HomeMy WebLinkAbout03-14-07
02-19-2007
NICHOLS
12-11-2004
21 05-0125
CUMBERLAND
101
APPEAL DATE: 04-20-2007
( See reverse side under Objections)
Amount Re.1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:"'!r'''I' "OTICE OF INHERITANCE TAX
.lpP~AI-SEftENT, ALLOWANCE OR DISALLOWANCE
OF DEnUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
,.. ~'117
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Cur:
ELYSE E ROGERS ESQ
415 FELLOWFIELD ROAD
SUITE 301
CAMP HILL PA 17011
*'
REV-1547 EX AFP (06-05)
WILLIAM
N
TO:
~~!_~~9~~_!~!~_~!~~______~___!~!~!~_~~~~!_~~~!!Q~-~Q!-!Q~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NICHOLS WILLIAM N FILE NO. 21 05-0125 ACN 101 DATE 02-19-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
If an assess.ent was 1ssued prev10usly, l1nes 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
CR TS:
PA M N
DATE
03-11-2005
03-09-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Sehedule A) (1)
2. Stocks and Bonds (Sehedule B) (2)
3. Closely Held Stock/Partnership Interest (Sehedule C) (3)
4. Mortgages/Notes Reeeivable (Sehedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Sehedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
S. Total Assets
.00
.00
.00
.00
.00
.00
.00
(S)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Sehedule I)
11. Total Deduetions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-eleeted 9113 Trusts (Sehedule J)
14. Net Value of Estate SUbjeet to Tax
.00
(9)
(10)
88.839.10
ell)
(12)
(13)
(14)
NOTE:
(15)
(16)
(17)
(1S)
410,248.68 X
1,202,799.43 X
.00 X
.00 X
REC IPT
NUMBER
CD005047
CD006418
N (+)
INTEREST/PEN PAID (-)
2,684.21
12.49-
51,000.00
1,630.28
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
eredit to your aecount,
submit the upper portion
of this form with your
tax payment.
.00
88.8~9 10
88,839.10-
40,969.80-
1,613,048.11
00 =
045 =
12 =
15 =
.00
54,125.97
.00
.00
54,125.97
(19) =
55,302.00
1,176.03CR
.00
1,176.03CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN t1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) '.\)~