HomeMy WebLinkAbout03-14-07
03-05-2007
LIDDICK
06-29-2006
21 06-0603
CUMBERLAND
101
APPEAL DATE: 05-04-2007
( See reverse side under Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 28(1601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
('4Qlfrcr~.()F INHERITANCE TAX
APP~I.SEM~t..t/ALLOWANCE OR DISALLOWANCE
OFf DEDUOTIONS AND ASSESSMENT OF TAX
""'10
II' '.1
... ~'L 7 n;~t? 14
AN 8: 2 I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(., r-,...,
v. r- if/' (, r-
OPOI 1-;::._1," .j:-
1;/ Ii/-'.i"",' 1",-.,
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BRIAN C LINSENBACH ESQ
SCHRACK & LINSENBACH
PO BOX 310
DILLSBURG
PA 17019
*'
REV-1547 EX AFP (06-05>
MIRIAM
M
TO:
~~!_~~~~~_!~!~-~!~~------~---~!!~!~-~~~!~-~~~!!~~-~~!-!~~~-~!~~!~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LIDDICK MIRIAM M FILE NO. 21 06-0603 ACN 101 DATE 03-05-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL 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
18. Amount of Line 14 taxable at Collateral/Class B rate
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
143.090.37
.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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
CIO)
11,824.82
268.59
CI1>
(12)
(13)
(14)
NOTE:
CI5)
CI6)
(17)
CI8)
.00 X
130,996.96 X
.00 X
.00 X
19. Principal Tax Due
TS:
N
DATE
09-21-2006
C I
NUMBER
CD007257
(+
PAID (-)
294.74
AMOUNT PAID
5,900.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
143,090.37
17.n9~ 41
130,996.96
.00
130,996.96
00
045 =
12 =
15 =
.00
5,894.86
.00
.00
5,894.86
(19)=
6,194.74
299.88CR
.00
299.88CR
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) D~