HomeMy WebLinkAbout01-20-06
REV-1470 EX (&-88) J ·
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
REVIEWED BY
ITEM
SCHEDULE NO.
H & I
Donald H. Schwartz
Sheila Megonnell
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
ACN
EXPLANATION OF CHANGES
2105-0402
101
Totals on Schedules "H" & "I" were not correctly carried forward to recapitulation page.
ROW
Page 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
,I' APPRAISEMENT ~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
01-24-2006
SCHWARTZ
03-11-2005
21 05-0402
CUMBERLAND
101
APPEAL DATE: 03-25-2006
( 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:is4;-Ex-AFP-ioi:osj-NOYICE-OF-INHERIYANCE-YAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DONALD J FILE NO. 21 05-0402 ACN 101 DATE 01-24-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAl.- -'TrAns:: ~ (\
INHERITANCE TAX DIIIISION . -. .
PO BOX 280601
HARRISBURG PA 17128-0601
I _~ !,! /"1-1 r\
,..:)~!' tl)
, !!.
; I i it
C2
(',:
JERRV RDlJFFIE
JOHNSON ETAL
PO BOX 109
LEMOVNE
PA 17043
ESTATE OF
SCHWARTZ
REII-1547 EX AFP (06-05)
DONALD
J
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. ~ointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
70.500.00
.00
.00
.00
4.169.75
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Line.l/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
(9)
ClO)
15~061.21
NOTE: To insure proper
credit to your account~
submit the upper portion
of this form with your
tax payment.
74~669.75
R5.157 RR
10~488.13-
.00
10~488.13-
Cl9)=
.00
.00
.00
.00
.00
70.096.67
Cl1)
Cl2)
Cl3)
Cl4)
.00
.00
.00
.00
x 00 =
X 045 =
X 12 =
X 15 =
TAX CREDITS:
-. .---. {+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) ~ YOU MAY BE DUE I
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) l-