HomeMy WebLinkAbout01-06-06
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BUREAU OF INDIVIDU~LrT.,,*$.. '
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
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-03-2006
THOMAS
07-23-2005
21 05-0763
CUMBERLAND
101
APPEAL DATE: 03-04-2006
( See reverse side under Objections)
Allount 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 +--
REY:is47-EX-AFP-ioi:osi-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PHYLLIS V FILE NO. 21 05-0763 ACN 101
Pi'l
!: 10
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ROGER B Cl~WIt~ ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
PA 17013
ESTATE OF THOMAS
*'
REV-1547 EX AFP (06-05)
PHYLLIS
V
DATE 01-03-2006
I~ an asses-.ent was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. ~t of Line 14 at Spousal rate (IS)
16. A.ount of Line 14 taxabla .t Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A~t of Lina 14 taxable .t Coll.teral/Class B rate (18)
19. Principal Tax Due
TAX RETURN WAS: (X) ACCEPTED AS FILED
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. JointlY Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral EXPenses/A~. Costs/Misc. Expenses (Schedule H)
10. o.bts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
.
.
DATE
10-19-2005
NUltBER
CD005915
INTEREST/PEN PAID (-)
225.00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST.
( ) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
82,000.00
19.724.28
.00
.00
475.959.90
.00
.00
(8)
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
sublli t the upper portion
of this for. with your
tax pa~ent.
577,684.18
~3; 470 ~3;
514,213.55
484,213.55
30,000.00
19 will
.00
.00
.00
4,500.00
4,500.00
4,500.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE (\ I
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~
(9)
(10)
60,563.52
2.907.11
(11)
(12)
(13)
(14)
(Schedule ..1)
.00 X
.00 X
.00 X
30,000.00 X
AHOUNT PAID
4,275.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE