HomeMy WebLinkAbout10-23-06
10-23-2006
MUNDORFF
04-25-2006
21 06-0402
CUMBERLAND
101
APPEAL DATE: 12-22-2006
( 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!~!_~g!!!g~_~g!_!g~!_!~~g!P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRY R FILE NO. 21 06-0402 ACN 101 DATE 10-23-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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
EDIT :
~
c:.;;;-~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
r~:~~~~~l~~Mt~tA~]40WANCE OR DISALLOWANCE
~Fi DEDUCT;t~NS,AND ASSESSMENT OF TAX
': r "
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z8060l
HARRISBURG PA 171Z8-0601
zoas
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
!~. II
! ~,. fI {.
JOEL R ZULLINGER
ZULLINGER DAVIS
14 N MAIN ST STE
CHAMBERSBURG
('\: i
200
PA 17201
ESTATE OF MUNDORFF
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 (Schedula G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
134.115.50
.00
.00
829.00
238.990.18
.00
(8)
APPROVED DEDU~TIONS 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 Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
llO)
18,436.40
238.00
lll)
ll2)
ll3)
(14)
NOTE:
.00 X
255,260.28 X
.00 X
.00 X
AMOUNT PAID
10,473.75
DATE
07-25-2006
NUMBER
CD007012
INTEREST/PEN PAID (-)
551.25
PAYMENT MUST BE MADE BY ol-25-2007~.
*
REV-1547 EX AFP (06-05)
HARRY
R
NOTE: To insure proper
credit to your account,
su~it the upper portion
of this form with your
tax payment.
373,934.68
18.674 40
355,260.28
100,000.00
255,260.28
00 =
045 =
12 =
15 =
.00
11,486.41
.00
.00
11,486.41
ll9)=
TOTAL TAX CREDIT 11,025.00
BALANCE OF TAX DUE 461.41
INTEREST AND PEN. .00
TOTAL DUE 461.41
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE E
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV~1470 EX (f:j8) \
.
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
Harry R. Mundorff
Anita McCully
FILE NUMBER
ACN
2106-0402
101
ITEM
SCHEDULE NO.
F
EXPLANATION OF CHANGES
The account held jointly with the decedent and his son at Orrstown Bank (Account #
4000005438) has been added to Schedule F.
ROW
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