HomeMy WebLinkAbout09-18-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-',-"",'>:',,r'i'-f\ r:::,'-l\IDntE OF INHERITANCE TAX
j ': I "i "I. ,'-:M'PRAIS!lt~ I ALLOWANCE OR DISALLOWANCE
~f DE~~rIONS AND ASSESSMENT OF TAX
09-12-2006
MEARKLE
11-03-2005
21 05-1009
CUMBERLAND
101
APPEAL DATE: 11-11-2006
( See reverse side under Objections)
~ount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
P~!_~~9~!_!~J!_~J~~_______]___!~!~!~_~g~~!_~g!!!g~_~g!_!g~!_!~~g!~!__~____________________
REV-15~7 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BETTY V FILE NO. 21 05-1009 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
,." "", ~ f (~-- ,:) l, _'
LJLJ ,J _l-
r'" t'''<
u~
ROGER MORGENTHAL E~
2515 N FRONT ST
HBG
PA 17110
ESTATE OF MEARKLE
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A)
2. stocks IInd Bonds (Schedule B)
3. Clo..ly H.ld Stock/Partnership Interest (Schedule C)
". tIortllll~s/Notes RReivable (Schedule D)
S. c.sh/B.nk D.posits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Tr~sfers (Schedule S)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~l Exptin..s/AdII. Costs/Hisc. Expenses (Schedule H)
10. Debts/tIortllllSJ8 Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of T.xReturn
13. Charitable/Gover~tal Bequests; Non-elected 9113 Trusts
1". Net Value of Estate SUbjRt to Tax
NOTE:
( ) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
125,000.00
.00
.00
.00
1.554.19
680.46
.00
(8)
*'
REV-1547 EX AFP (06-05)
BETTY
v
(9)
(10)
22,465.03
DATE 09-12-2006
NOTE: To insu~ proper
credit to youreccount I
~it the upper portion
of this fo~ with your
t.x paYllllnt.
1271234.65
??997 l?
1041237.53
.00
1041237.53
I~ an asses.-ent was issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
lS. AIIount of Line 14 at Spousal rate (1S)
16. Amount of Line 1" texable at Lin..l/Class A rate (16)
17. AIIount of Line 1" at SibUng rate (17)
18. AIIount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
DATE
02-03-2006
08-03-2006
NtMBER
CD006278
CD007050
INTEREST/PEN PAID (-)
210.53
.00
. IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
532.09
(11)
(12)
(13)
(1")
(Schedule .J)
.00 X
104,237.53 X
.00 X
.00 X
00 =
045 =
12 =
15 =
.00
41690.69
.00
.00
41690.69
41701.22
10.53CR
.00
10.53CR
tJ
(19)=
AHOUNT PAID
41000.00
490.69
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)