HomeMy WebLinkAbout08-14-06
08-07-2006
MARTIN
10-01-2005
21 05-0984
CUMBERLAND
101
APPEAL DATE: 10-06-2006
( See reverse side under Objections)
A.ount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RE AIN LOWER PORTION FOR YOUR RECORDS +-
iEV:is47-Ei-AFP-io3:Osi-NOTicE-O -iNHEiiTANCE-TAi-APPiAisEMENT:-iLLOWANCE-oi---------------
DISALLOWA CE OF DEDUCTIONS AND ASSESSMENT OF TAX
THELM L FILE NO. 21 05-0984 ACN 101
I~ an asses..ent was iss ed previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that inc ude the total ~ ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. A80unt of Line 14 at Spousal ra e (IS)
16. A.ount of Line 14 taxable at Li al/Class A rate (16)
17. A80unt of Line 14 at Sibling ra e (17)
18. A~t of Line 14 taxable at Co lateral/Class B rate (18)
19. Principal Tax Due
S:
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
''CtFnr::f)Jdli~~i(lrNHERITANCE TAX
. _~'Un~N1: ,7jALioWANCE OR DISALLOWANCE
H=I.9' :DEDucTIONS AND ASSESSMENT OF TAX
ROBERT C SCHOLLAERT
BLACK & DAVISON
82 W QUEEN ST
CHAMBERSBURG
('\
ESQ,..
l~. 15
:/'. DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17201
ESTATE OF MARTIN
(1)
(2)
(3)
(4)
(5)
(6)
(7)
227,000.00
.00
.00
.00
68.614.22
.00
26,390.03
(8)
( ) CHANGED
RESERVATION CONCERNING FUTURE IN EREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership
4. Hortgages/Notas Receivable (Sc la D)
S. Cash/Bank Deposits/Misc. Person 1 Property (Schedule E)
6. Jointly Owned Property (Schedul F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIO
9. Funerel Expenses/A~. Costs/Mis (Schedule H)
10. Debts/Mortgage Liabilities/Lien (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Sover~tal Bequ sts; Non-elected 9113 Trusts
14. Net Value of Estate Subject 0 Tax
40,461.46
(9)
(10)
67.915.55
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
213,627.24 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
DATE
06-20-2006
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
9,613.23
NUHBER
CD006871
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
*'
I
V
REV-1547 EX AFP (06-05)
THELMA
L
DATE 08-07-2006
NOTE: To insure proper
credit to your account,
SUbRit the upper portion
of this fora with your
tax paYll8nt.
322,004.25
108.~77 01
213,627.24
.00
213,627.24
.00
9,613.23
.00
.00
9,613.23
9,613.23
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ""CREDIr-" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)