HomeMy WebLinkAbout10-30-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
2006 ocr 30 PH 3: 31
COMMONWEALTH OF PENNSYLVANIA
c;-.r'()Pi-)enPt&i~~~T OF REVENUE
,:" .'!~'. i--NMIC~OF ;N1HERITANCE TAX
'APPAAIS~MENT, AL,-!OWANCE OR DISALLOWANCE
'OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
('I rn~( C:lr
J ,,-, " "r
MARLIN R MCCALEB ES~198f)l-I~! COURT
M R MCCALEB LAW OFFIceS 'r, PA
PO BOX 230
MECHANICSBURG PA 17055
10-23-2006
MOORE
06-20-2005
21 05-0682
Cumberland
101
REV-1541 EX (06-O5) PC
KATHRYN
R
Appeal Date: 12-22-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE c:> RETAIN LOWER PORTION FOR YOUR RECORDS ?
'REV:1S,ji E)((o's-li5)PC '" -" -" -" "Notit'E'ciF'fNffERffA-NCE'tA5{ AP'PRAis'EME'Nt-: A'Li:.OWA~{CE-OR -, -- -. - - - - - h,. - - -, - - -, _ _ _ _ _ _ _ __
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MOORE KATHRYN R FILE NO. 2105-0682 ACN 101
TAX RETURN WAS: ( 0 ) ACCEPTED AS FILED ( 0 ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
ESTATE OF
DATE 10-23-2006
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)
5 Cash/Bank Deposits/ Mise, Personal Property (Schedule E)
6, Jointly Owned Property (Schedule F)
7, Transfers (Schedule G)
8, Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Expenses/Adm, Costs/Mise, Expenses (Schedule H) (9) 26,313,52
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 546.54
11. Total Deductions (11) 26,86006
12, Net Value of Tax Return (12) 590,168,85
13. Charitable/Governmental Bequests; Non,elected 9113 Trusts (Schedule J) (13) 0.00
14. Net Value of Estate Subject to Tax (14) 590,168.85
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
130,00000
16,091,97
0.00
0,00
311,124,86
7,012.21
152,79987
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of th is form with your
tax payment.
617,02891
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) 0,00 X .00 0.00
(16) 590,168.85 X.045 26,55760
(17) 0.00 X .12 0,00
(18) 0.00 X .15 0,00
(19) 26,557.60
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-28-2006 CD006628 -141.90 26,69950
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-29-2006 TOTAL TAX CREDIT 26,557.60
BALANCE OF TAX DUE 0.00
INTEREST 56.96
TOTAL DUE 56.96
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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