HomeMy WebLinkAbout11-09-07
11-12-2007
MYERS
07-23-2006
21 06-0675
CUMBERLAND
101
APPEAL DATE: 01-11-2008
( See reverse side "nder Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
," ~QUCEOF INHERITANCE TAX
APPRAISEMENT,ALLO'WANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
F\' D '/ - 9
Fill?: 28
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JILL M WINEKA ESQ
PURCELL ETAL
1719 N FRONT ST
HBG PA 17102
-
REV-1547 EX AFP (06-05)
ROY
J
TO:
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MYERS ROY J FILE NO. 21 06-0675 ACN 101 DATE 11-12-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
If an assess.ent was issued previously, lines 14, 15 and/or 16, 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
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
{ll
(2)
(3)
(4)
(5)
(6)
{n
150,000.00
.00
.00
.00
132.654.50
.00
178,137.54
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage 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)
ClO)
40,504.74
12.329.55
(ll)
Cl2)
Cl3)
Cl4)
NOTE:
Cl5)
(16)
Cl7>
Cl8)
.00 X
407,957.75 X
.00 X
.00 X
00
045 =
12 ..
15 ..
Cl9)=
DATE
10-19-2006
04-17-2007
o +
INTEREST/PEN PAID (_)
917.91
.00
AMOUNT PAID
24,000.00
4,000.00
NUMBER
CD007320
CD008046
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
460,792.04
~?R~6.?9
407,957.75
.00
407,957.75
.00
18,358.10
.00
.00
18,358.10
28,917.91
1O,559.81CR
.00
1O,559.81CR
\
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT 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.)
-
..
.
.
REV-1470 EX (8-88)
*
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
Myers, Roy F
Cheryl Gordon
FILE NUMBER
ACN
2106-0675
101
ITEM
SCHEDULE NO.
H 83
EXPLANATION OF CHANGES
The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child livina in the same household as the decedent as of the
date of death.
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