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Home My WebLink About10-30-06 10-30-2006 MICKEY 01-13-2006 21 06-0077 CUMBERLAND 101 APPEAL DATE: 12-29-2006 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 PY!_~~9~~_!~~~-~~~~------~---~~!~!~_~9~~~_~9~!!9~_~9~_Y9Y~_~~~9~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RUTH E FILE NO. 21 06-0077 ACN 101 DATE 10-30-2006 TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX - - n'"' r-..Ap~~PiEtl.ENr. AllOWANCE OR DISAllOWANCE HLCOnUtU \OnoeDubtIoNS AND ASSESSMENT OF TAX BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 2006 OCT 30 PM 3: 31 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CI C-CII 'Ltl'~I\ RICHARD C SNElBAKEROm+':\r, CC'URT SNElBAKER & BRENNI6iIAN - " 1)/\ 44 W MAIN ST MECHANICSBURG PA 17055 ESTATE OF MICKEY '* REV-1547 EX AFP (06-05) RUTH E NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of line 14 at Spousal rate (15) 16. A.ount 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 TAX CREDITS: .00 X 00 = .00 336.538.25 X 045 = 15.144.22 22.533.24 X 12 = 2.703.99 .00 X 15 = .00 (19)= 17.848.21 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) 5. 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) 114.000.00 .00 .00 .00 28.867.67 .00 220.740.37 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage liabilities/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govern.ental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 4.305.24 231. 31 (11) (12) (13) (14) NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. 363.608.04 4.536 55 359.071.49 .00 359.071.49 . n .. .~.. . --. l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-21-2006 CD006452 631.58 12.000.00 05-18-2006 CD006713 .00 3.558.22 INTEREST IS CHARGED THROUGH 11-14-2006 TOTAL TAX CREDIT 16.189.80 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1.658.41 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 10.19 TOTAL DUE 1.668.60 · 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 D A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ., REV-1470 EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME Ruth E. Mickey FILE NUMBER Bill Lyons ACN 2106-0077 101 REVIEWED BY SCHEDULE ITEM NO. EXPLANATION OF CHANGES Absent a valid disclaimer, the brother's life estate in the real estate is subject to tax. ROW Page 1 12-04-2006 MURDOCK 01-09-2006 21 06-0078 CUMBERLAND 101 APPEAL DATE: 02-02-2007 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HANNAH FILE NO. 21 06-0078 ACN 101 DATE 12-04-2006 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE - , " .. . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX _ AP~~~~~T~rAb~OWANCE OR DISALLOWANCE RtCO~EJt~D...liCtto..s1.~AND ASSESSMENT OF TAX q' (\ i_. '. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVlSION PO BOX 280601 HARRISBURG PA 17128-0601 2006 DEe -4 PM 3: 27 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN SAMUEL LANDES PO BOX 168 LEMOVNE CLERK OF ORFi--t^N'S coum CtJr..!~ "--;1 -.. ,"':!" ~ ::--, r::;p., PA 17043 ESTATE OF MURDOCK '* REV-1547 EX AFP [06-05) HANNAH I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL 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 TAX CREDITS: n...~... ,,~...~... l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-20-2006 CD007328 .00 6,404.25 INTEREST IS CHARGED THROUGH 12-19-2006 TOTAL TAX CREDIT 6,404.25 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 305.11 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 17 .68' TOTAL DUE 322.79 N1 II IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU MAY BE 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) 5. 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) 156,078.00 .00 .00 .00 9.072.33 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage 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) 13,148.21 2.905.42 (1) (12) (3) (14) NOTE: .00 149,096.70 .00 .00 X 00 = X 045 = X 12 = X 15 = NOTE: To insure proper credit to your account, sub.it the upper portion of this for. with your tax pa~t. 165,150.33 16.053 63 149.096.70 .00 149,096.70 (9)= .00 6,709.36 .00 .00 6,709.36 A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) , REV-1470 EX (6-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME '* INHERITANCE TAX EXPLANA TION OF CHANGES REVIEWED BY Hannah Murdock FILE NUMBER Anita McCully ACN 2106-0078 101 ITEM SCHEDULE NO. H 8-7 EXPLANATION OF CHANGES The amount for repairs and other costs for preparation to sell the real estate have been suspended until the house has been sold. ROW Page 1