HomeMy WebLinkAbout03-06-06
03-06-2006
CARTER
04-08-2005
21 05-0733
CUMBERLAND
101
APPEAL DATE: 05-05-2006
(See reverse side under Objections)
Amoun~ Remi~~edl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV:is4'-EX-AFP-COj:osi-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JACK FILE NO. 21 05-0733 ACN 101 DATE 03-06-2006
TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
!
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RICHARD E CONNELL
BALL ET AL
2303 MARKET ST
CAMP HILL
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17011
ESTATE OF
CARTER
REV-1547 EX AFP (06-05)
JACK
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)
~. 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
1I)
(2)
(3)
(4)
(5)
(6)
(7)
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)
l~. Net Value of Estate Subject to Tax
(9)
lID)
.00
1.656.20
.00
.00
971. 88
7.199.80
.00
(8)
4~966.30
582.95
(11)
1I2)
1I3)
1I4)
NOTE: To insure proper
credit to your account~
submit the upper portion
of this form with your
tax payment.
9~827.88
5.549 ?Ii
4~278.63
.00
4~278.63
NOTE: I~ an assessmen~ was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lec~ ~igures ~ha~ include ~he ~o~al o~ ALL re~urns assessed ~o da~e.
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
lIS) .00 X 00 = .00
1I6) 4~278.63 X 045 = 192.54
1I7) .00 X 12 = .00
1I8) .00 X 15 = .00
1I9)= 192.54
TAX CREDITS:
.. .~~6' . T+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-09-2006 CDo06186 .00 192.54
TOTAL TAX CREDIT 192.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. .04
TOTAL DUE .04
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. l
IF TOTAL DUE IS REFLECTED AS A "'CREDIT"' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~
REV-1470 f,X (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
Jack Carter
REVIEWED BY
ACN
2105-0733
101
Deborah Washington
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 The value of the jointly held assets is being stricken from the assessment of this return
since they were previously assessed on 09-13-2005 under ACN 05136509.
ROW
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