HomeMy WebLinkAbout03-06-06
03-06-2006
NICKEL
08-23-2005
21 05-0787
CUMBERLAND
101
APPEAL DATE: 05-05-2006
(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~~_!~!~_~!~~______~___~~!!!~_~Q~~~_~Q~!!Q~_~Q~_YQ~~_~~~Q~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LARRY R FILE NO. 21 05-0787 ACN 101 DATE 03-06-2006
TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
"
~UREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
RONALD E JOHNSON ESQ
ANDREWS & JOHNSON
78 W POMFRET ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
ESTATE OF
NICKEL
REV-1547 EX AFP (06-05)
LARRY
R
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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 Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
84,000.00
3.017.40
.00
.00
11.251.13
.78
1,362.98
(8)
10,312.74
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~ 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:
.00 X 00 = .00
28,548.33 X 045 = 1,284.63
.00 X 12 = .00
.01 X 15 = .12
(19)= 1,284.75
60.771.22
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portior
of this form with your
tax payment.
99,632.29
71.083 96
28,548.33
.00
28,548.33
.. . . ..... . n........... . l+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
01-13-2006 CD006203 .00 1,196.46
PAYMENT MUST BE MADE BY 05-23-2006~. TOTAL TAX CREDIT 1,196.46
BALANCE OF TAX DUE 88.29
INTEREST AND PEN. .00
TOTAL DUE 88.29
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
REV-1470 EX (6-88) ,
/. '
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
Larry R Nickel
REVIEWED BY
ACN
2105-0787
101
Deborah Washington
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 3 "In Trust For" accounts are fully taxable with no $3,000 exclusion allowed, see Section
2107(c) (7) of the Inheritance Tax Act of 1991.
H A-3 The deduction for travel expenses has been disallowed. The executor or administrator
of the estate is the only person entitled to claim these expenses in conjunction with the
administration of the estate.
ROW
Page 1