HomeMy WebLinkAbout12-08-06
DATE 12-04-2006
2006 DEe -~~t1t~dtirH :~~~~~~006
FILE NUMBER 21 06-0348
CL~~y CUMBERLAND
ORPHA~rfOURT 101
cur/i"'C-'~i I:.'''-n ~,PEAL DATE: 02-02-2007
( 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
~Y!_~~9~~_!~~~_~~~~______~___!~!~!~_~~~~!_~~!!!~~-~~!-!~~!_!~~~!~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JEAN L FILE NO. 21 06-0348 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT.~~.~ ,~~~NCE OR DISA.LLOWANCE
OF DEDUCTIC)@.~~lt~~@~~ i~ TAX
""',;-
, ..
L.::
JAMES D BOGAR
BOGAR SHIPP LAW
1 W MAIN ST
SHIREMANSTOWN
OFCS
PA 17011
ESTATE OF MCBRIDE
'*
REV-1547 EX AFP (06-05)
JEAN
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 12-04-2006
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~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Aaount of Line 14 at Spousal rate (15)
16. ~ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. ~unt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
C ITS:
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)
.00
.00
.00
.00
63.053.83
.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/Govern.ental Bequestsj Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
18,392.82
7.896.64
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
36,764.37 X
.00 X
.00 X
T
+
INTEREST/PEN PAID (-)
82.72
.00
AMOUNT PAID
1,603.13
31.45-
DATE
06-30-2006
11-27-2006
NUMBER
CD006902
REFUND
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
~it the upper portion
of this fo~ with your
tax pay~t.
63,053.83
26.289 46
36.764.37
.00
36.764.37
00 =
045 =
12 =
15 =
.00
1.654.40
.00
.00
1,654.40
(19)=
1,654.40
.00
.00
.00
. 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 DU'''''"
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ ~