HomeMy WebLinkAbout01-06-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
01-03-2006
MOUNTZ
09-06-2005
21 05-0829
CUMBERLAND
101
APPEAL DATE: 03-04-2006
( See reverse side under Objections)
AMount Re.ittedl 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 +--
REY:is47-EX-AFP-io3:0si-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-AiiowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARGUERIT E FILE NO. 21 05-0829 ACN 101 DATE 01-03-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
.' BUREAU OF INDIVIDUAi:rrAXESi~':
INHERITANCE TAX DIVISIoN.,' .
PO BOX 280601 ", -
HARRISBURG PA 17128-0601
r'l. I?
c::- . '-
'HI
\..:I,..J
Pii
c::;-, .:;
ROGER B(J~WIN ESQ ~
IRWIN &-~CKNIGHT
60 W POMFRET ST
CARLISLE
PA 17013
ESTATE OF MOUNTZ
*'
REV-1547 EX AFP (06~05)
MARGUERIT E
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks ..,d Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. HortgageslNotes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Tr8nsfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
40.368.21
1.848.02
30~000.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Hisc. Expenses (Schedule H)
10. Dabts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Gover~tal Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total ~ !bb returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
T X T :
NOTE:
DATE
11-04-2005
NUHBER
CD005976
INTEREST/PEN PAID (-)
129.53
PAYMENT MUST BE MADE BY 06-06-2006-.
5~539.49
108.25
(11)
(2)
(3)
(4)
(9)
UO)
.00
66~568.49
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
NOTE: To insure proper
credit to your account~
sub.it the upper portion
of this for. with your
tex pa~t.
72~216.23
5.647 74
66~568.49
.00
66~568.49
(9)=
.00
2~995.58
.00
.00
2~995.58
AHOUNT PAID
2~461.05
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2~590.58
405.00
.00
405.00
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $l~ NO PAYHENT IS REQUIRED. f' jV
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU HAY BE DUS _
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ~
REV-1471l EX (6-88)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Marguerite E Mountz
Deborah Washington
FILE NUMBER
REVIEWED BY
ACN
2105-0829
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
G 1 to 3 The $3,000 exclusion does not apply to the value of this item. Section 9107 (c) (3) of the
1995 Act provides that a transfer is made within one (1) year before the death of the
transferor is subject to tax, allowing an exclusion.
ROW
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