HomeMy WebLinkAbout01-13-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL-TAXEs
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-10-2006
BAHNER
08-05-2005
21 05-0725
CUMBERLAND
101
APPEAL DATE: 03-11-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9Y!_~~9~~_!~~~_~~~~______~___~~!~!~_~g~~~_~g~!!g~_Eg~_yg~~_~~9g~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ANN M FILE NO. 21 05-0725 ACN 101
MICHAEL BAHNER
M BAHNER LAW OFFICE
221 N 5TH ST 58
MCSHERRYSTOWN
PA 17344
ESTATE OF
BAHNER
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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
40,000.00
472,972.00
.00
.00
41,900.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
+
DATE
11-02-2005
NUMBER
CD005960
INTEREST/PEN PAID (-)
1,266.16
PAYMENT MUST BE MADE BY 05-05-2006*.
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
43,941.00
4.965.00
(11)
(12)
(13)
(14)
(9)
(10)
REV-1547 EX AFP (06-05)
ANN
M
DATE 01-10-2006
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
554,872.00
48.906 00
505,966.00
.00
505,966.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
21,643.00
.00
3,750.00
25,393.00
25,323.16
69.84
.00
69.84
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU MAY BE DUI!: .
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) '-.----'
.00 X 00 =
480,966.00 X 045=
.00 X 12 =
25,000.00 X 15 =
(19)=
AMOUNT PAID
24,057.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE