HomeMy WebLinkAbout03-05-07
02-27-2007
ESTERLINE
03-11-2006
21 06-0295
CUMBERLAND
101
APPEAL DATE: 04-28-2007
( See reverse side "IIder Objectiolls)
A.ount Re.ltted! I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
IUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 288'01
HARRISIURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(')I~rFf{~I1:i&€ OF INHERITANCE TAX
I iA.PP:RAI'~ItHE.Ht, ALLOWANCE OR DISALLOWANCE
. :-. ~ 10F PEbuCTIONS AND ASSESSMENT OF TAX
2007 'MR - 5 PN 1: I 9
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK. (lr:
C O..RPH/,}II'S (~~)r 'R-
()i;\/r'-~---"l ; '-~ ~j\..,,1t.j Ii
p:\
HELEN L BRYAN
STERLING TRUST CO
101 NORTHPOINTE BLVD
LANCASTER PA 17601
'*
REV-1547 EX AFP (06-05)
IRA
E
TO:
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
ESTATE OF ESTERLINE IRA E FILE NO. 21 06-0295 ACN 101 DATE 02-27-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
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 lequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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 ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14
16. Amount of Line 14
17. Amount of Line 14
18. Amount of Line 14
19. Principal Tax Due
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)
(9)
ClO)
NOTE:
155,000.00
844.187.29
.00
.00
636.452.60
950,197.04
100,044.31
(8)
92,082.07
9.260.98
at Spousal
taxable at
at Sibling
taxable at
Cl5)
(16)
Cl7)
(18)
.00 X
2,584,538.19 X
.00 X
.00 X
rate
Lineal/Class A rate
rate
Collateral/Class B rate
+
INTEREST/PEN PAID (-)
4,050.00
.00
DATE
06-06-2006
12-08-2006
NUMBER
CD006790
CD007542
AMOUNT PAID
76,950.00
35,304.21
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(11)
Cl2)
(13)
Cl4)
00 .
045.
12 ..
15 ..
Cl9).
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
2,685,881.24
101 .~6~.O~
2,584,538.19
.00
2,584,538.19
.00
116,304.21
.00
.00
116,304.21
116,304.21
.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 D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)