HomeMy WebLinkAbout03-10-06
03-06-2006
MALLERY
08-07-2005
21 05-0960
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
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
iiv:is47-ii-AFP-io3:0Sj-NOTici-OF-iNHiiiTANCi-TAi-APpiAisiMiNT:-ALLONANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARTHA M FILE NO. 21 05-0960 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE DF INHERITANCE TAX
BUREAU DF INDIVIDUAL TA~crJ~r'Fn rHT!(jPrpISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '. - _. ----- \,.., "-~ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
Zfi06HAR I 0 PM 12: I 8
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
~Hl\rYS rn lOT
WM D SCHRACIf' i ,'C~i":,i,;';"~;:::\' II
SCHRACK a L tI SElaACH . ......,
PO BOX 310
DILLSBURG
PA 17019
ESTATE OF MALLERY
*'
REV-1547 EX AFP (06-05)
MARTHA
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 03-06-2006
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total o~ !bb returns assessed to date.
ASSESSMENT OF TAX:
15 . AllcKrtt of Line Iii at Spousal rate (15)
16. A.ount of Line Iii taxable at Lineal/Class A rata (16)
17. A~nt of Line 14 at Sibling rate (17)
18. Amount of Line Iii taxable at Collateral/Class B rate (18)
19. Principal Tax Due
S.
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rael Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
Ii. Kortgagas/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Dwned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(Ii)
(5)
(6)
(7)
.00
.00
.00
.00
.00
.00
485.693.29
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdM. Costs/Misc. Expenses (Schedule H)
10. Debts/Kortgage Liabilities/Liens (Schedule I)
11. Totel Deductions
12. Net Value of Tax Return
13. Cheritable/GovernBBntal Bequests; Non-elected 9113 Trusts (Schedule J)
Iii. Net Value of Est.te Subject to Tax
(9)
(10)
9,230.18
8.296.09
(11)
(12)
(13)
(11i)
NOTE:
.00
468,167.02
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
+
INTEREST/PEN PAID (-)
1,052.63
.00
AI10UNT PAID
20,000.00
14.89
DATE
10-29-2005
01-12-2006
NUHBER
CJJo05953
LCD006196
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN DF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
sub.it the upper porti~
of this form with your
tax payment.
485,693.29
17 .526 27
468,167.02
.00
468,167.02
.00
21,067.52
.00
.00
21,067.52
21,067.52
.00
.00
.00
( 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 FDRM FDR INSTRUCTIONS.) -