HomeMy WebLinkAbout02-03-06
02-06-2006
SUNDAY
03-14-2005
21 05-0302
CUMBERLAND
101
APPEAL DATE: 04-07-2006
( 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
~Y!_~~9~~_!~~~_~~~~______~___~~!~!~_~9~~~_~9~!!9~_E9~_YQY~_~~~Q~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WALTER D FILE NO. 21 05-0302 ACN 101 DATE 02-06-2006
TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED SEE ATTACHED NOTICE
BUREAU OF INDIVIDUAt"TAXES
INHERITANCE TAX DIVISION
PO BDX 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
,.... ':
t. ! r~
('-,
~ '_..l
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
~.
, !
('.' l
WILLIAM l SUNDAY
39 W MAIN ST
MECHANICSBURG
PA 17055
ESTATE OF
SUNDAY
REV-1547 EX AFP (06-05)
WALTER
D
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate (15)
16. Amount of Line 14 taxable at Lineal/Class A ~ate (16)
17. Amount of Line 14 at Sibling ~ate (17)
18. Amount of Line 14 taxable at Collate~al/Class B ~ate (18)
19. P~incipal Tax Due
395,716.17 X 00 = .00
750,000.00 X 045 = 33,750.00
.00 X 12 = .00
.00 X 15 = .00
(19)= 33,750.00
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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. T~ansfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
885.865.30
.00
.00
77 .298.25
.00
221,202.31
(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 Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
35,453.11
3.196.58
(11)
(12)
(13)
(14)
NOTE: To insu~e p~oper
credit to you~ account,
submit the upper portion
of this fo~m with your
tax payment.
1,184,365.86
38.649 69
1,145,716.17
.00
1,145,716.17
TAX CREDITS:
,~.' ,,~-~.... (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-10-2005 CD005417 1,687.50 32,062.50
TOTAL TAX CREDIT 33,750.00
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 $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE0 /
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~