HomeMy WebLinkAbout12-04-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2110601
HARRISBURG PA 171211-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. 0.f'..Dffi ~~QFI'-INHERITANCE TAX
RtC~&II:~:AtjLoWANCE OR DISALLOWANCE
LX~(';[CJ"'-~IJUC1i.~'NS~AND ASSESSMENT OF TAX
l I~..\..A"...}, __, I '_...., ',,', ._',
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REV-1547 EX AFP (06-05)
WILLIAM R INGRAHAM
2120 CANTERBURY DR
MECHANICSBURG PA 17055
CLERK OF
ORPHANS COURT
ClI1 Ir")! ""il Pi\
"~;'v';!"' I, -. , ',; , I I .
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROSS
W
ESTATE OF
12-04-2006
INGRAHAM
02-12-2006
21 06-0160
CUMBERLAND
101
APPEAL DATE: 02-02-2007
( See reverse side under Ohjections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9Y!_~~P~~_!~~~-~~~~------~---~~!~!~_~9~~~_~9~!!9~_E9~_Y9~~_~~~9~P!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ROSS W FILE NO. 21 06-0160 ACN 101 DATE 12-04-2006
TAX RETURN WAS: OC) ACCEPTED AS FILED (J CHANGED SEE ATTACHED NOTICE
200G DEe -4 PM 3: 21
INGRAHAM
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/Pertnership 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)
134.500.00
.00
.00
.00
83.931.83
34.916.28
37.252.27
(8)
NOTE: To insure proper
credit to your account,
~it the upper portion
of this for. with your
tax pa~t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.antal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
290,600.38
(9)
nO)
9,072.60
21.365.09
(11)
(2)
(3)
(14)
30.437 69
260,162.69
.00
260,162.69
19 will
(Schedule J)
NOTE:
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
AX ITS:
.00 X
260,162.69 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
.00
11,707.32
.00
.00
11,707.32
DATE
06-26-2006
10-10-2006
NUHBER
CD006882
CD007299
+
INTEREST/PEN PAID (-)
.00
.00
AMOUNT PAID
6,052.50
5,654.82
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
11,707.32
.00
.00
.00
( 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.)