HomeMy WebLinkAbout10-13-06
10-09-2006
WALTER
11-01-2005
21 05-1119
CUMBERLAND
101
APPEAL DATE: 12-08-2006
( 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
~Y!_~~9~~_!~}~-~}~~------~---~!!~!~_~9~!~_~9~!!9~_E9~_Y9~~_~!~9~P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
M G FILE NO. 21 05-1119 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
i'.-'V'D',.,-r-, r':-TI{"~'l'::E OF INHERITANCE TAX
r)"'\: '!!IAP,mSEltlENf, ALLOWANCE OR DISALLOWANCE
'v - -. ~'QEJ;JUCTIONS AND ASSESSMENT OF TAX
ZOOn OCT I 3
Mill: 10
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PETER J RESSLER
METTE ETAL
PO BOX 5950
HBG
Esg-,\I\ .'.r.~<"~'
~ 1.-,':
PA 17110
ESTATE OF
WALTER
.
REV-1547 EX AFP (06-05)
M
G
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 10-09-2006
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
3,378,348.30 X 045 = 152,025.67
.00 X 12 = .00
.00 X 15 = .00
(9)= 152,025.67
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
n)
(2)
(3)
(4)
(5)
(6)
(7)
779,000.00
1.988.608.46
60,000.00
344,942.90
377.182.01
26.229.13
57,000.00
(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 Bequestsi Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
nO)
152.264.83
2.349.38
(11)
(12)
(3)
(4)
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this form with your
tax paYllent.
3,632,962.50
154.614 21
3.478,348.29
100.000.00
3,378,348.29
TAX CREDITS:
(+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-01-2006 CD007034 .00 152,025.67
TOTAL TAX CREDIT 152.025.67
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.)