HomeMy WebLinkAbout10-23-06
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
GREENSMITH KELLY
925 APPENZELL DRIVE
HUMMELSTOWN, PA 17036
__n____ fold
ESTATE INFORMATION: SSN: 162-26-2518
FILE NUMBER: 2105-1076
DECEDENT NAME: HAMPTON RICHARD
DATE OF PAYMENT: 10/23/2006
POSTMARK DATE: 10/23/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 10/17/2005
NO. CD 007338
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,678.65
I
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I
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TOTAL AMOUNT PAID:
REMARKS: KELLY GREENSMITH
CHECK#105
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
$4,678.65
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
DALEY, ZUCKER Be GINGRICH, LLC
ArrORNEYS AT LAw
UNDSAY GINGRICH MAcLAY
ATrORNEY AT LAw
(717) 657-4795 ExT. 15
EMAIL: LMACLAV@DZGLAW.COM
OF COUNSEL: KATHLEEN CAREY DALEY, EsqUIRE
PATRICIA CAREY ZUCKER, EsqUIRE
KATHLEEN MISTURAK-GINGRICH, EsqUIRE
QUINTINA M. LAUDERMILCH, EsqUIRE
PATRICIA A. PATrON, MGR./PARALEGAL
SUSAN M. HUDSON, PARALEGAL
JENNIFER L. CARL, PARALEGAL
October 19, 2006
Office of the Register of Wills
Orphans' Court Division
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
Re: Estate of Richard Hampton
File No. 2105-1076; CAN 101
Pennsylvania Inheritance Tax Due
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Dear Sir or Madam:
Please find enclosed a check made payable to the Cumberland County Register of Wills
in the amount of Four Thousand Six Hundred Seventy-Eight and 65/100 ($4,678.65) Dollars.
This payment is made in response to the October 9, 2006 Notice of Inheritance Tax
Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax from the
Pennsylvania Department of Revenue.
The October 9, 2006 Inheritance Tax Explanation of Changes received from the
Pennsylvania Department of Revenue indicates that the annuity reported on Schedule G of the
Inheritance Tax Return filed in the above-referenced estate is a Single Premium deferred annuity
and is 100% taxable. Therefore, there is tax due, with interest and penalties, in the amount of
Four Thousand Six Hundred Seventy-Eight and 65/100 ($4,678.65) Dollars. The enclosed check
represents payment in full of said amount.
Thank you for your attention to this matter. Should you have any questions, please do
not hesitate to contact me.
Very truly yours,
d::CKER & NGRICH~ 1;1-
Ul;~~ Macl~
LGM/
Enclosures
cc:Kelly Greensmith, Executrix
1029 SCENERY DRIVE, HARRISBURG, PA 17109 . TEL: 717.657.4795 . FAX: 717.657.4996
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT1 ALLOWANCE-OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
O~T 10.
10-09-2006
HAMPTON
10-17-2005
21 05-1076
CUMBERLAND
101
APPEAL DATE: 12-08-2006
( See reverse side under Objections)
Amount Relli tted I 'ft/LJ 18, /e; 5 I
MAKE .CHECK PAYABL AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
CUT ALONG THIS LINE -to RETAIN L9W~IL P'Q~:rIl.?~ F:.CI~ :~OU~ RECORDS +--. .. - - H.- ".
- ___0._- __ ~ ~_-_-_-_-_-_-_-_-_-_-_-___ ___ _ _ _ ___ _ -'. - -- - -- - - - -.. - - ---- - - --- - -- -- -- -- - - - --.... ...-....... - ..... ..; &
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR .
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD FILE NO. 21 05-1076 ACN 101 DATE 10-09-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
BUREAU.oF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 11128-0601
LINDSAY GINGRICH
DALEY ETAL
1029 SCENERY DR
HBG
MACLAY
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17109
ESTATE OF HAMPTON
-#
REV-1547 EX AFP (06-05)
RICHARD
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Line.l/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 CRE ITS:
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.-Kortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
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
14. Net Value of Estate Subject to Tax
(9)
(10)
NOTE:
DATE
01-13-2006
07-14-2006
NUHBER
CD006219
CD006968
+
INTEREST/PEN PAID (-)
604.90
.00
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
47.808.61
.00
.00
246.449.78
14.596.39
115,472.68
(8)
101194.30
6.083.12
(11)
(12)
(13)
(14)
(Schedule .J)
.00 X
4081050.04 X
.00 X
.OO,X
AI10UNT PAID
111493.10
11672.88
INTEREST IS CHARGED THROUGH 10-24-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE' c.'"
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your accountl
su~it the upper portion
of this form with your
tax payment.
4241327.46
llt.?77 4?
4081050.04
.00
'4081050.04
.00
181362.26
.00
.00
:tJt1362.26
~ :::0
o rn
n 0
--f 0
=0
N ~
W cS
Cy
11
. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE
A R~FUND. SEE R~U~RS~ SYD~ OF THYS FORM FOR YNSTRUCTYONS.l
REV.. 47o.::X ~
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRiSBURG PA 17128-0601
DECEDENT'S NAME
Richard Hampton
REVIEWED BY
Sandra J Eslinger
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
G 1
Single Premium deferred annuities are 100% taxable.
ORIGINAL
FILE NUMBER
ACN
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