HomeMy WebLinkAbout06-01-07
DATE 05-28-2007
ESTATE OF ANDERSON RUTH L
DATE OF DEATH 06-28-2006
FILE NUMBER 21 06-0620
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-27-2007
( See re1lerse side untler Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!!_~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ANDERSON RUTH L FILE NO. 21 06-0620 ACN 101 DATE 05-28-2007
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..cOM..OAWEAL TH OF PENNSYLVANIA
'Q~PARTMENT OF REVENUE
. . , i NOTtCE OF INHERITANCE TAX
- APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
~F D~p~~~~ON~tAND ASSESSMENT OF TAX
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 280601
HARRISBURG PA 17128-0601
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DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND PA 17070
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REV-1547 EX AFP (06-05)
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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
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
.00
(1)
(2)
(3)
(4)
(5)
(6)
(7)
2.831.299.60
.00
.00
640.006.13
10,117.68
1,285,022.34
(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)
99,082.65
6.560.48
NOTE:
(15)
(16)
(17)
(18)
.00
4,625,802.62
.00
35,000.00
X 00
X 045..
X 12 ..
X 15 =
DATE
09-28-2006
03-23-2007
C
NUMBER
CD007266
CD007939
CO
INTEREST/PEN PAID (-)
7,368.42
.00
AMOUNT PAID
140,000.00
4,784.28
INTEREST IS CHARGED THROUGH 06-12-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL ~NTEREST.
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
4,766,445.75
(11)
(12)
(13)
(14)
101i.~63.1~
4,660,802.62
.00
4,660,802.62
(19)=
.00
208,161.12
.00
5,250.00
213,41 L 12
152,152.70
61 ,258.42
1,019.59
62,278.01
( 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.)
REV.1470 EX (8-88) "~
,. '*
.
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME FILE NUMBER
Ruth L Anderson 2106-0620
REVIEWED BY ACN
Sandra J Eslinger 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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