HomeMy WebLinkAbout09-21-06
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
IRWIN HAROLD S III
64 SOUTH PITT STREET
CARLISLE, PA 17013
_u_____ fold
ESTATE INFORMATION: SSN: 184-38-0489
FILE NUMBER: 2105-0877
DECEDENT NAME: HECKENDORN RICHARD L
DA TE OF PAYMENT: 09/21/2006
POSTMARK DATE: 09/21/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 09/23/2005
NO. CD 007235
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $19,638.90
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$19,638.90
REMARKS: HAROLD S IRWIN III
CHECK#10507
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
DATE 06-12-2006
ESTATE OF HECKENDORN
DATE OF DEATH 09-23-2005
FILE NUMBER 21 05-0877
COUNTY CUMBERLAND
HAROLD S IRWIN III ACN 101
IRWIN LAW OFFC APPEAL DATE: 08-11-2006
64 S PITT ST (See reverse side under Objections)
CA~SLE PA 17013 Amount Remitted I I
0? MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
.'--..;v: REGISTER OF WILLS
C5 "'!1- 9:: '""-
&:' q: ~ CUMBERLAND CO COURT HOUSE
j:;__.. ;: ~c:!;:?', CARLISLE, PA 17013
(:~: t~!lE*if~h5) -gii:E!~~!~~H~m~N~~!m!!At~~~~~E~~:!1~i~DiI!i;i:E- DR -----. ----- - --.
~ &::L. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTA~ OF IiECKENDORN RICHARD L FILE NO. 21 05-0877 ACN 101 DATE 06-12-2006
- {-.J
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
"
"...-'I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
C-:~'-
~-I ~,I
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.
REV-lS47 EX AFP (06-05)
RICHARD
L
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igure5 that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/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
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
219,000.00
.00
.00
.00
86.172.98
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. 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 (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
27,778.67
1.132.63
(11)
(12).
(13)
(14)
NOTE:
.00 X
145,447.69 X
570.00 X
130,243.99 X
00 =
045 =
12 =
.15 =
(19)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
305,172.98
28.911 30
276,261.68
.00
276,261.68
.00
6,545.15
68.40
19,536.60
26,150.15
TAX CRED!TS:
~..._... IU:""J;.l.rl I+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-22-2005 CD006141 326.32 6,200.00
INTEREST IS CHARGED THROUGH 06-27-2006 TOTAL TAX CREDIT 6,526.32
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 19,623.83
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 15.07
TOTAL DUE 19,638.90
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY 81= nlJ~