HomeMy WebLinkAbout09-28-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX'ZS0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANcE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
JANE F BURKE
M & T TRUST CO
1 W HIGH ST
CARLISLE
PA 17013
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: 'ORIGINAL RETURN
1. Re.l Estate (Schedule A)
2. Stocks III1d Bonds (Schedu18 B)
3. Closely Held StOck/Partnership Interest (Schedule C)
4. Mortgagas/Notes Receivable (Schedule D)
5. Cash/Bank Daposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A... Costs/Hisc. Expanses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitabla/GovernDental Baquests; Non-elected 9113 Trusts
14. Net Value of Estate Subjact to Tax
(9)
(10)
NOTE:
DATE
07-05-2006
NUltBER
CD006921
+
INTEREST/PEN PAID (_)
2,894.74
PAYMENT MUST BE MADE BY 01-14-2007*.
) CHANGED
175.000.00
181.051.06
.00
.00
53.676.43
.00
192.377.84
(8)
.
-
REV-1547 EX AFP (06-05)
RUTH
N'l
.;;:-
R
NOTE: To insure proper
credit to' Your account,
subIIi t the uppar POrtion
of this fora with Your
tax paYllBnt.
36,305.71
13.996.43
(11)
(12)
(13)
(14)
(Schedule J)
.00
.00
.00
541,803.19
X 00 =
X 045 =
X 12 =
X 15 =
09-25-2006
RAILING
04-14-2006
21 06-0386
CUMBERLAND
101
APPEAL DATE: 11-24-2006
( See reverse side under Objections)
Amount Remitted I f
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS ~
CUMBERLAND CO COURl1HOUSE ~ :::0
. CARLISLE, PA 170~ ~ ~~~
PYJ - ~.!-!l!l!l.J!t~!I.!.~!l~_ - - - - -~ _ _ !!H&!!!_ .!-!l!!~_ f!l!!!!!l!!_ f!l!! _ Y!l!!!!_ m!l!!P! ___: . co _ ~ _ ~~__
REV-1547 EX AFP (03-05) NQTICE OF INHERITANCE TAX APPRAISEMEMT, ALLOWA. cSO r~
()IJo;'!QO I DIS4LLOIl4llCE OF DEDUCTIONS AND ASSESSMENT OF TII. co c'E':5'ib
ESTATE OF RAILING RUTH R FILE NO. ZI 06-0386 ACN 10 < E _~,,~
x~ an assesSlant was issued previously, lines 14, IS and/Dr 16, 17, 18 and 19 will
re~1ect ~igures that lnc1ude the tota1 of ALL returns assessed to ~ate.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. ADount of Line 14 taxable at Lineal/Class A rate (16)
17. AMount of Line 14 at Sibling rata '(17)
18. ABount of Line 14 taxable at Collateral/Class B rate (18)
19. PrinCipal Tax Due
CRE IT .
(19)=
AMOUNT PAID
55,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
602,105.33
IiO.:'>O:i' 14
551,803.19
10,000.00
541,803.19
.00
.00
.00
81,270.47
81,270.47
57,894.74
23,375.73
.00
23,375.73
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A IICREDIpl (CR), YOU HAY BE DUE
A R~FUND_ SEE R~V~RSE SID~ OF THIS FORM FOR INSTRUCT
tfJ
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
REV-1162 EX(11-96)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
COMPANY M & T TRUST
1 WEST HIGH-Sf -
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 204-01-8954
FILE NUMBER: 2106-0386
DECEDENT NAME: RAILING RUTH R
DA TE OF PAYMENT: 09/28/2006
POSTMARK DATE: 09/28/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 04/14/2006
TOTAL AMOUNT PAID:
REMARKS: M&T INVESTMENT GROUP
CHECK# 444662835
SEAL
INITIALS: WZ
RECEIVED BY:
REGISTER OF WIllS
NO. CD 007268
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $23,375.73
I
I
I
I
I
I
I
I
$23,375.73
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS