HomeMy WebLinkAbout12-15-06
12-18-2006
HARRIS JR
02-04-2006
21 06-0369
CUMBERLAND
101
APPEAL DATE: 02-16-2007
( 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
9~!_~~9~~_!~~~_~~~~______~___~~!~~~_~g~~~_~g~!!g~_~g~_!g~~_~~~g~p~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD H FILE NO. 21 06-0369 ACN 101 DATE 12-18-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
,;,...
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
RE~~t'~ ASSESSHENT OF TAX
(\:: \ \~~ \
\JI ~ '; .~
DATE
~STATE OF
Z0060Ee 15 AM 1\: 31)ATE OF DEATH
FILE NUMBER
CLERK OF COUNTY
DAVID H RADCLIFF ESQ ORPHt!\r~ COURT ACN
RADCLIFF LAW OFFICE Cll\C':~~" v .J("~', Pf\
20 ERFORD RD STE 200 1..' ,,- ' ,
LEMOYNE PA 17043
ESTATE OF
HARRIS JR
*
REV-1547 EX AFP (06-05)
RICHARD
H
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. A.ount of Line 14 at Spousel r~te (15)
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
TAX R ITS:
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. 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
.00
.00
290.863.79
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
12.929.40
.00
Ul)
(12)
(13)
(14)
NOTE:
. DO X
290.863.79 X
.00 X
. DO X
AHOUNT PAID
11.500.00
401. 80
DATE
04-27-2006
11-01-2006
NUHBER
CDo06616
CDo0738o
INTEREST/PEN PAID (-)
605.26
.00
INTEREST IS CHARGED THROUGH 01-02-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DO =
045 =
12 =
15 =
(9)=
NOTE: To insure proper
credit to your account.
sub.it the upper portion
of this for. with your
tax pay.ent.
290.863.79
12.929 40
277.934.39
.00
277.934.39
.00
13.088.87
.00
.00
13.088.87
12.507.06
581.81
6.65
588.46
( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED.~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY B
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTI
.
REV.'470 EX (~8)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Sox 280601
HARRISS RG PA 17128-0601
DECEDENTS NAME
Harris, Richard H.
FILE NUMBER
Daniel Heck
ACN
2106-0369
101
REVIEWED BY
ITEM
SCHEDULE NO.
F 1t07
EXPLANATION OF CHANGES
Probate estate is insolvent. Jointly held assets are taxable to the survivors. No deductions
can be claimed against joint property as it was not the responsibility of the survivors to
pay the debts.
ROW
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