HomeMy WebLinkAbout10-02-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
".-,vle:"""-" tHD!Jq .or INHERITANCE TAX
t,:: iv'JiP~DisE"ENr:J \~LOWANCE OR DISALLOWANCE
:I~: (:~':1lEr...~t~ AND ASSESSMENT OF TAX
: "'.__ t....\ 'oj ',-": \..J- ., "- '-,
09-25-2006
RAILING
04-14-2006
21 06-0386
CUMBERLAND
101
APPEAL DATE: 11-24-2006
( 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
~Y!_~~9~~_!~~!_~~~~______~___!~!!!~_~9~~!_~9!!!9~_E9!_Y9~!_!~~9!P!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RUTH R FILE NO. 21 06-0386 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX ZI0601
HARRISBURG PA 171ZI-0601
2005 OCT - 2 Pi'112= 35
JANE F BURKE
M & T TRUST CO
1 W HIGH ST
CARLISLE
CI rnll ('r
~_cr'i:\ "-,,..Ii
ORP \.' \ 1'(: (,n! pi
~, "Ii'o" 'j, ,; \.-' ~~:>~~ . : I P.\
PA 17013
ESTATE OF RAILING
'*
REV-1547 EX AFP (06-05)
RUTH
R
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 09-25-2006
( ) CHAN8ED
If an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. gount of Line 14 at Spounl Mite (1S)
16. gount of Line 14 taxable at Lineal/Class A rate (16)
17. gount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Clonly Held Stock/Pertnership Interest (Schedule C)
4. MortgageslNotes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H)
10. DebtslMortgege Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Velue of Tax Return
13. Cheritable/Gove~tel Bequestsi Non-elected 9113 Trusts
14. Net Value of Estate SUbject to Tax
NOTE:
DATE
07-05-2006
NUHBER
CD006921
INTEREST/PEN PAID (-)
2,894.74
PAYMENT MUST BE MADE BY 01-14-2007*.
(1)
(2)
(3)
(4)
(S)
(6)
(7)
175.000.00
181.051.06
.00
.00
53.676.43
.00
192.377.84
(8)
(19)=
NOTE: To insure proper
credit to your account,
~it the upper portion
of this fa.... with your
tax PBYll8nt.
602,105.33
~O.302 14
551,803.19
10,000.00
541,803.19
19 will
.00
.00
.00
81,270.47
81,270.47
TOTAL TAX CREDIT 57,894.74
BALANCE OF TAX DUE 23,375.73
INTEREST AND PEN. .00
TOTAL DUE 23,375.73
( IF TOTAL DUE IS LESS THAN $I, NO PAYHENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(10)
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 =
AMOUNT PAID
55,000.00