HomeMy WebLinkAbout05-05-06BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COM DEPARTMENT OF EREVENUE NIA
-..,~~ .NOTICE OF INHERITANCE TAX
TAXES ~ APOFADEDUCTIONSLANDAASSESSMENTAOFOTAXCE
ELYSE E ROGERS~
STE 301
415 FALLOWFIELD RD
CAMP HILL PA 17011
~'~
REV-1547 EX AFP (06-51
DATE 05-08-2006
ESTATE OF NICHOLS WILLIAM N
DATE OF DEATH 12-11-2004
FILE NUMBER 21 05-0125
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-07-2006
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
.~ RETAIN LOWER PORTION FOR YOUR RECORDS_ F-- ___________________
CUT ALONG_THIS_LINE__________________________________
REV-1547 EX AFP (03-05)DiSALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
WILLIAM N FILE NO. 21 05-0125 ACN 101 DATE 05-OS-2006
ESTATE OF NICHOLS
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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)
g, Total Assets
(1) 120, 000.00 NOTE: To insure proper
credit to your account,
(2) 8, 745.00 submit the upper portion
(3) 615, 497 .60 of this fora with your
.00 tax payment.
(4)
(5) 24 ,670.11
(6) 850 ,250.00
(~) 100,830.64
1,719,993.35
(B)
APPROVED DEDUCTIONS AND EXEMPTIONS:
(Schedule H)
18,106.14
Funeral Expenses/Adm. Costs/Misc. Expenses
(lU)
9 .00
.
10. Debts/Mortgage Liabilities/Liens (Schedule I) (11) lg 106.14
1,701,887.21
11. Total Deductions (12) 40,969.80
12 , Net Value of Tax Return
tal Bequests; Non-elected 9113 Trusts (Schedule J) 1 , 6 6 0 , 917 .41
13. Charitable/Governmen (14)
14. Net Value of Estate Subject to Tax
1
7d
~
a
and 19 will
ate,
to
assessed
ALL returns
NOTE: If an assessment was iscludePthe1tota1~of
t
in
reflect figures tha
00 , 00
ASSESSMENT OF TAX: (15)
14 at Spousal rate
1
Li =
431,706.57 X
210.84 X 045-_
229
55,314.49
ne
,
15. Amount of
(16)
f Line 14 taxable at lineal/Class A rate ,
.00 X 1 2 = ,00
(17)
16. Amount o
17. Amount of Line 14 at Sibling rate
t Collateral/Class B rate (1B) .00 X 15 _ .00
55,314.49
18. Amount of Line 14 taxable a (19)=
19. Principal Tax Due
TAX CREDITS: + AMOUNT PAID
/ _______-.. TWTEREST/PEN PAID (-) ~, nnn nn
us-tt-~~~~ ~ CD006418
03-09-2006
.00
j , V Y V
1,630.28
55,314.49
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-10-2006 gALANCETOF TAXDDUE .00
INTEREST AND PEN. 46.08
TOTAL DUE 46.08
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ''
FOR CALCULATION OF ADDITIONAL INTEREST. pFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS.D