HomeMy WebLinkAbout07-17-06
07-10-2006
MAVO
10-05-2005
21 05-0942
CUMBERLAND
101
APPEAL DATE: 09-08-2006
( See reverse side under Objections)
AIIount R_ittedl 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 +--
iEv:i5~7-Ei-AFP-ii3:i5i-NOTICE-OF-INHEiITANCE-TAi-APpiAIiEMENT:-ALLONANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELAINE R FILE NO. 21 05-0942 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
.-,("\, ~~ARTMENT OF REVENUE
... I\nrrr\ 0~r\\j: NOTICE OF INHERITANCE TAX
p\-()..7YJ, _lJ ~'~Sa.ENT, ALLOWANCE OR DISALLOWANCE
". 'bF: 'DEDUCTIONS AND ASSESS"ENT OF TAX
1t\ub Jut \ 1
I'<,~!-\\\~ 38
h.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
GEORGE E WENGER JR
HOSKINSON & WENGER
147 E WASHINGTON ST
CHAMBERSBURG PA
17201
ESTATE OF MAVO
'*
REV-1547 EX AFP (06-05)
ELAINE
R
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHAN8ED
DATE 07-10-2006
If an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. AIIount of Line 14 at Spousal Mlt. (15)
16. AIIount of Line 14 taxable at Lineal/Class A rate (16)
17. AIIount of Line 14 at Sibling rate (17)
18. AIIount of Line 14 taxable at Collateral/Cl.ss Brat. (18)
19. Principal Tax Du.
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estat. (Schedule A)
2. Stocks McI Bonds (Schedul. B)
3. Closely Held Stock/Partnership Int.r.st (Schedule C)
4. tIortgages/Not.s RlICBivable (Schedul. D)
S. Cash/Bank Deposits/"isc. P.rsonal Property (Schedule E)
6. JOintly Owned Property (Schedul. F)
7. Transfers (Schedule G)
8. Totel Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
600.000.00
.00
.00
.00
130.032.69
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdII. Costs/"isc. Expenses (Schedule H)
10. Debts/tIortgage Liabilltl.s/Llens (Schedule I)
11. Total Deductions
12. Net Value of Tax R.turn
13. Chari tabl./Gov.rn....,t.l Bequests; Non-elected 9113 Trusts (Schedul. J)
14. Net Value of Estat. Subj.ct to Tax
(9)
(10)
75,649.25
722.77
(11)
(12)
(13)
(14)
NOTE:
.00 X
653,660.67 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
DATE
12-28-2005
05-23-2006
INTEREST/PEN PAID (-)
1,434.21
.00
AItOUNT PAID
27,250.00
693.99
NUtlBER
CD006159
CD006731
INTEREST IS CHARGED THROUGH 07-25-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To Insure proper
credl t to your eccount,
subIIl t the upper portion
of this fOMl "ith your
tax pa~t.
730,032.69
7l..37:i' O:i'
653,660.67
.00
653,660.67
.00
29,414.73
.00
.00
29,414.73
29,378.20
36.53
.14
36.67
6
( IF TOTAL DUE IS LESS THAN $1, NO PAYMNT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU flAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.)