Loading...
HomeMy WebLinkAbout06-08-06 ]AN L. BROWN & ASSOCIATES ATTORNEYS AND COUNSELORS AT LAW JAN L. BROWN, ESQUIRE* JACQUELINE A. KELLY, ESQUIRE . ADMITTED IN PA AND DISTRICT OF COLUMBIA OLOE ENGLISH GAP 845 SIR THOMAS COURT SUITE 12 HARRISBURG, PA 17109 EMAIL jlbassoc@verizon.net TELEPHONE (717) 541-5550 FACSIMILE (717) 541-9223 BRENDA F. KEPHART, LEGAL ASSISTANT PAULA K. WHITE, LEGAL ASSISTANT JUDITH A. EBERSOLE, ADMINISTRATIVE ASSISTANT June 7, 2006 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013 Re: Estate of Shirley A. Fry Estate No. 2005-00344 Executrix: Judy A. Fry To Whom It May Concern: Enclosed please find check No. 158 in the amount of $2.41 made payable to Register of Wills, Agent for payment of Pennsylvania Inheritance Tax for the above-referenced estate. Please forward the receipt of payment to our office. Sincerely, j, t' 1'*1// ,/', " .(, ro ,'~ " ,/ :' * ' " ( ( ,,(l, j ) '.' t, }'L-( / I '. J ,f uI -- 'J 1-.....\./l-t/". " I "-A./ '-- ~ ,ja:qu:line A. Kelly, ~Sq. l.-J Enclosures COIvIIvIONWE;1.LTH OF PENNSYLVA~IIA DEPARTIvIENT OF REVENUE BUREAU OF !NDIVIDU;1L TAXES DEP~ ~S060 1 HARRISBURG, F-A 1 28-0601 REV-1162 EX(11-96) PENNSYLV ANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT KELLY JACQUELINE A 845 SIR THOMAS COURT SUITE 12 HARRISBURG, PA 17109 ----~--- r.)ld ESTATE INFORMATION: SSN: 184-26-5479 FILE NUMBER: 2105-0344 DECEDENT NAME: FRY SHIRLEY A DA TE OF PA YMENT: 06/08/2006 POSTMARK DATE: 06/07/2006 COUNTY: CUMBERLAND DA TE OF DEATH: 03/24/2005 NO. CD 006811 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2.41 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECI<# 158 SEAL INITIALS: MG RECEIVED BY: REGISTER OF WILLS $2.41 GLENDA FARNER STRASBAUGH REGISTER OF WILLS l":' ....\ c.:t i.... . . i .~.J ..,.. . . \:t.~ i.t.t 1.1:1 i',) -., -" -., -" "'l) O....Jo.O?J tuOc~ ::l. 0 3 -' -' 0' (/l ~cCD<D SO 5: ::l. ..... "",",otuo v :J....... );>~O-~ ....Jo.CDO= -JU>O(ji 0.0 C ....Jo.c:J c..vtu.:2: ..... CDO o c ;::4- ::1" o C (/l CD ...- ~ r to ~ ~ 0 ~ :D U15~.,..1 ~ ~ rn 0 ~ c ~-Im~z ::0 _ I Z ~ .P;;1o~,"~ ""tl ..... ! V'i !; ~- ::N()Q~> -...j 0 'U Vl ..... c Vl g "'\ 0 a ~ Vl Ci '~1 'T ..... w C > .,.-, f'......, N i-\ 'vf':;. lJ.l r' \.,.. ...,..., ,r-..' G'l -'" ~ f"'t) M F-l cr., BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEM~f~,ALLOWANCE OR DISALLOWANCE OF DEDUC~IONS AND ASSESSMENT OF TAX REV-1547 EX AFP (06-05) DATE 06-06-2006 ESTATE OF FRY SHIRLEY A DATE OF DEATH 03-24-2005 FILE NUMBER 21 05-0344 COUNTY CUMBERLAND ACN 1 0 1 APPEAL DATE: 08-05-2006 ( See reverse side under Objections) Amount Remitted I d, J.{ I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~~!_~~P~~_!~!~_~!~~______~___~g!~!~_~Q~g~_~Q~!!Q~_rQ~_YQ~~-~g~Q~P~--~-------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FRY SHIRLEY A FILE NO. 21 05-0344 ACN 101 DATE 06-06-2006 .,n ~. .'j JACQUELINE A KELLY JAN L BROWN & ASSOCS 845 SIR THOMAS CT 12 HBG PA 17109 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets NO. 01 .00 2,617.32 .00 .00 .00 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 2,617.32 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 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 30.00 .00 (1lJ (12) (13) (14) 30 00 2,587.32 .00 71,310.11 NOTE: If an assessment was issued previously, lines 14, 15 and/or 1&, 17, 18 and 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) 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 71,310.11 X 045 = 3,208.96 .00 X 12 = .00 .00 X 15 = .00 (19)= 3,208.96 ,...~.., IU.""'.n l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-23-2005 CD005842 .00 3,092.53 04-13-2006 CD006559 .00 116.43 BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-14-2006 TOTAL TAX CREDIT 3,208.96 BALANCE OF TAX DUE .00 INTEREST AND PEN. 2.41 TOTAL DUE 2.41 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ^ """"...n """ D"\I"""" "Tn" n" T~T" "nDM "nD T..."TD"rTTn..." 1