HomeMy WebLinkAbout09-18-06
09-18-2006
ANOKA
07-18-2005
21 05-0722
CUMBERLAND
101
APPEAL DATE: 11-17-2006
( See reverse side under Objections)
~ount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~9~~_!~!!_~!~~-----_~___!~!!!~_~9~~!_~9!!!9~_~9!_!9~!_!~~9!P!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RUTH A FILE NO. 21 05-0722 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
PFi~DPrJfT: :JC~;(':F (!~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,---I. - ,u_~ '., 'A~",USEHENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION :' 'r/bl:<DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2110601 ' ,-- " ''-'0'
HARRISBURG PA 171211-0601
2006 SEP I 8 Pl'l 2: 57
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CL~TK,
C,rr"'I,''-
'i-, 1- :- J-': '..:
MURREL R WAL T~:'~II-I
54 E MAIN ST
MECHANICSBURG
PA 17055
ESTATE OF ANOKA
.
REV-1547 EX AFP (06-05)
RUTH
A
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-18-2006
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of &bb returns assessed to date.
ASSESSMENT OF TAX:
IS. AIIount of Line 14 at Spousal rate (IS)
16. A.uunt of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Coll.teral/Class B rate (18)
19. Principal Tax Dua
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estata (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. .Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
114,550.00
54.075.27
.00
.00
359.625.28
14.920.87
196,383.84
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Gover~ent.l Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
18,666.20
(9)
(10)
42.244.18
(11)
(12)
(13)
(14)
(Schedule .J)
NOTE:
.00 X
678,644.88 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
+
INTEREST/PEN PAID (-)
.00
.00
AHOUNT PAID
20,000.00
10,500.00
DATE
08-04-2006
08-22-2006
IU1BER
CD007052
CD007133
INTEREST IS CHARGED THROUGH 10-03-2006
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
credit to your account,
~i t the upper portion
of this for. with your
tax pa~t.
739,555.26
~D.Qln ~8
678,644.88
.00
678,644.88
.00
30,539.92
.00
.00
30,539.92
30,500.00
39.92
670.03
709.95
Q
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A nCREDI~" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)