HomeMy WebLinkAbout09-08-06
2006 SEP -8 IlIard 4JF ~:;::~~~06
DATE OF DEATH 07-04-2005
CLERK QFlLE NUMBER 21 05-0662
ORPHAN'S ~Y CUMBERLAND
GUMReR! J~\Jr: 4ftI PA 101
, - -" . ~jU,~ APPEAL DATE: 11-03-2006
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ANDREA C FILE NO. 21 05-0662 ACN 101 DATE 09-04-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
.~
BVREAU OF INDIVIDUAL TAXES
I~RITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
VICKY ANN TRIMMER ESQ
METTE ETAL
PO BOX 5950
HBG
PA 17110
ESTATE OF MARSHALL
*'
/
REV-15~7 EX AFP (06-05)
ANDREA
C
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Pertnarship Interest (Schedule C)
4. HortgageslNotes Receivable (Schedule D)
S. Cash/Bank Deposits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Totel Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
5.300.00
12.50
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel Expenses/AcIII. Costsl"isc. Expenses (Schedule H)
10. Debts,"ortgage Liabilities/Liens (Schedule I)
11. Totel Deductions
12. Net Value of Tex Return
13. Chariteble/GovernBBntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tex
121391.69
(9)
(10)
7.780
76
(11)
(2)
(13)
(4)
(Schedule oJ)
NOTE: To insure proper
credit to your eccountl
subIIit the upper portion
of this fore with your
tax paYllBllt.
51312.50
?O 17~ 41;
141859.95-
.00
141859.95-
NOTE: I~ an asses.-ent was issued previously, lines 14, 15 and,or 16, 17, 18 and 19 will
reflect ~igures that include the total o~ 6bb returns assessed to date.
ASSESSMENT OF TAX:
IS. AIIount of Una 14 at Spousal rate US) . 00 X 00 = . 00
16. AIIount of Une 14 taxable at Uneal/Class A rete (16) .00 X 045 = .00
17. AIIount of Une 14 at Sibling rete (7) .00 X 12 = .00
18. Mount of Une 14 tex&ble at Collateral/Class B rete (18) .00 X 15 = .00
19. Principal Tex Due (9)= .00
DATE
04-04-2006
INTEREST/PEN PAID (-)
.00
AI<<HINT PAID
77.45
NU~ER
CD006520
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
77.45
77.45CR
.00
77.45CR
( IF TOTAL DUE IS LESS THAN III NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) I YOU flAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.)
REV-1470 EX (~)' #
.-
*'
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
MARSHALL ANDREA C
FILE NUMBER
J Paul Dibert
ACN
2105-0662
101
REVIEWED BY
ITEM
SCHEDULE NO.
F 1
EXPLANATION OF CHANGES
Reduced to zero as the real estate is in a flood zone and no building can be erected on it.
Estate will petition county to take land.
Removed as the joint account was reported and paid under ACN 05155263
Increased to $ 5,000.00 as negotiations for sale of real estate has extended for a
substantial period only to result in no sale.
A 1
H 2
ROW
Page 1