HomeMy WebLinkAbout08-18-06
08-14-2006
THOMAS
01-28-2006
21 06-0113
CUMBERLAND
101
APPEAL DATE: 10-13-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY C FILE NO. 21 06-0113 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BDX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'~if~E\~Of :~~~lfi:fANCE TAX
APPRAISEHEN~I ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
!q
D~'FE-j 2
ESTATE OF
DATE OF DEATH
FlL1! NUMBER
COUNTY
ACN' '
JAMES G MORGAN JR
TUCKER ARENSBERG
PO BOX 889
HBG
PA 17108
ESTATE OF
THOMAS
'*
'v
REV-1547 EX AFP (06-05)
MARY
C
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 08-14-2006
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
4681787.94 X 045 = 211095.46
.00 X 12 = .00
.00 X 15 = .00
(19)= 211095.46
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/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
149.900.00
99.131. 46
.00
.00
204.796.54
4.030.72
39.049.30
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
271972.33
147.75
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
4961908.02
28.120 08
4681787.94
.00
4681787.94
TAX CREDITS:
, .. .....1'0 . r+J AHOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-26-2006 CD006615 11052.63 201000.00
06-29-2006 CD006899 .00 42.83
TOTAL TAX CREDIT 211095.46
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)