HomeMy WebLinkAbout09-08-06
09-04-2006
MUMMA
02-26-2005
21 05-0234
CUMBERLAND
101
APPEAL DATE: 11-03-2006
( See reverse side under Objections)
Amount R..ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9Y!_~~9~~_!~~!_~~~~______~___!~!!!~_~g~~!_~g!!!g~_~g!_!g~!_!~~g!~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LORENE M FILE NO. 21 05-0234 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
APP~~~~j_OR DISALLOWANCE
OF1~~lOll~)~~~~SSHENT OF TAX
I"!j::-;('Tn~ rr I.\JI'
.L, \....ih) , L...J I ~"jj - 'n{ I L
DATE
Z006 Sf? - 8 AM' , ~~~ T~F O:EA TH
CLERK OF FILE NUMBER
ORPHAN'S COURTCOUNTY
CUMBER:. AND Co.. ~CN
LESLIE M BEAMER
5500D GLOUCESTER ST
MECHANICSBURG PA 17055
ESTATE OF MUMMA
.
REV-1S47 EX AFP (06-0S)
LORENE
M
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
re~lect ~igures that include the total ~ !bb returns assessed to date.
ASSESSMENT OF TAX:
IS. A.ount of Line 14 at Spousal rete US)
16. AMount of Line 14 taxable at Lineal/Class A rate (16)
17. AIIount of Line 14 at Sibling rate (17)
18. AiIount 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. Real Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule S)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
75,000.00
.00
.00
.00
8.746.08
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/A.. Costs/Hisc. Expanses (Schedule H)
10. Debts/HOrtgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Qoverneental Bequests; Non-elected 9113 Trusts
14. Net Value of Est.te Subject to Tax
15,600.25
(9)
(10)
20.167.16
(11)
(2)
(13)
(4)
(Schedule J)
NOTE:
.00 X
.00 X
.00 X
45,478.67 X
DATE
07-20-2006
INTEREST/PEN PAID (-)
.00
AHOUNT PAID
6,821.80
NUHBER
CD007000
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-21-2006 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,
sUbBit the upper portion
of this for. with your
tax pay.ant.
83,746.08
:31; 7(,7 41
47,978.67
2,500.00
45,478.67
19 will
00 =
045 =
12 =
15 =
.00
.00
.00
6,821. 80
6,821.80
(19)=
6,821.80
.00
295.98
295.98
D
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A '"CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)