HomeMy WebLinkAbout04-27-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RICHARDS KENNETH WILSON
316 LAMP POST LANE
CAMP HILL, PA 17011
-------. fold
ESTATE INFORMATION: SSN: 210-34-7301
FILE NUMBER: 2106-0293
DECEDENT NAME: RICHARDS WAYNE E
DATE OF PAYMENT: 04/27/2007
POSTMARK DATE: 04/26/2007
COUNTY: CUMBERLAND
DA TE OF DEATH: 03/14/2006
REMARKS: RECIEPT SENT TO ATTY
CHECK#1094
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: DM
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 008085
AMOUNT
$1,326.38
$1,326.38
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NotIce!!!:., INHERITANCE TAX
Ap'PRAISEM~NT ,ALLOWANCE OR DISALLOWANCE
oF DEDUCTIONS AND ASSESSMENT OF TAX
*
REV-1547 EX AFP (06-05)
. c"f) r-, 7
I'" '!\ t...
Pl'. \2: OChATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
03-05-2007
RICHARDS
03-14-2006
21 06-0293
WAYNE
E
I Ii \-. COUNTY CUMBERLAND
(',\ MAR 0 8 2007
EL YSE E ROGERS ESQ , ,I., ACN 101
KEEFER ETAL APPEAL DATE: 05-04-2007
415 FALLOWFIELD RD 30 ( See reverse side under Objections)
CAMP HILL PA 17011 Amount Rellittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
--------------------------------------------------------------------...---------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RICHARDS WAYNE E FILE NO. 21 06-0293 ACN 101 DATE 03-05-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l. Real Estate (Schedule A) (1) 70,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 19,390.78 credit to your account,
.00 submit ~heupper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 100,,399.82
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 189,790.60
APPROVED DEDUCTIONS AND EXEMPTIONS: 20,576.98
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule Il ClO) 1,359.34
?1.93....3? .
ll. Total Deductions (11)
12. Net Value of Tax Return Cl2) 167,854.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cl3} .00
14. Net Value of Estate Subject to Tax Cl4} 167,854.28
NOTE: If an assessllent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of lli:. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate ClS) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate Cl7) 141,854.28 X 12 = 17,022.51
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) 26,000.00 X 15 = 3,900.00
19. Principal Tax Due Cl9)= 20,922.51
TAX CREDTTS:
PAYMENT , RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-12-2006 CD006826 789.47 15,000.00
12-07-2006 CD007547 .00 3,833.39
INTEREST IS CHARGED THROUGH 03-20-2007 TOTAL TAX CREDIT 19,622.86
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,299.65
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 26.73
TOTAL DUE 1,326.38
" IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
W.V;,/.470 EX ~ 38)
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
Wayne E. Richards
Sheila Megonnell
FILE NUMBER
REVIEWED BY
ACN
2106-0293
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
H 37,
38,
39,
44,45
&46
Repairs to real estate cannot be used as deductions against the decedent's estate unless
the real estate has been sold.
11 Estimated calculations cannot be used as a deduction against the decedent's estate.
ORIGINAL
Page 1
CHARLES W. RUBENDALL II
ROBERT L. WELDON
EUGENE E. PEPINSKY. ..JR.
..JOHN H. ENOS m
GARY E. FRENCH
DONNA S. WELDON
BRADFORD DORRANCE
..JEFFREY S. STOKES
ROBERT R. CHURCH
STEPHEN L. GROSE
R. SCOTT SHEARER
ELYSE E. ROGERS
CRAIG A. LONG YEAR
..JOHN A. FEICHTEL
DONALD M. LEWISJII:
STEPHANIE KLEINFELTER
ERIC R. AUGUSTINE
TODD F. TRUNTZ
CAROL L. VERISH
KEEFER WOOD ALLEN & RAHAL,
ATTORNEYS AT LAW
635 NORTH 12TH STREET. SUITE 400
LEMOYNE, PA 17043
LLP
ESTABLISHED IN 1878
PHONE 717-612-5800
FAX 717-612-5805
OF COUNSEL:
HEATH L. ALLEN
N. DAVID RAHAL
SAMUEL C. HARRY
EIN No. 23-0716135
www.keeferwood.com
HARRISBURG OFFICE:
210 WALNUT STREET
HARRISBURG. PA 17101
April 26, 2007
PHONE 717-21515-8000
717-612-5801
erogers@keeferwood.com
CERTIFIED MAIL R/R/R
Register of Wills of Cumberland County
1 Courthouse Square
Carlisle, PA 17013
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Re:
Estate of Wayne E. Richards
File #2006-0293
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Dear Sir/Madam:
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Enclosed is a check in the amount of $1,326.38 which represents additional
inheritance tax due for the above-referenced estate.
Sincere I yours,
~g{s fc5 ~
cJr
Enclosure
cc: Kenneth W. Richards
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