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HomeMy WebLinkAbout05-26-06 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 REV-1547 EX AFP (06-05) DATE 05-22-2006 ESTATE OF DENLINGER MARIE E DATE OF DEATH 08-31-2005 FILE NUMBER 21 05-0880 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-21-2006 ( See reverse side under Objections) Amount Remittedl 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-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DENLINGER MARIE E FILE NO. 21 05-0880 ACN 101 DATE 05-22-2006 MURREL R WALTERS III ESQ 54 E MAIN ST MECHANICSBURG PA 17055 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED 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) 94,713.64 .00 .00 .00 208,366.69 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 303,080.33 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) 12,278.00 1.773.91 (11) (12) (13) (14) 14.051 91 289,028.42 .00 289,028.42 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 = .00 289,028.42 X 045 = 13,006.28 .00 X 12 = .00 .00 X 15 = .00 (19)= 13,006.28 I"IHnl:1'I 1(1:1.1:~1"1 T+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-04-2006 CD006519 .00 13,006.28 TOTAL TAX CREDIT 13,006.28 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. T' IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUEi!\~'v IJ. RFFIINn _ SFE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) \'-,