HomeMy WebLinkAbout08-31-06
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
DELORENZO JOHN
320 MARKET STREET
PO BOX 1268
HARRISBURG, PA 17108-1268
__n____ fold
ESTATE INFORMATION: SSN: 578-30-1238
FILE NUMBER: 2105-0967
DECEDENT NAME: GRANT CLAUDIA S
DATE OF PAYMENT: 08/31/2006
POSTMARK DATE: 08/31 /2006
COUNTY: CUMBERLAND
DATE OF DEATH: 10/02/2005
NO. CD 007165
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $102.69
I
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TOTAL AMOUNT PAID:
REMARKS: GOLDBERG KATZMAN
CHECK# 87014
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
$102.69
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
Arthur 1. Coldberg
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Harn' g, Coldberg
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Ron,dd \ L Ka timan
Pend 1, Esposito
:\eil E. Hendershot
). )a>' Cooper
Thomas r. Brenner
April L Stral1g~ Kula\'
eU\ 1-1. Brooks
]ern J. Russo
I\lichae\ ). C!Oct'nzi
Tholl1,lS J. Weber
Ste\,'11 F. (; rubh
foh11 IkLore11/t)
IZo\'cc L \ lorris
\),lvid \ I. Steckcl
foseph \1. Scmhrot
Ilt\lthLT 1 . Pdterno
Cdril' J. \\ismcr
\lich,lt,j F. Sndla
Cl H ""!1
loshu,] D. Lock
:\rnold B. Kog,Hl
II
Goldberg
Katzman
A full-service law firm.
August 30, 2006
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re:
Estate of Claudia S. Grant
No.2005-00967
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320 I\1arket Street, Strawberry Square I P.O. Box 12681 Harrisburg, PA 17108-12681717-234-41611717-234-6808 fa
www.goldbery.katznuln.com
Dear Sir or Madam:
Enclosed please find payment of the inheritance tax interest and penalty
assessed by the Department of Revenue. Enclosed for your convenience in returning
the receipt to our office is a self-addressed stamped envelope.
Thank you for your attention to this matter.
SHS/
Enclosures
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08-28:"2006
GRANT
10-02-2005
21 05-0967
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( See reverse side under Objections)
Amount Remitted I I ~ .{n t.t . I
MAKE CHECK PAYABLE A D REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISlE1 PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REv:is47-ix-AFP-ioi:os3-NOTICE-OF-INHERITANCE-YAX-APPRAIsEMENT:-ALLowANci-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CLAUDIA S FILE NO. 21 05-0967 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z806Dl
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT 1 ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN DELORENZO ESQ
GOLDBERG KATZMAN
PO BOX 1268
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17108
ESTATE OF GRANT
REV-15~7 EX AFP (06-05)
CLAUDIA
S
TAX RETURN WAS: (X J ACCEPTED AS FILED
( J CHANGED
DATE 08-28-2006
IT an assessment was issued pr9viO'.lsly, lines 14, 15 and/or 16, 17, 18 and 19 wil'
reflect Tigures that include the total OT 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 DI S:
'd ",
:/0 1d1fjJ.
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 CJ
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)
(5)
(6)
(7)
.00
.00
.00
.00
165.298.68
5.196.90
113371583.81
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsi Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
161896.81
5.448.95
(11)
(12)
(13)
(14)
NOTE:
.00 X
114851733.63 X
.00 X
.00 X
INTEREST/PEN PAID (-)
.00
AHOUNT PAID
661858.01
NUMBER
CD006958
~Nt~~tUNPAID INTEREST/PENALTV AS OF 07-11-2006
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. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure prope
credit to your accoun
submit the upper port
of this for. with you
tax payment.
115081079.39
22.345 16
114851733.63
.00
114851733.63
00 =
045 =
12 =
15 =
.00
661858.01
.00
.00
661858.01
(19)=
661858.01
.00
102.69
102.69
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT.. (CR) 1 YOU HAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS
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