HomeMy WebLinkAbout06-14-06
:OMMON\NE,':.L TH OF PEhJNSYLVANIA
CEPAR"a,lEf~T OF REVENUE
EUREALJ OF If"DIVIDl;AL TAXES
DEFT :28060
P,L':.. 1 --; 25-0601
REV-1162 EX(11-96)
F1ECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
LINCOLN D JAMES
105 CAMBRIDGE DRIVE
MECHANICSBURG, PA 17055
i ESTATE INFORMATION: SSN: 195-32-4985
, FILE NUMBER: 2105-0705
: DECEDENT NAME: ROBERTS MARY ELLEN
i
I
: DA TE OF PA YMENT: 06/14/2006
I POSTMARK DATE: 06/14/2006
! COUNTY: CUMBERLAND
I DATE OF DEATH: 07/22/2005
!
NO. CD 006833
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $272.68
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$272.68
REMARKS: D JAMES LINCOLN
CHECI(# 115
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD 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-1S47 EX AFP (06-05)
DATE 06-06-2006
ESTATE OF ROBERTS MARY E
DATE OF DEATH 07-22-2005
FILE NUMBER 21 05-0705
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-05-2006
( 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 +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROBERTS MARY E FILE NO. 21 05-0705 ACN 101 DATE 06-06-2006
MURREL R WALTERS III ESQ
54 E MAIN ST
MECHANICSBURG PA 17055
TAX RETURN WAS:
) ACCEPTED AS FILED
x) CHANGED
SEE ATTACHED NOTICE
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)
85,350.00
.00
.00
.00
24,894.36
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
110,244.36
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)
19,028.00
5.778.21
(11)
(12)
(13)
(14)
24.806 21
85,438.15
.00
85,438.15
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
85,438.15 X 045 = 3,844.72
.00 X 12 = .00
.00 X 15 = .00
(19)= 3,844.72
KI:l,;I:.Lt'1 (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-21-2006 CD006583 .00 3,000.00
04-28-2006 CD006619 .00 575.80
INTEREST IS CHARGED THROUGH 06-21-2006 TOTAL TAX CREDIT 3,575.80
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 268.92
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.76
TOTAL DUE 272 . 68
. 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.)