HomeMy WebLinkAbout02-17-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
--APflRAISEHENT, ALLOWANCE OR DISALLOWANCE
UF DEDUCTIONS AND ASSESSHENT OF TAX
02-13-2006
ROMBERGER
06-15-2005
21 05-0553
CUMBERLAND
101
APPEAL DATE: 04-14-2006
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~!_~~9~9_!~!~_~!~~------~-__~~!~!~_~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
GENE T FILE NO. 21 05-0553 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. 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
BUREAU OF INDIVIDUAL TAXES' --
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
,~. I-J
, 1,..,1
t.....
JOHN B DOUGHERTY'
STE 100
800 N 2ND ST
HBG
PA 17102
ESTATE OF
ROMBERGER
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
120,000.00
.00
.00
.00
108.146.00
.00
.00
(8)
REV-1547 EX AFP (06-05)
GENE
T
(9)
(10)
24,165.00
DATE 02-13-2006
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
228,146.00
36.876 00
191,270.00
.00
191,270.00
NOTE: 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:
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:
12.711. 00
(11)
(12)
(13)
(14)
.00 X 00 = .00
191,270.00 X 045 = 8,607.00
.00 X 12 = .00
.00 X 15 = .00
(19)= 8,607.00
.... ....' ,......... (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
12-12-2005 CD006093 .00 8,607.00
TOTAL TAX CREDIT 8,607.00
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 PAYHENT IS REQUIRED. (J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DU ,~
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.).