HomeMy WebLinkAbout01-06-06
01-03-2006
REAM
07-29-2005
21 05-0799
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 +--
Riy:is47-ix-AFP-ioi:osj-NOYlci-OF-INHEiITANci-YAX-APpiAIsEMENT:-ALLowANcE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LILLIAN E FILE NO. 21 05-0799 ACN 101
BUREAU OF INDIVIDUlL~T~~0
INtERITANCE TAX DIVISIOM \j'~ - _i_,
PO BOX 280601
HARRISBURG PA 1712B-0601 '
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
("
-0
PH !: 10
c:::
0:-"',: ',':';" (',"" I'~"
STEPHEK-)iii'(o(JM::tSQ;i,' ';;
2100 LONGS GAP RD
CARLISLE PA 17013
ESTATE OF REAM
*'
REV-1547 EX AFP (06-05)
LILLIAN
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 01-03-2006
I~ an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~1gures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AIIount of Line 14 .t Spousel ..at. (15)
16. AIIount of Line 14 taxable at Lin.al/Class A rat. (16)
17. ~t of Line 14 .t Sibling ...te (17)
18. ADount of Line 14 taxable .t Coll.t....l/Cl.ss B ...te (18)
19. p..incipal T.x Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Clos.ly Held Stock/p...tn...ship Int....st (Schedul. C)
4. Ho..tS-gBs/Not.s Rec.ivabl. (Schedul. D)
S. Cash/Bank Deposits/Hisc. Pa..sonal Prope..ty (Schedul. E)
6. JointlY OWned P..op...ty (Sch.dule F)
7. T..ansfe..s (Sch.dul. G)
8. Total Assets
(I)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
16.516.61
75.450.00
62,442.57
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune..al Expens.s/Ad.. Costs/Hisc. Expenses (Schedul. H)
10. o.bts/Ho..tgege Liabiliti.s/Li.ns (Schedul. I)
11. Total Deductions
12. Net Value of Tax R.tu..n
13. Charit8bl./Gov."nBent.1 Bequests; Non-elected 9113 T..usts
14 . Net Valu. of Estat. Subject to Tax
(9)
(10)
15,250.03
1.141. 00
(11)
(12)
(13)
(14)
(Sch.dul. J)
NOTE:
.00 X
138,018.15 X
.00 X
.00 X
AHOUNT PAID
5,900.28
DATE
10-28-2005
NUHBER
CD005939
INTEREST/PEN PAID (-)
310.54
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
00 =
045 =
12 =
15 =
(19)=
NOTE: To insu... prope..
c..adi t to you.. IICCOunt,
sub.i t the upp... portion
of this fo... with you..
tax p.y_nt.
154,409.18
U .391 03
138,018.15
.00
138,018.15
19 will
.00
6,210.82
.00
.00
6,210.82
6,210.82
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU HAY BE DUE /1
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ~