HomeMy WebLinkAbout07-28-06
07-24-2006
RUEGG
02-01-2006
21 06-0138
CUMBERLAND
101
APPEAL DATE: 09-22-2006
( See reverse side under Objections)
A.ount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
~~!_~~9~'_!~Jf_~J~I______~___~!!!!~_~g~!~_~g~!!g~_~g~_!g~~_~!9g~P!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
STEVEN C FILE NO. 21 06-0138 ACN 101 DATE 07-24-2006
TAX RETURN MAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
BURnU OF INDIVIDUAL TAX.~.() .',r
INtERITANCE TAX DIVISION ,.
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
i~'\:-[\",: G' NOTICE OF INHERITANCE TAX
j' \ ,t\.PP~ISEHENT 1 ALLOWANCE OR DISALLOWANCE
1 OF DEDUCTIONS AND ASSESSHENT OF TAX
",' \,. ')8,;
~ ~ t" '-
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
WILLIAM A DUNCA~
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE
PA 17013
ESTATE OF RUEGG
'*
"
REV-1547 EX AFP (06-05)
STEVEN
C
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:
IS. A.ount of Line 14 at Spousal rate (IS)
16. A.ount of Line 14 t8X~le 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 Tex Due
T :
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 Intarest (Schedule C)
4. HortgegeslNotes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
95~000.00
.00
.00
.00
17~171.82
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Velue of Tax Return
13. CheritBble/Govern.ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
121889.31
(9)
(10)
4.057.19
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
951225.32 X
.00 X
.00 X
AMOUNT PAID
41284.86
DATE
05-25-2006
NUMBER
CD006734
INTEREST/PEN PAID (-)
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your accountl
~it the upper portion
of this for. with your
tax pa~ent.
1121171. 82
1&.94& 50
951225.32
.00
951225.32
.00
41285.14
.00
.00
41285.14
4~284.86
.28
.00
.28
( IF TOTAL DUE IS LESS THAN $1~ NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) 1 YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88) .
" '* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Steven C Ruegg 2106-0138
REVIEWED BY ACN
Debor!lh Washington 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
Page 1