HomeMy WebLinkAbout09-18-06
09-18-2006
FERDENBAUGH
11-03-2005
21 05-1027
CUMBERLAND
101
APPEAL DATE: 11-17-2006
( See reverse side under Objections)
AIIount R..:L tted 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 +-
iiv:is47-ii-AFP-ioi:osl-NOTIci-oF-INHERITANci-TAi-APPRAIiiMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PAUL L FILE NO. 21 05-1027 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Qr:rnpilr-n r;r::i='jr'E (IF NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL t~~: ;~::~ \. _ I, . '~, ~PPRAISEHENT, ALLOWANCE OR DISALLOWANCE
DlERITANCE TAX DIVISION '1:,1'1>' i" ::1 ",;i .', OF DEDUCTIONS AND ASSESSHENT OF TAX
PO lOX 280601'-,-,' ~ , -' , . , .- "'.'
HARRISBURG PA 17128-0601
2006 SEP I 8 Pt'i 2: 57
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
Cr',",
I :-~ t.....
'j.l,
LINDA J L~.~R6
PNC BANK
PO BOX 308
CAMP HILL
PA 17011
ESTATE OF FERDENBAUGH
'*
REV-1547 EX AFP (06-05)
PAUL
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-18-2006
I~ an asses..ent was issued previouslY, l:Lnes 14, 15 and/or 16, 17, 18 and 19 w:Lll
reflect ~:Lgures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AlIOunt of Line 14 at Spousal rate ll5)
16. ARount of Line 14 tax8ble at Lineal/Class A rate (16)
17. AIIount of Line 14 at Sibling rate ll7)
18. ~t of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
S:
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Tr~sfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
175,000.00
492.118.00
.00
68,599.00
135.549.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdB. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Li8bilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovernBantal Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
70,821.00
23.577.00
(11)
ll2)
ll3)
(14)
NOTE:
.00
.00
.00
770,868.00
X 00 =
X 045 =
X 12 =
X 15 =
DATE
02-02-2006
07-25-2006
AMOUNT PAID
95,000.00
15,630.00
NlR1BER
CD006275
CD007011
INTEREST/PEN PAID (-)
5,000.00
.00
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
credi t to your account,
s~it the upper portion
of this for. with your
tax pa~t.
871,266.00
c)6.3c)R 00
776,868.00
6,000.00
770,868.00
ll9)=
.00
.00
.00
115,630.00
115,630.00
115,630.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $I, NO PAYHENT IS REQUIRED. lC"\
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)