HomeMy WebLinkAbout12-08-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
REr"'011[:n ~ qF.'-INHERITANCE TAX
.' -"j,,~~aiEtf1";- At:.lOWANCE OR DISALLOWANCE
P:I:!:9fU~E~~WP~~ AND ASSESSHENT OF TAX
12-04-2006
BUCHER
03-23-2006
21 06-0373
CUMBERLAND
101
APPEAL DATE: 02-02-2007
( 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-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ALICE M FILE NO. 21 06-0373 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
2006 DEe -8 PM 12: 06
ROGER B IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
CLERK OF
ORPH/.\N'S COURT
CLI~),-r:ty D^
.,; 1__. I t.:...
PA 17013
ESTATE OF BUCHER
*'
REV-1547 EX AFP (06-05)
ALICE
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 12-04-2006
) CHANGED
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
TS.
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Dabts/Hortgage Liabilities/Liens (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
NOTE:
T
+
INTEREST/PEN PAID (-)
450.38
NUMBER
CD006870
DATE
06-21-2006
U)
(2)
(3)
(4)
(5)
(6)
(7)
152,000.00
18.429.98
.00
.00
70.053.13
.00
.00
(8)
(9)
(10)
33,826.63
6.487.87
UlJ
(2)
(3)
(4)
(Schedule J)
.00 X
200,168.61 X
.00 X
.00 X
AHOUNT PAID
8,900.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
~it the upper portion
of this fo~ with your
tax p~t.
240,483.11
40.314 50
200,168.61
.00
200,168.61
00 =
045 =
12 =
15 =
.00
9,007.59
.00
.00
9,007.59
(9)=
9,350.38
342.79CR
.00
342.79CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. ~.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)