HomeMy WebLinkAbout12-29-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
..,.. ~ '" 1"'.'"' rl"', (~lQf:-oF INHERITANCE TAX
")..A1>.PilismEN:t~ALLOWANCE OR DISALLOWANCE
'OFiDEDOeTXoMS AND ASSESSMENT OF TAX
12-25-2006
STEIGLEMAN
08-02-2006
21 06-0712
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
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REv:is4'-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEHENT:-ALLowANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GRACE N FILE NO. 21 06-0712 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2",.,r 'V-f'?9 DM l' 001"
,UU!) uel, \-, I II .'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JOHN B FOWLER III
MARTSON ETAl
10 EAST HIGH ST
CARLISLE
ESQ
('.. pl"'..'"
\jt I
PA 17013
ESTATE OF
STEIGlEMAN
REV-1547 EX AFP (06-05)
GRACE
N
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 12-25-2006
) CHANGED
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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
166,383.70
.00
.00
L 005.50
2,512.41
27,600.82
(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
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ 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
NOTE:
(9)
UO)
20,599.25
00 =
045 =
12 =
15 =
(9)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
197,502.43
23.107 33
174,395.10
.00
174,395.10
.00
7,847.78
.00
.00
7,847.78
TAX CREDITS:
rI" m::n n~~~.' l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-31-2006 CD007372 392.39 7,455.39
TOTAL TAX CREDIT 7,847.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
2.508.08
Ul)
(2)
(3)
(4)
.00 X
174,395.10 X
.00 X
.00 X
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
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