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HomeMy WebLinkAbout02-17-06 :"" . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOJIC~ OF INHERITANCE TAX .APPR4I$.EHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-13-2006 HALSEY 05-29-2005 21 05-0518 CUMBERLAND 101 APPEAL DATE: 04-14-2006 ( 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 9Yr_~~9~~_r~!~_~!~~-----_~___~~!~!~_~9~~~_~9~!!9~_E9~_Y9Y~_~~~9~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX VIOLET M FILE NO. 21 05-0518 ACN 101 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 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 .- :':- " "-J .......' I ,-. r,.", I I MLISS M HALSEY 318 S FREDERICK ST MECHANICSBURG PA 17055 ESTATE OF HALSEY TAX RETURN WAS: (X) ACCEPTED AS FILED 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 NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: DATE 11-28-2005 + NUMBER CD006031 INTEREST/PEN PAID (-) .00 (9) UO) CHANGED U) (2) (3) (4) (5) (6) (7) 210,000.00 122,353.00 .00 .00 52,255.00 .00 122,146.00 (8) REV-1547 EX AFP (06-05) VIOLET M 14,213.00 7.952.00 (11) (2) (3) (4) .00 X 00 = 474,589.00 X 045 = .00 X 12 = .00x15= (9)= AMOUNT PAID 21,357.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. DATE 02-13-2006 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 506,754.00 22.165 00 484,589.00 10,000.00 474,589.00 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. (5) (6) U7> (8) .00 21,357.00 .00 .00 21,357.00 21,357.00 .00 .00 .00 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.)