HomeMy WebLinkAbout11-03-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
F::r:CiPn.'TNo'Y~:OO:';ii:NHERITANCE TAX
__'-.0 _-I ,_~ ~...,) __j,~~,- f)j
'J-APf'RAlS~ENt~. ~,"LOWANCE OR DISALLOWANCE
".::JOFJDEDucTIONS \AND ASSESS"ENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-30-2006
RICHARDS
12-16-2005
21 06-0041
CUMBERLAND
101
APPEAL DATE: 12-29-2006
( See reverse side under Objections)
A.ount 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 +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MYRTLE L FILE NO. 21 06-0041 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
lanG
-3
!f: 26
ELYSE E ROGERS ESQ
KEEFER ETAL
415 FALLOWFIELD RD 30
CAMP HILL PA 17011
ESTATE OF RICHARDS
'*
REV-1547 EX AFP (06~05)
HYRTLE
L
DATE 10-30-2006
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funer8l Expenses/A~. Costs,"isc. Expenses (Schedule H)
10. DebtslKortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estate Subject to Tax
I~ an asses..ent was issued preViously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the tatal o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. A.ount of Line 14 at Spousal rate (IS)
16. A.uunt of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling r8te (17)
18. A.uunt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. ttortgageslNotes Receivable (Schedule D)
S. C.shlBank Deposits,"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
NOTE:
DATE
03-15-2006
09-12-2006
NUltBER
CD006434
CD007204
INTEREST/PEN PAID (-)
2~500.00
.00
( ) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
70~000.00
923.081.57
.00
.00
80.628.92
18.534.82
68~397.84
(8)
NOTE: To insure proper
credit to your account ~
subIIlt the upper portion
of this fo~ with your
tax p.~t.
1~160~643.15
31.&97 lil
1~128~945.54
.00
1~128~945.54
19 will
00 =
045 =
12 =
15 =
.00
50~802.55
.00
.00
50~802.55
(9)
(10)
29~122.88
(19)=
TOTAL TAX CREDIT 50~802.5S
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 .
( IF TOTAL DUE IS LESS THAN t1~ NO PAYMENT IS REQUIRED. (\ ,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU HAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
· If PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
2.574.73
(11)
(12)
(13)
(14)
.00 X
1~128~945.54 X
.00 X
.00 X
AI10UNT PAm
47~500.00
802.55