HomeMy WebLinkAbout04-10-06
04-10-2006
SOUDERS
11-28-2005
21 05-1036
CUMBERLAND
101
APPEAL DATE: 06- 09-2006
(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
9~!_~k9~~_!~~~_k~~~______~___~~!~!~_~g~~~_~9~!!9~_~g~_~g~~_~~~g~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY E FILE NO. 21 05-1036 ACN 101 DATE 04-10-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
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
o
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(..-..\ C-' .'.") ~ .
GALEN R WA~-rZ;.. ;
TURD LAW oPes
28 S PITT ST
CARLISLE
PA 17013
ESTATE OF
SOUDERS
REV-1547 EX AFP (06-05)
MARY
E
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
168,000.00
.00
.00
.00
134~612.21
.00
35,867.24
(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)
41,650.56
3.686.56
(11)
(12)
(13)
(14)
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
TAX CREDITS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forn with your
tax payment.
338,479.45
45.337 12
293,142.33
.00
293,142.33
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
292,142.33 X 045 =
.00 X 12 =
1,000.00 X 15 =
(19)=
DATE
02-21-2006
AMOUNT PAID
12,503.33
+
INTEREST/PEN PAID (-)
658.07
PAYMENT MUST BE MADE BY 08-28-2006~.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
13,146.40
.00
150.00
13,296.40
13,161.40
135.00
.00
135.00
( 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 FORM FOR INSTRUCTIONS.)
. T --".~..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11~96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WALTZ GALEN R
28 S PITT STREET
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 204-05-2959
FILE NUMBER: 2105-1036
DECEDENT NAME: SOUDERS MARY E
DATE OF PAYMENT: 04/10/2006
POSTMARK DATE: 04/10/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 11/28/2005
NO. CD 006537
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $135.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$135.00
REMARKS: RON TURO ESQ
CHECK# 5350
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
.
REV-1547 EX AFP (06-05>
GALEN R WALTZ
TURO LAW OFCS
28 S PITT ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-10-2006
SOUDERS
11-28-2005
21 05-1036
CUMBERLAND
101
APPEAL DATE: 06-09-2006
( See reverse e under Objections)
MARY
E
Amount Remitt
,
MAKE CHECK PA ABLE AND
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~9~~_!~~~_~~~~______~___~~!!!~_~~~~~_~~~!!~~_~~~_Y~Y~_~~9~~~~__~___~~_______________
.., INHERITANCE TAX .~
... t'l1=' I'II=:"".......".
PA 17013
RE"-"7Q EX (6-88)
/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Mary E Souders
REVIEWED BY
Deborah Washington
INHERITANCE TAX
EXPLANA TION
OF CHANGES
ITEM
SCHEDULE NO. EXPLANA liON OF CHANGES
G 1 The IRA is fully taxable with no exclusion.
ROW
FILE NUMBER
ACN
2105-1036
101
Page 1