HomeMy WebLinkAbout11-27-06
11-20-2006
EMRICH
07-14-2005
21 05-0824
CUMBERLAND
101
APPEAL DATE: 01-19-2007
( See rellerse side under Objections)
AIIount R_1tted I 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 ~
iiv:is47-ii-AFP-ioi:osi-NOTici-OF-iNHiiiTANCi-TAi-APPRAiiEMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LINDA R FILE NO. 21 05-0824 ACN 101 DATE 11-20-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
, 1lUR~ OF INDIVIDUAL TA~;f,:~:-
INHERITANCE TAX DIVISION . .......c
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
r:: _.;~ :.\P.~RAISEMENT I ALLOWANCE OR DISALLOWANCE
," - " ,,oF DEDUCTIONS AND ASSESSMENT OF TAX
2006 NO\( 27 Pic; 3: 30
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
ORPHld\j'S COURT
DAVID W REA~J/1?HTT: "'0. p,t\
2331 MARKET ST
CAMP HILL
PA 17011
ESTATE OF EMRICH
*'
REV-1547 EX AFP (06-05)
LINDA
R
I~ an a.......nt was 1s.ued previously, lines 14, 15 and'or 16, 17, 18 and
r~lect ~1gures that include the total ~ ~ returns as..s.ed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rata (15)
16. A.ount of Line 14 tax8bla at Lineal/Class A rata (16)
17. A.ount of Line 14 .t Sibling rata (17)
18. A.ount of Line 14 tax8bla .t Collataral/Class B rata (18)
19. Prlncl~l Tax au.
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estata (Schadula A)
2. Stocks and Bonds (Schaclula B)
3. Closaly Hald Stock/Partnership Intarast (Schadula C)
4. tIortpgaslNotas Racalvabla (Schaclula D)
5. CashlBank DaposUsIHIsc. Parsonal Proparty (Schadula E)
6. Jointly Owned Proparty (Schadula F)
7. Transfars (Schadula G)
8. Total Assats
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
38.081. 08
.00
.00
30.220.81
.00
746.945.33
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral ExpansaslAdII. CostsIHIsc. Expansas (Schadula H)
10. Dabts/tIortpga Ll8bllltlas/Llans (Schedula I)
11. Total Deductions
12. Mat Value of Tax Raturn
13. Charlt8bla/Sova~tal Baquasts; Non-alectad 9113 Trusts
14. Mat Value of Estata Subject to Tax
151397.71
(9)
(11)
.00
(11)
(12)
(13)
(14)
(Schadula J)
NOTE:
5661050.56 X
2331798.95 X
.00 X
.00 X
00 =
045 =
12 =
15 =
AItOUNT PAID
201000.00
DATE
10-13-2005
NUllBER
C 005889
INTEREST/PEN PAID (-)
526.05
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 In sura propar
cradl t to your account I
sublll t tha uppar portion
of this fona with your
tax pa~t.
8151247.22
1~.3c)7 71
7991849.51
.00
7991849.51
19 will
(19)=
.00
101520.95
.00
.00
101520.95
201526.05
101005.10CR
.00
101005.10CR
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIt" (CR) I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV.11 ~ C&-St>
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
Emrich, Linda
FILE NUMBER
REVIEWED BY
H McClintock
ACN
2105-0824
101
ITEM
SCHEDULE NO. EXPLANA liON OF CHANGES
Sch.G items 1-6 and Sch. E items 1&4 were added to line 15 (G items the spouse was the
beneficiary, E items were bequeathed to spouse).
Residue of estate (net deductions on return) has been added to Family Trust =
496,018.14
The 4.6 7520 rate is applicable for a date of death of 7/05 making the life estate factor for
spouse (age 63) .52885. Life estate = 262,219.19 Remainder = 233,798.95
ROW
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