HomeMy WebLinkAbout09-08-06
09-04-2006
BECKER
08-05-2005
21 05-0816
CUMBERLAND
101
APPEAL DATE: 11-03-2006
( See reverse side under Objections)
~ount Re.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 +-
Riy:is47-ix-AFP-ioi:osi-NOTici-OF-iNHiRiTANCi-TAX-APPRAisiMENT:-ALLOWANCi-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GERTRUDE L FILE NO. 21 05-0816 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DC{y}~~, E O.!~ ,IN, HERITANCE TAX
Apfl~l1J1tIJJ,~ OR DISALLOWANCE
or~~~'.. ~SESSMENT OF TAX
..- "_'I. ;...J j ~_I I .....,/: '~J/ i. ,L. )
JAMAL KONATA
WACHOVIA BANK NA
PO BOX 7558
PHILA
2006 SEP -8 AM": ~~:TE OF
DATE OF DEATH
CLERK OF FILE NUMBER
ORPHAN'S COURT COUNTY
CUMBERLJ\]\!D Co., PAACN
PA 19101
ESTATE OF BECKER
'*
REV-1547 EX AFP (06-05)
GERTRUDE
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-04-2006
If an asses..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:
15. AIIount of Line 14 at Spousal rate (15)
16. ~t of Line 14 taxable .t Lineal/Class A rete (16)
17. AIIount of Line 14 at Sibling rate (17)
18. ~t of Line 14 taxable at Collaterel/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. MortgegeslNotes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personel Property (Schedule E)
6. JointlY Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Totel Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
182.887.67
.00
.00
23.060.77
.00
57.928.46
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel Expenses/A~. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cherit.ble/GovernBBntel Bequestsi Non-elected 9113 Trusts
14. Net Velue of Estate Subject to Tax
16,019.12
(9)
(10)
2.023.07
(11)
(12)
(13)
(14)
(Schedule ..I)
NOTE:
.00 X
245,834.71 X
.00 X
.00 X
.
.
AMOUNT PAID
9,405.00
1.162.56
DATE
11-03-2005
05-04-2006
NUtlBER
CD005979
CD006667
INTEREST/PEN PAID (-)
495.00
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
sUbBit the upper portion
of this fore with your
tax paYllent.
263,876.90
18.04? 19
245,834.71
.00
245,834.71
.00
11,062.56
.00
.00
11,062.56.
11,062.56
.00
.00
.00
D
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT 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.)