HomeMy WebLinkAbout09-18-06
09-18-2006
MARTIN
03-03-2006
21 06-0415
CUMBERLAND
101
APPEAL DATE: 11-17-2006
( See reverse side under Objections)
~ount R..ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
iEV:is47-EX-AFP-ioi:osi-NOTicE-OF-iNHEiiTANCE-TAX-APPiAiiEMENT:-ALLOWANCE-oi---------------
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EVELYN R FILE NO. 21 06-0415 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601 .
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
h,f.,r. '(;PC. i:-Tl. I("'~~., .'i'iO~lLOF INHERITANCE TAX
"::,":'::":~A~E_~ ALLOWANCE OR DISALLOWANCE
:"'![~i.~..): :Of\.DEDUCtDNS AND ASSESSHENT OF TAX
Znnc S~D I f) (1'\"', 5 9
U0u t.r 10 (II~'
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
R MARK THOMAS ESQ
101 S MARKET ST
MECHANICSBURG
PA 17055
ESTATE OF MARTIN
'*
REV-1S47 EX AFP (06-0S)
EVELYN
R
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-18-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely H.ld Stock/Partnership Interest (Schedule C)
4. Hortgeges/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Trensfers (Schedule G)
8. Totel Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
40.321.19
107.273.74
.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 Velue of Tax Return
13. Cheritable/Sovennnentel Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tex
533.00
(9)
UO)
.00
(11)
(12)
(3)
(4)
(Schedule J)
NOTE: To insure proper
credi t to your eccount I
s~it the upper portion
of this for. with your
tax paY88nt.
1471594.93
Ii~~ nn
147 1061. 93
.00
147 1061. 93
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. A~t of Line 14 at Spousal rete US) 147 I 061. 93 X 00 = .00
16. bount of Line 14 texable at Lineal/Class A rate (16) .00 X 045 = .00
17. AIIount of Line 14 at Sibling rate (7) .00 X 12 = .00
18. haunt of Line 14 taxeble at Colleterel/Cless B rate (8) .00 X 15 = .00
19. Principal Tax Due (19)= .00
T :
DATE
NUHBER
INTEREST/PEN PAID (-)
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED. P
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)