HomeMy WebLinkAbout10-02-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~~t~ ~ICE OF INHERITANCE TAX
qCr,nRDtD _GSiMENT I ALLOWANCE OR DISALLOWANCE
t - '" '",-, "~f: ;D~DtlCTIONS AND ASSESSMENT OF TAX
- ,.. l;,.L:, 1
09-25-2006
MYERS
01-29-2006
21 06-0111
CUMBERLAND
101
APPEAL DATE: 11-24-2006
( See reverse side under Objections)
AIIount Rellittedl fd2=?d.d,o I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Riv:is47-ix-iFP-ioi:os3-NOTici-OF-iNHiRiTANCE-TAX-APPRAisiMENT:-iiioWANCi-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD L FILE NO. 21 06-0111 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
2u05 OCT -2 P11 2: 31
CI CPt 1/ (\,C
, t , iI\ '~'I
On,m~',-,."':, ,\'0,_ ('(,"'11 IRT,
j-'l [-I " .. '; '..J " J,~,.J ;
CARL C RISCH ESQ r, I" " "'"'?A
MARTSON ETAL V~
10 E HIGH ST
CARLISLE
PA 17013
ESTATE OF MYERS
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estete (Schedule A)
2. Stocks ~ Bonds (Schedule B)
3. Closely Held Stock/Pertnershlp Interest (Schedule C)
4. Hortgllges/Notes RecelYllble (Schedule D)
5. CashlB8nk Deposits/Misc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Trensfers (Schedule 8)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExpeftseslAdII. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgllge Liabilities/Liens (Schedule I)
11 . Total Deductions
12. Net Value of Tex Return
13. Charitable/Governeental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
283.000.00
62.185.14
.00
.00
166.827.57
.00
152.547.31
(8)
'*
REV-1547 EX AFP (06-05)
RICHARD
L
311938.48
10.736.50
(11)
(12)
(13)
(14)
(Schedule J)
DATE 09-25-2006
NOTE: To insure proper
credit to your eccountl
~It the upper portion
of this for. with your
tex papent.
6641560.02
4~ (074 98
6211885.04
.00
6211885.04
If an asses..ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. AlIOUftt of Line 14 at Spousal rate (1S)
16. Aeount of Line 14 taxable at Lineal/Class A rate (16)
17. Aeount of Line 14 at Sibling rate (17)
18. Aeount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
DATE
04-25-2006
NUHBER
CD006600
INTEREST/PEN PAID (-)
L052.63
PAYMENT MUST BE MADE BY lo-29-2006~.
.00 X
62L885.04 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
AHOUNT PAID
201000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
271984.83
.00
.00
271984.83
211052.63
61932.20
.00
61932.20
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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
RISCH CARL C ESQUIRE
10 EAST HIGH STREET
CARLISLE, PA 17013
_nn___ fold
ESTATE INFORMATION: SSN: 189-18-5544
FILE NUMBER: 2106-0111
DECEDENT NAME: MYERS RICHARD L
DATE OF PAYMENT: 10/02/2006
POSTMARK DATE: 10/02/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 01/29/2006
NO. CD 007277
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,932.20
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK#127
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$6,932.20
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS