HomeMy WebLinkAbout10-31-06
10-02-2006
ORRIS
04-07-2006
21 06-0349
CUMBERLAND
101
APPEAL DATE: 12-01-2006
( See reverse side under Objections)
AIIIount RHittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS UNE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
iEV:is47-Ei-AFP-ioi:osi-NOYiCE-OF-iNHEiiYANCE-YAi-APPRAiiEMENY:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARION B FILE NO. 21 06-0349 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~n ~~ OF INHERITANCE TAX
RECQ,./,u,~kI~EliENT, ALLOWANCE OR DISALLOWANCE
i-' r--. i C'T i [OF' ])~.TIONS AND ASSESSMENT OF TAX
l'-i-t,I'.Ji'._! L.; ~', - '" !-,.'
200& OCT 3 I
Ar'1 \0: 2 I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
SUSAN H CONFAIR
REAGER & ADLER
2331 MARKET ST
CAMP HILL
Cll=C1t< OF
ORlI,-H,' LI:;:\,':~ '.:."C.)lIRT
t .~;,'; '.-' ,_. -- ~
CUI'....-..' .,. ,...,..... p"
;\\."\ ,'.- .' 1M
PA 17011
ESTATE OF ORRIS
*'
REV-1547 EX AFP (06-05)
MARION
B
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
( ) CHANGED
DATE 10-02-2006
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND
1. R..l Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgeges/Notes Receiveble (Schedule D)
S. Cash/Benk DepositslHisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Trensfers (Schedule G)
8. Total Assets
SUPPLEMENTAL RETURN NO. 01
(1) 154,680.00 NOTE: To insure proper
(2) 178.008.00 credit to your account,
subIIit the upper portion
(3) .00 of this forI! with your
(4) .00 tax paYllM't.
(S) .00
(6) 41.745.43
(7) 456,005.52
(8)
I~ an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
lS. ABount of Line 14 at Spousal rate (lS)
16. ABount of Line 14 texeble at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rete (17)
18. AlIOUnt of Line 14 texeble at Collateral/Cless B rate (18)
19. Principel Tax Due
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A_. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liebilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. ChBriteble/Governllental BBquestsj Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
14,420.18
5.11i2.72
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
810,876.05 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
AttOUNT PAID
33,458.13
1,206.82
DATE
05-30-2006
07-03-2006
NUHBER
CD006768
CD006918
INTEREST/PEN PAID (-)
1,760.95
63.52
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
830,438.95
19.5&2 90
810,876.05
.00
810,876.05
.00
36,489.42
.00
.00
36,489.42
36,489.42
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. fJo
IF TOTAL DUE IS REFLECTED AS A nCREDITn (CR), YOU HAY BE .
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)