HomeMy WebLinkAbout10-30-06
10-30-2006
BARTOO
09-21-2003
21 06-0799
CUMBERLAND
101
APPEAL DATE: 12-29-2006
( 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!!!9~_E9!_yg~!_!~99!~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BETTY P FILE NO. 21 06-0799 ACN 101 DATE 10-30-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVlDUAL~~)I!Cn 0f=pr;: ,)PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION " ',,'f :....--. 'j' '. 'u:- . . OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX Z80601~: ,.; '.
HARRISBURG PA 171Z8-0601 :. i .'
2006 OCT 30 PH 3: 3\
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
C -Qlf ('C
;Lb d\ ,)1-
.ooP'I_!. ^. i\ 1'1."'. .lc. 'f'. ,URT
MARK S ALL C~~sf";Jc ,"'\) IpA
4833 SPRIN~RD '
SHERMANS DALE PA 17090
ESTATE OF BARTOO
*'
REV-1547 EX AFP (06-05)
BETTY
P
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:
IS. A.ount of Line 14 at Spousal rate (IS)
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
D
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)
(S)
(6)
(7)
59,230.00
.00
.00
.00
500.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Dabts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern..ntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
6,277.50
248.66
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
53,203.84 X
. DO X
. DO X
DATE
09-13-2006
AMOUNT PAID
2,706.60
NUMBER
CDoo7195
INTEREST/PEN PAID (-)
288.23-
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax pay.ant.
59,730.00
6.526 16
53,203.84
.00
53,203.84
DO =
045 =
12 =
15 =
.00
2,394.17
.00
.00
2,394.17
(19)=
TOTAL TAX CREDIT 2,418.37
BALANCE OF TAX DUE 24.2oCR
INTEREST AND PEN. .00
TOTAL DUE 24. 20CR r\
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
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 (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Betty P. Bartoo
FILE NUMBER
Sheila Megonnell
ACN
2106-0799
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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