HomeMy WebLinkAbout09-18-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r,,-A(1 <<"c.n (\;fFCE Cl>>TICE OF INHERITANCE TAX
\;;\,_,uF\j~-, ~P.~I~HENT, ALLOWANCE OR DISALLOWANCE
i_: ~ 'DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
09-18-2006
ALBRIGHT
04-16-2006
21 06-0432
CUMBERLAND
101
APPEAL DATE: 11-17-2006
( See reverse side under Objections)
AIIount R_i 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:is4,-ii-AFP-ioi:osi-NOYICE-OF-INHEiIYANCi-YAX-APpiAIiiMiNY:-ALLOWANci-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARCUS R FILE NO. 21 06-0432 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdB. Costs/Hisc. Expenses (Schedule H)
10. Debts/Kortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GoYer~tal Bequests; Non-alacted 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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MARCUS A MCKNIGHT (1;n'
v,y.
IRWIN & MCKNIGHT
60 W PoMFRET ST
CARLISLE
PA 17013
ESTATE OF ALBRIGHT
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.te (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stack/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. Transfers (Schedule G)
8. Total Assets
NOTE:
( ) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
140,000.00
262.215.90
.00
.00
184.853.23
.00
25,559.30
(8)
'*
REV-1547 EX AFP (06-05)
MARCUS
R
(9)
(10.)
27,492.50
DATE 09-18-2006
NOTE: To insure proper
credit to your eccount,
sUbeit the upper portion
of this fOMB with your
t.x p~t.
612,628.43
:18.700 66
583,927.99
.00
583,927.99
If an aS5es~ent was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Aaount of Line 14 at Spousal rate (IS)
16. ~unt of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
DATE
07-07-2006
07-26-2006
NUHBER
CD006941
CD007016
INTEREST/PEN PAID (-)
936.84
.00
1.207.96
(11)
(12)
(13)
(14)
.00 X
583,927.99 X
.00 X
.00 X
00 =
045 =
12 =
15 =
.00
26,276.76
.00
.00
26,276.76
26,453.67
176.91CR
.00
176.91CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A n~REDITn (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
(19)=
AHOUNT PAID
17,800.00
7,716.83
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE