HomeMy WebLinkAbout02-27-06BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX BIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
WILLIAM A DUNCAN
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_.-.NOTICE OF INHERITANCE TAX
_.
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ESQ
PA 17013
REV-1547 EX AFP (06-OS)
DATE 02-28-2006
ESTATE OF BALOG HELEN
DATE OF DEATH 12-15-2004
FILE NUMBER 21 05-0189
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-29-2006
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS E-- ______________
REV-1547 EX AFP (03-05~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF BALOG HELEN FILE N0. 21 05-0189 ACN 101 DATE 02-28-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
(1) .00
1. Real Estate (Schedule A) 00
2. Stocks and Bonds (Schedule B) (2) .
00
3 Closely Held Stock/Partnership Interest (Schedule C) (3l .
. D)
l
h
d
S (4) .00
4. e
u
e
c
Mortgages/Notes Receivable ( 00
5 Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
. F) (6) .00
6. Jointly Owned Property (Schedule 00
7. Transfers (Schedule G) (~) .
8. Total Assets (8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
00
APPROVED DEDUCTIONS AND EXEMPTIONS: 9,754.40
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10.
Debts/Mortgage Liabilities/Liens (Schedule I) (10) ,00
q
7 54
40
11. Total Deductions (11) ,
.
12. Net Value of Tax Return .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) 16,649.28-
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18
essed to date and 19 will
reflect figures that include the total of ALL returns .
ass
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
19. Principal Tax Due
DA
/PEN PAID (-)
(15) . 00 X
(16) . 00 X
(17) . 00 X
(18) . 00 X
AMOUNT PAID
00 _ .00
045 = . 00
12 = .00
15 = .00
(19)= . 00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
.00
.00
INTEREST AND PEN. .00 f_
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. /~ tip,
EREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE`-1
FOR CALCULATION OF ADDITIONAL INT
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX l3-38)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
DECEDENTS NAME
REVIEWED
Helen Balog
INHERITANCE TAX
EXPLANATION
OF CHANGES
Deborah Washington
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Applied excess deductions from prior return(s).
FILE NUMBER
2105-0189
101
Row Page 1