HomeMy WebLinkAbout01-16-07
01-09-2007
REESE
06-12-2006
21 06-0557
CUMBERLAND
101
APPEAL DATE: 03-10-2007
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NoncE~ ,!;IE. ~ftHAtl~E TAX
APPRAI~~~:fL.i~~.Li).WA'NC.i" OR DISALLOWANCE
OF DEDUPIO"S'"AND.ASSE9SMENT OF TAX
IVO V OTTO II I
MARTSON ETAL
10 E HIGH ST
CARLISLE
ZOul JMi \ 6 PfOtiT~O OF
DATE OF DEATH
C' Enil .,-
. /i~."~.~i(\ ;::;~I~~ NUMBER
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PA 17013
'*
REV-1547 EX AFP (06-05)
LARUE
V
TO:
~~!_~~~~~_!~l~_~l~~______~___~~!~!~_~Q~~~_~Q~!!Q~_~Q~_YQ~~_~~~Q~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REESE LARUE V FILE NO. 21 06-0557 ACN 101 DATE 01-09-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
If an assess.ent 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. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
ITS:
A M NT
DATE
09-06-2006
11-17-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
555,777.90
.00
.00
25,717.34
.00
5,188.50
(8)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
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)
51,928.30
104.54
(11)
(12)
(13)
(14)
NOTE:
(15)
(16)
(17)
(18)
.00 X
534,650.90 X
.00 X
.00 X
20,000.00
3,006.66
C P
NUMBER
CD007173
CD007455
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
00
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
586,683.74
r:;?n~?6R6
534,650.90
.00
534,650.90
.00
24,059.29
.00
.00
24,059.29
24,059.29
.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.)