HomeMy WebLinkAbout09-13-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-961
NO. CD 014963
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
fold
ESTATE INFORMATION: ssN: 191-46-252s
FILE NUMBER: 2110-1025
DECEDENT NAME: MYERS LAURA E
DATE OF PAYMENT: 09/ 13/201 1
POSTMARK DATE: 09/ 13/201 1
COUNTY: CUMBERLAND
DATE OF DEATH: 08/29/2010
REMARKS:
CHECK# 30845
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 511.13
TOTAL AMOUNT PAID:
INITIALS: CJ
511.13
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX Pennsylvania '~~A~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 IX AFP (12-10)
HARRISBURG PA 17128-0601 _ _
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ROGER B IRWIN ESQ ~AWCiF€1CE~
60 WEST POMFRET STREET
CARLISLE PA 17013
DATE 09-05-2011
ESTATE OF MYERS LAURA E
DATE OF DEATH 08-29-2010
FILE NUMBER 21 10-105 _~~
COUNTY CUMBERLA~~ , -~=~ ~-•`-:
ACN ~;' -
101 ,~, -,~ ;'
APPEAL DATE: 11;-1~4~011 ~"'
(See reverse side under~~Gns) t
Amount Remitted- _ _a
MAKE CHECK PAYABLE AND iR~#~T PANT TD
REGISTER OF WILLS --~ - ~'.
1 COURTHOUSE SQUAR t~ ~~ ~ ~•~~ G
CARLISLE PA 17013 c.
CUT ALONG THIS LINE ~ --RETAIN LOWER PORTION FOR
------------------------ ------ YOUR RECORDS F-
REV-15 ----------
47 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
--------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS LAURA EFILE N0.:21 10-1025 ACN: 101 DATE: 09-05-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 375, 000
00
2.
Stocks and Bonds (Schedule B)
C2) .
.00 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
.00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5)
8 7,623.97 tax payment.
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
ca) 462.623 97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)__ 4 2 3 6 4y',
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,041.60
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
NOTE: If an assessment was issued previously,
reflec t figures that include the total
ASSESS MENT 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
cll) 47,358.03
C12) 415,265.94
C13) , 00
C14) 415,265.94
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
Cls) .00 X
C16) 41 ~.76~_9 X
C17) . 00 X
C18) .00 X
00 = .00
045 = 18,686.97
12 = .00
15 = .00
c19)= 18,686.97
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
rwxmtni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-24-2010 CD013705 368.42 7,000.00
06-10-2011 CD014559 .O1- 11,318.56
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-11-2011 TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
18,686.97
.00
11.13
11.13
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.