HomeMy WebLinkAbout06-05-06
06-06-2006
ROBERTS
07-22-2005
21 05-0705
CUMBERLAND
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 +--
REv:is47-Ex-AFP-C03:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY E FILE NO. 21 05-0705 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,.NOTICEOF INHERITANCE TAX
APPRAISEMI:NT ,'. AllOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
MURREL R WALTERS III ESQ
54 E MAIN ST
MECHANICSBURG
3 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17055
ESTATE OF
ROBERTS
REV-1S47 EX AFP C06-0S)
MARY
E
DATE 06-06-2006
TAX RETURN WAS:
) ACCEPTED AS FILED
SEE ATTACHED NOTICE
( X) 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
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
85,350.00
.00
.00
.00
24,894.36
.00
.00
(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)
lID)
19,028.00
5.778.21
(11)
1I2)
1I3)
1I4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
110,244.36
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
1I9)= 3,844.72
.
II (+) 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. l"
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU ...~\H
A REFUND. SEE' RFVFR~F ~Tnl= n~ TI-IT<:' I:'nDhI J:nD T",.c-TDllrTTn...C" , ' ~';.\J j