HomeMy WebLinkAbout01-06-06
-..;.-'.'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND AS5ESSHENT OF TAX
01-03-2006
CRAMER
04-25-2005
21 05-0611
CUMBERLAND
101
APPEAL DATE: 03-04-2006
( See reverse side under Objections)
Mount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE~ PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS ...
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RUTH P FILE NO. 21 05-0611 ACN 101
BUREAU OF INDIvIDUit,~"i'~rs;':
INHERITANCE TAX DIVISIdtf:'_ ': ._ ~: .-
PO BOX Z80601
HARRISBURG PA 171Z8-0601
2QDS J
".
-0
PC'1 I: 09
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
O"C" ,,'
r'" 'I .
HAMIL T~I !e DAVIS
ZULLINGER DAVIS
20 E BURD ST STE
SHIPPENSBURG
6
PA 17257
ESTATE OF CRAMER
'*
REV-1547 EX AFP (06-05)
RUTH
P
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 01-03-2006
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks and Bonds (Schedule 8)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. HortgaSllts/Notes Receh_le (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. JOintly OWned Property (Schedule F)
7. Transfers (Schedule G)
8. Tot.l Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Hisc. Expenses (Schedule H)
10. DebtslHortgage Liebilities/Llens (Schedul. I)
11. Tot.l Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
25,357.01
.00
.00
.00
1.609.64
2,966.60
.00
(8)
1l~730.30
2.309 10
(11)
(12)
(13)
(14)
(Schedule J)
I~ an asses.-ent was issued previOUSly. lines 14. 15 and/or 16. 17. 18 and
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. ~t of Line 14 et Spousal rate (15)
16. A80unt of Line 14 texable et Lineal/Class A rate (16)
17. ~t of Line 14 at Sibling rate (17)
18. ABount of Line 14 taxable at Collateral/Class 8 rate (18)
19. Principel Tax Due
NOTE:
.
.
DATE
10-26-2005
NlMBER
CD005934
INTEREST/PEN PAID (-)
.00
.00 X
15~893.85 X
.00 X
.00 X
AHOUNT PAID
715.22
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
creeli t to your account ~
subait the upper portion
of this for. with your
tax P8Y11B1\t.
29,933.25
Hi O~q 40
15~893.85
.00
15~893.85
19 will
.00
715.22
.00
.00
715.22
715.22
.00
.00
.00
G
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1~ NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU HAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)