HomeMy WebLinkAbout09-18-06
09-18-2006
MACGREGOR
01-27-2006
21 06-0124
CUMBERLAND
101
APPEAL DATE: 11-17-2006
( See reverse side under Objections)
Amount 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 +-
iiv:is4,-ix-AFP-ioi:osi-NOTici-OF-iNHiiiTANCi-TAX-APPRAisiMiNT~-ALLOWANci-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARGARET E FILE NO. 21 06-0124 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 210601
HARRISBURG PA 17121-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c~rnpr\CT\ r'\[[:('.:= ,.nCE OF INHERITANCE TAX
I ',u'j! 'L,,-,) ~PPb1:S~ENT, ALLOWANCE OR DISALLOWANCE
('::~dF:;rDEriucTIONS AND ASSESSHENT OF TAX
I ~~ .,.....', ' .." ~_.q
20GG SEP 18 Pi',! 2: 59
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID C GORITY
M & T BANK
1 WEST HIGH ST
CARLISLE
PA 17013
ESTATE OF MACGREGOR
.
REV-1547 EX AFP (06-05)
MARGARET
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-18-2006
If an asses..ent was issued preViously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the tatal of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. AlIOUnt of Line 14 at Spousal rate (1S)
16. A.ount of Line 14 taxable at Lin.al/Class A rate (16)
17. AlIOUnt of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/C1ess B rate (18)
19. Principel Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedula A)
2. Stocks and Bonds (Schadule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgeges/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)
186,204.87
17.205.68
.00
.00
90.342.35
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgege Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cheritab1e/GovernDBntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
34,611. 58
(9)
(10)
25.875.02
(11)
(12)
(13)
(14)
(Schedule oJ)
NOTE:
.00
.00
.00
8,125.00
X 00 =
X 045 =
X 12 =
X 15 =
DATE
04-21-2006
INTEREST/PEN PAID (-)
60.94
AHDUNT PAID
1,157.82
NUttBER
CD006587
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 propel"
credit to your account,
~it the upper portion
of this for. with your
tax payeent.
293,752.90
~n.4R6 ~n
233,266.30
225,141.30
8,125.00
19 will
(19)=
.00
.00
.00
1,218.75
1,218.75
1,218.76
.0ICR
.00
.0ICR
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. '\'"')
IF TOTAL DUE IS REFLECTED AS A "CREDIP" (CR), YOU HAY BE DUE Y
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)