HomeMy WebLinkAbout12-15-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE Of.INHERITANCE TAX
r\:J'~.' ~afiilff. ~~i.OWANCE OR DISALLOWANCE
C\\-\,.:\';Itjp''-:tE~",..tpIilS' AND ASSESSI1ENT OF TAX
':~'!I,. Cir:~-';:~'~-~ U:- \1~H,_ t...:'
12-18-2006
JOHNSON
05-14-2006
21 06-0468
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~!_~~~~~_!~~~-~~~~------~---~!!!!~-~~~!~-~~~!!~~-~g~-!g~~_~!9g~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LAURA A FILE NO. 21 06-0468 ACN 101 DATE 12-18-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
...
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
20Gb OEe \ 5 M~ \\: 34
JAMES D BOGAR
BOGAR 8 HIPP LAW OFCS
1 W MAIN ST
SHIREMANSTOWN
CLERK OF
ORPrt~N'S COUR!
,",,-r' ('(1 P'\
CU~,I'.".."'" , . r
p;.,.". '
PA 17011
ESTATE OF
JOHNSON
*'
REV-1547 EX AFP (06-05)
LAURA
A
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. 110rtgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/l1isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
211.500.00
.00
.00
.00
660.575.94
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/l1isc. Expenses (Schedule H)
10. Debts/l1ortgage 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
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
T X RE ITS:
NOTE:
+
INTEREST/PEN PAID (-)
752.63
.00
DATE
08-11-2006
12-11-2006
NUI1BER
CD007088
REFUND
(9)
(10)
99.274.88
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
872.075.94
106.649 59
765.426.35
665.076.35
100.350.00
00 =
045 =
12 =
15 =
.00
.00
.00
15.052.50
15.052.50
7.374.71
(11)
(12)
(13)
(14)
.00 X
.00 X
.00 X
100.350.00 X
AI10UNT PAID
14.342.63
42.76-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(19)=
15,052.50
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYI1ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU I1AY BE 0
A REFUND. SEE REVERSE SIDE OF THIS FORI1 FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Laura A. Johnson 2106-0468
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J 11-8 The amount on Schedule J 11-8 was not correctly carried forward to line 13 of the
recapitulation page.
ROW
Page 1