HomeMy WebLinkAbout01-06-06
01-03-2006
SHAEFER
05-12-2005
21 05-0560
CUMBERLAND
101
APPEAL DATE: 03-04-2006
( See reverse side under Objections)
AIIount R_i tted I 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:is4i-Ei-AFP-io3:osl-NOTicE-oF-iNHERiTANCE-TAi-APPRAiiEMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRY W FILE NO. 21 05-0560 ACN 101 DATE 01-03-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
BUREAU OF INDIVIDUAL Cll~€~~' r, --,
INHERITANCE TAX DIVISION - ,. ~ --
PO BOlC Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
r~PPRAISEHENT, ALLOWANCE OR DISALLOWANCE
- OF DEDUCTIONS AND ASSESSHENT OF TAX
Zr;nr J~,~I 6 fJ,:j" I'. [.}7
UUJ ~,J\~: - ,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLEF}:
C);:.:f.-1,/,t \;'
PATRICIA t1JLBROWN ESQ
SALZMANN HUGHES
10 W POMFRET ST
CARLISLE
PA 17013
ESTATE OF SHAEFER
.
REV-1547 ElC AFP (06-05)
HARRY
W
I~ an asses..ent was issued preY1ou.~, line. 14, 15 and/or 16, 17, 18 and 19 will
refllect ~1gures that include the total D'f ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AIIount of Line 14 at Spousal rate (1S)
16. AIIount of Line 14 tax~le at Lineal/Class A rete (16)
17. A.ount of Line 14 at Sibling rete (17)
18. AIIount of Line 14 texeble .t Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.ta (Schedula A)
2. Stocks IInCI Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. MOrtgages/Notes Receivable (Schedule D)
5. Cash~ Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Trensfers (Schedule Q)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
9,811.00
35.813.54
68.450.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/MOrtgage Li~ilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cherit~le/QoYernaent.l Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
14,172.24
826.18
(11)
(12)
(13)
(14)
NOTE:
.00 X
.00 X
68,450.00 X
30,626.12 X
.
.
AJtOUNT PAID
13,800.00
371.42
DATE
08-08-2005
10-26-2005
IUtBER
CD005666
CD005933
INTEREST/PEN PAID (-)
640.40
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your 8CCount,
~it the upper portion
of this for. with your
tex pay.."t.
114,074.54
Hi .998 42
99,076.12
.00
99,076.12
00 =
045 =
12 =
15 =
.00
.00
8,214.00
4,593.91
12,807.91
(19)=
14,811.82
2~ 003. 9lCR
.00
2,003.91CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. C
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU MAY BE DUE _
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.00
.00
r
~ IINTERIST AND PIN_I
TOTAL DUE
. IF PAm 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 HAY BE DUE (J
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
..
REV-14'<l EX (6-88)
r
REVIEWED BY
ITEM
SCHEDULE NO.
F 1
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
HARRY W SHAEFER
FILE NUMBER
John Kealy
ACN
2105-0560
101
EXPLANATION OF CHANGES
Real estate jointly owned by right of survivorship is taxable outright to the beneficiary
before determining residue.
ROW
Page 1