HomeMy WebLinkAbout12-27-05
12-19-2005
STEINOUR
06-02-2005
21 05-0526
CUMBERLAND
101
APPEAL DATE: 02-17-2006
( See reverse side under Objections)
Amoun~ Remi~~edl 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-ioi:osi-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEHENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WILLIAM A FILE NO. 21 05-0526 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
PATRICIA R BROWN
SALZMANN HUGHES
10 W POMFRET ST
CARLISLE
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
ESTATE OF
STEINOUR
REV-1547 EX AFP (06-05)
WILLIAM
A
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 12-19-2005
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)
8. Total Assets
(1)
(2)
(3)
[4)
(5)
(6)
(7)
92.500.00
.00
.00
.00
9.037.69
.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)
(10)
21. 141 . 88
NOTE: If an assessmen~ was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec~ figures ~ha~ include the total of ~ returns assessed to da~e.
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
.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
26.427.00 X 15 = 3.964.00
(19)= 3.964.00
53.969.11
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
101.537.69
75.110 QQ
26.426.70
.00
26,426.70
TAX CREDITS:
t"AY"~NI rU:.l.J:..Lr I T+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-02-2005 CD005753 184.21 3,500.00
10-18-2005 CD005910 .00 289.00
12-12-2005 REFUND .00 9.21-
TOTAL TAX CREDIT 3.964.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. 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
A REFUND. SEE REVERSE SIDE Of THIS FORM fOR INSTRUCTIONS.) C f