HomeMy WebLinkAbout12-29-06
12-25-2006
MOCK
02-04-2006
21 06-0328
CUMBERLAND
101
APPEAL DATE: 02-23-2007
( 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
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
JANE S FILE NO. 21 06-0328 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX ZII0601
HARRISBURG PA 171ZII-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,,:,.c. r' ~
D;:('('t\:{1'T; OF11Jl'l1ItE OF INHERITANCE TAX
':", <~I"~~Pr~~li.~I:~tfT. ALLOWANCE OR DISALLOWANCE
r~'::!I\>) 'J':Ofi DEDUcl'IONS AND ASSESSMENT OF TAX
ZOGS DEe 29 PH \: 05
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
IVO V OTTO III
MARTSON ETAL
10 E HIGH ST
CARLISLE
Erl/ .--....
e,l .\1;\ I...)i:- ~
nr>' : L' t' jlf"\ r"!'\i 1~.JT
O~-~'t......)-,j\,.-., ."-. I, .\},,)~ \
GY"~" .1 .~. - - ':-J.~,
ESQ
PA 17013
ESTATE OF MOCK
'*
REV-1547 EX AFP (06-05)
JANE
S
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 12-25-2006
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rete (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
T X D TS:
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(S)
(6)
(7)
.00
1.318.526.67
.00
.00
148.030.00
.00
1.100.786.48
(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)
59.622.99
5.969.35
Ul)
(12)
(3)
(14)
NOTE:
.00
2.501.750.81
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
+
INTEREST/PEN PAID (-)
5.263.16
.00
AHOUNT PAID
100.000.00
7.315.63
DATE
04-12-2006
10-25-2006
NUMBER
CD006547
CD007350
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.
sub.it the upper portion
of this for. with your
tax payment.
2.567.343.15
65.592 34
2.501.750.81
.00
2.501.750.81
(9)=
.00
112.578.79
.00
.00
112.578.79
112.578.79
.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.)