HomeMy WebLinkAbout07-28-06
07-24-2006
MALESIC
03-12-2006
21 06-0484
CUMBERLAND
101
APPEAL.DATE: 09-22-2006
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMINT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINI .... RITAIN LOWIR PORTION FOR YOUR RECORDS +- ,
REy:is47-EX-AFP-ioi:osi-NOTicE-OF-iNHERiTANCE-TAX-APpiiiSEMENT:-ALLOWANCE-OR---------------
DISALLOWANCI OF DIDUCTIONS AND ASSISSMENT OF TAX
WILLIAM J FILE NO. 21 06-0484 ACN 101
c("_ !'-', (~\f~,\ ":\':\.)
BUREAU OF INDIVIDUAL TAXES;'~\/-' ,.
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PINNSYLVANIA
(",'-DEPARTMENT OF REVENUE
. I;
. ...... NOTICE OF INHERITANCE TAX
- APPRA:tSEHENT I ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
,I. ")0
II' ,,-U
,~ ; '. .
DATE
ESTATE OF
DATI OF DEATH
FILE NUMBER
COUNTY
ACN
MARK E HAL BRUNER rtSQ
GATES ETAL
1013 MUMMA RD STE 100
LEMOVNE PA 17043
ESTATE OF MALESIC
*'
REY-1547 EX AFP (06-05)
WILLIAM
J
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 07-24-2006
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~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. Aaount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESIRVATION CONCIRNING FUTURI INTIRIST - SEE REVERSE
APPRAISID VALUI OF RITURN BASID ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Intarest (Schedule C)
4. MortgagaslNotes Receivable (Schedule D)
5. Cash/Bank DapositsIHisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
77.938.00
621600.00
(8)
APPROVED DIDUCTIONS AND IXIMPTIONS:
9. Funeral Expansas/A~. CostsIHisc. Expanses (Schedula H)
10. DabtslHortgaga Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Gover~tal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
181596.00
(9)
(10)
.00
(11)
(2)
(3)
(4)
(Schedule .J)
NOTE:
581500.00 X
631442.00 X
.00 X
.00 X
AHOUNT PAID
21712.00
DATE
06-02-2006
NUltBER
CD006787
INTEREST/PEN PAID (-)
142.74
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.
00 =
045 =
12 =
15 =
(9)=
NOTE: To insure proper
credit to your accountl
s~it the upper portion
of this for. with your
tax paYllant.
1401538.00
lR.1i96 nn
1211942.00
.00
1211942.00
.00
21855.00
.00
.00
21855.00
21854.74
.26
.00
.26
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)