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $945.36
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 70712
SEAL
INITIALS: MG
RECEIVED BY:
REGISTER OF WILLS
$945.36
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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