HomeMy WebLinkAbout03-10-06 (2)
03-06-2006
FULTZ
07-23-2005
21 05-0775
CUMBERLAND
101
APPEAL DATE: 05-05-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS 4--
iEV:is4'-Ei-AFP-io3:0s3-NOTicE-OF-iNHEiiTANCi-TAi-APPRiiiEMENT:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GEORGE M FILE NO. 21 05-0775 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r""i~'i-\r~r"r', ('C::\0' r,CNOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES'\C\A'\:UCU \J AftNAISEHENT 1 ALLOWANCE OR DISALLOWANCE
INtERITANCE TAX DIVISION ~', OF 'DEDUCTIONS AND ASSESSI1ENT OF TAX
PO BOX 280601 ",,' ,
HARRISBURG PA 17128-0601
200G MAR 1 0 PM 12: 4 1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLER1\ OF
OR"'r ,~, "C; (V,\' l'R" T
· rrlf.\\\J '-.J 1...A.Aii I
MURREL R WAL TE~J~~.:rL.1;/?tD eel,
54 E MAIN ST
HECHANICSBURG
PA 17055
ESTATE OF FULTZ
'*
REV-1547 EX AfP (06-05)
GEORGE
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 03-06-2006
I~ an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total of 6bb returns assessed to date.
ASSESSMENT OF TAX:
1S. ABount of Line 14 at Spousal rate (IS)
16. A~nt of Line 14 taxable at Lineal/Class A rat. (16)
17. Amount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TS.
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estete (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/l1isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(I)
(2)
(3)
(4)
(5)
(6)
(7)
69.728.33
.00
.00
.00
78.490.85
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Li8billties/Liens (Schedule I)
11. Total Deductions
12. Net V.lue of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
l~. Net Value of Est.te Subject to Tax
(9)
(10)
201276.73
..5.549 91
(11)
(12)
(13)
(14)
(Schedule .J)
NOTE:
.00 X
1221392.54 X
.00 X
.00 X
+
INTEREST/PEN PAID (-)
.00
AI10UNT PAID
51507.66
NUHBER
CD006230
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your accountl
sub.it the upper portion
of this for. with your
tax pey-.nt.
1481219.18
"Ii 8"(; &4
1221392.54
.00
1221392.54
DO =
045 =
12 =
15 =
.00
5,507.66
.00
.00
51507.66
(19)=
51507.66
.00
.00
.00
. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $11 NO PAYI1ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE ('
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) \
,J'