HomeMy WebLinkAbout05-22-06
Appeal Date: 07-14-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE c:> RETAIN LOWER PORTION FOR YOUR RECORDS ~
- RE\i-154i EX-(if6-05)-PC - - - - - - -- - - - - - -Notice- OF -IJlii.iERiTANCFf TAX -AP-PRAls-EME"JIi'r-: A-CLOWA:t:{CE OR - - - - - - - - - - - - - - - - - -. - - - - - - - - - -- --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DUNSTAN RUSSELL FILE NO. 21 05-0981 ACN 101
TAX RETURN WAS: ( l8J ) ACCEPTED AS FILED ( 0 ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
WAYNE M PECHT ESQ
PECHT & ASSOCS
1205 MANOR DR STE 200
MECHANICSBURG PA 17055
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
ESTATE OF
1. Re:abEstate(ScheduleA) (1)
2. St6~J<s and Bonds (Schedule B) (2)
'.3. ClciSely Held Stock/Partnership Interest (Schedule C) (3)
. 4. Mortgages/Notes Receivable (Schedule D) (4)
:5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E) (5)
C 6. Jointly\Owned Property (Schedule F) (6)
! I
( " 7. Transfers (Schedule G) (7)
c.6. Total Assets
ApPROVEDOEDuCtlQNS AND EXEMPTIONS:
9. Funer~l, Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
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
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,
that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15)
(16)
(17)
(18)
REV-1547 EX (06-05) PC
05-15-2006
DUNSTAN
10-28-2005
21 05-0981
Cumberland
101
RUSSELL
DATE 05-15-2006
108,220.00
0,00
0.00
0.00
31,431.27
0.00
60,89942
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
200,550.69
11,925.90
2,698.36
(11) 14,624.26
(12) 185,926.43
(13) 0.00
(14) 185,926.43
17 and 18 will reflect figures
0.00 X .00
1 ,85.92 X .045
0.00 X .12
0.00 X.15
(19)
0.00
8,366.69
0.00
0.00
8,366.69
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-I
01-31-2006 C D006263 418.33 9,500.00
TOTAL TAX CREDIT 9,918.33
BALANCE OF TAX DUE 1,551.64 CR
INTEREST 0.00
0:; . ' TOTAL DUE 1,551.64 CR
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 ASA CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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