HomeMy WebLinkAbout02-17-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 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
REV-1547 EX AFP (06-05)
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
02-13-2006
STOTT
06-04-2005
21 05-0586
CUMBERLAND
ElIZABETH C
CRAIG A DIEHL ESQ <-'
.. ACN 101
C A DIEHL LAW OFFICES APPEAL DATE: 04-14-2006
3464 TRINDLE RD ( See reverse side under Objections)
CAMP HILL PA 17011 Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STOTT ElIZABETH C FILE NO. 21 05-0586 ACN 101 DATE 02-13-2006
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) ll) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 19,894.30
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 511,663.86
8. Total Assets (8) 531,558.16
APPROVED DEDUCTIONS AND EXEMPTIONS: 8,438.79
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 999.53
11. Total Deductions (11) 9.438 32
12. Net Value of Tax Return ll2) 522,119.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) ll3) .00
14. Net Value of Estate Subject to Tax ll4) 522,119.84
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 rate llS) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 522,119.84 X 045 = 23,495.39
17. Amount of Line 14 at Sibling rate ll7J .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate ll8) .00 X 15 = .00
19. Principal Tax Due ll9)= 23,495.39 I
TAX CREDITS:
I l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-19-2005 '" CDo05711 1,157.89 22,000.00
12-14-2005 CDo06101 .00 337.50
TOTAL TAX CREDIT 23,495.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE ... ~
lIE IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D E
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)