HomeMy WebLinkAbout10-13-06
10-09-2006
MCBRIDE JR
06-09-2006
21 06-0527
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
9~!_~~9~~_!~~~-~~~~------~___!~!!!~_~9~~!_~9!!!9~_~9!_Y9~!_!~~9!P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WILLIAM B FILE NO. 21 06-0527 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DrrJ(m~~ ~~WANCE TAX
APPR'~!t:,; ArliJdtMNC.eiOR DISALLOWANCE
OF~~E~S'::.A~i' A~SESSMENT OF TAX
RONALD M KATZMAN
GOLDBERG KATZMAN
320 MARKET ST
HBG
2006 OCT 13 AM I ~:tlTE OF
~~ DATE OF DEATH
CLERK Uf- ~LE NUMBER
r- ! t-. t, 'i," \"......., I
OR-'r,lli\) .~'_:H~Ir QUNTY
CII','-''--' ',' .;A~'
..j' un
ESQ
PA 17101
ESTATE OF
MCBRIDE JR
*'
REV-1547 EX AFP (06-05)
WILLIAM
B
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 10-09-2006
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. A_ount of Line 14 at Spousal rate (15)
16. A_ount of Line 14 taxable 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 Tax Due
TAX CR DITS:
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)
.00
133.970.52
.00
.00
46.888.06
1.238.61
412,300.07
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad_. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern_ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
24,533.38
(9)
llO)
6.279.23
(11)
ll2)
ll3)
(14)
(Schedule J)
NOTE:
.00
563,584.65
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
ll9)=
DATE
08-23-2006
+
INTEREST/PEN PAID (-)
1,268.07
AMOUNT PAID
24,093.24
NUMBER
CD007142
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
sub_it the upper portion
of this for_ with your
tax pay_ent.
594,397.26
30.81? 61
563,584.65
.00
563,584.65
.00
25,361.31
.00
.00
25,361.31
25,361.31
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
....