HomeMy WebLinkAbout09-18-07
09-18-2006
FOX
04-04-2005
21 06-0151
CUMBERLAND
101
APPEAL DATE: 11-17-2006
( 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:is47-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DEFILE NO. 21 06-0151 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
r,.r~~~~IlJMENT OF REVENUE
\)-AOr[~-OF INHERITANCE TAX
"AP.I"JlAlSEI'IENT", ALLOWANCE OR DISALLOWANCE
OF DEDUcTIONS AND ASSESSMENT OF TAX
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JOAN L FOLLETT
306 15TH ST
NEW CUMBERLAND
PA 17070
ESTATE OF
FOX
'*
REV-1547 EX AFP (06-05)
D
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 09-18-2006
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
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 DepositslHisc. 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
16.241. 23
.00
.00
(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/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
6,703.00
.00
(11)
(12)
(13)
(14)
NOTE:
.00 X
9,538.00 X
.00 X
.00 X
NOTE: To insure proper
credit to your account,
su~it the upper portion
of this for. with your
tax payment.
16,241.23
6.703 00
9,538.00
.00
9,538.00
00 =
045 =
12 =
15 =
.00
429.00
.00
.00
429.00
(19)=
TAX CR~DIT!;:
. ... ....... n..~..~. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-03-2006 LN017679 .00 429.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-04-2006 TOTAL TAX CREDIT 429.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 17.38
TOTAL DUE 17.38
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
.6. Dl'l'lINn ~I'I' DI'U~RS~ SYD~ OF THYS FORM FOR INSTRUCTIONS.)
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