HomeMy WebLinkAbout05-26-06
05-22-2006
MARQUIS
07-09-2005
21 05-0629
CUMBERLAND
101
APPEAL DATE: 07-21-2006
( 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-C03:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARTHA L FILE NO. 21 05-0629 ACN 101
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
JAMES D HUGHES ESQ
SALZMANN HUGHES
354 ALEXANDER SPG RD
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ESTATE OF
MARQUIS
REV-1547 EX AFP (06-05)
MARTHA
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
DATE 05-22-2006
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)
.00
1,677.12
.00
.00
429,053.53
.00
352,236.21
(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)
11,901.95
3.081.73
(11)
(12)
(13)
(14)
I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at
17. Amount of Line 14 at Sibling
18. Amount of Line 14 taxable at
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
782,966.86
14.983 68
767,983.18
.00
767,983.18
NOTE:
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
767,983.18 X 045=
.00 X 12 =
.00 X 15 =
(19)=
Lineal/Class A rate
rate
Collateral/Class B rate
(15)
(16)
117J
(18)
DATE
10-07-2005
04-10-2006
AMOUNT PAID
32,000.00
875.03
+
INTEREST/PEN PAID (-)
1,684.21
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
34,559.24
.00
.00
34,559.24
34,559.24
.00
.17
.17
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
~\,
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. iJ,,\,i
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE Dbf"'/
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