HomeMy WebLinkAbout11-27-06
11-20-2006
BRAMBLEY
06-13-2006
21 06-0551
CUMBERLAND
101
APPEAL DATE: 01-19-2007
( See reverse side under Objections)
Amount R..1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ....
Ii,,: iiii- iit AFi. '( '03:'Oi3 - MOTici - OF - iNHiiiTANCi - TAit A;;iiiiiMiNT: - iLLOWANCi - OR - - - - - - - -- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BARBARA E FILE NO. 21 06-0551 ACN 101 DATE 11-20-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CIWI9ED SEE ATTACHED NOTICE
adREAU OF INDIVIDUAL !tAkes'-':~ n
INJERITANCE TAX DIVISIIII ,"-
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
, ,"KPPRAISEMENTI ALLOWANCE OR DISALLOWANCE
"I OF DEDUCTIONS AND ASSESSMENT OF TAX
2006 NOV 27 PN 3: 31
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
ORP'+~ ~ 1'("\ '"'n
RONALD EC_J..,<~~~!~FiTDl
ANDREWS & JOHNSON .~, I,~
78 W POMFRET ST
CARLISLE
PA 17013
ESTATE OF BRAMBLEY
'*
REV-1547 EX AFP (06-05)
BARBARA
E
If an a.se...ent was issued previouslY, line. 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ return. as.es.ed to date.
ASSESSMENT OF TAX:
IS. ~t of Line 14 at Spousal ~te (IS)
16. ~t of Line 14 texeble at Lineal/Class A rate (16)
17. ~t of Line 14 at Sibling rate (17)
18. ~t of Line 14 taxeble at Collateral/Cla.s B ~te (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l E.tete (Schedule A)
2. Stocks.... Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortpges/Notes RecelYllble (Schedule D)
S. Cash/Benk 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
13.590.00
.00
.00
16.933.57
45.592.88
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fwwral Expenses/A_. Costs/Mise. Expenses (Schedule H)
II. Debts/Mortgage Llebllltles/Llens (Schedule I)
11. Total Deductions
12. Net Value of Tex Return
13. Ch8riteble/love~tal Bequestsi Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tex
161645.49
(9)
(II)
16.513.06
(Ill
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
421957.90 X
.00 X
.00 X
AMOUNT PAID
11744.76
DATE
09-25-2006
NUltBER
CD007250
INTEREST/PEN PAID (-)
.00
PAYMENT MUST BE MADE BY 03-13-2007-.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your eccountl
~It the upper portion
of this fo~ with your
tax P8Y11ent.
761116.45
33.1~8 ~~
42:,957.90
.00
421957.90
00 =
045 =
12 =
15 =
.00
11933.11
.00
.00
11933.11
(19)=
11744.76
188.35
.00
188.35
( IF TOTAL DUE IS LESS THAN III NO PAYM~NT 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.)
REV-1470 EX (6-88)
,.
.
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
, DEPARTMENT OF REVENUE
BUREAU OF INDMDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Barbara E Brambley
FILE NUMBER
REVIEWED BY
ACN
2106-0551
101
Deborah Washington
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 Increased to one third of settlement value. Selling expenses are not allowable deductions
when the real estate was jointly owned by right of survivorship.
H B-18 The deduction for travel expenses has been disallowed. The executor or administrator
of the estate is the only person entitled to claim these expenses in conjunction with the
administration of the estate.
ROW
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