HomeMy WebLinkAbout12-29-06
12-25-2006
THOMPSON
02-14-2006
21 06-0376
CUMBERLAND
101
APPEAL DATE: 02-23-2007
( 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
9Y!_~~9~~_!~1~_~1~~____--~___~!!~!~_~9~!~_~9~!!9~_f9~_!9~~_~!99~P!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
SHIRLEY J FILE NO. 21 06-0376 ACN 101
COMMONWEALTH OF PENNSYLVANIA
PEPARTMENT OF REVENUE
r'\rrl0r (''''_
Qc('('\\=T1FD urriiX <.NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 1\_,),). It.. -- r\l-App"U$EMENT ~ ALLOWANCE OR DISALLOWANCE
INtERITANCE TAX DIVISION 10 'OF 'DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX Z80601
HARRISBURG PA 171Z8-0601
ZOOn DEe 29 P}i I: 05
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
.-r"f 0'-
CU-I!\ ),-
......." .... ('('ll \OT
OO'.~ ..- , ',,',," i
II I \ ,",J '
...?I,I.!,"!
E ;).Lt.'I
JAMES L WALSH
STE 37
2215 FOREST HILLS DR
HBG PA 17112
ESTATE OF THOMPSON
*'
REV-1547 EX AFP (06-05)
SHIRLEY
J
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 12-25-2006
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
ITS:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. 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)
145~000.00
.00
.00
.00
35.271.63
23.520.31
95~077.50
(8)
APPROVED DEDUCTIONS 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 Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
13~837.71
NOTE:
17 .009.02
(11)
(12)
(13)
(14)
.00 X
268~ 022.71 X
.00 X
.00 X
DATE
11-02-2006
11-08-2006
NUMBER
CD007382
CD007402
INTEREST/PEN PAID (-)
.00
.00
AMOUNT PAID
2~206.75
9.854.27
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 for. with your
tax paYllent.
298~869.44
30.846 73
268~022.71
.00
268~022.71
00 =
045 =
12 =
15 =
.00
121061.02
.00
.00
12~061.02
(19)=
12~061.02
.00
.00
.00
IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT'" (CR)~ YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)