HomeMy WebLinkAbout12-29-06
12-25-2006
SHAUB
07-31-2006
21 06-0711
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:is4'-Ex-AFP-ioi:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MATILDA E FILE NO. 21 06-0711 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
I:'..r'\r."i'\i""r-. (\r~lr,C '-,-NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,[~',),~:''L. .:.:'_1 \)i1t~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISIDN ,n." "'OF. 'DEDUCTIONS AND ASSESSMENT OF TAX
PD BDX Z80601 _'~ . ~. '
HARRISBURG PA 171Z8-0601
2rn~ flFr 29 p~'~ ,: ac:;
'~-.' tJ l.~. __.--, . I V
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
OFf>.
THOMAS J AHREHS.
AHRENS LAW FIRM
5521 CARLISLE PIKE
MECHANICSBURG PA
17050
ESTATE OF
SHAUB
REY-1547 EX AFP (06-05)
MATILDA
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
DATE 12-25-2006
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
558,162.90 X 15 = 83,724.44
(19)= 83,724.44
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)
152,138.70
.00
.00
.00
382.928.96
1.639.20
69,367.09
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
43,694.80
116.25
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
606,073.95
43.811 05
562,262.90
4,100.00
558,162.90
.
, .... ...... ...... l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-31-2006 CD007373 4,186.22 79,538.22
TOTAL TAX CREDIT 83,724.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 r ,,1
lIE 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
A DeCI.un ~cC' DCIIC'D~C ~Tnl:' nc 'TUTro> roAn... P....... ....._.......____..._ '"'