HomeMy WebLinkAbout01-20-06
01-24-2006
ERB
02-03-2005
21 05-0146
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 +--
REv:is4,-ix-AFP-io3:osi-NOTlci-oF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANcE-OR---------------
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
INEZ D FILE NO. 21 05-0146 ACN 101 DATE 01-24-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
. 4.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
BUREAU OF INDIVIDUIdl;~l'AX;fS" (.,
INHERITANCE TAX DIVISImf~', '.- - ,'_.-"
PO BOX Z80601
HARRISBURG PA 171Z8-0601
i f- *1 r\o
".~ ',,; L l
fd: ; ~: Co,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
,.,! ~
STEPHANIE,"-j" BAVLETT
3810 CHESTNUT ST
CAMP HILL
PA 17011
ESTATE OF
ERB
REV-1547 EX AFP (06-05)
INEZ
D
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. "ortgages/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
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
11.372.42
40.754.46
95,000.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
nO)
9,380.28
8.070.57
Ul)
(2)
(3)
(4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
147,126.88
]7.450 85
129,676.03
500.00
129,176.03
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: I~ an assessment was issued previously, lines
re~lect~igures that include the total o~ ~
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rat. (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 =
.00 X 045=
.00 X 12 =
129,176.03 X 15 =
(9)=
.00
.00
.00
19,376.40
19,376.40
TAX CREDITS:
. n..._ ._~. T+J AHOUNT PAID
DATE ~BER INTEREST/PEN PAID (-)
04-29-2005 CD005272 894.74 17,000.00
INTEREST IS CHARGED THROUGH 02-08-2006 TOTAL TAX CREDIT 17,894.74
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,481.66
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 22.87
TOTAL DUE 1,504.53
. 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 MAY BE DUE r~
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.) "
REV-1470 EX (6-~B) I- '*
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Inez D. Erb 2105-0146
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G Life Estates are fully taxable.
ROW
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