HomeMy WebLinkAbout03-06-06
02-28-2006
GRUBB
12-22-2004
21 05-0008
CUMBERLAND
101
APPEAL DATE: 04-29-2006
(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-coi:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANci-oR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RUTH L FILE NO. 21 05-0008 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN A ROE ESQ
2520 DOEHNE RD
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17110
ESTATE OF
GRUBB
REY-1S47 EX AFP (06-05)
RUTH
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 02-28-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. ~ointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
.00
11.692.28
.00
.00
.00
.00
.00
(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 ~)
14. Net Value of Estate Subject to Tax
(9)
llO)
818.46
.00
(11)
ll2)
ll3)
ll4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
11,692.28
818 46
10,873.82
.00
205,370.92
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: If an assessment was issued previOUSly, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 =
205,370.92 X 045 =
.00 X 12 =
.00 X 15 =
ll9)=
.00
9,241.69
.00
.00
9,241.69
TAX CREDITS:
. ~..._" -... II T+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-18-2005 CD005099 315.79 6,000.00
07-15-2005 CD005576 .00 2,452.37
10-31-2005 REFUND .00 15.79-
01-03-2006 CD006172 .00 489.32
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-04-2006 TOTAL TAX CREDIT 9,241.69
BALANCE OF TAX DUE .00
INTEREST AND PEN. 6.90
TOTAL DUE 6.90
. 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 DUE(!
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~