HomeMy WebLinkAbout07-24-06
~. 31 07-17-2006
200f3 JUL 24 ESTA~E OF MURREN
r'/ ~TE OF DEATH 09-07-2005
.-, ~~(t\'\ ~i~~"'UMBER 21 05-0819
Or:P\-" ..~ty;,\ CUMBERLAND
('\ 1'" ACN' :. 101
V'.-' APPEAL DATE: 09-15-2006
( See reverse side under Objections)
A.ount R..1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9Y!_~~9~9_!~J~-~J~~______~___!~!~!~_~P!~!_fP!!!P~_EP!_!P~!_!~~P!P!__~____________________
REV-15~7 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JEUNE M FILE NO. 21 05-0819 ACN 101 DATE 07-17-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~J;J;~Pf-~"8~ TAX
APPRAIS_:t)~.~~:~R.:::DISALLOWANCE
OF DEDtiC~~~~AS$~$~NT OF TAX
~EAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
KATHLEEN B MURREN ESQ
206 WILLOW AVE
CAMP HILL
PA 17011
ESTATE OF MURREN
'*
REV-1S47 EX AFP (06-05)
JEUNE
M
I~ an asseSSBent was issued previously, 11n.s 14, 15 and/or 16, 17, 18 and 19 will
r~l.ct ~1gur.s that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. AIIount of Une 14 at Spousal rate (1S)
16. ~t of Line 14 taxable at Lineal/Class A rate (16)
17. AIIount of Line 14 et Sibling rate (17)
18. A.aunt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks ~ Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. ~rtgages/Notes Receivable (Schedule D)
S. Cash/B.nk Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Tr8nsfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
500.138.44
.00
.00
242.411.95
45.990.63
86~470.74
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A_. Costs/Hisc. Expenses (Schedule H)
10. Debts~rtgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovernBental Bequests; Non-elected 9113 Trusts
14. Net Value of Estat. Subject to Tax
18,754.91
(9)
(10)
271.53
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
855,985.32 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
DATE
12-02-2005
05-26-2006
AHOUNT PAID
43,000.00
3,500.00
NUttBER
CD006053
CD006739
INTEREST/PEN PAID (-)
1,925.97
.00
NOTE: To insure proper
credit to your account,
s~it the upper portion
of this for. with your
tax pay.."t.
875,011.76
19 .O?I> 44
855,985.32
.00
855,985.32
.00
38,519.34
.00
.00
38,519.34
TOTAL TAX CREDIT 48,425.97
BALANCE OF TAX DUE 9,906.63CR
INTEREST AND PEN. .00
TOTAL DUE 9,906.63CR
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. \0
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.)
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1470 EX (6-88)
.,
..
, .
.,.. .
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Jeune M. Murren
FILE NUMBER
Sheila Megonnell
ACN
2105-0819
101
REVIEWED BY
ITEM
SCHEDULE NO.
A
EXPLANATION OF CHANGES
The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
H 8-12
Replacement of appliances cannot be used as a deduction against the decedent's estate
unless the real estate has been sold.
J 11-8
The value of the charitable bequest has been disallowed. The decedent's Will did not
contain a specific bequest to the charity.
ROW
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