HomeMy WebLinkAbout04-24-06
04-17-2006
MCCULLOUGH
1l-07-2005
21 05-1002
CUMBERLAND
101
APPEAL DATE: 06-16-2006
( 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:is47-EX-AFP-COj:OSl-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
THELMA M FILE NO. 21 05-1002 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
pEP~~~~ENT OF REVENUE
.~ \N~TIt:~ 'of INHERITANCE TAX
;APPRAtSI;MENT, ALLOWANCE OR DISALLOWANCE
'OF J)E'OUCTIONS AND ASSESSMENT OF TAX
'7f!!1f, f,OO ?14 P~1
~_l,.J U r: 1 ; '\ \..- f ;:.
4:25
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERf< OF
ORPHi\;t3
MARCUS A MCKNIGHT
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
III
PA 17013
ESTATE OF
MCCULLOUGH
REV-1547 EX AFP (06-05)
THELMA
M
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
DATE 04-17-2006
SEE ATTACHED NOTICE
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
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:
.00 X 00 = .00
250,000.00 X 045 = 1l,250.00
.00 X 12 = .00
956,793.09 X 15 = 143,518.96
(19)= 154,768.96
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)
150,000.00
854,607.26
.00
.00
386,030.09
.00
3,049.82
(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)
85,338.16
6,555.92
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,393,687.17
91.894 08
1,301,793.09
95,000.00
1,206,793.09
n~_~~. , l+J AMOUNT PAID
DATE J NUMBER INTEREST/PEN PAID (-)
02-06-2006 -J CD006299 7.738.45 172,600.00
TOTAL TAX CREDIT 180,338.45
BALANCE OF TAX DUE 25,569.49CR
INTEREST AND PEN. .00
TOTAL DUE 25,569.49CR
. 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.)