HomeMy WebLinkAbout01-31-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-~ - NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
. OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-30-2006
RAE JR
05-23-2005
21 05-0479
CUMBERLAND
101
APPEAL DATE: 03-31-2006
( 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~_f9~_Y9~~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GEORGE W FILE NO. 21 05-0479 ACN 101
BUREAU OF INDIVIDUAL TAXES-
INHERITANCE TAX DIVISION .
PO BOX 280601
HARRISBURG PA 17128-0601
,... (,-}
, I
.'
f' ~-.
DAVID H STOtlEESQ
STONE HAL
414 BRIDGE ST
NEW CUMBERLAND
PA 17070
ESTATE OF
RAE JR
REV-1547 EX AFP (06-05)
GEORGE
W
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 01-30-2006
) CHANGED
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 J)
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~ ALL returns assessed to date.
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 rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
.
,~ R"''''''..r. [+J AMOUNT PAID
DATE ~ NUMBER INTEREST/PEN PAID (-)
08-22-2005 .....- CDo05722 411.10 9,000.00
TOTAL TAX CREDIT 9,411.10
BALANCE OF TAX DUE 1,189.11CR
INTEREST AND PEN. .00
TOTAL DUE 1,189.11CR
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
(9)
(10)
NOTE:
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
192,400.00
31.661.10
.00
.00
9,066.04
21.147.89
3,345.55
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
257,620.58
74.909 76
182,710.82
.00
182,710.82
.00
8,221.99
.00
.00
8,221.99
( 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.)
W'
37,374.93
37.534.83
(11)
(12)
(13)
(14)
.00
182,710.82
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(19)=