HomeMy WebLinkAbout08-05-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,=:~C'~~~.n rY:FI~T~.. ,::e OF INHERITANCE TAX
:-"C,,~P,~'EjifEIlT, ALLOWANCE OR DISALLOWANCE
.:: '/_'lIfllEllUi:TIONS AND ASSESSHENT OF TAX
08-08-2005
MCGINLEY
11-06-2004
21 05-0054
CUMBERLAND
101
APPEAL DATE: 10-07-2005
( 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 -
REY:is4;-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RUTH M FILE NO. 21 05-0054 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2025- t
-5
~'..~ )'. c 5
!;., I ~ j. J
MURREL R WALTERS
54 E MAIN ST
MECHANICS BURG
". 1'- .' --, ~~.
IH; ESQ
PA 17055
ESTATE OF
MCGINLEY
*'
REY-1541 EX AFP (06-05)
RUTH
M
TAX RETURN liAS: I X I ACCEPTED AS FILED
DATE 08-08-2005
I CHANGED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Sovernmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subiect to Tax
I~ an asses~ent was issued previously, lines 14, 15 and,or 16, 17, 18 and 19 will
r~lect ~igures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Anount of Line 14 at Spousal rat. (IS)
16. ~unt of Line 14 taxable .t Lin..l/Class A rate (16)
17. ~ount of Line 14 at Sibling rat. (17)
18. ~unt of Line 14 taxable .t Collateral/Class B rate (18)
19. Principal Tax Du.
E :
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds ISchedule BI
3. Closely Held Stock/Partnership Interest (Schedule C)
4. HortgageslNotes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. .Jointly Owned Property ISchedule Fl
7. Tr8Insfers (Schedule G)
8. Total Assets
NOTE:
+
DATE
05-17-2005
_BER
CD005331
INTEREST/PEN PAID I-I
.00
~.
III
121
131
ltol
151
161
171
.00
.00
.00
.00
16,700.00
3,071 . 11
.00
IBI
1111
1121
1131
Iltol
00 =
045 =
12 =
15 =
1191=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax PQnent.
19,771.11
? .AoA 11
16,963.00
.00
16,963.00
.00
763.34
.00
.00
763.34
763.34
.00
.00
.00
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"' ICRI, YOU KAY BE DUE
A REFUND. SEE REVERSE SIDE OF TMIS FORM FOR INSTRUCTIONS.I
191
1101
2,139.68
668.43
.00 X
16,963.00 X
.00 X
.00 X
AIIOUNT PAID
763.34
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE