HomeMy WebLinkAbout09-08-06
09-04-2006
GREGORY
10-19-2005
21 05-1085
CUMBERLAND
101
APPEAL DATE: 11-03-2006
( See reverse side under Objections)
Mount R_ittedl 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 +-
REv:i5~7-Ex-AFP-io3:o5j-NoTicE-oF-iNHERiTANCE-TAx-APPiAiSEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RAYMOND E FILE NO. 21 05-1085 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
R~~.I0&l~ANCE OR DISALLOWANCE
:L..'J'.LDetWrittJNs AND ASSESS"ENT OF TAX
r>-'''''rT~''''\ "':- \ ~ 1'; ('
rt=[\':J:'~' f t~H t.jl ',tdiL ~;:)
DAVID K KRUFT ESQ
RHOADS & SINON
PO BOX 1146
HBG
DATE
2006 SEP -8 AM II: 14 ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
ORPHAN'S COURT
CUMpr:fL/\ID CO. PA
PA 17108
ESTATE OF GREGORY
'*
REV-1547 EX AFP (06-05)
RAYMOND
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-04-2006
I~ an asses~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. AlIOUnt of Une 14 at Spousal rete (1S)
16. Amount of Line 14 taxable at Lineal/Cless A rate (16)
17. Amount of Une 14 .t Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rete (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. MOrtgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/"isc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
215,000.00
107.290.82
.00
.00
27.496.09
.00
401.236.02
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/"isc. Expenses (Schedule H)
10. Debts/MOrtgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts '(Schedule J)
14. Net Value of Estat. Subject to Tax
(9)
(10)
44,375.39
1.461. 99
(11)
(12)
(13)
(14)
NOTE:
.00 X
705,185.56 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
AHOUNT PAID
31,733.35
DATE
07-19-2006
NUMBER
CD006995
INTEREST/PEN PAID (-)
.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.
NOTE: To insure proper
credit to your account,
subllit the UPPer portion
of this fore with your
tax pay_nt.
751,022.93
65.8~7 ~8
705,185.55
.00
705,185.55
19 will
.00
31,733.35
.00
.00
31,733.35
31,733.35
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT. IS REQUIRED. r"\
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE'~
A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.)