HomeMy WebLinkAbout01-20-06
01-16-2006
GROUP
04-27-2005
21 05-0435
CUMBERLAND
101
APPEAL DATE: 03-17-2006
( 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
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-Ex-AFP-ioi:osj-NoTlcE-oF-iNHERITANCE-TAX-APPRAIsEMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HELEN FILE NO. 21 05-0435 ACN 101
.- t "'. ,~~, .... . ~', [- -'"
BUREAU OF INDIVIDUAL~AXES"
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
2' ",~) .jr
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
~ ? ()
c_ 4,.,!
:" ". ~ I! "';"
. " ,; : r" .~)
j ~ I j 1;, ~~ J
STEPHEN'l BLOOM ESQ
2100 LONGS GAP RD
CARLISLE PA 17013
ESTATE OF GROUP
REV-1547 EX AFP (06-05)
HELEN
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 01-16-2006
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)
~. 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
(1)
(2)
(3)
(~)
(5)
(6)
(7)
.00
.00
.00
.00
53 J 174.07
86.930.54
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mise. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
1~. Net Value of Estate Subject to Tax
(9)
(10)
13,464.53
412.67
(11)
(12)
(13)
(1~)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
140,104.61
13.877 ~n
126,227.41
.00
126,227.41
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of line l~ at Spousal rate (15)
16. Amount of Line 1~ taxable at lineal/Class A rate (16)
17. Amount of Line 1~ at Sibling rate (17)
18. Amount of line 1~ taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 =
126,227.41 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
5,680.23
.00
.00
5,680.23
TAX CREDITS:
.--. (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-27-2005 CD005622 283 . 71 5,390.40
10-20-2005 CD005917 .00 5.82
TOTAL TAX CREDIT 5,679.93
BALANCE OF TAX DUE .30
INTEREST AND PEN. .00
TOTAL DUE .30
. IF PAID 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 MAY BE DUE (', .
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) -r