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Home My WebLink About04-29-05 .~.._.~_._---_._'--_.__._,.~.- r;C-....O"lI"T\ r~-'~~ ^- BUREAU OF INDIVIDUAF;j!J!ffll1)c.LJ 0rrlltt Ut INHERITANCE TAX DIVISION PO BOX 21Ultl HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN -~.., DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-25-2005 MICHAELS 05-05-2004 21 05-0104 CUMBERLAND 201 LOUIS B 2005 I\P[( 29 P:i 3: 09 RICHARO CU'LACEY ~, 3631 N FRONT ST HBG PA 11110-1533 A.ount R..itted I MAKE CHECK PAYABLE AND REMIT PAY~ENT I TO: REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE. PA 11013 NOTE: To insure proper credit to your account. submit the upper portion of this for. with your 'ax pay..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES'" ' Ri:V-=-483-.EX.AFp..ti;-:.o.S'j...........NOY.ici:..OF.DETiRMiNAfioN.ANii.ASSESS'iilAi...............-1............ OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. HOUSE ESTATE OF MICHAELS LOUIS B FILE NO.21 05-0104 ACN 201 DATE 4-25-2005 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) .00 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed .00 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYNENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) , TOTAL TAX CREDIT I .00 BALANCE OF TAX DUE I .00 INTEREST AND PEN. . .00 TOTAL DUE , .00 _IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN .1, 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.) nS~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL ~RD;:D OFF/OF IUPRAISEHENT, ALLOIIANCE OR DISALLOIIANCE IIIERITAIICE TAlC DIVISIIII ..- - -, ~ 'flOF DEIlUCTIONS AND ASSESSMENT OF TAX PO lOX 2II6Dl i (\ HARRISBURG PA 17128-0601 ' , ZUllS 29 PN 12: 03 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN C' C''-''( UJ-;( RICHARD L(P~~~~~ 3631 N FRONt Sf HBG PA 11110-1533 04-25-2005 MICHAELS 05-05-2004 21 05-0104 CUMBERLAND 101 _t _ittecl ~"'-'-"---'-,----,,-,,"-,,---- '* REY-l54~ EX AFP (03-05) LqUIS B Ii MAKE CHECK PAYABLE AND REMIT PA~MENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 11013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Ilr-"i'!l"YI.m.m~'.'IIItm.!II!".IJMtlli"l'IB.'IW.l'lll'll"lftMMf~.'lft:r.WIM!r.W....~......... ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MICHAELS LOUIS B FILE NO. 21 05-0104 ACN 101 DATE 104-25-2005 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. F......I E_ses/AdIl. CosblMb". Expenses lSc:heduJ.e H) 191 10. Debts/Mor~ U..iUti.s/U.... l_dul. Il 1101 .00 i Il. Tot.l -..:tians 1111 ~ 00 12. list V.l... of T.,. Return 1121 180,754.45 13. Chsritobla/80v.rns.nt.l Bequa.ts; Non-.l..,t.d 9113 Trust. ISohadul. Jl 1131 Z .00 14. list V.l... of Est.t. Subj."t to T.,. II'll T80,754.45 NOTE: I~ an ........nt w.. i..u.d previDus~, lin.. 14, 15 and'Dr 16, 17, 18 I' d 19 will rlli'l.c1: ~igures that inclUde the tlftal of ALL return. a.....ed tD dat.. ASSESSMENT OF TAX: i 15. _t of Lina 14 .t Spousal ..t. 1151 480,754.45 x 00 = ' 16. _t of Una 14 t_l. .t U....I/Cl... A ..t. 1161 .00 x 045 ~ I7._tofUna14.tSibUng..ta 1l7l .00X 12 = 18. _t of Una 14 t.,...I. .t CoIl.t...11C1..s B ..t. 1181 .00 X 15 = 19. Princi...l T.,. - 1191= i I I TAX RETURN liAS: I X I ACCEPTED AS FILED I I CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. _1 Est.t. ISchadu1. Al III 2. Stock. _ Bond. ISchadul. Bl 121 3. C10..1y MaId StocklPartnar.hip Int....t ISchadul. Cl 131 4. Mort_.lNDt.. R_i....l. ISchadul. Dl ('II 5. Cashlllw* hpositsIMillC. Par~ Proparb (Sohedul. EllS) 6. Jointly _ P.--rty ISchadule F) 161 7. Tren.f.rs ISchadu1.81 (7) 8. Total A...t. .00 53.021.96 .00 .00 &5.770.00 .00 361, 962 . 49 18) .00 INTEREST/PEN PAID I-I AMOUNT PAID DATE _ER ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I i NOTE: T~n..... propar creel! t 0 your account ~ _it _r portion of thl for. with your tax ... t . I ~80,154.45 .00 .00 .00 .00 .00 .00 .00 .00 .00 I IF TOTAL DUE IS LESS THAN fl, NO PAYIlENT IS IlfqUIRED. IF TOTAL DUE IS REFLECTED AS A "CREOIT" ICR); YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR ~HSTRUCTIONS. I