HomeMy WebLinkAbout03-06-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
02-28-2006
WESTCOTT
03-27-2005
21 05-0459
CUMBERLAND
101
APPEAL DATE: 04-29-2006
( 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
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LAURENCE C FILE NO. 21 05-0459 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MANUFACTURE~S & TRDS
ATTN JANE F BURKE
1 W HIGH ST
CARLISLE
TR C
PA 17013
ESTATE OF
WESTCOTT
REV-1547 EX AFP (06-05)
LAURENCE
C
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 02-28-2006
CHANGED
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
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
743.863.61
.00
.00
125.405.74
.00
579,230.65
(8)
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 Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
llO)
50,090.77
858.28
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,448,500.00
(11)
ll2)
ll3)
ll4)
130.949 013
1,397,550.95
321,820.87
1,075,730.08
NOTE: I~ an assessment was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect figures 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:
5,000.00 X 00 = .00
1,060,730.08 X 045 = 47,732.85
.00 X 12 = .00
10,000.00 X 15 = 1,500.00
ll9)= 49,232.85
~. ...n ...-... . l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-27-2005 CD006142 .00 49,457.85
TOTAL TAX CREDIT 49,457.85
BALANCE OF TAX DUE 225.00CR
INTEREST AND PEN. .00
TOTAL DUE 225.00CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( 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.)