HomeMy WebLinkAbout12-04-06
11-27-2006
WHISTLER
07-15-2006
21 06-0681
CUMBERLAND
101
APPEAL DATE: 01-26-2007
( 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
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-I547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARGARET G FILE NO. 21 06-0681 ACN 101 DATE 11-27-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
· · COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
('\1:1=\('-\= Ii'.:.' NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA~~pntD' \)i I iv,- ~PRAISEMENT. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION .t~\IJ' ,'.' ':"OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ..'
HARRISBURG PA 17128-0601
2060 GEe -4 pt-\ 3: 21
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF n1"
HPN'S COUK\
~~:~: : ~~~~~~._,~;, :\f' rc:. Pt\
60 W POMFRET ST
CARLISLE
PA 17013
ESTATE OF WHISTLER
'*
REY-1547 EX AFP (06-05)
MARGARET
G
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~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. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. A.ount 01 Line 14 t3xable at Collateral/Class B rate (18)
19. Principal Tax Due
T :
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 (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
143.302.72
568.142.47
.00
85.449.36
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expanses (Schedule H)
10. Debts/Hortgage Liabilities/Lians (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
52.520.07
(9)
(10)
32.63
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
. DO X
.00 X
245.309.43 X
499.032.42 X
DO =
045 =
12 =
15 =
(19)=
DATE
10-12-2006
+
INTEREST/PEN PAID (-)
4.838.22
AMOUNT PAID
91.926.22
NUMBER
CD007304
PAYMENT MUST BE MADE BY 04-15-2007_.
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.
submit the upper portion
of this form with your
tax paymant.
796.894.55
52.55? 70
744.341.85
.00
744.341.85
.00
.00
29.437.13
74.854.86
104.291.99
96.764.44
7.527.55
.00
7.527.55
( IF TOTAL DUE IS LESS THAN $I. 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.)
..
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
'*
INHERITANCE TAX
EXPLANA TION
OF CHANGES
REVIEWED BY
MARGARET G WHISTLER
FILE NUMBER
John Kealy
ACN
2106-0681
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 2 AIG Annuity 8X205175 is taxable outright to the beneficiaries before detennining residue.
J
The portion on the estate passing to the brother-in-law of the decedent is subject to tax
at the collateral rate of 15%.
ROW
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