HomeMy WebLinkAbout09-22-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'T"(,D",':r-NP\r~r.:of::INHERITANCE TAX
1"', -:-JMPRmEHt"f:;''-t.L~OWANCE OR DISALLOWANCE
'::;;:(:OF'DEoO.CTI9NSAND ASSESSMENT OF TAX
! ' ,I.~
09-18-2006
GRUBBS
03-27-2006
21 06-0331
CUMBERLAND
101
APPEAL DATE: 11-17-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-lS47 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EDWARD F FILE NO. 21 06-0331 ACN 101 DATE 09-18-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
fJl S: 58 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ro''' ACN
BU~AU OF-INDIVIDUAL TAXES
INH~'TANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
zoaD SIP 22
SHIRLEY M GRUBBS
160 UNION HALL RD
CARLISLE PA 17013
O~~'
Cl.:,.I-
ESTATE OF
GRUBBS
-
j
REV-1547 EX AFP (06-05)
EDWARD
F
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)
S. 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)
.00
.00
.00
.00
72.000.00
.00
102,336.00
(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
If an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
reflect figures that include the total of 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
NOTE:
5,388.00
.00
(11)
(12)
(13)
(14)
(9)
(10)
168,948.00 X
.00 X
.00 X
.00 X
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
174,336.00
5.388 00
168,948.00
.00
168,948.00
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
(19)=
TAX CREDYTS:
. ~..u.... ....... (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV.1470 EX (6-88)
.w
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
EDWARD F. GRUBBS
REVIEWED BY
ACN
21 06-0331
101
Charlotte R. Lamke
ITEM
SCHEDULE NO.
E 2-5
EXPLANATION OF CHANGES
These items were jointly held between husband and wife and are not reportable for
Inheritance Tax purposes.
These items were jointly held between husband and wife and are not reportable for
Inheritance Tax purposes.
Reported on Schedule E.
A 1,2
G 2
ROW
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