HomeMy WebLinkAbout10-02-06 (2)
20nG OCT - 2 Pi.11IAft) 09-25-2006
. ESTATE OF MYERS
CLERK OF DATE OF DEATH 01-29-2006
OR.DLj:\\l'~ r":]! Iffl:LE NUMBER 21 06-0111
(', \;\ ,.'i~:II~.:~~.' ,- \,j(,~cibJ.JNTY CUMBERLAND
vL.'./- (, ....Acif 101
APPEAL DATE: 11-24-2006
( See reverse side under Objections)
Amount R..ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
iE,,:is4'-Ei-iFP-io3:0Sj-NOTicE-OF-iNHEiiTiNCE-Tii-ippiiisEMENT:-iLLOwiNCE-oi---------------
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 2110601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"....,~~ Cfftr~~I(IrfANcE TAX
APPRAIsE"EN'ft: ~U~~E . OR DISALLOWANCE
OF DEbUC'tloN$ '.ANP,'~SESSHENT OF TAX
1:".',__\,-/, i.,....-. I........,
CARL C RISCH ESQ
MARTSON ETAL
10 E HIGH ST
CARLISLE
PA 17013
ESTATE OF MYERS
*'
REV-1547 EX AFP (06-05)
RICHARD
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-25-2006
If an assessment 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:
IS. AIIount of Line 14 at Spousal rate (1S)
16. A.ount of Line 14 taxable at Linaal/Class A rata (16)
17. AIIount of Line 14 at Sibling rata (17)
18. A.ount of Lina 14 taxabla at Collateral/Class B rata (18)
19. Principal Tax Dua
S:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Estata (Schedula A)
2. Stocks and Bonds (Schec:lula B)
3. Closaly Held Stock/Partnarship Intarast (Schedula C)
4. Hartgagas/Notas Racaivable (Schedula D)
S. Cash/Bank Deposits/Hisc. Parsonal Property (Schadula E)
6. Jointly Owned Proparty (Schedula F)
7. Transfars (Schedule G)
8. Total Assets
283,000.00
62.185.14
.00
.00
166.827.57
.00
152,547.31
(8)
(1)
(2)
(3)
(4)
(S)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expansas/AdB. Costs/Hisc. Expenses (Schedula H)
10. Dabts/Hartgaga Liabilitias/Liens (Schedu1a I)
11. Total Deductions
12. Mat Value of Tax Return
13. Charitable/Gova~tal Bequests; Non-elected 9113 Trusts
14. Mat Value of Estate Subject to Tax
31,938.48
(9)
(10)
10.736.50
(11)
(12)
(13)
(14)
(Schadule .n
NOTE:
.00 X
621,885.04 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
DATE
04-25-2006
AMOUNT PAID
20,000.00
NUltBER
CD006600
INTEREST/PEN PAID (~l
1,052.63
PAYMENT MUST BE MADE BY 10-29-2006~.
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,
subIIit the upper portion
of this fora with your
to payaent.
664,560.02
4:i' 1.74 98
621,885.04
.00
621,885.04
.00
27,984.83
.00
.00
27,984.83
21,052.63
6,932.20
.00
6,932.20
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. 0
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU HAY BE DUE .
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)